Applying workflow in a document

Harpreet Singh asked on May 4, 2016 13:26

I would like to know that whether,kentico workflow can support a document approval process before getting it published to a intranet site of a company.

If yes, can u pls help in anyway.

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Jan Hermann answered on May 4, 2016 13:31

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Chetan Sharma answered on May 4, 2016 14:18

Kentico out of the box workflows will only work if and only if your use case falls within the purview of what Kentico can cover otherwise you will have use API to create any more additional steps to achieve what you are looking for.

Thanks, Chetan

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Brenden Kehren answered on May 4, 2016 14:41

Chetan, can you give an example of what you're talking about?

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Harpreet Singh answered on May 4, 2016 15:25

Hi Chetan/Brenden,

My requirement is quite simple in a intranet portal of a institute they want a circular to be created in a page in menu list where a specific user role can create a circular in which the user uploads a document and the same is routed for approval in a predefined workflow. After the circular is approved it is published(approver may be one or two).

This is the scope i need to cover

Thanks, Harpreet

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Brenden Kehren answered on May 4, 2016 16:25

Out of the box Kentico will handle this without issue. Have you read the documentation on setting up workflows? This should get you started.

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Chetan Sharma answered on May 5, 2016 13:12 (last edited on May 5, 2016 13:17)

Hi Brenden, Our case was a tad peculiar. Though it was not directly that Workflow should have addressed but was part of it. Recently we build a Recipe management system using Kentico as a backend. These recipes management system is used by our client's various Test Kitchen people. These folks will experiment with a recipe and add things or two here and there. So if a recipe is under experimentation mode it will be part of a different tree structure (Test Kitchen) and will be under a different tree staructure once approved and published.

This movement of recipe was to help Test Kitchen users clearly pick a recipe. At any given time there were not many recipes in the experimentation mode. However, our client have recipes running in thousands. So it was difficult for them to identify a recipe to work on if we let all recipes remain in one tree structure.

Further, this movement of recipes is dependent on what step of the workflow recipes are in. So we wrote some custom code to handle this movement of recipes between varipus tree structure. Similarly any recipe is checked-out will go to a testing folder and will come again to it's final folder after follwoing the approval proces.

Let me know what do you think of how we could have handled it? I would love to hear any contrarian(constructive) :) view on this. It is always better to hear from experts of how they would have build things. I would be glad to share if you need anything else you need to understand how we build things. Happy learning.

Cheers, Chetan

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