Questions tagged [workflow]

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

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11
votes
2answers
2k views

How to apply Site specific workflow in Sitecore?

I have problem at hand for which I'm confused about what is the best practice for going after it. I have thought to intercept item creation process in Sitecore and read the site node properties. This ...
10
votes
2answers
1k views

Updating Workflow for all the Items in Sitecore Instance

I would like to update a workflow (any Standard Field) for all existing items. new items. What is the best way to do this? Can I use Sitecore Rocks or Sitecore Powershell Extensions? Any other ...
10
votes
2answers
657 views

Sitecore Mixed Content error for workflow

I am running into issue while using worflow in the site over HTTPS. When Item is either approved or rejected basically page refreshes and in the console i get error like Mixed Content: The page at ...
9
votes
3answers
301 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 ...
9
votes
2answers
877 views

Bulk workflow approval

A content editor is on the experience editor, they have previewed the page, they are happy with the page, they want it to approve the version of the page they are previewing, so it is ready to go live ...
9
votes
1answer
130 views

Sitecore - Digizuite workflow coordination

How does one tie in Digizuite workflow into a Sitecore workflow to approve content assets along with related digital management assets? I've been able to create an approval workflow in Digizuite but ...
7
votes
2answers
194 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 ...
7
votes
1answer
1k views

Workflow without lock and edit option

Is it possible to have workflow without lock and edit option. Also the item version should increment only it had reached the final workflow state.
7
votes
1answer
888 views

Edit after workflow approved

I just watched a tutorial on how to set up Workflows here: https://www.youtube.com/watch?v=hFDUgiQCTmU&list=PLfRWjEN_vCUZqAk8ks5j36yM-BCWup-SZ&index=1#t=35m58s I followed this tutorial ...
6
votes
3answers
710 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 ...
6
votes
3answers
1k views

How to prevent publish item using validation rule?

I can publish an item with a blank field that have validation rule where required. How can I use workflow to prevent publish item with a blank field?
6
votes
2answers
333 views

Workflow of shared / language-independent fields

Sitecore workflow will only apply to versioned fields, since it works by preventing publishing of unapproved item versions. However what if I have a language-independent field (such as an image, ...
5
votes
2answers
1k views

How to get workflow comments?

We have items which are associated with worfklow. This workflow has different states like draft, reviewed, approved. Whenever it is moved to next state, we enter the comments. We need to get all these ...
5
votes
1answer
4k views

the selected version will not be visible on the Web site because it has been replaced by an older version

We have a 2 step workflow i.e draft and final. We notice the warning message below on any item when trying to edit If you publish now, the selected version will not be visible on the Web site ...
5
votes
1answer
257 views

How can I disable Workflow email notifications completely on the CMS?

Is there any way I can disable Workflow email notifications completely, from within the CMS itself? As in; without say disabling SMTP settings.
5
votes
1answer
683 views

How to invoke Workflow on the particular item using Sitecore API?

We have the list of items in the Sitecore tree and all the items will be in a workflow. we are updating these items programmatically and based on some condition, we have to assign the state of the ...
5
votes
2answers
418 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 ...
4
votes
4answers
151 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 ...
4
votes
1answer
379 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?
4
votes
2answers
341 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 ...
4
votes
2answers
1k views

Approve child items if parent item approved in Sitecore workflow

How to approve child items automatically if parent item is approved by reviewer in Sitecore Workflow?
4
votes
2answers
198 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 ...
4
votes
1answer
129 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,...
4
votes
1answer
495 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 ...
4
votes
1answer
471 views

How to show custom message while submitting workflow comment window?

I have created a custom comment template with two field - Comments and Author Name. I marked both the fields validation as Required. I applied this custom comment template to my workflow and this ...
4
votes
1answer
356 views

Sitecore Powershell Workflow Actions Not Executing

I have been working to get a Powershell script to execute through a workflow action in Sitecore and I'm running into an issue. Previously I was able to insert a new Powershell action from the provided ...
4
votes
2answers
725 views

How to Run the workflow programmatically and see the draft items in Workbox

I want to replicate the scenario workflow scenario programatically. I have simple workflow with 2 state Draft and Published (or Approved). User with right permission can edit, save and even submit the ...
3
votes
1answer
260 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 ...
3
votes
2answers
427 views

Get the email address of an item's creating user in code

The project I am currently working on requires that content created by members of a content authoring team is approved by a review team in order to publish - this is achieved by a workflow. I have a ...
3
votes
1answer
92 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 ...
3
votes
2answers
197 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, ...
3
votes
2answers
523 views

Custom workflow security settings

We have a custom workflow implemented in one of the projects. Content admins could edit all contents and publish them while 'restricted' publishing users could edit all content and submit it for ...
3
votes
1answer
563 views

Need to create Workflow Approver Role without write access right

We need to create workflow Approver Role without write access right. We are trying to setup the roles for workflow. This has four states. Designer State - First or draft State Reviewer State ...
3
votes
1answer
95 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 ...
3
votes
1answer
389 views

Automatic unlock item upon save

On Sitecore v8.2 If workflow is used, items need to be locked to be edited and explicitly unlocked by the content author when they are done. To automatically unlock the items upon save, we can change ...
3
votes
1answer
54 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, ...
3
votes
1answer
164 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
1answer
728 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 ...
2
votes
1answer
401 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 ...
2
votes
2answers
111 views

removing historical data from workflow history

When viewing the workbox for a client install i can see a lot of workflow activity stretching back years. This is not needed now and was wondering whether there is a way to delete all workflow ...
2
votes
2answers
218 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
59 views

workflowState.Security.GetAccessRules() returns a Security Role that shouldn't exist

I have code that gets the AccessRules for a workflow state. My local dev environment has a role called "sitecore\ABC Admin" this role only exists on my local environment. We have our workflow items in ...
2
votes
1answer
432 views

Getting workflow comments during item saved event handling

Classic use case. We have "Authors" and "Approvers" roles in our setup. When an item has transitioned from Draft to Review state, we're sending an email notification to a list of "Approvers" to ...
2
votes
1answer
367 views

How to use workflow to control which targets an item is publishable to

Is it possible to use workflow to control which publishing targets an item can be published to? I guess you could write a custom workflow action which would programmatically alter the publish targets, ...
2
votes
1answer
197 views

Setting up a QA publishing target

I've read this guide on publishing to a preview publishing target but still can't get my head around a few things. I want to have a separate Sitecore instance called QA which shows preview content ...
2
votes
1answer
112 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,...
2
votes
1answer
237 views

Experience Editor Ignores Workflows

I recently followed this great tutorial to implement workflows on our site: https://www.youtube.com/watch?v=hFDUgiQCTmU&list=PLfRWjEN_vCUZqAk8ks5j36yM-BCWup-SZ&index=1 Everything is set up ...
2
votes
1answer
489 views

Pending workflow Approvals Items List

In a scenario, using DXF 100’s of products get added/updated to the content tree, added on the workflow, approval process. As a Content Authors what are the options I have to get list of pending ...
2
votes
2answers
604 views

Disable sitecore workflow command

For example I have three states A,B and C in a workflow.(Sitecore 8.0) "A" have command "Send Item". "B" have command "Item Sent". "C" is the final State. When I assign the workflow to an item ...
2
votes
1answer
502 views

How to enable auto versioning on review-edit button?

I've created a custom workflow .As per workflow when it is in final state, the workflow will not kick off unless user create a new version and clicks on edit. Question: Is there a way to enable auto ...