Creating a Workflow

• Workflow Structure »
• Workflow Builder »
• Creating a Workflow from Scratch
• Workflow Triggers »
• Workflow Definition Schema Reference

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Overview of the Section

Learn how to build workflows in the CMS.

1. Workflow Structure »
   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. 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.
   2. 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.
   3. 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.
    
2. Workflow Builder »
   Cascade Server 4.2 and above offers a built-in visual workflow builder.
   1. Accessing the Workflow Builder
      Cascade Server offers a built-in visual Workflow Builder, allowing administrators to create workflow definitions from scratch without writing XML.
   2. Example Workflow Builder Walkthrough
      In this example, we are going to build a workflow that is initiated when a user creates, copies, or edits an asset, which an Administrator must then edit, approve and publish, send back to the initial user for editing, or delete.
    
3. Creating a Workflow from Scratch
   In addtion to using the workflow builder, workflows may also be written from scratching using XML.
4. Workflow Triggers »
   Workflow Triggers are plugins that encapsulate some system logic to accomplish a non-workflow-related function.
   1. Managing Workflow Triggers
      The Cascade Server workflow builder makes use of centrally managed triggers.
   2. Available Workflow Triggers »
    
5. Workflow Definition Schema Reference
   Learn about the available tags and attributes for workflow definitions with a link to the XML schema.

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