Found 41 results for "getting-started how-it-works workflow"

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Workflow

Workflow In explaining workflow, let's first take a look at the following things: Workflow Models Workflow Instances Workflow Tasks Workflow Payload Resources Workflow Comments Workflow History Item Workflow Events Workflow Event Handlers A workflow model is a definition of a workflow consisting of a full set of instructions on how content should be routed between participants or activities on its way toward completion. A workflow model is kind of like a blueprint describing the sequence of step

Score: 36.40883

Workflow / Workflow Handlers

Workflow Handlers Add Features Copy Node Email Logger Move Node Remove Features Remove Properties Set Properties Sync Node Web Hook

Score: 19.646772

User Interface / Workflow

Workflow Cloud CMS provides an enterprise workflow engine that lets teams work together via coordinated tasks. A workflow is a customizable business process that you define and describes a series of steps and activities to be performed by your team members. Workflows are generally used to control the lifecycle state (approval and rejection) of one or more content items or documents. With workflow in place, documents are routed from user to user. Users optionally receive notifications via email a

Score: 13.376976

Getting Started / Workflow

Workflow A workflow is a business process that describes a series of activities (from start to finish) that must occur for one or more content items to be approved or rejected. Workflows consist of a workflow model that lays out these activities into a series of tasks. Each task is generally an opportunity for someone on your team to do some work. They may also be automatic tasks that do things like send emails, set content properties, call off to HTTP web hooks and more. As content moves throug

Score: 13.096584

Actions / Start Workflow

Start Workflow ID: startWorkflow Starts a workflow with the given node placed into the payload. Configuration Property Type Required Default Description model text true The ID of the workflow model to be used. swimlanes object false Identifies principals to be assigned into workflow swimlanes. The structure is: { "swimlane1": ["domainId1/principalId1"], "swimlane2": ["domainId2/principalId2"] } runtime object false Allows for manual specification of runtime properties including applica

Score: 11.35031

Modules / Bindings / Menus - Workflow Context

Menus - Workflow Context The workflow-context key defines the left-hand menu options for the Workflow pages. To populate the workflow-context section, your configuration snippet should look like this: { "workflow-context": { "items": [] ] } Default Configuration The default UI configuration for the Workflow pages looks a bit like this: { "workflow-context": { "items": [{ "key": "workflow", "title": "Workflow", "order": 1000,

Score: 10.220588

User Interface / Workflow / How to Start a Workflow

How to Start a Workflow Note: A Workflow model is defined at Platform level and is available within all projects See workflow video: https://www.cloudcms.com/resources/introduction-to-workflow.html Example Start a workflow from a ‘document’ There are a number ways to start a workflow. Here is just one: open a document Click 'Workflows' and then ‘+Start Workflow’ This will bring up the Start Workflow Form. Complete the fields in the form. Notes: In our example, the Adhoc Workflow, you will need a

Score: 10.110556

User Interface / Workflow / View/Create a Workflow Model

View/Create a Workflow Model Switch to Platform level Click 'Workflow Models' (left Nav). Note: You will need to have admin or owner permissions to see the Workflow options. If you select a Workflow model you can Deploy, Undeploy, delete a Workflow model View/Edit Workflow Model Click on the Workflow name, eg Adhoc Approval, to view the Workflow Model To view/edit the Workflow click JSON Manage Active Workflow To see active instances of the workflow model click on Workflow option Note: you can s

Score: 9.41292

User Interface / Workflow / View Active/Inactive Workflow

View Active/Inactive Workflow You can view both the Active and Inactive workflow from the Platform and Project levels. The Platform level will show all workflow for all Projects and at Project level it will show all workflow for that Project. Click Workfow Title to open the Workflow Overview page

Score: 9.232731

Is there a programmatic way to add more content to workflows?

There is a programmatic way to add more content to workflows once they're in-flight. However, once the workflow is in-flight, the workflow process instance isn't the correct place to add things. Instead, you'd want to add new content to a workflow task. Essentially, a workflow is made up of a series of tasks. When the workflow transitions from one node to another in the workflow model, it instantiates a new task and the task holds the state (and references to documents) for that phase of the wor

Score: 4.6558957

Templates

Templates Cloud CMS supports the usage of templates at various points to generate presentation and output for things like emails, PDFs, web page components and more. Cloud CMS supports two template engines - Handlebars and Freemarker. In general, we recommend using Handlebars since the syntax is a bit easier. This document covers Handlebars and describes helper functions available in Handlebars that make processing simpler. Model Variables The following describes the internal structure of model

Score: 4.547728

Using swimlanes in workflow

Workflow swimlanes are assigned the domain-qualified ID of a principal (which can be either a user or a group). If it is set to a user, then a transition of a workflow into that swimlane will result in a task being assigned to a specific user. If it is set to a group, then a transition of a workflow into that swimlane will result in a task being assigned to a group where none of the members of the group are assigned anything. Rather, the task appears in a list of available tasks that any of the

Score: 4.4421062

Workflow / Workflow Handlers / Copy Node

Copy Node Type: copyNode This handler copies nodes that are part of a workflow's payload to a target folder. The target folder can be identified either by a node ID or a node path. The config for this handler is as follows: { "targetNodeId": "", "targetOffsetPath": "" } If targetOffsetPath is specified, then targetNodeId is the root node to calculate the offset against. If targetNodeId is not provided, the default repository root is used. Here is an example

Score: 4.390785

Workflow / Workflow Handlers / Email

Email Type: email This handler sends an email to a recipient. It fires the sendEmail action and accepts a standard configuration object for that action type. The config for this handler can be as simple as: { "templateKey": "abc" } Where abc is the key of an Email Template content node in your repository. This will work just as shown above for workflows that are launched with the runtime globals for repositoryId and branchId specified. Otherwise, you will have to provide them, something lik

Score: 4.390785

What is a pooled task?

A pooled task is a task in your workflow that has a swimlane that consists either of a group or multiple people. Each task in your workflow has a swimlane associated with it. The swimlane determines who will be assigned the task when the task is routed to. If the swimlane consists of a single user, then the task will automatically be assigned. This is the usual case. When a workflow is assigned, it shows up in the "Assigned Tasks" view of your task inbox. However, there will be times when you wi

Score: 4.390182

How does Cloud CMS compare to Prismic.io?

Not sure which CMS is a better fit? Review these points to help guide your selection. Criteria Cloud CMS Prismic.io Ease of Use Implements a role-based UI to accommodate various functions. Complex user interface for defining content types and instances. Item creation must occur here. See API Access. Update Strategy Documents are published individually, or as part of larger change sets. Documents are published individually, or as part of larger change sets. Workflow Process Flexible workflow capa

Score: 4.3729424

Workflow / Workflow Handlers / Web Hook

Web Hook Type: webhook This handler makes an HTTP(S) POST to a remote web service. It automatically passes along any relevant information about the workflow, task or transition so that your web service can get to work. The config for this handler looks like this: { "url": "http://myserver:port/controller" } In addition, you can supply username and password properties in support of Basic authentication to your listener endpoint: { "url": "http://myserver:port/controller", "username":

Score: 4.28586

How does Cloud CMS compare to Contentful?

Not sure which CMS is a better fit? Review these points to help guide your selection. Criteria Cloud CMS Contentful Ease of Use Implements a role-based UI to accommodate various functions. Simple user interface for defining content types and instances. Update Strategy Documents are published individually, or as part of larger change sets. Documents are published one-by-one. Workflow Process Flexible workflow capability. Allows teams and roles to be created along with a workflow designer for defi

Score: 4.2819796

Modules / Bindings / Menus - Task Context

Menus - Task Context The task-context key defines the left-hand menu options for the Workflow Task pages. To populate the task-context section, your configuration snippet should look like this: { "task-context": { "items": [] ] } Default Configuration The default UI configuration for the Workflow Task pages looks a bit like this: { "task-context": { "items": [{ "key": "task", "title": "Task", "order": 1000, "header": tr

Score: 4.219642

Modules / Actions

Actions Cloud CMS provides a large number of actions that can be bound to links sections within configuration blocks. This allows you to customize dropdowns, button toolbars and action links at various places within the user interface. It also provides a way for you to override action implementation classes for your own users. For a list of these actions, see Actions on the lower left-hand menu. account change-password addon install-addon uninstall-addon applications delete_applications new_appl

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Modules / Evaluators / Context

Context These evaluators have access to everything that is currently being observed within the user interface. context-application If an Application is currently being observed (or not, see Boolean evaluators above). If condition is not supplied, it is assumed to be true. { "evaluator": "context-application" } Or { "evaluator": "context-application", "condition": false } context-application-has-warehouse If an Application is currently being observed and it has a warehouse associate

Score: 4.2179923

Workflow / Workflow Handlers / Remove Features

Remove Features Type: removeFeatures This handler removes features from a node that is part of the workflow's payload. This can be used to remove one or more features from your content instances as they flow through your workflow. The config for this handler is as follows: { "features": [{ "qname": "" }] } Each of the features identified by qname will be removed from the documents attached to the workflow payload. Here is an example configuration which assumes tha

Score: 4.0424967

Workflow / Workflow Handlers / Set Properties

Set Properties Type: setProperties This handler lets you set properties onto the items that are part of your workflow's payload. The config for this handler is as follows: { "properties": [{ "name": "", "value": }] } If a non-null value is provided, it is added to the workflow payload item and the item is saved. If the value is set to null, the property will be removed. Here is an example where we update the workflow state to "approved". Concurrent

Score: 4.023603

Workflow / Workflow Handlers / Add Features

Add Features Type: addFeatures This handler adds features to a node that is part of the workflow's payload. This can be used to apply one or more features to your content instances as they flow through your workflow. The config for this handler is as follows: { "features": [{ "qname": "", "config": { ... optional configuration for the feature } }] } The config is an optional parameter. You can use this handler to add one or more features

Score: 3.9863403

Actions

Actions Cloud CMS provides an Action framework that lets you kick off Actions that perform content operations on your behalf. Actions are units of work that are typically fired off as a result of an event handler or listener. For example, you might register an Action that triggers when a piece of content is updated or when a workflow task transitions. The Action might do something like Send an Email or Fire off a Web Hook. The Cloud CMS Action framework aspires to provide complete units of work

Score: 3.743648