Catalog Workflow

  • Catalog Workflow Dashboard

    Catalog Workbox Access from Unified Navigation Curriculum Strategy has created a faster and more effective way to access and work within the catalog workbox. These changes are available through your Unified Navigation dashboard. Previous Catalog Workbox Access This was the only available catalog workbox experience, found within your content management system. While the...

  • Promote a catalog item through the Workflow

    The following article is regarding the pre-existing Catalog Workflow view within Sitecore. Review this article to promote items within the NEW Catalog Workflow dashboard. When you have made the final edits to an item, you can promote it in the workflow so that it can be Reviewed and Approved. Promoting the item, unlocks the item automatically for the next user to review...

  • Approving Catalog Items

    The following article is regarding the pre-existing Catalog Workflow view within Sitecore. Review this article to promote items within the NEW Catalog Workflow dashboard. To approve items, click the “Approve” button within the workbox on an individual item:Please note: An Approve button is available to Admins in the Draft Workbox, but is only available in the Pending Fi...

  • Buttons in the Workbox

    The following article is regarding the pre-existing Catalog Workflow view within Sitecore. Review this article to promote items within the NEW Catalog Workflow dashboard. Once an item has been locked for editing, a new version of the item is created and will appear in your Draft workbox. In addition to the items you are working on, items that have been sent to you (if y...

  • Removing Versions

    To remove a version, select the item in the content tree or the link from within the workbox (this will open the item in the Content Editor), within the Versions tab, select “Remove”NOTE: When removing versions, make sure there is another version preceding the version being removed before removal. If there is only one version of an item, do not remove it. Removing the l...

  • Boxes in the Workbox

    The following article is regarding the pre-existing Catalog Workflow view within Sitecore. Review this article to promote items within the NEW Catalog Workflow dashboard. Every Institution's approval process is different and workboxes may be named or structured differently. The workflow below is just an example of the default workflow that may be present. After locking ...