Content App
Umbraco Workflow adds a Content App 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:
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 workflow 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:
Content approval flow: set directly on a content node via the Configuration section in the Workflow tab . This type will take priority over all others.
Document type approval flow: set in the Settings section. This approval flow will apply to all content nodes of the selected Document Type unless the node has a Content approval flow set. This feature requires a license.
Inherited approval flow: if a node has no Content approval flow set, nor a flow applied to its Document Type, Umbraco Workflow will traverse the content tree until it finds a node with a Content approval flow and will use this flow for the current change.
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 Roles section in the Approval Groups article.
Document type approval flows can also include conditional stages i.e., only include Translators in the workflow when the Description property has changed. For more information on settings conditions in Document type approval flows, see the Document type approval flows section in the Workflow Settings article.
Configuration cannot be modified when a content node is in a workflow process.
Content reviews
Content reviews is a tool that allows content editors to keep their content up-to-date. For more information, see the Content reviews section.
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.
Last updated