ILRT Formal Workflow
Ed Crewe, ILRT at University of Bristol, January 2009
Formal workflow is designed for sites where there may be many editors for whom unmoderated access to change live published content on the web site is not desired. A typical scenario may be an organistaions public website which has to comply with certain legal restrictions or editorial style for example. To ensure this compliance only a limited subset of editors are trusted to review and publish content.
This package applies a workflow definition based on simple publication workflow ... but it ensures that editors cannot modify public content. Instead it enables plone.app.iterate with which users can check out a working copy of a published item to work on and resubmit for review.
Editors and owners are also restricted from deleting items or reverting them to past versions ... essentially anything that could change published content ... without review.
Hence only new items can be published, instead working copies are checked in by users with the reviewer or manager role.
The package installs a skin layer in order to allow for modifying the iterate interfaces security declaration. If used in conjunction with a theme egg just copy the contents of browser/configuration.xml to the one in your theme.
A diagram of the workflow is available in /docs folder
The following walks through a user story:
Editor - An editor creates a document - They edit and then submit it for review - It is now in the pending state Reviewer - The document appears for review in their review list so they click on it - They make a few minor ammendments and publish it Editor - A week later some more information needs to be added to the document - The editor goes to it, but it there is no workflow menu just State:Published so they cannot retract it. The edit and history tabs are also gone. So instead they must click on 'Check out' from the actions menu. - This locks the item and marks it as being edited in a working copy. - The editor does their edits then clicks on submit to bring their changes to the attention of the reviewer Reviewer - The reviewer sees the page pop up in their review list - They click on it and look at the changes the editor has made. They like the changes but decide they want some modifications made to them by the editor. They dont want to 'Cancel check-out' since the editor has done a lot of changes, so they just add a note of the further changes needed and make the working copy private again. Editor - The editor reads the comment and re-edits the working copy, once these final changes are complete is it resubmitted to the pending state. Reviewer - The reviewer notices the item is back again in their review list, so realises it has been re-edited. They click on it ... see that it is ready and so do the 'Check in' to replace the current published version, at which point the working copy is removed.
This package hardly deserves to be in pypi since it is really all just xml config data, however since it is a commonly required workflow which does require some time consuming configuration tweaks, It seemed worthwhile to submit it ... at least it has some python in the functional tests.
NB: If this workflow is applied to an existing site ... then you may require the ilrt.migrationtool to use its utility for mapping existing content states from the old workflow to formalworkflow