Workflow actions

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Workflow actions

Each workflow stage contains sets of actions; actions that are run when an item enters the stage, and actions run when an item exits the stage. The exit actions are restricted to non-scheduled actions, since they must be run immediately.

The following table describes the actions that we can choose for workflow stages.

Action Details
Publish Changes an item's Status from Draft to Published. The item is available on the rendered site.
An item is published when it enters a workflow stage containing a publish action, and when the selected published date and time are reached.
Expire Changes an item's Status from Published to Expired. The document is no longer available on the site.
An item is expired when it enters a workflow stage containing an expire action, and when the selected expire date and time are reached.
Email This action sends emails when run. We can create new email actions and specify who the recipients are. We can select to email approvers, authors, and owners. We can also create a list of other users or groups to email.
A link to the Item to be reviewed is included in the email.
Scheduled Move Runs a scheduled move to the next stage on a specified date. A list-box allows users to select one of four date types that are entered on each individual document, or we can specify a static date.
Version This action creates a version of an item when run.
Custom We can also create custom workflow actions by creating a custom workflow plug-in. These actions can be used and scheduled within a workflow like other workflow actions.

Parent topic: Workflow stages and actions

Action	Details
Publish	Changes an item's Status from Draft to Published. The item is available on the rendered site. An item is published when it enters a workflow stage containing a publish action, and when the selected published date and time are reached.
Expire	Changes an item's Status from Published to Expired. The document is no longer available on the site. An item is expired when it enters a workflow stage containing an expire action, and when the selected expire date and time are reached.
Email	This action sends emails when run. We can create new email actions and specify who the recipients are. We can select to email approvers, authors, and owners. We can also create a list of other users or groups to email. A link to the Item to be reviewed is included in the email.
Scheduled Move	Runs a scheduled move to the next stage on a specified date. A list-box allows users to select one of four date types that are entered on each individual document, or we can specify a static date.
Version	This action creates a version of an item when run.
Custom	We can also create custom workflow actions by creating a custom workflow plug-in. These actions can be used and scheduled within a workflow like other workflow actions.