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README.txt in Workflow Extensions 6

Same filename and directory in other branches
  1. 7 README.txt
DESCRIPTION
===========
When using Workflow and/or Rules this module comes in handy to help you realise
some common use case scenarios and to spruce up your Workflow interface.
As far as the UI goes this module replaces the traditional workflow radio
buttons by either a drop-down or single-action buttons. The latter feature
context-sensitive labels, potentially employing replacement tokens, if desired,
for a more intuitive user experience. For further flexibility all three UI 
styles (radio, drop-down or single-action buttons) are available as a block.

The module also defines some extra tokens that may be used with Rules to invoke
actions, like sending reminder emails, when content was NOT updated or a 
workflow did NOT transition state for some time. Using these tokens you won't 
need PHP snippets.

Let's say we have a basic workflow with states "draft", "review" and "live".
Traditionally authors and moderators must select the next state by pressing
the correct radio-button and clicking submit. Experience from the field
suggests that not everybody finds this intuitive. Rather than having to think
in terms of state transitions, users prefer to press a button with a an 
explanatory label that clearly expresses what is going to happen.
Using this module authors will find on their edit forms clearly labeled buttons,
for instance "Save as draft, don't submit" and "Submit for publication".
In old workflow-speak "Submit for publication" was represented by radio buttons
plus a submit button which would read less intuitively as: transition workflow
state from "draft" to "review".
Similarly, with this module moderators will see on their edit form buttons
like "Reject and return to author John" (i.e. "review -> draft") and "Publish
this" or "Go live with this!" ("review -> live").

This module also defines a replacement token [node:workflow-state-age], which
when used in a scheduled rule set, makes it easier to invoke actions when
a workflow state NOT transitioned after a specified elapsed time. No PHP code
is required when using this token.
See drupal.org/project/workflow_extensions for full instructions on how
to do this using Rules.

INSTALLATION
============
Installation is like any other module. Uncompress the .tar.gz file and drop it 
into the "sites/all/modules" subdirectory.
Visit Administer >> Site building >> Modules, tick the box in front of the
module name and press "Save configuration".
Or use drush.
For full control over the labels to put on your workflow buttons also install
Workflow Named Transitions.

CONFIGURATION
=============
If you have Workflow Named Transitions installed (highly recommended for full
flexibility), visit Administer >> Site building >> Workflow and click the 
"Edit labels" tab at the top of the page to enter your custom labels. 
With the Token module installed you may use replacement tokens in your custom
labels, for instance:
  "Reject submission, return to [author-name]" or 
  "Transition to [workflow]:[workflow-new-state-name]"

In addition, there are a couple of self-explanatory configuration options at
Administer >> Site configuration >> Workflow extensions and one permission
at Administer >> User management >> Permissions.

If you have Views enabled, a "Workflow dashboard" menu item will appear in the
navigation menu. This View displays on a single page workflow state transition
forms for all nodes on your system that are subject to workflow. Naturally
you can modify and extend this View to your heart's content.

Finally, this module also makes the state change form used on the Workflow tab
available as a block, giving you more control over where users may change
workflow state. A use-case is a trouble-ticket system, whereby operators can
view the ticket status AND update it on the same page, minimising clicks.
Using the block visibility controls you may place the block on any page that
provides a node context, typically the node/* pages, or more specifically the
node view page. To prevent the Edit and other tabs from also displaying the
block tick "Show if the following PHP code returns TRUE" and enter:

  <?php return !arg(2); ?>

If your theme does not have any block regions to suit your estethic
requirements, you can instead insert the line below in the node.tpl.php file of
your theme, for instance immediately above (or below) the line containing 
"print $content;":

  <?php if (!$teaser) print workflow_extensions_change_state_form($node); ?>

Workflow comments, optional in the Workflow module, may be made mandatory at
the Adminisiter >> Configuration >> Workflow extensions page.
 
The permission to edit workflow log comments after they've been entered may
be set at Administer >> User management >> Permissions. This 'edit workflow log'
permission comes into play in the Workflow History view, available via the 
navigation menu, if you have the Views module enabled. The Workflow History view
presents an edit link for each workflow log comment, provided the user has the
'edit workflow log' permission.

USAGE
=====
Users will find that the workflow radio buttons previously used to instigate
state transitions are now replaced by either a drop-down selector or by more 
intuitive single-action buttons, as configured by you at Site configuration >>
Workflow extensions 
This applies to the node edit and comment forms, as well as the Workflow tab
node/%/workflow, if enabled at Administer >> Site building >> Workflow >> edit,
section "Workflow tab permissions". It also applies to the "Workflow change
state form" block introduced by this module.

UNINSTALL
=========
Disable and uninstall as per normal at Administer >> Site building >> Modules.

File

README.txt
View source
  1. DESCRIPTION
  2. ===========
  3. When using Workflow and/or Rules this module comes in handy to help you realise
  4. some common use case scenarios and to spruce up your Workflow interface.
  5. As far as the UI goes this module replaces the traditional workflow radio
  6. buttons by either a drop-down or single-action buttons. The latter feature
  7. context-sensitive labels, potentially employing replacement tokens, if desired,
  8. for a more intuitive user experience. For further flexibility all three UI
  9. styles (radio, drop-down or single-action buttons) are available as a block.
  10. The module also defines some extra tokens that may be used with Rules to invoke
  11. actions, like sending reminder emails, when content was NOT updated or a
  12. workflow did NOT transition state for some time. Using these tokens you won't
  13. need PHP snippets.
  14. Let's say we have a basic workflow with states "draft", "review" and "live".
  15. Traditionally authors and moderators must select the next state by pressing
  16. the correct radio-button and clicking submit. Experience from the field
  17. suggests that not everybody finds this intuitive. Rather than having to think
  18. in terms of state transitions, users prefer to press a button with a an
  19. explanatory label that clearly expresses what is going to happen.
  20. Using this module authors will find on their edit forms clearly labeled buttons,
  21. for instance "Save as draft, don't submit" and "Submit for publication".
  22. In old workflow-speak "Submit for publication" was represented by radio buttons
  23. plus a submit button which would read less intuitively as: transition workflow
  24. state from "draft" to "review".
  25. Similarly, with this module moderators will see on their edit form buttons
  26. like "Reject and return to author John" (i.e. "review -> draft") and "Publish
  27. this" or "Go live with this!" ("review -> live").
  28. This module also defines a replacement token [node:workflow-state-age], which
  29. when used in a scheduled rule set, makes it easier to invoke actions when
  30. a workflow state NOT transitioned after a specified elapsed time. No PHP code
  31. is required when using this token.
  32. See drupal.org/project/workflow_extensions for full instructions on how
  33. to do this using Rules.
  34. INSTALLATION
  35. ============
  36. Installation is like any other module. Uncompress the .tar.gz file and drop it
  37. into the "sites/all/modules" subdirectory.
  38. Visit Administer >> Site building >> Modules, tick the box in front of the
  39. module name and press "Save configuration".
  40. Or use drush.
  41. For full control over the labels to put on your workflow buttons also install
  42. Workflow Named Transitions.
  43. CONFIGURATION
  44. =============
  45. If you have Workflow Named Transitions installed (highly recommended for full
  46. flexibility), visit Administer >> Site building >> Workflow and click the
  47. "Edit labels" tab at the top of the page to enter your custom labels.
  48. With the Token module installed you may use replacement tokens in your custom
  49. labels, for instance:
  50. "Reject submission, return to [author-name]" or
  51. "Transition to [workflow]:[workflow-new-state-name]"
  52. In addition, there are a couple of self-explanatory configuration options at
  53. Administer >> Site configuration >> Workflow extensions and one permission
  54. at Administer >> User management >> Permissions.
  55. If you have Views enabled, a "Workflow dashboard" menu item will appear in the
  56. navigation menu. This View displays on a single page workflow state transition
  57. forms for all nodes on your system that are subject to workflow. Naturally
  58. you can modify and extend this View to your heart's content.
  59. Finally, this module also makes the state change form used on the Workflow tab
  60. available as a block, giving you more control over where users may change
  61. workflow state. A use-case is a trouble-ticket system, whereby operators can
  62. view the ticket status AND update it on the same page, minimising clicks.
  63. Using the block visibility controls you may place the block on any page that
  64. provides a node context, typically the node/* pages, or more specifically the
  65. node view page. To prevent the Edit and other tabs from also displaying the
  66. block tick "Show if the following PHP code returns TRUE" and enter:
  67. If your theme does not have any block regions to suit your estethic
  68. requirements, you can instead insert the line below in the node.tpl.php file of
  69. your theme, for instance immediately above (or below) the line containing
  70. "print $content;":
  71. Workflow comments, optional in the Workflow module, may be made mandatory at
  72. the Adminisiter >> Configuration >> Workflow extensions page.
  73. The permission to edit workflow log comments after they've been entered may
  74. be set at Administer >> User management >> Permissions. This 'edit workflow log'
  75. permission comes into play in the Workflow History view, available via the
  76. navigation menu, if you have the Views module enabled. The Workflow History view
  77. presents an edit link for each workflow log comment, provided the user has the
  78. 'edit workflow log' permission.
  79. USAGE
  80. =====
  81. Users will find that the workflow radio buttons previously used to instigate
  82. state transitions are now replaced by either a drop-down selector or by more
  83. intuitive single-action buttons, as configured by you at Site configuration >>
  84. Workflow extensions
  85. This applies to the node edit and comment forms, as well as the Workflow tab
  86. node/%/workflow, if enabled at Administer >> Site building >> Workflow >> edit,
  87. section "Workflow tab permissions". It also applies to the "Workflow change
  88. state form" block introduced by this module.
  89. UNINSTALL
  90. =========
  91. Disable and uninstall as per normal at Administer >> Site building >> Modules.