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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Content approval on D3...
Microsoft Dynamics CRM (Archived)

Content approval on D365 Portal

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Posted on by SP211 130

Is there a way to implement content approval on a D365 portal where a content editor can update page content and not have it published until an approver approves the update? Have been using the following article regarding creating new publishing states and transition rules on a D365 portal but if we create a new publishing state and set 'IsVisible' = false and a content editor changes the web page state to this, the page is hidden from users.  

Thanks in advance

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  • Suggested answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    Article you have mentioned is still relevant.

    If you create this new publishing state (isvisible=false) with name Draft just for editors, you need grant them with Access Rules docs.microsoft.com/.../webpage-access-control ability to edit this page.

    Probably you need create for your editors another record in WebSite Access Permission - docs.microsoft.com/.../website-access-permission to give them right to Preview Unpublished Entities.

  • SP211 Profile Picture
    SP211 130 on at

    Thanks for the reply.  I understand that we can create a Website access permission to allow the editors to view the unpublished version of the page but anonymous users to the site are no longer able to view the page or any previous version of the page.

  • Suggested answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    OK, Looks like you are trying to implement Edit changes to the existent pages with approval flow.

    You need to develop some type of process to act not on the same version of the Page.

    Like:
    1) To make edits to the page {youdomain}/{path}/page create the temporary page with the link like 
    {youdomain}/{path}/page_edits with not visible published status. Allow editors to access it and approve and make changes. Once they approved the change - you can have plugin to replace (update/edit) actual page with the edits from the temporary page.

    2) You can add a new entity to store change request to the page. Use Entity Permission and build new Form for that entity and you can give users with proper roles ability to work with that entity. And once this entity is in the approved state - again run workflow or to have a plugin to update the changes.

    If I still responding to the wrong answer - can you describe what you trying to achieve with mode details.

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