Umbraco Workflow
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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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On this page
  • Active Workflow
  • Approve, Reject, or Cancel pending workflow tasks
  • Configuration
  • Content Approval Flow
  • History

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  1. Getting Started

Content App

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Last updated 10 months ago

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Umbraco Workflow adds a to all content nodes in the Content section where a workflow is enabled. The Workflow content app includes three sub-sections:

Active Workflow

The Active workflow sub-section provides an interface for managing workflows for the current content node.

When the current node is pending workflow approval, the Active workflow sub-section displays detailed information such as:

  • Option to .

  • View change description and track differences across pending and completed workflows.

  • View the group responsible for approving the pending workflow.

  • View pending language variant(s) workflow.

  • View the workflow activity (eg. pending approval/task approvals/rejects) for the current workflow process.

You can access Active Workflows from two places - the Content section and the Workflow section (depending on your user permission). Workflow Administrators (those users with access to the Workflow section) can access workflows assigned to a different group. In the Workflow History, these are noted as being performed by the admin.

Approve, Reject, or Cancel pending workflow tasks

Approve Workflow Tasks

To approve a Workflow task, click on the Approve button in the Action section.

Reject Workflow Tasks

To reject a Workflow task, click on the Reject button in the Action section. Depending on the approval stage, the reviewer can decide where to send the rejected task.

For first-stage approvals, the rejected task is sent back to the original editor/author. For second-stage approvals and above, the reviewer can send the rejected task either to the original editor or any other previous workflow group.

Cancel pending Workflow Tasks

To cancel a pending Workflow task, click on the Cancel button in the Action section.

Configuration

The Configuration sub-section provides an interface for configuring the content approval flow for the current node. It also displays any Inherited or Document type approval flows applied to the current content node.

In multi-lingual sites, each variant can have its own approval flow. By default, new variants inherit the configuration set on the default language.

For example, German variants can be approved by the German speakers group, while English variants are approved by the English speakers group.

Content Approval Flow

You can add different groups for different stages of content approval flow. Content Approval flow groups can be reordered via drag and drop. You can also apply the approval flow either for publish and unpublish workflows or only publish workflow.

Approval Flow Types

Approval Flows are available in three types: Content approval flow, Inherited approval flow, and Document type approval flow.

A given content node may have all three approval flow types applied but only one will be applied as per the following order of priority:

Flow Type
Description
Priority

Content approval flow

Set directly on a content node via the Configuration section in the Workflow tab.

Highest

Document type approval flow

Set in the Settings section. Applies to all content nodes of the selected Document Type unless overridden by a Content approval flow set directly on the node. Requires a license.

Secondary

Inherited approval flow

Used when a content node has no Content approval flow set, nor a flow applied to its Document Type. Umbraco Workflow will traverse the content tree upwards to find a Content approval flow.

Lowest

Configuration cannot be modified when a content node is in a workflow process.

Content reviews

History

The History sub-section provides a chronological audit trail of workflow activity for the current node. It displays a table containing the following information:

  • Type of Publish

  • Who the workflow is requested by

  • The date the workflow was requested

  • Comments

  • Status of the workflow

You can also Filter the records based on the information listed above. Additionally, you can adjust the total number of records displayed on a page.

The Detail button at the end of the record displays an overlay with content similar to the Active workflow sub-section.

Review the current responsibilities for Approval Groups in the Roles tab of the Approval Groups section for Node-based approvals and Document type approvals only. For more information see the section in the article.

Document type approval flows may contain conditional stages, such as including Translators in the workflow only when the Description property has changed. For more information on settings conditions in Document type approval flows, see the section in the article.

Content reviews is a tool that allows content editors to keep their content up-to-date. For more information, see the section.

Content reviews
Content App
Active Workflow
Configuration
History
approve, reject, or cancel pending workflow tasks
Approval Groups
Workflow Settings
Active Workflow sub-section
Reject Workflow Tasks
Configuration sub-section
Content approval flow
Approval Flow Types
Approval Groups Roles
History sub-section
Details overlay
Document type approval flows
Roles