June 2022: Workflow Update

Owned by Jonathan White
Jun 06, 2022
2 min read

Recently, there was a new update in Cascade CMS that changes how the Workflow page looks and displays information. This update does not change the process of how workflows are submitted, reviewed, or approved but it does move around some of the options we were all familiar with.

What Changed:

When submitting workflows:

  • The "workflow instructions/notes" comment box is now more prominent. (For those who have content review, this is where you leave comments for your content approver.)

    Note: these internal comments are only meant for you and your content team. Our team will not see these comments, so please use our online web request form to contact us.

  • There are now more options regarding a "due date" for your workflow. This due date is meant for your content review deadlines.

    Note: When the workflow reaches technical review, our team performs that review many times throughout the day but if you wish to request an expedited technical review, please our online web request form. Additional information about workflow services can be found here.

Example:

The workflow detail page:

If you have a workflow in progress, you can select the workflow detail page via your Cascade dashboard or by going to "My Content" and then view your Workflows tab.

The changes to the detail page are mostly visual, including:

  • A more prominent section towards the top that includes the current status, quick link to the page, the author and timestamp of the workflow. 

  • A timeline section towards the bottom of the page. (This includes easier to read highlight sections for comments, if they exist.)

Example:

For Approvers:

Once a workflow is sent to your queue for review and approval, you will notice the “assign this step to me” button within the History timeline section. While there are no changes to the workflow process itself, once you select that button it will load the normal options:

  • “Assign Additional Modifications” to send back to the author for further edits,

  • The option to edit it for yourself

  • Approve the workflow entirely