Workflows

• Introduction to Workflows
• Using a Workflow »
• Creating a Workflow »
• Assigning Workflows »

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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. Introduction to Workflows
   Cascade Server ensures that content entered into the system is quality checked using a serious of approval steps known as a workflow.
2. Using a Workflow »
   Learn how to use workflows in Cascade Server.
   1. Initiate a Workflow
      When a content contributor creates or edits an asset, a workflow is typically started.
   2. Review Content in a Workflow
      Higher level-users, such as approvers, are often responsible for reviewing content in workflow and determining whether it should be approved, rejected, or edited.
   3. Bypassing a Workflow
      Bypassing a workflow is only an option for administrator or manager level users.
   4. Delete a Workflow
      Once initiated, a workflow may only be deleted by the initiating user, an administrator or a manager.
   5. Edit a Workflow in Progress
      Administrators may also edit a workflow that is already in progress.
   6. Send a Message
      Sending a message to a user or group in the system is quick and easy.
   7. Notifications »
3. Creating a Workflow »
   Learn how to build workflows in the CMS.
   1. Workflow Structure »
   2. Workflow Builder »
   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 »
   5. Workflow Definition Schema Reference
      Learn about the available tags and attributes for workflow definitions with a link to the XML schema.
4. Assigning Workflows »
   1. 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.
   2. 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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