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Workflow actions


Each workflow stage contains sets of actions; those that are executing when entering the stage and those executed when exiting the stage. The exit actions are restricted to non-scheduled actions, since they must be executed immediately.

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

Action Details
Publish Changes an item's Status from Draft to Published. This means the item is available on the rendered site.

An item will only be published once it has entered a workflow stage containing a publish action, and when the selected published date and time has been reached.

Expire Changes an item's Status from Published to Expired. This means the document is no longer available on the site.

An item will only be expired once it has entered a workflow stage containing an expire action, and when the selected expired date and time has been reached.

Email This sends emails when executed. We can create new email actions and specify who the recipients will be. 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 Performs a scheduled move to the next stage on a specified date. A list-box will allow us to select one of four date types that are entered on each individual document, or we specify a static date.
Version This creates a version of an item when executed.
Custom We can also create custom workflow actions by creating a custom workflow plug-in. These can be used and scheduled within a workflow like other workflow actions.


Parent: Workflow stages and actions
Related:
Workflow stages
Access Items during a workflow
Joint approval
Workflow example