Questions tagged [workflow]

Questions about workflow in Sitecore: configuring, using, issues, customizing, ...

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4
votes
4answers
140 views

Approver role doesn't see the workflow actions

I have created a workflow and two roles - author & approver. Also assigned permissions for the respective workflow states to each role. There are 4 Workflow states: Draft |_Submit Awaiting ...
0
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0answers
38 views

Adding a new folder/item does not appear in target DB when published via workflow

Created a new folder and item and published it via workflow, but doesn't appear in next level db. Any thoughts Master db: Preview db: missing the test folder and content
0
votes
0answers
33 views

Refresh content tree and select item after programatically creating new item

I have a custom workflow action that copies the content from the current item to a new item. The user is prompted to select a location in the content tree to save the new item. The new item is created ...
4
votes
2answers
136 views

Get list of Sitecore items updated by Specific User

My project is running on Sitecore 9, before 10 days I deployed changes on production environment after that content editor started updating content on production, we have created new user and that ...
1
vote
1answer
52 views

How does Sitecore Experience Editor deal with component items on a page when a new version of a page is created?

I've come across an instance where a client was using the Experience Editor to create a new version of a landing page and the components on the page did not increment the version number. Is this ...
2
votes
0answers
58 views

Workflow is being assigned to datasource items that don't have an initial workflow assigned

I have added some SXA components to the page (say I have added a linklist SXA component to the Home item). I have also added the workflow to different Sitecore items (Home item is assigned a workflow ...
2
votes
1answer
61 views

Items Submitted Through Workflow In Awaiting Approval Status Are Publishing To Both Preview And Web

I have a really strange problem. I have a Sitecore 8.2 site that has preview and web publishing targets. I expect that when a user Submits an item through Workflow, when it is in Awaiting Approval ...
0
votes
1answer
42 views

How do I force authors to check-in the changes in workflow

Few authors don't check-in the changes they submit directly which locks the item and the approved couldn't approve since the item is locked, is there an OOTB way to handle it?
3
votes
1answer
77 views

Sitecore workflow approve related items

I am using a very simple workflow with get approval and waiting for approval and approved My problem is, that we have some large releases of content and sometimes some content is not allowed to get ...
1
vote
0answers
56 views

How to add Workflows->Submit button to Experience Editor Ribbon

I have a requirement to add the workflow submit button to the Experience Editor same as it appears in Content Editor. I am aware that Sitecore displays Submit as a link in the message notification ...
0
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0answers
40 views

Workflow is not getting assigned for items

I'm creating a template and assigning a workflow to that template. But the items which are created from that template are not having the workflow value. $template = New-Item -Path "/sitecore/...
0
votes
1answer
71 views

Workbox visibility for locked items

We have a few workflow states in our 8.2 instance, including Draft, then Awaiting Content Admin Approval, then Awaiting PAO Approval. Once it's submitted by a contributor level user to the Awaiting ...
1
vote
1answer
42 views

Content authors to see their own items only in workbox, not from other authors

Is there a way to implement the workflow and user roles for Content authors to see their own items only in workbox not from other authors.
0
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1answer
51 views

How to define a new user role that can create and approve their OWN content only?

I have a requirement like a user should create and approve their OWN content only and it should not accessible that created/updated Sitecore items to other users. Ex: user1 has created a test1 page ...
3
votes
1answer
47 views

Sitecore workbox compare is not showing shared fields on comparing two version

I have workflow enabled on Sitecore. When I edit any item and send it to a reviewer, the reviewer is not able to see the shared fields in the compare tab, so any changes made in a shared field, ...
9
votes
3answers
268 views

Adding workflow for item deletion

I am using Sitecore 9.1.1. I need to know if I can set up a workflow that activates when a Sitecore item is "Deleted" from the content editor, so that the item does not actually get deleted until the ...
0
votes
0answers
57 views

How to retrieve an item in Draft workflow state

I have a script that goes through the tree starting at a certain node to find all items of a specified language version not in a publish workflow state and switch them over to the publish state. ...
1
vote
0answers
55 views

Unpublish workflow command disabled in Published (final state) in CE

We are using Sitecore 9.0.2 along with SXA 1.7.1 We have a workflow in place with these states: 1. Draft (initial state) 2. Approver Approval 3. Publisher Approval (it has Approve and Reject ...
1
vote
2answers
177 views

Disable Sitecore publish item workflow

I had implemented Sitecore workflow (Draft - Awaiting approval - Publish) around 1 year back for a customer but now the customer wants it to be disabled. Is it possible to disable workflow now? If ...
1
vote
2answers
93 views

When validating an item in a workflow action, null reference error?

So, I have an item with a couple of fields that have required validation rules. I've added a validation action when executing a workflow action (submitting to admin for approval). When I do this a ...
1
vote
1answer
57 views

Users can publish even when item has blank fields marked with required validation rule

I have Sitecore 8.2, have the template for my item assigned to our custom workflow, I have all validation rules set to Required for the fields in question. Yet I can move the item through the ...
7
votes
2answers
172 views

How to turn off “JSS Development Workflow”?

We recently switched from code-first to Sitecore-first in our JSS project. In the Sitecore-first approach we now use Unicorn to serialize/sync Sitecore structure and content. However the JSS ...
1
vote
1answer
41 views

Work Flow Security Permissions

I have a template and apply Publishing workflow on this template, I created items from this template in 2 different sites, I created 2 different users for each site,I want when the item in "site 1" ...
0
votes
0answers
38 views

Although the workflow field can be obtained by API, it is empty in the content editor

Although the workflow field is empty in the content editor, I can get the value of workflow field by API. var varworkFlowBefore = targetItem["__Workflow"] The default workflow for content, the ...
4
votes
1answer
115 views

Workflow Comment popup does not show up in workbox

I am using Sitecore 9.1. I made a custom workflow and assigned a few actions and commands to it as the below picture shows: The Default Comment Template field is set to the standard comment template,...
5
votes
2answers
378 views

How to programmatically refresh a Sitecore item on Content Editor upon editing it

I would like to refresh a Sitecore item after editing it programmatically. Scenario: An Action of a workflow opens a dialog, does some operation and on clicking the OK button I want to refresh the ...
1
vote
0answers
197 views

Auto Publish related items in workflow not working in SXA

We have created similar workflow to "Sample Workflow". We have configured Auto Publish like this: deep=1&smart=1&related=1 Based on our knowledge this should be sufficient to publish also ...
4
votes
1answer
461 views

Workflow auto publish on intermediate state

Is is possible to perform autopublish of item on intermediate, not final state of sitecore workflow? Sitecore 9.0.1, Admin user. I have custom workflow with the following states: Editing Submit ...
1
vote
1answer
68 views

How to preserve the workflow state on closing a custom modal in Sitecore 8.1

My Customer has a regulatory compliance requirement to add secondary authentication prior to any workflow approval, so the approach that I have taken is by defining a custom Action which opens a ...
0
votes
0answers
103 views

Sitecore Role Based Visibility of Items

We need to have role-based visibility of items in the Content Tree where items created by Admins should not be visible to anybody apart from Admins and items created by Approvers can be visible to ...
3
votes
1answer
247 views

How to set workflows in a Sitecore environment with SXA and Helix?

We are working on a Sitecore 8.2 project which is based on Helix and SXA. Now we want to implement Sitecore workflows. As of definition of Helix, you set them on page/data templates in the project ...
1
vote
1answer
81 views

Workflow recursive submission from experience editor

Sitecore 8.2. We have a "Data" folder under each page item in which components which are on the page are stored. We currently have only 1 workflow which we use called "Simple workflow". When a ...
1
vote
1answer
33 views

How to set the copy of Sample Workflow to items right way?

I have created copy of the Sample Workflow and rename it to (e.g. to) XYZ Default. Then I assigned it to field Default Workflow of all templates. And when I create new item based on template with my ...
4
votes
1answer
361 views

How to add custom code on workflow state change?

Is there a pipeline / event available which I can plug into to execute custom code when workflow state changes for any item?
0
votes
1answer
33 views

Workflow only on specific value of Field

Using Sitecore 9, is it possible out of the box for an item to follow a certain workflow when a specific value is set for a field. e.g I have a severity field which if has a certain value, means the ...
4
votes
2answers
321 views

Which pipeline is used to change the workflow state internally?

We are trying to add in additional code everytime an item moves into Editing state of the workflow. When does this happen? Would I add this code on item save? Version added? Admin users usually dont ...
3
votes
1answer
87 views

Moving items in Content Editor bypasses Workflow in Sitecore

Let's say that we have a bunch of items that are already published, meaning that their workflow status must be something like _final. When we move those items from a folder to another in the Content ...
0
votes
2answers
125 views

Unable to get list of commands for a workflow state

Sitecore 8.2 Update 5 Kind of at a real loss here. Should be really simple code, just can't get the commands. In the code below workflow and workflow2 are not null and is the correct workflow. In ...
2
votes
1answer
102 views

Change in Work flow state disables Workflow command in Quick actions or gutter panel

Changing the work flow state moves the item to next state but disables Work flow commands in the Quick actions panel. However, it is enabled in the Ribbon (Review tab) Screenshot from the gutter But,...
0
votes
1answer
332 views

Publishing workflow required field error [duplicate]

I am creating an approval workflow in sitecore 9.0 I am using existing "Sample Workflow" for testing as it provides everything required for approval workflow. I have created a template with 2 simple ...
3
votes
1answer
151 views

Script is not reading Workflow field on some item versions

I have a script that loops through items with a certain name, then loops through the versions of that item and checks the workflow standard fields (__Workflow, __Workflow state, etc). The goal of the ...
2
votes
2answers
209 views

How can I change already created items to be under my newly created workflow?

Could Some one help me updating the workflow and workflow state field for all the sub items under the item say sitecore/content/ParentItem . I have created a new workflow and set it up in standard ...
2
votes
1answer
389 views

Decide the Workflow state on the fly

I have a Workflow which is in draft state with submit action , based on few condition i have to decide if the next state is asian approver or american approver programattically how do i do this ? If i ...
3
votes
2answers
193 views

Workflow for Item rename.

I am wondering if you can implement Workflow for item renames in Sitecore. It so happens that our marketing team occasionally change the name of the item thereby changing its URL. But sometimes, ...
0
votes
1answer
144 views

How do I adapt my function to Schedule job?

I have a function like below which give me the list of items which are closer to publishing date but not yet approved in workflow. I have to mail this list to few people. private void ...
0
votes
0answers
47 views

How to hide all the ribbons except the workflow one in experience editor

I have a requirement of hiding all the ribbons except workflow ribbon so that content approver concentrates on only workflow .how do i achieve this ?what is the right way of hiding this ? our sitecore ...
2
votes
1answer
684 views

I deleted a page, but it still appears on the site. How can I delete this page?

Through Content Editor I deleted a page, after that, I published the folder where it was contained. But even deleted the page keeps appearing on the site and I do not know how to remove. The strange ...
1
vote
1answer
87 views

Sitecore Workflow - Setting Priority

Can we set the priority (i.e. URGENT / NORMAL) for the approval? The high priority workflows are required to be approved first. Thanks
6
votes
3answers
679 views

Sitecore Email Cloud compared to the custom SMTP

While doing email action for workflow on Sitecore 9 PaaS. I came around terms like Custom SMTP and Sitecore email cloud. I need some inputs around Custom SMTP . I understand it is same what we do ...
1
vote
0answers
92 views

Experience Editor always asks to save after adding workflow comments

When I add comment to the workflow transitioning from one state to another. Experience editor always asks to save the page as shown below: Is there a way not to show this pop-up? Or Can this be ...