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Workflows

Workflows enable draft → review → publish processes and scheduled activation/deactivation to ensure proper change management.

Overview​

Workflows provide structured processes for creating, reviewing, and publishing merchandising changes, ensuring quality and reducing risk.

Workflow Stages​

Draft Stage​

{
  "stage": "draft",
  "actions": [
    "create",
    "edit",
    "delete"
  ],
  "visibility": "creator_only"
}

Review Stage​

{
  "stage": "review",
  "actions": [
    "approve",
    "reject",
    "request_changes"
  ],
  "reviewers": ["admin", "senior_merchandiser"]
}

Published Stage​

{
  "stage": "published",
  "actions": [
    "activate",
    "deactivate",
    "edit"
  ],
  "visibility": "all_users"
}

Scheduled Activation​

Schedule rule activation:

{
  "scheduled_activation": {
    "rule_id": "campaign_black_friday",
    "activate_at": "2024-11-24T00:00:00Z",
    "deactivate_at": "2024-11-30T23:59:59Z"
  }
}

Best Practices​

  1. Use workflows: Always use workflows for changes
  2. Require reviews: Get approvals before publishing
  3. Schedule carefully: Plan scheduled activations
  4. Test before publish: Test changes in draft stage
  5. Document decisions: Keep records of workflow decisions