Workflows

Content lifecycle

Content lifecycle governs whether an item is visible in the frontend, and whether it is being edited. There are four lifecycle states of an item – mastertemplive and deleted. When persisting items in the database, Sitefinity CMS creates one row for each state. You can think of lifecycle states as separate versions of an item. 
For more information, see For developers: Content lifecycle.

Workflows

You use workflows to manage the quality of the published content items and pages. You do this by creating first, second, and third level of approval for content items and pages. This way a content item can go through several different workflow statuses.

You can create a workflow for managing the lifecycle of content items and pages. You do that by creating first and second level of approval for content items and pages, or by uploading your custom workflow.

Types of workflow

The following types of workflow exist:

Type of workflow

Lifecycle steps

 Rights

No approval workflow
Standard lifecycle management

Create and Publish

All users with proper permissions.

One level of approval

Create and Send for Approval » Publish

  • Create and send for approval

    All users with proper permissions.

  • Publish
    Users set as approvers when you defined the workflow.

Two levels of approval

Create and Send for Approval » Send for Publishing » Publish

  • Create and send for approval

    All users with proper permissions.

  • Send for publishing
    Users set as first level of approvers when you defined the workflow.
  • Publish
    Users set as second level of approvers when you defined the workflow.

Three levels of approval

Create and Send for Review » Send for Approval » Send for Publishing » Publish

  • Create and send for review

    All users with proper permissions.

  • Send for approval
    Users set as first level of approvers when you defined the workflow.
  • Send for publishing
    Users set as second level of approvers when you defined the workflow.
  • Publish
    Users set as third level of approvers when you defined the workflow.

By default, you use the no approval workflow.

You can create one, two, or three level of approval for managing the lifecycle of content items and pages.

To define and manage workflows, in the main menu, click Administration» Workflow.
The Workflowpage appears, displaying a list of all created workflow definitions together with actions you can perform on them.
Use this page to create, edit, and manage workflow definitions.

This section contains

Define workflows
Use this procedure to create a workflow and set the content to which it applies and the responsible users.
Edit workflows
Use this procedure to change the properties of a workflow ant to delete workflows.
Activate and deactivate a workflow
Use this procedure to make a workflow active or inactive.
Workflow statuses
Use this section as a reference to all types of statuses a content item can have, as well as the icons that denote different statuses.
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