Workflows documentation for the dotCMS Content Management System

 

Custom Workflows allow you to specify how content moves through your system, from initial creation, through to publishing, and even to archival, deletion or other final disposition.


Note: Custom workflows are only available with a dotCMS Enterprise License.

  • In dotCMS Community Edition, only the System Workflow is available.
  • If you are using dotCMS Community Edition, select Request Trial License in the Licensing tool to try out custom workflows.

Workflows are composed of the following elements. Please see the additional documentation in this section for more information about each of these elements.

ElementDescriptionUsage
Workflow SchemeDefines a Workflow, including one or more Workflow Steps and Workflow Actions.You may assign one or more Workflow Schemes to each Content Type.
Content items may be moved into any Workflow Scheme assigned to their Content Type (but only one Workflow Scheme at a time).
Workflow StepsDefines the Steps that content may go through within the Workflow.When a content item is in a Workflow Step, users may only take Workflow Actions that exist in that Workflow Step.
Workflow ActionsDefine what actions a user may take on a content item.Each Workflow Action specifies:
  • Who has permissions to take the Action
  • Where and when the Action is displayed to the user
  • The Workflow Step the content will be in after the Action is taken
  • The user or Role who will be assigned the content item after the action is taken
  • The Workflow Sub-Actions that will be performed when the action is taken
Workflow Sub-ActionsOperations which will be performed when a Workflow Action is taken.You may select and order steps from among the built-in Sub-Actions provided by dotCMS, or create your own Sub-Actions via plugins.