Requesting content

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 17 min. de leitura

    • Content Governance provides multiple ways for employees to request content to be created for employee communications and for your company's content team to clarify the request and assign the request to team members.

    Once a content request has been created, Content Governance provides the ability to track the request, review the content created from the request, approve it, and publish it.

    There are several ways for your employees to request content to be created:
    Employee Center Pro
    Employees can use the Content Request catalog item from the Employee Center Pro. Your company decides where on the Employee Center Pro it appears. Any employee that has access to Employee Center Pro can request content.
    Service Catalog
    Employees can request content from the Service Catalog similar to requesting content from the Employee Center Pro.
    Content Request form
    Primarily used by the content team to create a content request when the original request was made verbally or through some other method. The Content Request form allows the content team to create the request, then track, review, approve, and publish the content that is created from the request.

    Request content from the Employee Center Pro

    Employees that have access to the Employee Center Pro can request content to be developed for distribution to other employees.

    Antes de Iniciar

    Role required: none

    You can use unified taxonomy to link the request content to a topic so the request can be accessed from the Topic page. For more information, see Unified Taxonomy for Employee Center.

    Procedimento

    1. Navigate to All > Self-Service > Employee Center.
    2. Select Content Request.
      Your company decides where on the Employee Center this appears.
      Nota:
      You can also enter Content Request from the Search bar.
    3. Fill in the fields on the Content Request form.
      FieldDescription
      *Please select the type of communication you'd like to schedule How you want your content to be communicated. Your choices are:
      • Portal
      • Mobile
      • To-do
      • Other
      *What type of content do you need for your communication? The type of content you want communicated. The type of content depends on what type of communication you select in the field above.

      Your choices for Portal are:

      • Banner
      • Video
      • Topic Content Section
        • What is your desired Topic page? This field appears when you select Topic Content Section.
        • Enter the topic page you want your requested content to appear in.
      • Other
      Your choices for Mobile are:
      • Banner
      • Video
      Your choices for To-do are:
      • Click a button
      • View a video
      • Click a link
      • Sign a document
      Your choices for Other are:
      • Email
      • SMS Text
      • Other
        Nota:
        The Content Manager should define what it means to select Other/Other. For example, it could be used for another type of personal communication like company chat.
      What is your desired Topic page? Enter the topic page you want your content to appear in. This field only appears when you select Topic Content Selection from the What type of content do you need for your communication drop-down. For more information, see Dynamic topic pages.
      Which employees should see your communication? Who you want your content to be directed to.

      You can direct your content at all employees or as specific as you want. For example, you may want your content only available to employees that work and reside in the US and have different content for employees outside the US.

      You can also have your content and communication target specific employees, groups, divisions, specific roles, or job titles.
      Start date The date you want you content made available.
      End date The date you want your communication to stop.
      What languages will you need the content translated into? The language(s) you want your content to be created in and made available to your audience.
      Nota:
      The available languages are dependent on what your company has installed.
      Please add any additional reviewers required for your communication (optional) Click into the field and select people you want to review and approve the content that is created from your request.

      When approvals are required and the content request item is moved to the In Review state, the content request appears under My tasks for the reviewers and approvers. The content can be previewed, approved, or don't approve.
      Please add any additional information about your communication (optional) Details that can clarify what you want included in the content you are requesting.
      Please add a URL for your call to action button (optional) A URL link you want your audience to select if you are requesting to-do, survey, or any type of action content.
      Add attachments Any files that you want to be included in the content you are requesting.
    4. Select Submit.
      A content request number (CONREQ prefix and sequential number) is generated and what you can use to track, review, and approve the content you requested. You can view your request under the My Requests.

    Request content using the Service Catalog

    Employees who have access to Service Catalog can request content from the Service Catalog.

    Antes de Iniciar

    Role required: none

    Procedimento

    1. Navigate to All > Service Catalog > Services.
    2. Select Content Request.
      Nota:
      You can also enter Content Request from the Search bar.
    3. Fill in the fields on the Content Request form.
      FieldDescription
      *Please select the type of communication you'd like to schedule How you want your content to be communicated. Your choices are:
      • Portal
      • Mobile
      • To-do
      • Other
      *What type of content do you need for your communication? The type of content you want communicated. The type of content depends on what type of communication you select in the field above.

      Your choices for Portal are:

      • Banner
      • Video
      • Topic Content Section
        • What is your desired Topic page? This field appears when you select Topic Content Section.
        • Enter the topic page you want your requested topic to appear in.
      • Other
      Your choices for Mobile are:
      • Banner
      • Video
      Your choices for To-do are:
      • Click a button
      • View a video
      • Click a link
      • Sign a document
      Your choices for Other are:
      • Email
      • SMS Text
        Nota:
        Requires integration with Notify. For more information, see Notify.
      • Other
        Nota:
        The Content Manager should define what it means to select Other/Other. For example, it could be used for another type of personal communication like company chat.
      What is your desired Topic page? Enter the topic page you want your content to appear in. This field only appears when you select Topic Content Selection from the What type of content do you need for your communication drop-down.

      For more information, see .
      Which employees should see your communication? Who you want your content to be directed to.
      Start date The date you want you content made available.
      End date The date you want your communication to stop.
      What languages will you need the content translated into? The language(s) you want your content to be created in and made available to your audience.
      Nota:
      The available languages are dependent on what your company has subscribed to.
      Please add any additional reviewers required for your communication (optional) Select the Lock Lock icon icon.

      Next, select the Lookup using list Lookup using list icon icon.

      Select people you want to review the content that is created from your request.

      When approvals are required and the content request item is moved to the In Review state, the content request appears under My tasks for the reviewers and approvers. The content can be previewed, approved, or rejected.
      Please add any additional information about your communication (optional) Details that can clarify what you want included in the content you are requesting.
      Please add a URL for your call to action button (optional) A URL link you want your audience to select if you are requesting to-do, survey, or any type of action content.
      Manage Attachments icon Manage Attachments Any files that you want to be included in the content you are requesting.
    4. Select Submit.
      A content request number (CONREQ prefix and sequential number) is generated on the Content Request form. For more information, see Request content using the Content Request form.

    Request content using the Content Request form

    The content team uses the Content Request form to create a content request when the original request was made verbally or through some other method outside of Content Governance. The Content Request form enables the content team to create a content request and then assign, track, review, approve, and publish content.

    Antes de Iniciar

    Role required: sn_cg.content_request_user

    When an employee requests content without using the Service Catalog or Employee Center Pro either verbally or another communication method, the Content Request form can be used by your content team to enter the request into Content Governance. This allows the content team to track, review, approve, and create a content request.

    The Content Request form can also be used by the content team to delegate work to other team members and allow them to track the request and work across the team.

    Procedimento

    1. Navigate to All > Content Governance > Create New Request.
    2. Fill in the fields of the Content Request form.
      FieldDescription
      Number A unique number that identifies the content request.

      This field pre-fills the content request number and cannot be edited and has a CONREQ prefix followed by a sequential number.
      Assigned to The person assigned to create the content from the content request.
      Nota:
      After the record is saved, a notification email is sent to the assigned to person.

      If you select an assignment group, the Assigned to person must be a member or the selected group.

      When you enter an Assigned to person, this person automatically appears as the Assigned to person in a Content Request Item. If you leave this field blank, the Assigned to person on a Content Request Item is also blank.
      Assignment group The group assigned to create the content from the content request.

      If you select an assignment group, the Assigned to person must be a member or the selected group.

      Nota:
      For more information, see Manage ownership groups.

      When you enter an assignment group in this field, it automatically appears in the Assignment group field for a Content Request Item. You can only enter members of that group to the Assigned to field for a Content Request Item.
      Opened by The person who is requesting the creation of content.
      Priority The urgency associated with the content request. Your choices are:
      • 1- Critical
      • 2 - High
      • 3 - Moderate
      • 4 - Low
      • 5 - Planning
      State The status of the content request.
      • New
      • Assigned
      • Work in Progress
      • In Review
      • Ready to Publish
      • Published
      • Cancelled
      Due date The date the request for content should be completed.
      Short description A short description of the content request. The text entered here appears by default in the short description for the content item.
      Description A longer description of the content request with more details.
      Work notes Additional information about the content request.

      Work notes are useful if additional information is required from the requester.
      Additional comments (Customer visible) You can choose to make this information visible to the requester by checking the Additional comments (Customer visible) box.
      When a content request is created from Employee Center Pro or the Service Catalog, the Variables section appears with information entered from those sources.
    3. Select Save or Submit.
      If you select Save, your information is saved and the Content Request form remains visible and the Content Request Items related list appears. For more information, see Edit a content request item. If you select Submit, the record is saved and you are returned to the Content Requests list.
      Discuss
      Select to start a sidebar discussion on the proposed content. After selecting this button, the Start a Sidebar discussion widow opens. You can add participants to the discussion and enter a brief message that is sent to the discussion participants.

    Edit a content request item

    Use the Content Request Item form to provide details on what type of content should be created from a content request.

    Antes de Iniciar

    Role required: sn_cd.content_manager

    When a content request is submitted via the Content Request form or through the Employee Center, a content request item is automatically created and associated with the content request.

    You can edit a content request item from the Content Request Items related list of a content request. To add more content request items, select the New button.

    You can also access the Content Request Item form by selecting a content request from the Assigned to Me, Unassigned, or All Requests lists.

    Procedimento

    1. Navigate to All > Content Governance > My Requests.
    2. Select the content request that contains the content request item you want to edit.
      For more information, see Request content using the Content Request form or Request content from the Employee Center Pro.
    3. Select the content request item from the Content Request Items related list.
      The content request item is identified by the CONREQITM prefix followed by a sequential number.
    4. Fill in the fields on the Content Request Item form.
      FieldsDescription
      Number A unique number that identifies the content item associated with a content request.
      Content Request A unique number that identifies the content request.

      This field pre-fills the content request number and cannot be edited and has a CONREQ prefix followed by a sequential number.
      Content The name of the content to fulfill the content request. Select the Lookup using list icon (Lookup using list icon and select the content that was created to fulfill the content request. For more information on creating content, see Portal content.

      Once content is selected and you fill in the required fields, you can save the content request item and schedule the content to be published. The Schedule Content related list appears after saving the record.

      For more information, see Publishing content.
      Assigned to The person assigned to create the content from the content request.

      This field is required to change the state to Work in Progress.

      If you select an assignment group, the Assigned to person must be a member or the selected group.

      Nota:
      When a person is entered in the Assigned to field for a Content Request, that person is automatically entered into this field when:
      • The Assigned to field is empty.
      • The Assigned to field is not automatically entered when:
        • The Assignment group field is different on the content request and content request item.
        • When the Assigned to field is manually entered on the content request item. Entering an assigned to person on the content request item does not override the assigned to person on a content request.
      Assignment group The group assigned to create the content from the content request.

      If you select an assignment group, the Assigned to person must be a member or the selected group.

      Nota:
      For more information, see Manage ownership groups.

      When an assignment group is entered in the Assignment group field for a Content Request, it automatically appears in this field.
      Opened by The person who is requesting the creation of content.
      Nota:
      When the state of the content request item is changed to In review, the Opened by person receives a notification.
      Due date The date the request for content should be completed.
      Priority The urgency associated with the content request. Your choices are:
      • 1- Critical
      • 2 - High
      • 3 - Moderate
      • 4 - Low
      • 5 - Planning
      State The status of the content request.
      • Open
      • Work in Progress: An assigned to person must also be entered to change the state to Work in Progress.
      • In Review
        • After the content request item is scheduled for publication, the content request item should be changed to In Review. Adding a Schedule Content record to the content request item is required to change the state to In Review.
        • When the State is changed to In Review, a notification is sent to the content requester and creates a to-do task for the requester.
        • A notification and a to-do task is also created for any approvers associated with the content request item.
        • The notification contains the details of the request and a link to a To-do that appears in the Employee Center for the Opened by person or the content requester. In the To-do, there are buttons to preview and review the content.
        • When the content requester reviews and approves the content, the Ready to Publish button appears on their To-dos page.
      • Ready to Publish
        • Selecting the Ready to Publish button indicates the content requester has approved of the content.
        • Adding a Schedule Content record to the content request item is required to change the state to Ready to Publish.
      • Published
        • After the content request has been set to Ready to Publish, the content manager can change the state to Published.
        • After the state is changed to Published all content items are scheduled for publication and become available to your employees when the availability start date from the Schedule Content is reached.
        • Adding a Schedule Content record to the content request item is required to change the state to Published.
      • Cancelled
        • Cancels the content request item.
        • All records associated to the content request item are retained and can still be reviewed after cancellation.
      Short description A short description of the content request. The text entered here appears by default in the short description for the content item.
      Description A longer description of the content request with more details.
      Additional comments (Customer visible) You can choose to make this information visible to the requester by checking the Additional comments (Customer visible) box.
    5. Select Save or Update.
      If you select Save, the Content Request Item form continues to display and you can schedule the content to be published. Selecting Update takes you back to the Content Request form.
    6. To schedule content, select New from the Schedule Content related list.
      For more information on scheduling content, see Publishing content.
      Approvers related list
      The Approvers related list appears at the bottom of the Content Request Item form. A list of approvers appears with their associated state and the Opened by person automatically appearing.
      Use the Manage approvers button to add or remove approvers.
      The current state of each approver appears.
      • Not Yet Requested: Content is not ready for review.
        Nota:
        This state prevents an approval from appearing in an approver's to-do list until the state is changed to Requested.
      • Requested: Approval has been sent to the user. The request appears in an approver's to-do list.
      • Approved: Content has been approved by the approver. After approval, the state of the content request item is moved to Ready to publish.
        Nota:
        Content managers (sn_cd.content_manager) can override the state manually.
      • Rejected: The content is not approved. If comments were added, they appear under the Comments column.
      • Cancelled: User was removed as an approver.
      • No Longer Required: Approval is no longer required.
      Discuss
      Select to start a sidebar discussion on the proposed content. After selecting this button, the Start a Sidebar discussion widow opens. You can add participants to the discussion and enter a brief message that is sent to the discussion participants.
      Create Content
      You can create content from the Content Request Item form.
      Select a person in the Assigned to field and change the State to Work in Progress.
      The Create Content button appears at the top of the Content Request Item form.
      Selecting the Create Content button takes you to the Content Library form where you can select the type of content you want to create. For more information, see Portal content.
      Edit Content
      You can also change existing content associated with a content request item by selecting the Edit Content button.
      The Edit Content button appears when there is content associated with the content request item and the State is Work in Progress.
      This takes you to the content form. For more information on editing content, see Portal content.
      Clone Content
      You can also clone content from the Content Request Item form by selecting the Clone Content button. When you clone content, you are making a copy of the original content and a sequenced number is added to the content name. For example, if welcome banner is the name of the content associated with the content request item and you select the Clone Content button, the name of the cloned content is welcome banner (1). The original content name and details remain the same.
      In order to clone content, all associated scheduled content must first be removed.
      The Clone Content button appears when the State is Work in Progress.
      Selecting the Clone Content button takes you to the content list where you can select content to clone. For more information on editing content, see Portal content.
      View Content
      You can view content associated with a content request item if it has an associated schedule and the state is:
      • In Review
      • Ready to Publish
      • Published
      Nota:
      When the content request item is in the above states, associated content cannot be edited or cloned.
      For more information, see Publishing content.
      Manage approvers
      Select to add or delete existing content reviewers.
      Nota:
      This button only appears for people with the content manager (sn_cd.content_manager) role. The Opened by user cannot be removed. The Opened by person cannot be removed. A content manager (sn_cd.content_manager) can change the Opened by person and then remove the user if the user needs to be removed.
      To add an approver, select from the Users column and use the right arrow button to move the user to the Approvers column. Select Submit.
      To remove an approver, select from the Approvers column and use the left arrow button to move the user to the Users column. Select Submit.
      The Approvers related list appears at the bottom of the form and shows all users required to approve the content.
      Delete
      Select the Delete button to remove the content request item.