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A workflow determines the state(s) that a content item can have. The state of a content item determines whether it is visible on the front-end frontend of your website, whether it can be edited and by whom, and so forth. A workflow also determines the order that states can be moved through. For example, consider the simple workflow "Planned - Published". When a content item is first created, it is in the "Planned" state. Content items in the "Planned" state are not visible on the website front-endfrontend. When the workflow state of a content item is changed from "Planned" to "Published", it becomes visible on the website front-endfrontend. Depending on your organization, you might want to create more complicated workflows that add intermediate steps such as "Ready for Review", "Review in Progress", "Review Completed" and so forth. As content items pass through different workflow states, specific roles have specific rights to modify a content item's settings and/or content. A workflow model also defines the order that the states must be transitioned through. For example, it can enforce the condition that a content item can only move from the "Planned" state to the "Ready for review" and not directly from "Planned" to "Published".

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Workflow Repository Model Versus Workflow Model

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1. Navigate to Configuration > Workflow.
2. Click [New]. The message "Workflow is invalid. No activities defined" appears. You can ignore this message because the activities will be created in the following steps.
3. Enter a meaningful name in the "Name" field and then click [Apply].

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States

A state is the position the content item is currently in. In XperienCentral the state of an object is either "Public" or "Not public". The list of current states appears in the "States" section:

 

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When an object is in a "Public" state, it can be visible on the front-end frontend of the website. When it is in a "Not public" state, it cannot be visible on the front-end frontend of the website.

 

 

Adding States

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1. Select the "Delete" checkbox next to the state you want to delete:
   
   
   
   
   
   
2. Click [Apply]. The state is deleted.
   
   

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Activities

An activity is a single step in a flow of activities, which, as a whole, is identified as a specific process within an organization. Examples of activities are "create new article", "delete page" and "review article". Each activity has a set of permissions assigned to it. Roles may be attached to activities in order to determine which roles are authorized to perform that specific activity. Multiple roles can be attached to an activity.

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1. Select the "Delete" checkbox next to the activity you want to delete. For example:
   
   
   
   
   
   
2. Click [Delete]:
   
   
   
   
   
   The activity is deleted.

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Actions

Actions determine the flow between statuses. When the status of a content item is changed from one to another, an action determines which activity becomes the new active activity. When the new activity becomes active, its set of permissions determines what tasks can be performed on content items. With every state change, a content item becomes subject to a new activity. An activity may have multiple subsequent activities, but only one activity can be chosen as the next step in the workflow. A workflow action defines a source activity, a destination activity and the condition of the transition. Workflow actions are defined in the "Actions" section of an activity, where the source activity is the current activity, the destination activity is the "Go to activity" and the condition is the "When changed to the status" field.

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1. Select the "Delete" checkbox next to the action you want to delete. For example:
   
   
   
   
2. Click [Apply]. The action is deleted.

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Conditions

A condition controls defines the circumstance(s) under which a content item is allowed to go from one workflow state to another. The condition is based on a specified property or condition belonging to a content item. For example, a condition can prevent a content item from going from the "Planned" to the "Published" state if it does not have a title or if it does not have an expiration date assigned to it. A condition can be global and apply to all content types or you can select the specific content type to which it applies.

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1. Select the "Delete" checkbox to the right of the condition. For example:
   
   
   
   
   
2. Click [Apply]. The condition is deleted.

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Copying a Workflow

It is possible to copy a workflow. This is useful in cases where you want to create a new workflow that slightly differs from an existing workflow. This allows you to quickly and easily duplicate all activities, states, conditions, and so forth within a workflow and then modify the parts of it that you want to. To do so, follow these steps:

1. Select the workflow that you want to duplicate from the workflow repository model drop-down list. The properties of the workflow appear below.
2. Click the [Copy] button to the right of the drop-down list. A copy of the workflow is created. By default the name is "Copy of [name of workflow]".

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Publishing the Workflow

Select "Is published" when the workflow is completely configured so you can start applying the repository model to content items.

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Workflow Example

In this section, an example workflow is created containing the following states:

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• Assign a workflow to an object (page, page section or Content Repository item).
• Add roles to activities.

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Troubleshooting

This section describes the common errors that can occur while working with workflows.

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