Umbraco Workflow
CMSCloudHeartcoreDXP
13.latest (LTS)
13.latest (LTS)
  • Umbraco Workflow Documentation
  • Legacy Documentation
  • Release notes
  • Installation
    • Installing Umbraco Workflow
    • Licensing
  • Upgrading
    • Upgrading Umbraco Workflow
    • Version Specific Upgrade Notes
    • Migrate from Plumber to Workflow
  • Getting Started
    • Dashboards and Buttons
    • Submitting Content for Approval
    • Content App
    • Notifications
    • Configuration
    • Approval thresholds
    • History Cleanup
  • Workflow Section
    • Workflow Section
    • Active Workflows
    • Approval Groups
    • Content Reviews
    • Workflow History
    • Workflow Settings
  • Advanced Search
    • Advanced Search dashboard
  • Data Generator
    • Data Generator
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  • Buttons

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  1. Getting Started

Dashboards and Buttons

PreviousMigrate from Plumber to WorkflowNextSubmitting Content for Approval

Last updated 1 year ago

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Umbraco Workflow has its default Dashboards. By default, when you install Umbraco Workflow, you receive two Dashboards: the User Dashboard and the Admin Dashboard. Additionally, Umbraco Workflow replaces the default Umbraco button set in the editor drawer.

Dashboards

Umbraco Workflow adds two Dashboards to your Umbraco project:

  • User Dashboard - This Workflow Dashboard is added in the Content section. It displays the tasks requiring approval from the user, current user’s submissions, and stale content (content that needs to be reviewed).

  • Admin Dashboard - This Workflow Dashboard is the default view in the Workflow section. It displays a chart of recent workflow activity, chart of content review activity, licensing details, and any relevant upgrade-related messages. You can also view the workflow and content review activity chart for the specified range of days.

Buttons

When a workflow is active on the current node, the Publish button is replaced, linking to the workflow content app.

When no workflow is active, the button state is determined by the current user's permissions.

Umbraco Workflow overrides Umbraco's User/Group publishing permissions. If the user has permission to update the node, they will be able to initiate a workflow process on that node. Umbraco Workflow shifts Umbraco from a centrally administered publishing model (controlled by a site administrator) to a distributed model. In this model, editors publish content based on their responsibilities assigned during the workflows.

In cases, where the content is already in a workflow, a notification is displayed at the top of the editor. Depending on the Workflow Settings, you can enable/disable editing access on a content node in a workflow.

For nodes where the workflow has been disabled, the default Umbraco options are displayed.

Workflow Dashboard in the Content Section
Workflow Dashboard in the Workflow Section
Buttons
Disabled content edits
Default Button