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Triggering a Process

A Process can be triggered in multiple ways.

Triggering workflow through item creation

Creating an item can trigger workflow if:

  • the item being created is a Component, and its Schema has a Process Association
  • the item being created is a Page, and the Structure Group in which it is being created has a Process Association
  • the item being created is a Page Template, and the Publication in which it is being created has a Process Association for Page Templates
  • the item being created is a Component Template, and the Publication in which it is being created has a Process Association for Component Templates
Triggering workflow through editing or classification

Editing an item that is not currently in workflow can trigger workflow if:

  • the item being edited is a Component, and its Schema has a Process Association
  • the item being edited is a Page, and it is in a Structure Group that has a Process Association
  • the item being edited is a Page Template, and it is in a Publication that has a Process Association for Page Templates
  • the item being edited is a Component Template, and it is in a Publication that has a Process Association for Component Templates

Classifying, reclassifying or unclassifying such an item also triggers worklow.

Triggering workflow by starting workflow on a Bundle

Users can manually start workflow on a Bundle, which puts the Bundle itself, plus all of the items it contains, into workflow. To do so, the Bundle must contain only items that can enter Bundle workflow, that is:

  • Components
  • Page
  • Component Templates
  • Page Templates
  • Template Building Blocks
  • Bundles
Triggering workflow by creating a Task

By creating a Task in Content Manager Explorer or Experience Manager, a user triggers his or her own Process based on the simple Process Definition specifically designated as the Task Process.

Triggering workflow programmatically
By interacting with either the Core Service or the TOM.NET API, you can start a Process on a collection of zero or more items.
Triggering workflow through rollback (requires configuration)

When you perform rollback, you make a previous version of an item the current version. You can configure the Content Manager to trigger a Process when rollback is executed on any item whose creation or edit would normally trigger a Process.

To perform this configuration, in the Content Manager configuration file, Tridion.ContentManager.config, find the workflow element and set the startWorkflowOnRollback attribute to true.