Workflow - Actions - Views integration
Hello all, I am looking for some advice on an issue i'm having involving Workflow, Actions and Views. I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles. A very concrete example of what i need to do is this: A user with the role "evaluator" needs to be able (preferably by simply clicking a button) *to take in a project for evaluation*, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user. Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! Best, Toon
Greetings! In just about any case, I would use Rules instead of Triggers/Actions However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation". Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training & consulting • http://SharonKrossa.com/ - (650) 492-8092 On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated!
I'd look at the Flag module for this. You could set up a flag action that would trigger the workflow state change. Flag has excellent views integration as well. Cheers, Bill Sent via mobile. -- Bill Fitzgerald http://funnymonkey.com FunnyMonkey -- Click. Connect. Learn. ph. 971 409 8066 On May 22, 2011, at 5:10 PM, "Sharon L. Krossa, PhD" <drupal-skrossa@sharonkrossa.com> wrote:
Greetings!
In just about any case, I would use Rules instead of Triggers/Actions
However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation".
Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training & consulting • http://SharonKrossa.com/ - (650) 492-8092
On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! -- [ Drupal support list | http://lists.drupal.org/ ]
Thanks for your suggestion Bill! Are you saying i should try Flag module instead of Workflow module? Would Flag module provide me a filter state-updating user = current user? Best, Toon On Mon, May 23, 2011 at 2:16 AM, Bill Fitzgerald <bill@funnymonkey.com> wrote:
I'd look at the Flag module for this. You could set up a flag action that would trigger the workflow state change.
Flag has excellent views integration as well.
Cheers,
Bill
Sent via mobile. --
Bill Fitzgerald http://funnymonkey.com FunnyMonkey -- Click. Connect. Learn. ph. 971 409 8066
On May 22, 2011, at 5:10 PM, "Sharon L. Krossa, PhD" <drupal-skrossa@sharonkrossa.com> wrote:
Greetings!
In just about any case, I would use Rules instead of Triggers/Actions
However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation".
Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training & consulting • http://SharonKrossa.com/ - (650) 492-8092
On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! -- [ Drupal support list | http://lists.drupal.org/ ] -- [ Drupal support list | http://lists.drupal.org/ ]
No - you can use both side by side. IIRC, you can set up a flag action that will trigger a workflow transition. We have used systems like this to simplify approval workflows by hiding the workflow UI from the end user. In setting up the view, you need to create a relationship for the flag - that lets you get a lot more info about the flag event. Cheers, Bill On 5/23/11 3:32 AM, toon severijns wrote:
Thanks for your suggestion Bill!
Are you saying i should try Flag module instead of Workflow module? Would Flag module provide me a filter state-updating user = current user?
Best,
Toon
On Mon, May 23, 2011 at 2:16 AM, Bill Fitzgerald<bill@funnymonkey.com> wrote:
I'd look at the Flag module for this. You could set up a flag action that would trigger the workflow state change.
Flag has excellent views integration as well.
Cheers,
Bill
Sent via mobile. --
Bill Fitzgerald http://funnymonkey.com FunnyMonkey -- Click. Connect. Learn. ph. 971 409 8066
On May 22, 2011, at 5:10 PM, "Sharon L. Krossa, PhD"<drupal-skrossa@sharonkrossa.com> wrote:
Greetings!
In just about any case, I would use Rules instead of Triggers/Actions
However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation".
Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training& consulting • http://SharonKrossa.com/ - (650) 492-8092
On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! -- [ Drupal support list | http://lists.drupal.org/ ] -- [ Drupal support list | http://lists.drupal.org/ ]
Great! I'm giving that a go right now... Thanks a lot!!! Best, Toon On Mon, May 23, 2011 at 3:21 PM, Bill Fitzgerald <bill@funnymonkey.com> wrote:
No - you can use both side by side.
IIRC, you can set up a flag action that will trigger a workflow transition. We have used systems like this to simplify approval workflows by hiding the workflow UI from the end user.
In setting up the view, you need to create a relationship for the flag - that lets you get a lot more info about the flag event.
Cheers,
Bill
On 5/23/11 3:32 AM, toon severijns wrote:
Thanks for your suggestion Bill!
Are you saying i should try Flag module instead of Workflow module? Would Flag module provide me a filter state-updating user = current user?
Best,
Toon
On Mon, May 23, 2011 at 2:16 AM, Bill Fitzgerald<bill@funnymonkey.com> wrote:
I'd look at the Flag module for this. You could set up a flag action that would trigger the workflow state change.
Flag has excellent views integration as well.
Cheers,
Bill
Sent via mobile. --
Bill Fitzgerald http://funnymonkey.com FunnyMonkey -- Click. Connect. Learn. ph. 971 409 8066
On May 22, 2011, at 5:10 PM, "Sharon L. Krossa, PhD"<drupal-skrossa@sharonkrossa.com> wrote:
Greetings!
In just about any case, I would use Rules instead of Triggers/Actions
However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation".
Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training& consulting • http://SharonKrossa.com/ - (650) 492-8092
On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! -- [ Drupal support list | http://lists.drupal.org/ ] -- [ Drupal support list | http://lists.drupal.org/ ]
-- [ Drupal support list | http://lists.drupal.org/ ]
Hey Bill, Looks like including Flags is indeed doing the trick for me. Through the relationship with the flag i can get the view i was looking for (user flagging project to "in evaluation" = current user). The only problem i came across was to have the unflag event reverse the Workflow state change. Bringing in Rules seems to solve this. So in the end i used Workflow - Flags - Rules - Views to get to where i want. Thanks for the golden tips. Saved my day! Best, Toon On Mon, May 23, 2011 at 3:45 PM, toon severijns <toon.severijns@gmail.com> wrote:
Great! I'm giving that a go right now... Thanks a lot!!!
Best,
Toon
On Mon, May 23, 2011 at 3:21 PM, Bill Fitzgerald <bill@funnymonkey.com> wrote:
No - you can use both side by side.
IIRC, you can set up a flag action that will trigger a workflow transition. We have used systems like this to simplify approval workflows by hiding the workflow UI from the end user.
In setting up the view, you need to create a relationship for the flag - that lets you get a lot more info about the flag event.
Cheers,
Bill
On 5/23/11 3:32 AM, toon severijns wrote:
Thanks for your suggestion Bill!
Are you saying i should try Flag module instead of Workflow module? Would Flag module provide me a filter state-updating user = current user?
Best,
Toon
On Mon, May 23, 2011 at 2:16 AM, Bill Fitzgerald<bill@funnymonkey.com> wrote:
I'd look at the Flag module for this. You could set up a flag action that would trigger the workflow state change.
Flag has excellent views integration as well.
Cheers,
Bill
Sent via mobile. --
Bill Fitzgerald http://funnymonkey.com FunnyMonkey -- Click. Connect. Learn. ph. 971 409 8066
On May 22, 2011, at 5:10 PM, "Sharon L. Krossa, PhD"<drupal-skrossa@sharonkrossa.com> wrote:
Greetings!
In just about any case, I would use Rules instead of Triggers/Actions
However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation".
Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training& consulting • http://SharonKrossa.com/ - (650) 492-8092
On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! -- [ Drupal support list | http://lists.drupal.org/ ] -- [ Drupal support list | http://lists.drupal.org/ ]
-- [ Drupal support list | http://lists.drupal.org/ ]
Thanks Sharon! Views only seems to provide these workflow fields to filter on: Workflow: Current state Workflow: Current time Workflow: Previous comment Workflow: Previous state Workflow: Previous time Workflow: Scheduled comment Workflow: Scheduled state Workflow: Scheduled time "Comment for Workflow Log" is enabled. Do i have to provide my own filter? Any other suggestions? Best, Toon On Mon, May 23, 2011 at 12:50 AM, Sharon L. Krossa, PhD <drupal-skrossa@sharonkrossa.com> wrote:
Greetings!
In just about any case, I would use Rules instead of Triggers/Actions
However, for your particular need, Workflow is already keeping track of who changed the Workflow state in the workflow log (or at least is if you have enabled "Comment for Workflow Log"). I expect Views has access to this information, which should allow you to set up a view that displays the projects a particular evaluator transitioned to "in evaluation".
Sharon -- Sharon L. Krossa, PhD, drupal-skrossa@SharonKrossa.com • Drupal training & consulting • http://SharonKrossa.com/ - (650) 492-8092
On May 22, 2011, at 5:51 AM, toon severijns wrote:
I am looking for some advice on an issue i'm having involving Workflow, Actions and Views.
I am working with a content type "project". A project can have many different states. I use the Workflow module to define those states, the transitions between them and the permissions based on user roles.
A very concrete example of what i need to do is this:
A user with the role "evaluator" needs to be able (preferably by simply clicking a button) to take in a project for evaluation, i.e. he/she needs to bring a project from the state "new" to the state "in evaluation". I kind of got to this with Workflow. Moreover, this state change needs to trigger an action that not only changes the state, but also remembers that that particular user took that project "in evaluation". In other words i need to set a user reference field to hold the state-updating user. This way i hope to be able to list the evaluator's projects "in evaluation" using relationships in Views filtering on the state-updating user (=project's evaluator) being the currently logged in user (correct me if i'm wrong). Unfortunately i don't seem to be able to create an action with the Actions module that sets the project's field "evaluator" to the state-updating user.
Is it possible to program an action that does the above, and how? Or am i going about this the wrong way? Should i use Rules instead? Or can i use Rules in combination with Workflow? I'm puzzled. Any help would be greatly appreciated! -- [ Drupal support list | http://lists.drupal.org/ ]
participants (3)
-
Bill Fitzgerald -
Sharon L. Krossa, PhD -
toon severijns