Triggers

Triggers are automatic actions performed when a workflow step is completed in Heretto CCMS. You can specify triggers for actions that you want to happen as a workflow progresses through each step.

If you integrate triggers into your workflows, keep in mind that these are automated events that will happen every time the specified step is completed. While automation can improve your content development process, you also lose some control over that process so it's important to carefully consider triggers.

There are three workflow triggers available in Heretto CCMS:

Publish
A publishing event is automatically triggered when a workflow step is completed. For example, in the Author, Review, Verify workflow, the assigned resource(s) automatically publishes once the Verify step is completed.
Review-Only Mode
The assigned resource is put in Review-Only Mode when a workflow step is completed, which prevents you from editing the document directly, but you can suggest changes or deletions and add comments. For example, in a workflow with the steps Author, Review, Verify, you can add a trigger to put the document in Review-Only Mode when the Review step is active so the reviewer can add suggestions, but not edit the document.
Status Change
The status of the assigned resources changes when a workflow step is completed. For example, in a workflow with the steps Author, Review, Verify, you can add a trigger to change the status of the assigned resource(s) to Approved when the Verify step is completed.
Tip: If there's another action that you'd like to create a trigger for, please contact your Customer Success Manager to see if it can be done.