Difference between revisions of "Training Video:Workflow Configuration"

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==Introduction==
 
==Introduction==
  
Walkthrough of modifications to the EPrints Workflow
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This video explains how to make basic changes to the EPrints Workflow. The EPrints Workflow controls how you move through screens to create a new item and is a key part of the user experience.
  
==Video==
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==What You Will Learn==
  
<youtube>1N2a_Pa-Uww</youtube>
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* What the EPrints workflow looks like as a user and how this relates to the control file
 +
* How to modify fields in the workflow to move them, group them and remove them
 +
* How to make fields required, for everything or for specific types
 +
* How to show different fields for different item types
  
==Notes==
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==What You Should Already Know==
 +
 
 +
* Familiarity with the EPrints Admin interface
 +
* Awareness of how to read and edit markup (e.g. HTML or XML)
 +
 
 +
==Resources==
 +
 
 +
=== Video===
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The Video can be found at [http://youtu.be/aAU4whEWSRw http://youtu.be/aAU4whEWSRw].
 +
 
 +
====Index====
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* [http://youtu.be/aAU4whEWSRw?t=0m09s 0:09 Log in as EPrints Administrator]
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* [http://youtu.be/aAU4whEWSRw?t=0m10s 0:10 What are EPrints workflows and where are they used?]
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* [http://youtu.be/aAU4whEWSRw?t=0m52s 0:52 How are they controlled?]
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* [http://youtu.be/aAU4whEWSRw?t=1m47s 1:47 The flow tag: defining stages]
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* [http://youtu.be/aAU4whEWSRw?t=2m24s 2:24 The type and upload stages: simple stages with one or two components]
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* [http://youtu.be/aAU4whEWSRw?t=2m45s 2:45 Finding the stage name in the URL]
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* [http://youtu.be/aAU4whEWSRw?t=3m06s 3:06 The details stage: complex stages]
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* [http://youtu.be/aAU4whEWSRw?t=3m29s 3:29 Structure of a component]
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* [http://youtu.be/aAU4whEWSRw?t=3m47s 3:47 Making fields mandatory: setting the required property]
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* [http://youtu.be/aAU4whEWSRw?t=4m02s 4:02 Conditional fields: showing different fields for different types of item]
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* [http://youtu.be/aAU4whEWSRw?t=4m48s 4:48 Practical example: how to edit the workflow to make a field required]
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* [http://youtu.be/aAU4whEWSRw?t=5m56s 5:56 Multiple fields in one component]
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* [http://youtu.be/aAU4whEWSRw?t=7m24s 7:24 Setting requirements differently for different item types]
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* [http://youtu.be/aAU4whEWSRw?t=7m47s 7:47 Practical example: making a field required for one item type]
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* [http://youtu.be/aAU4whEWSRw?t=8m54s 8:54 Practical example: Removing a field from the workflow]
 +
 
 +
==== The Video====
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<youtube>aAU4whEWSRw</youtube>
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 +
====Notes, Errata and Additional Information====
 +
 
 +
* EPrints 3.3.14
 +
 
 +
==Test Yourself==
 +
 
 +
Log in as administrator (you can use http://demoprints.eprints.org if you don't have a test system to play with) and open up the default workflow for an EPrint.
 +
 
 +
Make a field mandatory.
 +
 
 +
Group the Title and Abstract fields under a Field::Multi Component and give this component a title.
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 +
Make the Abstract field required for articles but not for books.
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 +
Remove the Official URL field from Books.
 +
 
 +
==More Reading==
 +
 
 +
* [[Training_Video:Edit_Phrases|Editing Phrases (e.g. to change the display name for a field)]]
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* [[Training_Video:Add_A_Field|Adding a new field]]
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* [[Training_Video:Autocompletion|Using Autocompletion to improve the user experience]]

Latest revision as of 17:32, 18 November 2015


Introduction

This video explains how to make basic changes to the EPrints Workflow. The EPrints Workflow controls how you move through screens to create a new item and is a key part of the user experience.

What You Will Learn

  • What the EPrints workflow looks like as a user and how this relates to the control file
  • How to modify fields in the workflow to move them, group them and remove them
  • How to make fields required, for everything or for specific types
  • How to show different fields for different item types

What You Should Already Know

  • Familiarity with the EPrints Admin interface
  • Awareness of how to read and edit markup (e.g. HTML or XML)

Resources

Video

The Video can be found at http://youtu.be/aAU4whEWSRw.

Index

The Video

Notes, Errata and Additional Information

  • EPrints 3.3.14

Test Yourself

Log in as administrator (you can use http://demoprints.eprints.org if you don't have a test system to play with) and open up the default workflow for an EPrint.

Make a field mandatory.

Group the Title and Abstract fields under a Field::Multi Component and give this component a title.

Make the Abstract field required for articles but not for books.

Remove the Official URL field from Books.

More Reading