Setting Up Workflows

• Workflow Triggers »
• Building Workflows »
• About Workflows »
• Assigning Workflows to Asset Factories
• Creating Workflows
• Assigning Workflows to Folders

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Setting up Workflows

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

1. Workflow Triggers »
   Workflow Triggers are plugins that encapsulate some system logic to accomplish a non-workflow-related function.
   1. Unpublish and Delete Trigger
      This trigger allows for un-publishing content and deleting it at the same time.
   2. Preserve Current User Trigger
      This trigger acts as a workaround solution for an issue that sometimes arises when you submit a workflow to a group instead of a user.
   3. Assign Step If User Trigger
      This workflow trigger examines the step that just occurred and if it was done by the specified username, it advances the workflow to the step specified by the second parameter.
   4. Assign To Group Owning Asset Trigger
      This trigger is used to assign the workflow's current step to the group that owns access rights to the folder containing the asset associated with the workflow.
   5. Assign To Workflow Owner Trigger
      This workflow trigger assigns the next step (the step that will occur as a result of this action) to the user that initiated the workflow.
   6. Delete Trigger
      This trigger deletes the asset in the workflow.
   7. Publish Set
      This trigger publishes all assets in a designated Publish Set.
   8. Version Trigger
      This trigger creates a version of the page that will be stored as the most current version.
   9. Merge Trigger
      This trigger merges any changes into the system repository.
   10. Publish Trigger
       This trigger publishes the current asset in workflow, if it is able to be published, to all of its available destinations.
   11. Email Trigger
       Including this trigger will provide an email notification for the step immediately following.
   12. Create New Workflow Trigger
       This trigger starts new workflows for analogous assets to support translation capabilities or cross-site content synchronization.
    
2. Building Workflows »
   Learn how to build workflows in the CMS.
   1. Workflow Builder »
    
3. About Workflows »
   Cascade Server ensures that content entered into the system is quality checked by mandating that the entered content go through a series of approval steps.
   1. Workflow Definition Schema Reference
      Learn about the available tags and attributes for workflow definitions with a link to the XML schema.
   2. Steps
      The steps that make up a workflow are divided into Ordered Steps (steps that will be executed in the order they are listed in the XML), and Unordered Steps, which must be explicitly indicated by an action.
   3. Actions
      Transitions between workflow states (or steps) are enabled by Workflow Actions. An action is defined as a directed path from a source step to a destination step.
   4. Triggers
      Actions can be enhanced by attaching one or more workflow triggers. The trigger executes code while the transition is occurring from the source step to the destination step.
    
4. Assigning Workflows to Asset Factories
   To have a specific workflow occur every time a certain type of asset is created, it must be attached to an asset factory.
5. Creating Workflows
   Workflows are created in the Administration area, and are then attached to asset factories, or assigned to folders of assets in the Home area.
6. Assigning Workflows to Folders
   To have a workflow process invoked for any given asset, the workflow must be assigned at the folder level.

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