Workflows & Approval
Customized workflows for content governance
Today’s digital campaigns are complex and require coordination of multiple touchpoints along the customer journey. With dotCMS, you can easily create and manage sophisticated, multi-step workflows - in parallel - without heavy coding, thanks to our NoCode tooling and capabilities.
Workflow Essentials
In dotCMS, the workflow consists of three key items: Schemes, Steps and Actions/Subactions. In dotCMS, workflows have no limits on the number of steps or subactions within the workflow.
Schemes
Schemes
dotCMS allows you to define an unlimited number of custom workflows. Our starter ships with two schemes you can use as blueprints for your custom workflows: Default and Document Management. Both schemes consist of a number of steps and subactions. A scheme has a number of properties such as name and description and the option to archive.
Steps
Steps
A step in a workflow scheme has a name and an order that can be set in the scheme. A step can also contain scheduled actions such as: publishing, save as draft, and return for edits, where the interval for scheduling can be set at any time.
Actions & Subactions
Actions & Subactions
A step can have multiple actions and subactions that need to be executed before moving to the next step in the workflow scheme. For each action, you can define to whom it can be assigned (group or individual user), what the next step in the workflow scheme is, allow for comments, allow for custom code and add one or more subactions.
Tasks
Tasks
A step can have multiple actions and subactions that need to be executed before moving to the next step in the workflow scheme. For each action, you can define to whom it can be assigned (group or individual user), what the next step in the workflow scheme is, allow for comments, allow for custom code and add one or more subactions.
Content Governance & Approval
Every business that is digital today exposes its corporate and marketing content to the public over various touchpoints. And with the rise of the Internet of Things (IoT), this number increases exponentially and puts an even higher demand on enterprises to produce more content. This becomes an issue for those companies operating in a controlled industry, like pharmaceutical, medical, finance, where strict content governance and approval is required.
To simplify content governance, dotCMS offers a content approval workflow and publication module with features like Four-Eyes Approval and Action Groups that can be personalized with NoCode drag and drop, making it easy to deliver the content your audience requires while mitigating the risk.
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