This documentation relates to an old version of Nuxeo CMF (1.x). You may want to check the latest version if you are using a more recent version.
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When you create a route, it is a draft and is not immediately available on cases. To be available on cases, it needs to be validated, by a specific group of users called "routeManagers". Once the route is validated, it cannot be edited anymore.

How to make the route available to route managers

Routes are created in personal workspaces. This means that, unless you shared your personal workspaces with other users, only you can access its content by default. To enable route managers to validate a route, you need to give them access rights on the route. They need to have at least "Write" permission on the route to be able to validate it.

To give access rights to route managers to a route:
  1. On the route, click on the Manage tab.
    The Access Rights sub-tab is displayed.
  2. In the "Add a new security rule" form, start typing "routeManagers".
    The users and groups that correspond to the characters you type are displayed.

    If no "routeManagers" group is suggested, contact your administrator and ask him to create this group.

  3. In the suggestions, click on the "routeManagers" group.
  4. In the "Permission" drop down list, select "Write".
  5. Click on the Add permission button.
    The "routeManagers" group and its right are displayed in the "Local Rights" part of the screen.
  6. Save local rights modification by clicking on the Save local rights button.
    Local rights are saved and applied.
    You now need to inform route managers that they need to approve a route.

How to inform route managers that they need to approve a route

There is no automatic alert that informs the members of the group "routeManagers" that they have a new route to validate. You need to let them know by external means, by sending an email for instance. When you notify them, don't forget to send them the URL of the route to approve. As the route is located in your personal workspace, they won't be able to browse the application and find it easily.

How to validate a route

Only the members of the "routeManagers" group can approve routes and make them available to the Nuxeo CMF users.

  1. Open the route by clicking on the URL that you were provided.
    You are displayed the route, with all its content. The route's state is currently "draft".
  2. When you have reviewed the route, click on the Validate model button displayed in the "Participating documents" section of the route's "Content" tab.

    The route's state goes to "Validated". All users can now apply this route on cases.
    The route can no longer be edited.
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