Using a Workflow

• Initiate a Workflow
• Review Content in a Workflow
• Bypassing a Workflow
• Delete a Workflow
• Edit a Workflow in Progress
• Send a Message
• Notifications »

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Using Workflows

Depending on your role and function, you will be presented with different options to initiate and/or complete the various workflow steps associated with any asset.

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 »
   Cascade Server is designed to allow users to control their own notifications, through the dashboard, by email, via RSS feed, or any combination of the three.
   1. Via Email
      One of the most common ways to be notified of a workflow is via email.
   2. Via Dashboard
      The Dashboard offers a central location for users to view any system messages, messages from other users, and all workflows waiting for action.
   3. Via RSS
      All users in the system have their own RSS feeds showing all workflow messages from the dashboard.

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