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This tutorial describes how to set up SDL Tridion 2013 Multi-Item Workflow with Bundles.
Bundles are a new type of virtual folder introduced in SDL Tridion 2013. Bundles let authors gather items in the Content Manager Explorer (CME) and process them together. Example use cases for Bundles include:
This tutorial describes the basic steps in setting up multi-item Tridion Workflow with Bundles with a focus on installing the Visio (client) software, setting up the schemas and bundles, and then starting workflow.
The screenshots in this article are adapted from the SDL Electridion training environment featured in the SDL Tridion 2013 Discovery Courses.
Though you can create and upload Visio Workflow Process Definitions directly on a Content Management System (CMS) server (e.g. to "localhost"), in practice you will typically use Visio from a desktop or laptop (i.e. a local machine).
Recommended Operating System:
Third-party Software required:
See SDL Live Content for details (requires login).Install the Visio Workflow Designer from the installation folder:\Manager\Additional Products\Visio Workflow Designer
Create or use an existing Workflow Process Definition (in a Visio .vsd file). The following example shows a two-step approval process where content editors first approve content and pages and then choose where to publish these items.
After creating a Workflow Process Definition, be sure to Save your work:
Or if using an existing defition, choose Save As. You will be prompted to enter a Content Manager, choose a Publication, an Process Definition name.Note: you may have to wait for the connection to "time out" if changing Content Manager location (url).
To start workflow you need a Bundle based on a Bundle Schema set to your Workflow Process Definition.Start by creating the Bundle Schema.
Create or open a Bundle Schema. Bundles are a new feature in SDL Tridion 2013 that allow content authors the ability to group multiple items into a single virtual folder.
Authors will see this option, so choose an author-friendly naming convention. Like other content definitions you will likely have a few schemas and many instances of those schemas.Optionally add Metadata to the bundle. This lets you add author-controlled fields to the Bundle properties which can be used in any automation you add.
Finally, set your schema to the Workflow Process Definition from above.
Depending on your BluePrint setup, you will likely create Bundles in lower publications that handle pages and/or publishing.In order to re-use a shared Workflow Process Definition in these lower publications, be sure to adjust Publication settings toEnable Workflow Process Definitions in Shared Schemas and Structure Groups.
You're done from an implementation perspective. The final steps would typically be done by the appropriate content editors or "power users," though development or IT administrators may control bundle management.
Unlike regular folders, Bundles simply point to existing items (including other Bundles). However, you can organize them in similar ways to folders. For example:
In addition and especially for Workflow Bundles, consider process-related uses such as:
This example combines the process of "homepage approval" with the homepage items meant for this bundle.
The description comes from the Bundle Schema metadata tab definition. Fields should be based on your business and functional use cases and might includes examples like "release date." When possible, only offer author-controlled fields here; for "global" workflow configuration or other system data, consider separate components or Application Data as needed.
After adding items to the Bundles, authorized users can start workflow.
Workflow may not start if:
SDL Tridion 2013 introduced new type of virtual folder called Bundles that let authors gather and process item together. You might uses Bundles to address multi-item publishing, manage releases, create powerful shortcuts, or create multi-item Tridion Workflow.This tutorial demonstrate the Content Manager Explorer steps are simple, what you do with SDL Tridion Bundle Workflow will be the challenging part. Good luck and success in your Workflow implementations!