Workflow Overview

Workflow Overview

Sitecore Workflow Guidelines

  • Enable workflows for content items
  • Only provide email notification for a critical workflow event
  • Use RSS feeds instead of email for non-critical workflow events
  • Limit workflow publishing to specific roles and users
  • Try to minimize the number of workflows, workflow states, and the number of roles involved in workflow management

Using Workflows

  1. Review the Sitecore 6 Workflow Reference
  2. Review and implement the Sitecore Workflow Best Practices detailed by John West
  3. If you want to extend the Workbox so that an Approver can toggle the checkbox for all the items that are visible, for example to change their state simultaneously, review Toggle Workflow Checkboxes
  4. If you want to display all open workflow items for a user in the OS desktop sidebar, download and install the Sitecore Workbox Gadget from the Sitecore Shared Source modules
  5. If you want to add an Archive action to one of your workflow states so that items in that state are archived after a period of time, download and install the Set Archive module from the Sitecore Shared Source modules
  6. If you want to move language versions of an item to a certain workflow state depending on the workflow state of another language version, download and install the Set State by Language module from the Sitecore Shared Source modules
  7. If you want to ensure that an item cannot be moved to a new state until all language versions of the item are in a certain workflow state, download and install the Wait for Languages module from the Sitecore Shared Source modules
  8. If you want to add an action to one or more of your workflow states that would move items to the Recycle Bin, download and install the Delete Item module from the Sitecore Shared Source modules
  9. If you want to add an action to one or more of your workflow states that would create an item, download and install the Creating Item Action module from the Sitecore Shared Source modules
  10. If you want to add an action to one or more of your workflow states that would send an Email, download and install the Mail Workflow Action module from the Sitecore Shared Source modules
  11. If you want to add an action to one or more of your workflow states that would publish to specific publishing targets, download and install the Publish Action module from the Sitecore Shared Source modules
  12. If you want to create new versions of an item in selected languages except the current one automatically whenever the item reaches the Final State, download and install the Create Versions Action module from the Sitecore Shared Source modules
  13. If you want to publish the items referenced by the workflow item, including required ancestors of that item, download and install the Publishing Spider module from the Sitecore Shared Source modules

Sources