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Defining Workflow for Review and Preview in SDL WorldServer

If you want to include Review and Preview steps as part of your SDL Web translations, you need to define Workflows accordingly. Review and Preview are both optional and one or both can be defined.

Before you begin

Before setting up a Workflow to include Review and Preview steps, you must define the following custom components for translated content in SDL WorldServer:
  • Translated Content Retrieval
  • Translated Content Retrieval for Review
  • Translated Content Retrieval for Preview

In SDL Web Translation Manager, you must also apply a review workflow to Schemas and/or Structure Groups.

Procedure

  1. Open SDL WorldServer.
  2. Click Management > Workflow > Workflows.
  3. Click Add.
  4. Define a Workflow including all the steps you require and in the correct order.
    The following list of steps and diagram are given as an example of a simple Workflow only. Your Workflow could have additional steps or fewer steps, and with multiple review steps.
    • Start
    • Clear Segment
    • Segment Asset
    • Translate
    • Translated Content Retrieval for Preview
    • Translated Content Retrieval for Review
    • Review
    • Translate
    • Translated Content Retrieval
    • Finish
    The following diagram shows a simple translation Workflow in SDL WorldServer. The start of the workflow is not included as this does not relate to the Review and Preview processes:
  5. Create transitions:
    1. Rename the transition from Translated Content Retrieval to Finish to Retrieved.
    2. Create one transition from Segment Asset to Translate called Translatable.
    3. Create another transition from Segment Asset to Finish called Not Translatable.
    The Content Manager considers any item that reaches Finish without being picked up by Translated Content Retrieval as canceled. Note also that while Translated Content Retrieval is created as a Human Action, it should not be handled by any human user—it is recommended to assign a dummy user to this step.
    The name of the Review step does not have to be 'Review', you can give it a more meaningful name, for example, 'SDL Web Review' or 'Customer Review'. You can have multiple Review steps in your workflow, what is important for SDL Web is when content moves to any of these transitions:
    • Translated Content Retrieval for Preview -> No Preview
    • Translated Content Retrieval for Preview -> Retrieved
    • Translated Content Retrieval for Review -> No Review
    • Translated Content Retrieval for Review -> Retrieved
    • Translated Content Retrieval -> Retrieved
    • -> Accept - typically follows a Review step
    • -> Reject - typically follows a Review step
    • -> Obsolete - can happen at any time, even after the review has been accepted
  6. Click Save.