Workflow cookbook

This cookbook provides you with techniques for XM Cloud editors and administrators who create and configure workflows.

  • Create a workflow with states

    How to create a workflow with states and how you define the initial state.

  • Add commands and actions to states

    How to add actions and commands to states as well as actions to commands, and how you define the final state.

  • Assign a workflow to a template

    How to assign a workflow to a template via the __Standard Values template.

  • Hide a command for certain users

    Guide to hiding workflow commands for certain users by disabling inheritance and specifying access manually.

  • Hide a state for certain users

    Guide to hiding a workflow states for certain users by disabling inheritance and specifying access manually.

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