Training Video:Workflow Configuration

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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