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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

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Overview

Overview 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 which spells out 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

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Overview

Overview 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 seq

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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,

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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’

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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

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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

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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 fal

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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

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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

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