Help & DocumentationCreating ContentGovernance Publishing WorkflowsConfigure Publishing Workflow Automation Rules

Configure Publishing Workflow Automation Rules

Beginning in v6.3.1, users are able to streamline and automate content management further by means of an additional feature, Publishing Workflow Automation Rules. Conditions of a rule can be executed either on schedule or upon a Stage change.  

The ability to configure PW Automation Rules is controlled by the ENABLE_PUBLISHING_WORKFLOW_AUTOMATION_RULES System Variable.

1. Enable the Variable

Access Admin > System > System Variables > ENABLE_PUBLISHING_WORKFLOW_AUTOMATION_RULES

  1. Set the Variable to "Y"
  2. [Commit Changes]

2. Add an Automation Rule

Access Content > Publishing Workflows > Publishing Workflow Name Link

  1. [+Add Rule]
  2. Enter a descriptive phrase in Rule Name
  3. [Save]

3. Define the Details

  1. Select how the rule is to be executed: on schedule or when there is a Stage change. At the following step,
    • if on Schedule: specify how often the rule will check the Condition that will trigger Actions
    • if On Stage Change: specify Stages between which a change will trigger Actions
  2. Specify one or more Actions for the system to execute
  3. If needed, narrow the list of Elements on which Actions will be performed: based on Data Source or Category
    • [+Add] the required Data Sources or Categories
  4. [Save] all changes