Workflow

We encourage users to post events happening in the community to the community events group on https://www.drupal.org.

This group is for people interested in workflows and actions.

It is intended to be used for
* discussing ideas
* sharing use-cases
* planning future development

sneakyimp's picture

building data entry forms (with validation) into my workflow

I'm new to Drupal. I'm hoping to use it to build a workflow management application wherein privileged users can define perhaps a dozen forms to collect data from a large, distributed group of users. Each of these forms will experience some edits, changes of state, etc as they get processed by the workflow.

Can anyone tell me how this might work in drupal? Obviously I'll need the worfklow module installed. I've seen a 'form builder' module but it has a big warning about not being suitable for a production environment:
http://drupal.org/project/form_builder

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srmorton's picture

Rename An Existing Workflow

For the past few weeks I have been developing a Drupal website for my church. As with any new venture I have learned a lot about Drupal and it's modules. In creating this new website the church wanted each Minister to be able to create and maintain thier own pages. I have accomplished this with Workflow and Revisioning. There were a couple of items with Workflow that were challanging especially when you create all of your content and then decide that you want to place it under Workflow. I have worked through all of those issues, but I have created a new one.

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xiidev's picture

Dynamic evaluation of Workflow moderators

Greetings,

How can I setup workflow in such a way that the "next moderator" in the workflow is determined/evaluated during the workflow based on various conditions?

For example, suppose I have a content type "Service Ticket."

The user (who is an employee) may submit a service request to:

(a.1) Request a new workstation. Since this is an asset request, the employee's manager must approve the request before the request moves to the service desk who will process the request. in this case, when the employee submits the request, the "next moderator" is the employee's manager.

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beautifulmind's picture

Would you share your Drupal code if permitted?

Yes, I would.
92% (11 votes)
No, it belongs to me only.
8% (1 vote)
Total votes: 12
mahalaxmi's picture

workflow - how to prevent the author from editing their own content?

Hi,
I am using the workflow module in one of the projects and I have basically 6 workflow states. In the workflow settings I have set it like this - the author will only be able to view the content beyond a workflow state. However, while testing it, I am able to find that the author is able to edit the content beyond the workflow state. I am guessing that we need to override the role permissions with workflow permissions. How can it be done?

Am I missing something here? If so, kindly let me know as to what else might need to be done.

Thanks!

Mahi

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scott815's picture

How to create action to work with workflow

I am trying to find a way to create action in Drupal when workflow goes from one state to next to have the user Id to be entered in CCK field that I use as the one that is now assigned to this job.

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alkor's picture

How-to: approve user's account upon registration by two registered members of the site?

I've got a community site with a strict membership criteria: in order to be a member one must be approved by two existing community members. Hence, the question is - what is the best way to implement such workflow. Your advice would be appreciated a lot.

During registration process new users supply the names of already registered community members who can recommend them.
These 2 members receive notification emails with activate/decline links, and make their choice.
In order to activate new user's profile it must be confirmed by both of the specified community members.

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fago's picture

Workflows with Drupal7

I just wanted to share some thoughts about possible implementations for workflow on d7.

Worklow states = a field
Basically I think workflow should work field-based, e.g. providing a workflow field, which can be attached to any entity. Thus the state transition settings would belong into the field settings, whereis the triggering part can be separated out and handled either by rules or trigger module.

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benres's picture

Workflow Reports

Hello. I'd like to be able to create a report that lists, for example, all content in the "needs attention by manager" state or "needs fact checking" state. I can go to individual pieces of content and get this but I'd like to get a report for the entire site.

Thanks,

  • Ben
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matt84's picture

Workflow module for complex workflow

Hi all,

I'm new here so I'm not sure that's the right place to ask my questions... however, let me know if I'm wrong!

Well, I have to implement a complex workflow with Drupal. The roles are the following :
- non-confirmed user: users who are new to the website. They can write stories, but those are subject to reviewing.
- confirmed user: users who have spent time on the website and who can write stories without moderation.
- moderator: users who review the content published by non-confirmed users. Moreover they can also publish their own stories.

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mullman's picture

Adding Additional Field in Workflow

I originally setup a CCK form for authenticated users who submit a request and identify a supervisor's email address which is then used by workflow and actions to submit it to that address. The supervisor is then asked to visit the node and approve or deny the request. I originally set it up with content permissions to display certain fields accordingly (only supervisors would be able to edit the "manager's email" field), however, in this situation we have no way of separating general authenticated users from supervisors.

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kepford's picture

Workflow Comment Log Permissions Module Proposal

We have a web site, http://articulation.statecenter.com that makes heavy use of the Workflow module. We have various user roles that have permissions to move nodes from various states in our workflow process. Workflow provides a simple comment form for these transitions and our users love that feature. Here is the rub. We have a monitor user role whose job it is to monitor the progress of these nodes. The good users of this role would like to be able to enter comments in the workflow log as well.

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gcassie's picture

Break workflow into smaller modules

Hi all,

I originally posted this over at http://drupal.org/node/723310 but I thought there might be some interested parties here.

Short version:

  • Break the workflow module into API, Node UI, Admin UI, Scheduler, Rules, and Actions modules.
  • Make workflow "form agnostic", allowing easier use of the APIs programmatically

I've made a start at this and attached an archive of the modules to that post.

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beckyjohnson's picture

Cannot assign an action to a workflow state. Getting Database error.

I set up work flow with 5 different workflow states and wanted to assign an action to one state in particular. I wanted the system to send out an email when the content type reached a certain stage.

I click on Action and go to the trigger page. On the stage I want, I use the drop down menu to pick send an email and then hit save. However, the action does not save and instead I get the following error.

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Katrina B's picture

Creating a mass scheduled update to next Workflow status?

Is there a way to "mass update" or "bulk update" more than one item in Workflow to a new status ... on a scheduled date and time?

I have seen View Bulk Operations mentioned as a way to mass update the Workflow status of items; the only problem with that approach is that the change is executed immediately. I need to be able to set the date and time of the change, rather than having the status of the items changed immediately.

Any suggestions?

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Katrina B's picture

How to use Rules to change Workflow status in ProsePoint

I'm working on the redesign for a daily newspaper's website. I'd like to find a way for the Workflow status on stories to change automatically after a week from "Public" to "Archived." I think this can be done with the Rules module ... but I haven't figured out how yet.

I've read some information about using Workflow and Rules together in various places on Drupal.org, but most of what I've read is based on the workflow status being a CCK field. This is not the case in ProsePoint, where Workflow is built in, but not in a way that presents a CCK field that Rules can work with.

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jimtobias's picture

Email as an *input* to workflow

I'm working on a site that will take certain email traffic and publish it for categorization, FAQing, and commenting. I'd like to have an arriving email trigger an "assignment editor" function, and actually parse the email so the sender, date, etc. show up in fields, and the main content is ready to process. The assignment editor throws it out if it's irrelevant, or assigns it to an editor for further processing and tracking.

Any ideas on how to implement this? Thanks in advance.

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Katrina B's picture

Would like to restrict list in Relevant Content to Workflow: Public

I have been looking for a good "related content" module ... after testing out a handful, I really like Relevant Content. My only complaint is that there's no way to restrict the output to stories whose Workflow state is Public; I end up getting stories on the list that are in Draft or Ready for Review status, as well as the Public stories.

Any thoughts or suggestions?

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EugenMayer's picture

No documentation, no API documentation?

Hello,

how can it be that there is no documentation to this module, not even a API documentation? I mean this project is designed to work into a really flexible enviroment, but there is no documentation at all. Is there a particular reason for that or did i even miss it?

This module is 3 years - really bad if there is still no documentation created.

Anybody has updates on this or is earger to help providing a documentation?

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winarto's picture

no states shown on workflow fieldset

Hi,

I'm just enable the workflow module 2 days ago. Everything looks good. I have workflow tab complete with states option, comments, and schedule fieldset. However, when i go to content creation form (using admin role), the only thing i see on the workflow fieldset is schedule. It does not have option for me to choose the state.
Of cos I can changed the state on workflow tab, but i believe the correct way should be user should be able to choose the states, that are enabled for them, in the content creation form, right?
Anything that i overlook? pls kindly enlighten.

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