As we have selected Parallel as a review type, both the users will be able to see the task in their My Tasks To Do dashboard.. Any one of the users can approve or reject the task.. If
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7 Log in as Keenan Hall and Crawford Caton who are the Content Reviewers Click on the My Alfresco menu link in the toolbar to view your personal dashboard The My Tasks To Do dashboard lists all your tasks You can choose to Manage or Reassign the task Assume you have logged in as Crawford Caton.
As we have selected Parallel as a review type, both the users will be
able to see the task in their My Tasks To Do dashboard Any one of the
users can approve or reject the task If one of the users rejects the task,
it will go back to the user who has initiated the content submission
The user can decide whether to resubmit or cancel the task
8 For various business reasons you can reassign the task by clicking on the
Reassign button.
9 Once you click on the Reassign button, you will see the Reassign Task
window as shown in the following screenshot You can search for the users and reassign the task to an appropriate user
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10 You can manage the task by clicking on the Manage button.
11 Once you click on the Manage button you will see the Manage Task window
as shown in the following screenshot You can Update, Edit, Preview, and Revert the items You can see the workflow history, input comments, and see the change of set attached to this task:
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12 On clicking the View Detail icon you will see the following screen, using which you can Edit and Update the content if required Click on Close to go back to the Manage Task window.
13 To complete the task, click on the Approve or the Reject button as shown in
the previous screenshot
14 Now log in as Keenan Hall and continue the same steps we have just seen for Crawford Caton In this case we are going to reject the training:
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15 Log in as Mark who has submitted this content Note the task on Mark's
task list
16 Open the task and you will have two options to select; one is Resubmit For Review and the second is Abort Review If you click on Abort Review, the
content will not be submitted to the Staging box and you have to start the procedure of submitting content from scratch (this means the workflow sandbox is deleted, and in the future when you submit the same content,
it will create new workflow with a new Advanced Versioning Manager (AVM) store) If you click on Resubmit For Review, you will find again, task for both the users—Keenan Hall and Crawford Caton (this indicates the
same AVM store will be in use)
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17 Now we will seek the approval again Click on Resubmit For Review and
you will find the task in both the users' dashlets Assume that you have
logged in as Keenan Hall.
18 Open the Manage Task dialog and Approve the task Also, log in as Crawford Canon and Approve the task.
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19 Now log in as Mark Note the task on the My Task To Do dashlet only for
a fraction of seconds (5 seconds) Refresh it after some time; the content is already submitted to the Staging box
20 In your user sandbox, expand the Modified Items list Each content item remains in the Modified Items list until its submission is complete Refresh the page after some time In the Staging Sandbox, expand the Recent
Snapshots list to view the snapshot you have created.
A few things to be considered when an item is attached to a workflow:
• Assets attached to a workflow cannot be submitted to another workflow while the first one is running
• If you have to rename, delete, or modify any asset items, then those items are also going to submit
• XML and generated renditions are always placed in workflow as a unit If you submit any XML item, then all the items related to that XML will also be submitted
• Each workflow creates "AVM" (it creates a branch till it is closed) Hence, having more and more active instances will degrade the performance In AVM store, it keeps the entire content of user's sandbox One should not keep pending workflows for a long time Whenever a Content Reviewer receives the notification of a successful approval, the task appears in the task list Close the task as soon as possible After clicking, the AVM store of that workflow instance will be removed
• Any change set associated with a workflow is isolated in its own workflow sandbox Workflow sandboxes are visible via CIFS, but difficult to use due to autogenerated folder names (GUIDs)
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• Content Contributors can continue to work in their sandbox without
breaking the Reviewer's context
• Content Reviewers can see an in-context preview of the change set as if it had been applied to the Staging Sandbox
Dynamically changing workflow for each
snapshot submission
Whenever you submit content to the Staging Sandbox, once approved, a snapshot
is automatically taken of the Staging to provide an archive of the current version of the site This snapshot is maintained over time to provide an audit trail and rollback point for previous versions of the site This gives an advantage of recovering any content at any point of time It also keeps record of all deleted, renamed, and moved items Once a snapshot is taken, all committed changes are immediately reflected and available to each user in their own sandbox, enabling all users to consistently check their changes against the latest and greatest version of the website
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Creating a custom WCM Workflow for a group
You can define and deploy your own task-oriented workflows in the Alfresco
repository However, you need to follow a particular format to define your workflow and a particular process to deploy it in Alfresco Workflows can be deployed
manually (which requires a restart of the server) and dynamically (without starting the server) For now we will deploy the workflow manually These customizations are typically deployed via the alfresco/extension folder and require the Alfresco server to be restarted to take effect In the later examples, we will deploy using the dynamic approach
As an example, we will configure one workflow The use case scenario is as follows There is a section of Blogs and News on the Cignex website, which needs to be updated monthly The blog has to be published regularly In order to publish, one needs to follow some process that can be defined in a workflow The blog has to be reviewed by three different groups Each group has different roles Groups approve the blog one at a time and in order When the blog is submitted, it will go to the first group All the users belonging to that group will receive a notification via a
task in the My Pooled Tasks dashlet Any one of the users can take ownership and
approve or reject the task If rejected, it will go to the initiator On approval it will go
to next group and the process will continue for all three groups Once the process is complete, a notification will be sent to the initiator Also the blog would be submitted
to the Staging box
For this, create Jennifer Bruce, Kristie Dawid, LeRoy Fuess, Michael Alison, and Jessica Tucker as users Create three groups: Technical Reviewer, Editorial, and Publisher Add Jennifer Bruce and Kristie Dawid to Technical Reviewer, add LeRoy Fuess to Editorial, and add Michael Alison and Jessica Tucker to Publisher Invite Technical Reviewer, Editorial, and Publisher as Reviewer on the Cignex web
project For more information about creating a group and users refer to Chapter 3, Getting Started with Alfresco WCM.
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The custom workflow process is shown in the following diagram:
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Defining the workflow process
For any workflow to be deployed you should have the following files:
1 Task Model: The Task Model provides a description for each of the tasks
in the workflow Each task description consists of Name, Title, Properties, Mandatory Aspects, and Association
2 Process Definition: The Process Definition describes the states (steps) and
transitions (choices) of a workflow
3 Resource Bundle (optional): A workflow Resource Bundle provides all the
human-readable messages displayed in the user interface for managing the workflow Messages include task titles, task property names, task choices, and so on
4 web-client-config-custom.xml: Web Client configuration specifies the
presentation of Tasks and properties to the user in the Alfresco Explorer
5 custom-model-context.xml: The custom model Spring Context file instructs
Spring on how to bootstrap or load the Task Model definition file, Process Definition file, and Resource Bundle
6 web-client-config-wcm.xml: Web Client configuration specifies the
availability of workflow to the web project in the Alfresco Explorer
Follow these steps to create a custom workflow
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