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[EP-tech] Adding more stages to approval workflow?
Hi Chris, hi John,
one follow up question. I got my complex net of different states
working, but I can't get the filters on the "manage deposits" page to
work. I reduced the new statuses to one for this example.
I can't check the "Status 1" checkbox. It always stays unchecked. Having
eprints in that state or not does not change anything. The same problem
occurs when I use the unedited dark_archive code from the Bazaar. Can
you give me a hint, why this might not work?
Regards,
Johannes
> Hi Chris, hi John,
>
> I think I got a working demo by now. I used the dark_archive plugin as
> a start, and added a second stage so ...
>
> inbox/buffer/... -> dark_archive -> dark_archive2
>
> ... is now possible. The final workflow will be more complex, but I
> think I should get it configured with this approach.
>
> Thanks again,
> Johannes
>
>
>> Hi Chris, hi John,
>>
>> thanks a lot for your quick replies and your hints! I'll take a look
>> at both solutions and let you know if I got it all to work.
>>
>> Regards,
>> Johannes
>>
>>
>>> There is a different way to achieve this.
>>>
>>> You can add new 'eprint_status' options.
>>>
>>> This page: https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FBuilding_a_DataSet&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=YruIfY%2BFXc%2FsLRq2ZLwNXahNuKr68Blqh6o1QvKkrw0%3D&reserved=0 provides
>>> details of how to create a 'dark archive' - which is normally a
>>> different end-point for a record - so instead of:
>>>
>>> Inbox -> buffer -> archive
>>>
>>> You can also go:
>>>
>>> Inbox -> buffer -> dark_archive
>>>
>>> This plugin does the same:
>>>
>>> https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fbazaar.eprints.org%2F401%2F&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=tOBkIFcms6R171MJXL%2BpzhtnZ9Ob20OTGo9lF2Xdzzg%3D&reserved=0
>>>
>>> What you would need to configure is
>>>
>>> options => [qw( inbox buffer archive deletion bufferX bufferY )],
>>>
>>> and also think about whether anyone can move e.g. from buffer to
>>> archive - or whether everything has to go through all stages.
>>>
>>> You may want to define more user roles - so a 'normal' editor can
>>> move from buffer to bufferX, but a 'super editor' can move from
>>> buffer to bufferX, bufferY or even to archive.
>>>
>>> You may also want to create a clone of the review screen that looks
>>> at bufferX and buffer explicitily.
>>>
>>> Chris' solution would also work, each has it's merits!
>>>
>>> Cheers,
>>> John
>>>
>>> *From:*eprints-tech-bounces at ecs.soton.ac.uk
>>> [mailto:eprints-tech-bounces at ecs.soton.ac.uk] *On Behalf Of
>>> *Christ?pher Gutteridge via Eprints-tech
>>> *Sent:* 26 June 2019 12:06
>>> *To:* eprints-tech at ecs.soton.ac.uk; Johannes Schultze
>>> <schultze at effective-webwork.de>
>>> *Subject:* Re: [EP-tech] Adding more stages to approval workflow?
>>>
>>> This isn't trivial but would be possible. This is me riffing and
>>> would need refining.
>>>
>>> First of all, I would add tickbox fields for levels of signoff. ie.
>>> signoffA and signoffB and? signoffC.
>>>
>>> Next I would use conditionals on the "workflow" XML file to modify
>>> it as follows.
>>>
>>> In the main <flow> section, use a <when> condition to split
>>> behaviour for the 3 stages of the buffer to add additional stages to
>>> the end IF the user has the appropriate parameters. At an extreme
>>> level you can write a plugin function that takes the user and eprint
>>> as inputs and returns true if they have the right to approve it at
>>> stage a/b/c.
>>>
>>> If signoffA is false and the user can approve level A on this
>>> EPrint, they see the levelA approve stage which has the signoffA
>>> tickbox on it and they can set it to true.
>>>
>>> If signoffA is true, but? signoffB is false and the user can approve
>>> level B, the see the levelB approve stage which has the signoffB tickbox
>>>
>>> Similar for signoffC.
>>>
>>> The validation for publishing makes "signoffC" approval a required
>>> field so it can't be published without signoffC being set.
>>>
>>> <flow>
>>> ? <stage ref="type"/>
>>> ? <stage ref="files"/>
>>> ? <stage ref="core"/>
>>> ? <stage ref="subjects"/>
>>> ? <epc:choose>
>>> ???? <epc:when test="eprint_status='buffer' and !signoffA and $current_user{canSignoffA}'>
>>> ??????? <stage ref="signoffA" />
>>> ???? </epc:when>
>>> ???? <epc:when test="eprint_status='buffer' and signoffA and !signoffB and $current_user{canSignoffB}'>
>>> ??????? <stage ref="signoffB" />
>>> ???? </epc:when>
>>> ???? <epc:when test="eprint_status='buffer' and signoffA and signoffB and !signoffC and $current_user{canSignoffC}'>
>>> ??????? <stage ref="signoffC" />
>>> ???? </epc:when>
>>> ? </epc:choose>
>>> ?</flow>
>>>
>>> This is utterly untested but gives some ideas I hope. Documentation
>>> here:
>>>
>>> https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FEPrints_Control_Format&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=YDvmAqFq9dX3x8YsTr9kvulvqgCjzjbz704hmIoeE3k%3D&reserved=0
>>> <https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FEPrints_Control_Format&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=YDvmAqFq9dX3x8YsTr9kvulvqgCjzjbz704hmIoeE3k%3D&reserved=0>
>>>
>>> https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FWorkflow_Format&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=uJxmPFmzIOs%2FaW6PLy5WR6KAApdt%2BNHKAkCUJfyfq%2FI%3D&reserved=0
>>> <https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FWorkflow_Format&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=uJxmPFmzIOs%2FaW6PLy5WR6KAApdt%2BNHKAkCUJfyfq%2FI%3D&reserved=0>
>>>
>>> https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FEPScript&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=nJBxrnTO80Ye3uVi6JcK51J5mKBIPdyJ0V8dlPcFe7E%3D&reserved=0
>>> <https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwiki.eprints.org%2Fw%2FEPScript&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=nJBxrnTO80Ye3uVi6JcK51J5mKBIPdyJ0V8dlPcFe7E%3D&reserved=0>
>>>
>>> It's possible to make custom EPScript functions to do more complex
>>> tests.
>>>
>>> On 26/06/2019 11:05, Johannes Schultze via Eprints-tech wrote:
>>>
>>> Hi all,
>>>
>>> I'm currently evaluating EPrints as a replacement for an old repository
>>>
>>> (custom made). Until now everything worked fine (import of existing
>>>
>>> files and metadata), and I'm now trying to get the release/approval
>>>
>>> workflow configured. As far as I have read in the documentation, there
>>>
>>> are four stages by default:
>>>
>>> inbox -> buffer -> archive -> deletion
>>>
>>> I would need some more levels (and roles) in the approval workflow.
>>>
>>> Something like this:
>>>
>>> inbox -> buffer1 -> buffer2 -> buffer3 -> archive -> deletion
>>>
>>> Different roles in the hierarchy of the organisation should approve the
>>>
>>> submitted eprint in multiple steps. Is it possible to configure such
>>>
>>> behaviour in EPrints? Or can something like this only be implemented
>>>
>>> with some kind of plugin?
>>>
>>> Regards
>>>
>>> Johannes
>>>
>>> --
>>> Christopher Gutteridge<totl at soton.ac.uk> <mailto:totl at soton.ac.uk>
>>> You should read our team blog athttp://blog.soton.ac.uk/webteam/
>>
>>
>> --
>> Dipl. Inf. Johannes Schultze
>> Gesellschafter / Entwicklung
>>
>> Tel. +49 40 60940857-5
>> Fax. +49 40 60940857-1
>> schultze at effective-webwork.de
>> effective WEBWORK GmbH
>> Neuer Wall 18
>> 20354 Hamburg
>> https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.effective-webwork.de&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=h6%2FbuPKDfJVB5QLmAwgke2L4Y725z1GrfbUt%2F3Su1lE%3D&reserved=0
>>
>> GF Dr. Matthias Finck
>> HRB 101108 (Hamburg)
>> UStId DE254169943
>
>
> --
> Dipl. Inf. Johannes Schultze
> Gesellschafter / Entwicklung
>
> Tel. +49 40 60940857-5
> Fax. +49 40 60940857-1
> schultze at effective-webwork.de
> effective WEBWORK GmbH
> Neuer Wall 18
> 20354 Hamburg
> https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.effective-webwork.de&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=h6%2FbuPKDfJVB5QLmAwgke2L4Y725z1GrfbUt%2F3Su1lE%3D&reserved=0
>
> GF Dr. Matthias Finck
> HRB 101108 (Hamburg)
> UStId DE254169943
--
Dipl. Inf. Johannes Schultze
Gesellschafter / Entwicklung
Tel. +49 40 60940857-5
Fax. +49 40 60940857-1
schultze at effective-webwork.de
effective WEBWORK GmbH
Neuer Wall 18
20354 Hamburg
https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.effective-webwork.de&data=01%7C01%7Ceprints-tech%40ecs.soton.ac.uk%7C6e8a5fd40ce04736566908d70f67f36c%7C4a5378f929f44d3ebe89669d03ada9d8%7C0&sdata=h6%2FbuPKDfJVB5QLmAwgke2L4Y725z1GrfbUt%2F3Su1lE%3D&reserved=0
GF Dr. Matthias Finck
HRB 101108 (Hamburg)
UStId DE254169943
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