Table of Contents
Overview
Building a Standard Workflow
Workflow Notifications
Dynamic Steps
Logic Jumps in Catalog Workflows
Assigning a Workflow to Change Requests
Example Workflows
Related Articles
Overview
When a user submits a change to your catalog, it goes through the designated workflow.
Workflows function the same way in all products, with a couple exceptions. In Catalog, those exceptions include the ability to add department approvals as a dynamic step as well as the ability to base logic jumps off of catalog-specific content.
Building a Standard Workflow
Learn about workflow basics here.
To learn how to build a standard workflow, see this article.
Workflow Notifications
All workflows give you the ability to define default email templates as well as the ability to further customize emails at both the workflow as well as the step level.
Learn more about workflow notifications here.
Dynamic Steps
Overview
Dynamic steps function like normal workflow steps, but they’re generated automatically based on the workflow settings you’ve configured for them.
In Catalog, you can add a dynamic step based on department approvals, which are configured the same way in Catalog and Curriculum Management; you can learn more about it here.
Logic Jumps in Catalog Workflows
Overview
Every workflow step can have a series of associated logic jumps – these are conditions that can be used to dynamically change the path of a request. For example, if your institution has both a graduate and an undergraduate catalog, you can use the same workflow for both but use a logic jump to determine where the pages go for review.
You can learn more about logic jumps in general here.
Catalog-Specific Fields
Overview | Content | Page Name | Catalog Page URL
Overview
You can build your logic jump off of Catalog-specific fields, including Content, Page Name, and Catalog Page URL.
Content
e.g. If a catalog page contains X details, then go to Y.
Page Name
e.g. If a catalog page name equals X, then go to Y.
Catalog Page URL
e.g. If a page URL is X, then go to Y.
This looks for the unique coursedog page URL, not the slug you have set up in the navigation.
For this to work, you would set the URL to reflect what appears in the address bar in the pages builder.
Assigning a Workflow to Change Requests
If you create multiple workflows, you will want to determine which one is assigned to catalog change requests.
A default workflow must be assigned (at Catalog > Settings > Requests) even if there is only one workflow configured.
Learn more here.
Example Workflows
You can configure your workflow(s) to meet your institution’s needs; even a workflow with the same objective can look very different depending on the school.
Below are two different approaches to a “Catalog Change Request” workflow, for example.
To zoom in for a better view, you can download the PDF(s) attached at the bottom of this article.
