Creating Workflows

Workflows are a valuable way to ensure that all content is properly reviewed before being published. Specialized workflows, which automate various system tasks such as automatically creating an index page when a new folder is created, can also be created.

Workflows are created in the Administration area, and then they're attached to Asset Factories or assigned to folders of assets in the Home area.

To create a workflow:

In the Administration area, select Workflow Definitions.
Click on Add a New Workflow Definition.
On the General tab:
Name - Type in the name for your new workflow definition. It's generally best to give a name that describes how it will be used.
Parent container - Select the container in which you want the new definition stored.
Workflow type - This allows you to select workflow scenarios in which this workflow may be involved.
Applicable Groups - This determines which groups will be allowed to use this workflow definition to start a workflow. This gives administrators complete control over who participates in a workflow. For example, an administrator could set two edit workflows for a folder - one for which some groups were applicable and another for which a different set of groups were applicable. The system then decides which users can use that workflow definition via these applicable groups; if it is applicable to both then the user will be presented with a choice. A workflow is considered applicable to a user if any of the user's groups are in the list of applicable groups.
XML - Enter the XML to create the workflow definition.
Click Submit to save your new workflow definition.

Setting Up Workflows

NEWS & TIPS

Creating Workflows

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