Implementing Workflow
Implement Workflow to apply workflow to the creation and use of Components, templates, and Pages. Workflow is the movement of tasks through a work process. Workflow ensures that specific individuals perform activities in a specific sequence.
- Hiding workflow-related GUI controls
If you do not intend to use workflow in your implementation of SDL Tridion, you can hide certain workflow-related GUI controls (specifically, the Things To Do panel in Content Manager Explorer and Experience Manager). - Installing Visio Workflow Designer
To implement Workflow, install Visio Workflow Designer, a plug-in for Microsoft Visio. Visio Workflow Designer runs on a client machine and communicates with Visio Workflow Server on the Content Manager server. - Workflow concepts
Workflow consists of users and/or the Content Manager performing a number of workflow steps called Activities. Collectively, the steps being performed are called a Process, and they may involve one content item, multiple items, or no items at all. - Types of workflow
SDL Tridion offers various ways of using workflow functionality, intended for different purposes. - Triggering a Process
A Process can be triggered in multiple ways. - Working with Process Definitions
A Process Definition defines a series of Activities that assignees execute in a specific order to bring a Process to completion. You create Process Definitions in Microsoft Visio using Visio Workflow Designer, or in code using the Core Service. - Working with workflow from code
You can work with workflow functionality from your own code by interacting with either the TOM.NET API or the Core Service. - Approval Status
An Approval Status, if set in an Activity Definition, is assigned to items in workflow after the Activity is finished. SDL Tridion ships with a number of predefined Approval Statuses, and you can add custom Approval Statuses as needed. - Working with Activities
Create Activities in a Process Definition to define your Process. - Process Associations
A Process Association ensures that a Process is triggered when certain types of items are used in certain ways. - Workflow Management
The System Administration > Workflow Management node in Content Manager Explorer shows you lists of items relevant for managing workflow. - Reassigning Workflow Activities
From the Content Manager Explorer slide-out navigation Activities screen, you can reassign any assigned or started Workflow Activity to any Group or User. - Workflow auditing
If you want to track content versions created between Workflow Activities in a Workflow Process, you can enable auditing of a Workflow Process. When you enable Workflow auditing, "snapshots" are taken of an item as it progresses through a Workflow Process. - Workflow and the Event System
Use the TOM.NET API to make certain Workflow-related events in Content Manager trigger a piece of custom code you write. You can subscribe to a number of moments before, during and after a specific event.