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Jl workflow update rcps 66 #946

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merged 3 commits into from
Jan 31, 2025
Merged

Jl workflow update rcps 66 #946

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f7bcb93
Added information regarding _PerSiteStandardValues base template.
josephjlong Jan 6, 2025
2ebc8bf
Corrected spelling.
josephjlong Jan 7, 2025
2f602d8
Modified lastUpdated.
josephjlong Jan 31, 2025
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13 changes: 12 additions & 1 deletion ...s/learn/accelerate/xm-cloud/implementation/information-architecture/workflow.md
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Expand Up @@ -4,7 +4,7 @@ description: 'Learn about Workflows in XM Cloud'
area: ['accelerate']
hasSubPageNav: true
hasInPageNav: true
lastUpdated: '2024-11-18'
lastUpdated: '2025-01-31'
---

## Problem
Expand Down Expand Up @@ -64,6 +64,10 @@ It's important to configure workflow for both pages and the separate data source

<Image src="/images/learn/accelerate/xm-cloud/workflows2.png" title="ComponentDatasourceWorkflow"/>

If you have followed the [Creating New Components](/learn/accelerate/xm-cloud/implementation/developer-experience/creating-new-components) recipe and have created a new component by cloning one of the existing OOTB XM Cloud components then all of the necessary configuration should already be in place including base templates.

Note that only templates that have the **_PerSiteStandardValues** base template assigned to them appear in the dialog box. You can find the base template here: */sitecore/Templates/Foundation/Experience Accelerator/StandardValues/*. If for some reason your component does not appear in the dialog box when trying to add standard values this would be the first thing to check. More information available [here](https://doc.sitecore.com/xmc/en/developers/xm-cloud/walkthrough--defining-standard-values-for-your-sites.html#add-standard-values-under-individual-sites) on the docs site.

### Configuration of Users/Roles

For each workflow state that requires a specific set of users, create a Sitecore role representing the commands and states this type of user should manage. Assign roles to users rather than configuring permissions for individual users.
Expand Down Expand Up @@ -143,11 +147,18 @@ You can now trigger sending emails or notifications via webhooks when an item re
3. The webhook sends a `POST` request to the specified URL.
4. Configure the URL and authorization details for your endpoint.

## Related Recipes

<Row columns={2}>
<Link title="Creating New Components" link="/learn/accelerate/xm-cloud/implementation/developer-experience/creating-new-components" />
</Row>

## Related Documentation

<Row columns={2}>
<Link title="Workflow" link="https://doc.sitecore.com/xmc/en/developers/xm-cloud/workflow.html" />
<Link title="Workflow Cookbook" link="https://doc.sitecore.com/xmc/en/developers/xm-cloud/workflow-cookbook.html" />
<Link title="Workflow Webhooks" link="https://doc.sitecore.com/xmc/en/developers/xm-cloud/walkthrough--using-an-authorization-item.html" />
<Link title="Assign a data source workflow action in SXA " link="https://doc.sitecore.com/xmc/en/developers/xm-cloud/assign-a-data-source-workflow-action-in-sxa.html" />
<Link title="Add standard values under individual sites" link="https://doc.sitecore.com/xmc/en/developers/xm-cloud/walkthrough--defining-standard-values-for-your-sites.html#add-standard-values-under-individual-sites" />
</Row>