Working with Project Workflows
The project workflows available out of the box include the following:
- Project Approval Workflow - This workflow lets you assign content to a user, review, then approve.
- Request Launch - A workflow the requests a launch.
- Request Landing Page - This workflow requests a landing page.
- Request Email - Workflow for requesting an email.
- Product Photo Shoot and Product Photo Shoot (Commerce) - Maps assets with products
- DAM Create and Translate Copy and DAM Create Language Copy - Creates translated binaries, metadata, and tags for assets and folders.
Depending on which Project template you select, you have certain workflows available:
| Simple Project | Media Project | Product Photo Shoot Project | Translation Project | |
|---|---|---|---|---|
| Request Copy | x | |||
| Product Photo Shoot | x | x | ||
| Product Photo Shoot (Commerce) | x | |||
| Project Approval | x | |||
| Request Launch | x | |||
| Request Landing Page | x | |||
| Request Email | x | |||
| DAM Create Language Copy* | x | |||
| DAM Create and Translate Language Copy* | x |
NOTEThe steps for starting and completing workflows are the same no matter which workflow you choose. Only the steps change.
You start a workflow directly in Projects (except for DAM Create Language Copy or DAM Create and Translate Language Copy). Information on any outstanding tasks in a project are listed in the Tasks tile. Notifications for tasks that need to be completed appear next to the user icon.
For more information on working with workflows in AEM, see the following documents:
This section describes the workflows available for Projects.
Request Copy Workflow
This workflow lets you request a manuscript from a user and then approve it. To start the request copy workflow:
-
In a media project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.
-
In the workflow wizard select Request Copy and click Next.
-
Enter a manuscript title and a brief summary of what you are requesting. If applicable, enter a target word count, task priority and a due date.
-
Click Submit.
The workflow starts. The task appears on the Tasks card.
Product Photo Shoot workflow
The Product Photo Shoot workflows (both commerce and without commerce) are covered in detail in the document Creative Projects
Project Approval Workflow
In the Project Approval workflow, you assign content to a user, review, and then approve the content.
-
In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.
-
In the workflow wizard select Project Approval Workflow and click Next.
-
Enter a title and select who to assign it to. If applicable, enter a description, content path, task priority and a due date.
-
Click Submit.
The workflow starts. The task appears on the Tasks card.
Request Launch Workflow
This workflow lets you request a launch.
-
In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.
-
In the workflow wizard select Request Launch Workflow and click Next.
-
Enter a title for the launch and provide the launch source path. You can also add a description and live date, if you applicable. Select Inherit source page live data or exclude sub pages depending on how you want the launch to behave.
-
Click Submit.
The workflow starts. The workflow appears in the Workflows list.
Request Landing Page Workflow
This workflow lets you request a landing page.
-
In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.
-
In the workflow wizard select Request Landing Page and click Next.
-
Enter a title for your landing page and the parent path. If applicable, enter a live date or choose a file for your landing page.
-
Click Submit.
The workflow starts. The task appears on the Tasks card.
