Start workflows using several methods:
- Manually from the Workflow Console.
- Automatically in response to node changes.
- Manually for acting on workflow packages.
Open the Workflow console.
From the Models tab select the required workflow.
Click Start from the top navigation.
The Start Workflow dialog opens allowing you to enter the payload and an optional title and comment.
Specify the payload (includes pages, nodes, resources, and so on) to which the workflow is to be applied. You can use the drop down menu to browse the repository when selecting:
Click OK to start a workflow instance with the properties you configured. Now the workflow is running.
Once a page has been linked to a workflow it will be indicated in the Status column in the Websites console:
The Workflow Launcher, provides one component to monitor all changes in the content repository and launch workflows dependent on the location and resource type of the changed node.
Using the Launcher tab you can:
see the workflows already launched for specific nodes.
select a workflow to be launched when a certain node/node-type has been modified.
remove an existing workflow-to-node relationship.
A launcher can be created for any node. However, changes to certain nodes do not launch workflows. Changes to nodes below the following paths do not cause workflows to launch:
Various definitions are included with the standard installation. These are used for digital asset management and social collaboration tasks:
On the Workflow page, click the Launcher tab.
Click Add and configure the new workflow-to-node relationship as required:
Open the Workflow tab.
Select the Launcher tab.
Click on the entry you want to remove.
Workflow packages are packages that can be passed to a workflow for processing.
A workflow package:
Navigate to Workflow, then Workflow Packages in the left pane.
Create a New Page...; assign a name of your choice and select the Workflow Package Template.
Open the new page.
For each resource add an instance of the Resource Definition component. Then either drag resources from the content finder, or edit the component to select a resource.
After creating the workflow package page you can apply a workflow. This marks all resources as being subject to the workflow (assets and pages). The workflow will only take action on the resources listed, not on the definition page itself.
For example, if you:
Both the Support and Product pages will be published by the same workflow instance.
You must select a workflow that has been developed for use with workflow packages. For example in Geometrixx, Publish Example, Request for Activation or Request for Deactivation.
Addtional resources can be added to a workflow package page even while a workflow is running: