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Approval Workflows - All Catalogs


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

You can build your logic jump off of Catalog-specific fields including:

  • 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. 

Assigning a Workflow to Change Requests

If you create multiple workflows, you will want to determine which one is assigned to catalog change requests. Learn how to do that 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. 

 

 

 

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