SDL Knowledge Center Automatic Actions

WorldServer includes workflow automatic actions that you can use in workflows that process content in an SDL Knowledge Center server. You can add these automatic actions to the automatic steps in any workflow that uses SDL Knowledge Center content. These automatic actions are available:
  • Trisoft Check Asset Status
  • Trisoft Change Asset Status
  • Trisoft Check Out
  • Trisoft Undo Check Out

Customize Your Workflow

WorldServer includes a sample workflow that uses these automatic actions, installed by default in the C:\Program Files\Idiom\WorldServer\samples\ folder under deployment\workflows\trisoft_sample_workflow.xml. You must use a WorldServer workflow that matches the SDL Knowledge Center status transition configuration to work properly.

  1. Import the workflow sample from Management > Administration > Import Objects. For more information about importing sample workflows, see Importing Sample Objects.
  2. Browse to the trisoft_sample_workflow.xml file and click Upload File.
  3. Open the imported Workflow from Management > Workflow > Workflows.
  4. Launch the Workflow Editor.

    Review the transitions and status parameters in the SDL Knowledge Center-specific automatic actions and modify them to fit your particular WorldServer and SDL Knowledge Center implementations.

Trisoft Check Asset Status

This action takes a single parameter value (Status) and compares the specified value with the status of the target asset in the SDL Knowledge Center server. If the asset's status in the SDL Knowledge Center server is the same as the value specified in the Status parameter, the automatic action returns Yes. Otherwise, it returns No. The status comparison is case insensitive. If the asset is not in an SDL Knowledge Center server, the action returns No.

Trisoft Change Asset Status

This action takes a single parameter value (Status) and changes the status of the target asset in the SDL Knowledge Center server to the specified value. If WorldServer cannot change the status to that value, the task goes to Auto Error. If WorldServer successfully changes the status, the automatic action returns Done. If the asset is not in an SDL Knowledge Center server, the automatic action does nothing other than return Done.

Trisoft Check Out

This action checks out the target asset in the SDL Knowledge Center server, in order to get an exclusive right to use the asset. The checkout is performed by the SDL Knowledge Center user specifried in the SDL Knowledge Center AIS Mount configuration. This action is necessary because individual assets in an SDL Knowledge Center server can be represented in different AIS nodes, depending upon the structure of publications. If WorldServer successfully checks out the asset, the automatic action returns Done. If the asset is currently checked out by any user (including WorldServer itself), or if any other error occurs in the SDL Knowledge Center server during the checkout, the task goes to Auto Error. If the asset is not in an SDL Knowledge Center server, the automatic action does nothing other than return Done.

Trisoft Undo Check Out

This action undoes a checkout on the target asset in the SDL Knowledge Center server. It is typically used at the end of a workflow to remove the checkout performed by the Trisoft Check Out automatic action. In addition to using this action in an Automatic Step, always set this action in the Cancel step of your workflow to be sure that if a task is canceled WorldServer releases any assets you have checked out.