How to Use Cascade's Autogenerated Workflow Emails

Video Training

Every time a workflow is submitted or returned, you will receive an autogenerated email notification.

Everyone uses different email clients and has different setting for their email, and many frequently have browsers displaying their email set to different aspect ratios. For the purposes of this lesson, Gmail is used inside of a Google Chrome browser using a vertical split view option (the closest to a classic Microsoft Outlook presentation).

If you have already completed Cascade training and you have a live asset with which to work, please follow along using your real asset. If you are using this guide for practice, please always use the _playground site. Yes, it starts with an underscore. It is a test site specifically meant for practicing.

Every workflow submitted or returned generates an automatic email. This email informs everyone who is associated with a workflow which asset the workflow is for (usually a page), whether or not it needs your attention, and it provides three links for easy access to the site in Cascade, the asset, and the workflow itself.

Clicking the first link in the email, which will have the name of the asset in workflow, will launch a new tab in your browser. If you are not already logged into Cascade, you will have to log in. That tab will open Cascade and make it go specifically to the asset which is in workflow. There is one important catch though...

By default, clicking the asset link will be like using the Explorer to manually navigate to your asset. It will display the Current version by default. To view the proposed changes, click the version dropdown and select Working Copy.

To view the actual workflow asset while inside of Cascade, click the workflow link on the right to take you to the actual workflow asset. It is the super long link with the title of the page. The lesson now closes this browser tab to return to the tab with Gmail open.

Clicking the second link in the email will take you to the site folder that contains the asset in workflow. It will launch a new tab in your browser. If you are not already logged into Cascade, you will have to log in. The lesson closes the new browser tab to return to the tab with Gmail open.

If a workflow was returned to you with additional modifications assigned, you can view the workflow itself directly from the email. Click the third link at the end of the first paragraph, the one with the long text stating the workflow asset's name and the stage of workflow it is in. If you are not already logged into Cascade, you will have to log in.

The workflow asset contains useful information, including who created the workflow (removed from the example image), when it was made, the link back to the current version of the asset and its title, and whose court the workflow is currently in.

The bottom of the workflow asset shows which phase it is currently in, Content Review or Technical Review, and which user has acted on each step. In this example, the user accounts have been obscured, but you get the idea.

If additional modifications have been assigned to you, click the Asset in workflow link to once again load the page in workflow and display the working copy.

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