wizard.inc in Chaos Tool Suite (ctools) 7

CTools' multi-step form wizard tool.

This tool enables the creation of multi-step forms that go from one form to another. The forms themselves can allow branching if they like, and there are a number of configurable options to how the wizard operates.

The wizard can also be friendly to ajax forms, such as when used with the modal tool.

The wizard provides callbacks throughout the process, allowing the owner to control the flow. The general flow of what happens is:

Generate a form submit a form based upon button clicked, 'finished', 'next form', 'cancel' or 'return'.

Each action has its own callback, so cached objects can be modifed and or turned into real objects. Each callback can make decisions about where to go next if it wishes to override the default flow.

File

includes/wizard.inc

<?php

/**
 * @file
 * CTools' multi-step form wizard tool.
 *
 * This tool enables the creation of multi-step forms that go from one
 * form to another. The forms themselves can allow branching if they
 * like, and there are a number of configurable options to how
 * the wizard operates.
 *
 * The wizard can also be friendly to ajax forms, such as when used
 * with the modal tool.
 *
 * The wizard provides callbacks throughout the process, allowing the
 * owner to control the flow. The general flow of what happens is:
 *
 * Generate a form
 * submit a form
 * based upon button clicked, 'finished', 'next form', 'cancel' or 'return'.
 *
 * Each action has its own callback, so cached objects can be modifed and or
 * turned into real objects. Each callback can make decisions about where to
 * go next if it wishes to override the default flow.
 */

/**
 * Display a multi-step form.
 *
 * Aside from the addition of the $form_info which contains an array of
 * information and configuration so the multi-step wizard can do its thing,
 * this function works a lot like drupal_build_form.
 *
 * Remember that the form builders for this form will receive
 * &$form, &$form_state, NOT just &$form_state and no additional args.
 *
 * @param $form_info
 *   An array of form info. @todo document the array.
 * @param $step
 *   The current form step.
 * @param &$form_state
 *   The form state array; this is a reference so the caller can get back
 *   whatever information the form(s) involved left for it.
 */
function ctools_wizard_multistep_form($form_info, $step, &$form_state) {

  // Make sure 'wizard' always exists for the form when dealing
  // with form caching.
  ctools_form_include($form_state, 'wizard');

  // Allow order array to be optional.
  if (empty($form_info['order'])) {
    foreach ($form_info['forms'] as $step_id => $params) {
      $form_info['order'][$step_id] = $params['title'];
    }
  }
  if (!isset($step)) {
    $keys = array_keys($form_info['order']);
    $step = array_shift($keys);
  }
  ctools_wizard_defaults($form_info);

  // If automated caching is enabled, ensure that everything is as it
  // should be.
  if (!empty($form_info['auto cache'])) {

    // If the cache mechanism hasn't been set, default to the simple
    // mechanism and use the wizard ID to ensure uniqueness so cache
    // objects don't stomp on each other.
    if (!isset($form_info['cache mechanism'])) {
      $form_info['cache mechanism'] = 'simple::wizard::' . $form_info['id'];
    }

    // If not set, default the cache key to the wizard ID. This is often
    // a unique ID of the object being edited or similar.
    if (!isset($form_info['cache key'])) {
      $form_info['cache key'] = $form_info['id'];
    }

    // If not set, default the cache location to storage. This is often
    // somnething like 'conf'.
    if (!isset($form_info['cache location'])) {
      $form_info['cache location'] = 'storage';
    }

    // If absolutely nothing was set for the cache area to work on.
    if (!isset($form_state[$form_info['cache location']])) {
      ctools_include('cache');
      $form_state[$form_info['cache location']] = ctools_cache_get($form_info['cache mechanism'], $form_info['cache key']);
    }
  }
  $form_state['step'] = $step;
  $form_state['form_info'] = $form_info;

  // Ensure we have form information for the current step.
  if (!isset($form_info['forms'][$step])) {
    return;
  }

  // Ensure that whatever include file(s) were requested by the form info are
  // actually included.
  $info = $form_info['forms'][$step];
  if (!empty($info['include'])) {
    if (is_array($info['include'])) {
      foreach ($info['include'] as $file) {
        ctools_form_include_file($form_state, $file);
      }
    }
    else {
      ctools_form_include_file($form_state, $info['include']);
    }
  }

  // This tells drupal_build_form to apply our wrapper to the form. It
  // will give it buttons and the like.
  $form_state['wrapper_callback'] = 'ctools_wizard_wrapper';
  if (!isset($form_state['rerender'])) {
    $form_state['rerender'] = FALSE;
  }
  $form_state['no_redirect'] = TRUE;
  $output = drupal_build_form($info['form id'], $form_state);
  if (empty($form_state['executed']) || !empty($form_state['rerender'])) {
    if (empty($form_state['title']) && !empty($info['title'])) {
      $form_state['title'] = $info['title'];
    }
    if (!empty($form_state['ajax render'])) {

      // Any include files should already be included by this point:
      return $form_state['ajax render']($form_state, $output);
    }

    // Automatically use the modal tool if set to true.
    if (!empty($form_state['modal']) && empty($form_state['modal return'])) {
      ctools_include('modal');

      // This overwrites any previous commands.
      $form_state['commands'] = ctools_modal_form_render($form_state, $output);
    }
  }
  if (!empty($form_state['executed'])) {

    // We use the plugins get_function format because it's powerful and
    // not limited to just functions.
    ctools_include('plugins');
    if (isset($form_state['clicked_button']['#wizard type'])) {
      $type = $form_state['clicked_button']['#wizard type'];

      // If we have a callback depending upon the type of button that was
      // clicked, call it.
      if ($function = ctools_plugin_get_function($form_info, "{$type} callback")) {
        $function($form_state);
      }

      // If auto-caching is on, we need to write the cache on next and
      // clear the cache on finish.
      if (!empty($form_info['auto cache'])) {
        if ($type == 'next') {
          ctools_include('cache');
          ctools_cache_set($form_info['cache mechanism'], $form_info['cache key'], $form_state[$form_info['cache location']]);
        }
        elseif ($type == 'finish') {
          ctools_include('cache');
          ctools_cache_clear($form_info['cache mechanism'], $form_info['cache key']);
        }
      }

      // Set a couple of niceties:
      if ($type == 'finish') {
        $form_state['complete'] = TRUE;
      }
      if ($type == 'cancel') {
        $form_state['cancel'] = TRUE;
      }

      // If the modal is in use, some special code for it:
      if (!empty($form_state['modal']) && empty($form_state['modal return'])) {
        if ($type != 'next') {

          // Automatically dismiss the modal if we're not going to another form.
          ctools_include('modal');
          $form_state['commands'][] = ctools_modal_command_dismiss();
        }
      }
    }
    if (empty($form_state['ajax'])) {

      // redirect, if one is set.
      if ($form_state['redirect']) {
        if (is_array($form_state['redirect'])) {
          call_user_func_array('drupal_goto', $form_state['redirect']);
        }
        else {
          drupal_goto($form_state['redirect']);
        }
      }
    }
    elseif (isset($form_state['ajax next'])) {

      // Clear a few items off the form state so we don't double post:
      $next = $form_state['ajax next'];
      unset($form_state['ajax next']);
      unset($form_state['executed']);
      unset($form_state['post']);
      unset($form_state['next']);
      return ctools_wizard_multistep_form($form_info, $next, $form_state);
    }

    // If the callbacks wanted to do something besides go to the next form,
    // it needs to have set $form_state['commands'] with something that can
    // be rendered.
  }

  // Render ajax commands if we have any.
  if (isset($form_state['ajax']) && isset($form_state['commands']) && empty($form_state['modal return'])) {
    return ajax_render($form_state['commands']);
  }

  // Otherwise, return the output.
  return $output;
}

/**
 * Provide a wrapper around another form for adding multi-step information.
 */
function ctools_wizard_wrapper($form, &$form_state) {
  $form_info =& $form_state['form_info'];
  $info = $form_info['forms'][$form_state['step']];

  // Determine the next form from this step.
  // Create a form trail if we're supposed to have one.
  $trail = array();
  $previous = TRUE;
  foreach ($form_info['order'] as $id => $title) {
    if ($id == $form_state['step']) {
      $previous = FALSE;
      $class = 'wizard-trail-current';
    }
    elseif ($previous) {
      $not_first = TRUE;
      $class = 'wizard-trail-previous';
      $form_state['previous'] = $id;
    }
    else {
      $class = 'wizard-trail-next';
      if (!isset($form_state['next'])) {
        $form_state['next'] = $id;
      }
      if (empty($form_info['show trail'])) {
        break;
      }
    }
    if (!empty($form_info['show trail'])) {
      if (!empty($form_info['free trail'])) {

        // ctools_wizard_get_path() returns results suitable for
        // $form_state['redirect] which can only be directly used in
        // drupal_goto. We have to futz a bit with it.
        $path = ctools_wizard_get_path($form_info, $id);
        $options = array();
        if (!empty($path[1])) {
          $options = $path[1];
        }
        $title = l($title, $path[0], $options);
      }
      $trail[] = '<span class="' . $class . '">' . $title . '</span>';
    }
  }

  // Display the trail if instructed to do so.
  if (!empty($form_info['show trail'])) {
    ctools_add_css('wizard');
    $form['ctools_trail'] = array(
      '#markup' => theme(array(
        'ctools_wizard_trail__' . $form_info['id'],
        'ctools_wizard_trail',
      ), array(
        'trail' => $trail,
        'form_info' => $form_info,
      )),
      '#weight' => -1000,
    );
  }
  if (empty($form_info['no buttons'])) {

    // Ensure buttons stay on the bottom.
    $form['buttons'] = array(
      '#type' => 'actions',
      '#weight' => 1000,
    );
    $button_attributes = array();
    if (!empty($form_state['ajax']) && empty($form_state['modal'])) {
      $button_attributes = array(
        'class' => array(
          'ctools-use-ajax',
        ),
      );
    }
    if (!empty($form_info['show back']) && isset($form_state['previous'])) {
      $form['buttons']['previous'] = array(
        '#type' => 'submit',
        '#value' => $form_info['back text'],
        '#next' => $form_state['previous'],
        '#wizard type' => 'next',
        '#weight' => -2000,
        '#limit_validation_errors' => array(),
        // Hardcode the submit so that it doesn't try to save data.
        '#submit' => array(
          'ctools_wizard_submit',
        ),
        '#attributes' => $button_attributes,
      );
      if (isset($form_info['no back validate']) || isset($info['no back validate'])) {
        $form['buttons']['previous']['#validate'] = array();
      }
    }

    // If there is a next form, place the next button.
    if (isset($form_state['next']) || !empty($form_info['free trail'])) {
      $form['buttons']['next'] = array(
        '#type' => 'submit',
        '#value' => $form_info['next text'],
        '#next' => !empty($form_info['free trail']) ? $form_state['step'] : $form_state['next'],
        '#wizard type' => 'next',
        '#weight' => -1000,
        '#attributes' => $button_attributes,
      );
    }

    // There are two ways the return button can appear. If this is not the
    // end of the form list (i.e, there is a next) then it's "update and return"
    // to be clear. If this is the end of the path and there is no next, we
    // call it 'Finish'.
    // Even if there is no direct return path (some forms may not want you
    // leaving in the middle) the final button is always a Finish and it does
    // whatever the return action is.
    if (!empty($form_info['show return']) && !empty($form_state['next'])) {
      $form['buttons']['return'] = array(
        '#type' => 'submit',
        '#value' => $form_info['return text'],
        '#wizard type' => 'return',
        '#attributes' => $button_attributes,
      );
    }
    elseif (empty($form_state['next']) || !empty($form_info['free trail'])) {
      $form['buttons']['return'] = array(
        '#type' => 'submit',
        '#value' => $form_info['finish text'],
        '#wizard type' => 'finish',
        '#attributes' => $button_attributes,
      );
    }

    // If we are allowed to cancel, place a cancel button.
    if (isset($form_info['cancel path']) && !isset($form_info['show cancel']) || !empty($form_info['show cancel'])) {
      $form['buttons']['cancel'] = array(
        '#type' => 'submit',
        '#value' => $form_info['cancel text'],
        '#wizard type' => 'cancel',
        // Hardcode the submit so that it doesn't try to save data.
        '#limit_validation_errors' => array(),
        '#submit' => array(
          'ctools_wizard_submit',
        ),
        '#attributes' => $button_attributes,
      );
    }

    // Set up optional validate handlers.
    $form['#validate'] = array();
    if (function_exists($info['form id'] . '_validate')) {
      $form['#validate'][] = $info['form id'] . '_validate';
    }
    if (isset($info['validate']) && function_exists($info['validate'])) {
      $form['#validate'][] = $info['validate'];
    }

    // Set up our submit handler after theirs. Since putting something here will
    // skip Drupal's autodetect, we autodetect for it.
    // We make sure ours is after theirs so that they get to change #next if
    // the want to.
    $form['#submit'] = array();
    if (function_exists($info['form id'] . '_submit')) {
      $form['#submit'][] = $info['form id'] . '_submit';
    }
    if (isset($info['submit']) && function_exists($info['submit'])) {
      $form['#submit'][] = $info['submit'];
    }
    $form['#submit'][] = 'ctools_wizard_submit';
  }
  if (!empty($form_state['ajax'])) {
    $params = ctools_wizard_get_path($form_state['form_info'], $form_state['step']);
    if (count($params) > 1) {
      $url = array_shift($params);
      $options = array();
      $keys = array(
        0 => 'query',
        1 => 'fragment',
      );
      foreach ($params as $key => $value) {
        if (isset($keys[$key]) && isset($value)) {
          $options[$keys[$key]] = $value;
        }
      }
      $params = array(
        $url,
        $options,
      );
    }
    $form['#action'] = call_user_func_array('url', $params);
  }
  if (isset($info['wrapper']) && function_exists($info['wrapper'])) {
    $form = $info['wrapper']($form, $form_state);
  }
  if (isset($form_info['wrapper']) && function_exists($form_info['wrapper'])) {
    $form = $form_info['wrapper']($form, $form_state);
  }
  return $form;
}

/**
 * On a submit, go to the next form.
 */
function ctools_wizard_submit(&$form, &$form_state) {
  if (isset($form_state['clicked_button']['#wizard type'])) {
    $type = $form_state['clicked_button']['#wizard type'];

    // If AJAX enabled, we proceed slightly differently here.
    if (!empty($form_state['ajax'])) {
      if ($type == 'next') {
        $form_state['ajax next'] = $form_state['clicked_button']['#next'];
      }
    }
    else {
      if ($type == 'cancel' && isset($form_state['form_info']['cancel path'])) {
        $form_state['redirect'] = $form_state['form_info']['cancel path'];
      }
      elseif ($type == 'next') {
        $form_state['redirect'] = ctools_wizard_get_path($form_state['form_info'], $form_state['clicked_button']['#next']);
        if (!empty($_GET['destination'])) {

          // We don't want drupal_goto redirect this request
          // back. ctools_wizard_get_path ensures that the destination is
          // carried over on subsequent pages.
          unset($_GET['destination']);
        }
      }
      elseif (isset($form_state['form_info']['return path'])) {
        $form_state['redirect'] = $form_state['form_info']['return path'];
      }
      elseif ($type == 'finish' && isset($form_state['form_info']['cancel path'])) {
        $form_state['redirect'] = $form_state['form_info']['cancel path'];
      }
    }
  }
}

/**
 * Create a path from the form info and a given step.
 */
function ctools_wizard_get_path($form_info, $step) {
  if (is_array($form_info['path'])) {
    foreach ($form_info['path'] as $id => $part) {
      $form_info['path'][$id] = str_replace('%step', $step, $form_info['path'][$id]);
    }
    $path = $form_info['path'];
  }
  else {
    $path = array(
      str_replace('%step', $step, $form_info['path']),
    );
  }

  // If destination is set, carry it over so it'll take effect when
  // saving. The submit handler will unset destination to avoid drupal_goto
  // redirecting us.
  if (!empty($_GET['destination'])) {

    // Ensure that options is an array.
    if (!isset($path[1]) || !is_array($path[1])) {
      $path[1] = array();
    }

    // Add the destination parameter, if not set already.
    $path[1] += drupal_get_destination();
  }
  return $path;
}

/**
 * Set default parameters and callbacks if none are given.
 * Callbacks follows pattern:
 * $form_info['id']_$hook
 * $form_info['id']_$form_info['forms'][$step_key]_$hook
 */
function ctools_wizard_defaults(&$form_info) {
  $hook = $form_info['id'];
  $defaults = array(
    'show trail' => FALSE,
    'free trail' => FALSE,
    'show back' => FALSE,
    'show cancel' => FALSE,
    'show return' => FALSE,
    'next text' => t('Continue'),
    'back text' => t('Back'),
    'return text' => t('Update and return'),
    'finish text' => t('Finish'),
    'cancel text' => t('Cancel'),
  );
  if (!empty($form_info['free trail'])) {
    $defaults['next text'] = t('Update');
    $defaults['finish text'] = t('Save');
  }
  $form_info = $form_info + $defaults;

  // Set form callbacks if they aren't defined.
  foreach ($form_info['forms'] as $step => $params) {
    if (empty($params['form id'])) {
      $form_callback = $hook . '_' . $step . '_form';
      $form_info['forms'][$step]['form id'] = $form_callback;
    }
  }

  // Set button callbacks.
  $callbacks = array(
    'back callback' => '_back',
    'next callback' => '_next',
    'return callback' => '_return',
    'cancel callback' => '_cancel',
    'finish callback' => '_finish',
  );
  foreach ($callbacks as $key => $callback) {

    // Never overwrite if explicity defined.
    if (empty($form_info[$key])) {
      $wizard_callback = $hook . $callback;
      if (function_exists($wizard_callback)) {
        $form_info[$key] = $wizard_callback;
      }
    }
  }
}

Functions

Name	Description
ctools_wizard_defaults	Set default parameters and callbacks if none are given. Callbacks follows pattern: $form_info['id']_$hook $form_info['id']_$form_info['forms'][$step_key]_$hook
ctools_wizard_get_path	Create a path from the form info and a given step.
ctools_wizard_multistep_form	Display a multi-step form.
ctools_wizard_submit	On a submit, go to the next form.
ctools_wizard_wrapper	Provide a wrapper around another form for adding multi-step information.