Ondexx Sites are full of workflows to control everything from content creation to user onboarding. Sites can also use optional workflows to add additional processes relevant to the site’s use-case.
This article serves as a master list for all workflows within a site, with links to more detailed articles.
Site Workflows
The workflows below are fundamental parts of Ondexx intrinsic to its use. They may be modified by additional optional workflows, but will always be present in any given site.
Page Lifecycle Workflow
The Page Lifecycle is the workflow used when creating, updating, and publishing pages in Ondexx. When a page is created or updated, Editors make changes to a draft, and Approvers then approve the new version of the page. The page is then published to the site, or scheduled to release at a specific date and time.
Read more about the Page Lifecycle in this article: Page Lifecycle Overview
User Onboarding Workflow
The User Onboarding Workflow is used to add new users to an Ondexx site and/or instance. This process has multiple levels of verification and approval to ensure that only the correct users are onboarded to a site, and with only the correct rights and permissions.
This workflow can also be integrated with internal access systems outside of Ondexx to use Single Sign-on and auto-provisioning.
Optional Workflows
The workflows below are optional, and must be enabled in a site before use. These settings can be found under Administration > Site Management > Site Settings, under the Workflows heading.
Draft Page Locking
The Draft Page Locking optional workflow is used to control who can edit a given draft by “locking” it. Typically, an Editor will lock the draft that they are currently working on, so it is not mistakenly worked on by another user.
Read more about Draft Page Locking in this article: What is Draft Page Locking?
Page Attachments
The Page Attachments Workflow allows files to be uploaded to pages as “attachments.” These files can then be viewed, downloaded, and managed within that Page, without needing to physically manage files and folders in the File Manager.
Read more about Page Attachments in this article: Using Ondexx Page Attachments
Page Approval Sign-Off
Page Approval Sign-Off (or Content Sign-Off) allows specific users to be assigned as “signers” for a page draft. When the page is submitted for approval, every signer will need to review and sign-off on the page before it can be approved and published.
Read more about Page Approval Sign-Off in this article: Content Sign-Off Overview
Page Certification
The Page Certification workflow applies a review policy, change management, and additional approval process to pages with the workflow enabled. This ensures that pages are periodically reviewed by specific users, and “certified” frequently.
Read more about Page Certification in this article: Page Certification Overview
Page Version Classification
The Page Version Classification workflow allows each version of a page to be classified with a “Version Type,” selected from an administrator-created list.
Read more about Page Version Classification in this article: How to use Page Version Classification
Task Management
The Task Management workflow allows for tasks to be created and assigned to users within Ondexx. Their status can then be tracked by the assigner and the assignee in the Task Management menu.