Workflow Format

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EPrints 3 Reference: Directory Structure - Metadata Fields - Repository Configuration - XML Config Files - XML Export Format - EPrints data structure - Core API - Data Objects

XML Configuration: EPScript - Control Format (EPC) - Citation - Workflow - Phrase - Template - XPAGE (static pages)

The EPrints 3 workflow configuration files are stored in the repository's workflows directory, within folders identifying the Data Objects to which they apply (e.g. eprint or user). Multiple workflows may be defined in each folder, although typically only the default.xml file will be necessary.


At the centre of a workflow is a 'flow' description. This denotes the path through the workflow process from stage to stage. This may contain EPrints Control tags, allowing for the flow to vary depending on parameters of the data object (or other objects). For example, the flow may be different for users with certain roles. The flow is structured like so:

  <stage ref="type"/>
  <stage ref="files"/>
  <stage ref="core"/>
  <stage ref="subjects"/>

The 'ref' attribute of the stage element refers to the individual stages. The stage elements describe the components within each screen of the process and, like flow, may contain EPrints Control tags. The 'name' attribute of the stage element is identical to that of the stage element in the 'flow' section.

<stage name="core">
  <component><field ref="title" required="yes" /></component>
  <component><field ref="abstract"/></component>


An EPrints component is responsible for the rendering of a graphical element in a workflow. This may be a text-box for title entry, a collection of fields in an appropriate grouping, or just a piece of XHTML. Six components are provided by default and, as they are plugins, it is straightforward to drop in new components when necessary. The type attribute of the component element corresponds to the plugin to be used.

Field-Related Components

Field Element

The majority of field-related components in EPrints 3 make use of the field element in their configuration. This provides a reference to a metafield and any attributes which may be relevant to rendering or operation. Several attributes are available to the element:

refA string(required) Refers to the name of the metafield this field represents
requiredyes/no(optional) Whether a value is required in this field before the workflow may complete
helpAn XHTML block(optional) A block of XHTML to be rendered as help for the field
titleAn XHTML block(optional) A block of XHTML to be rendered as the title for the field
input_lookup_urlA URL(optional) The location of an auto-lookup URL for the field
input_lookup_paramsA string(optional) An &-separated list of parameters (e.g. sort=descending&number=3

Field Component

The default component, this renders the field title, an input box suitable for the field, a star if the field is required, and any help information. A single field element is required:

<component><field ref="title" required="yes" /></component>

Multiple Field Component

The multiple field component is able to render several fields in a group, such as all fields related to a publication or an event. A title element and a help element may be provided that describe the group itself. One or many field elements are also required.

<component type="Field::Multi">
  <title>Event Details</title>
  <help>Enter information about your event here.</help>
  <field ref="event_title"/>
  <field ref="event_type" required="yes" />
  <field ref="event_location"/>
  <field ref="event_dates"/>

Subject Component

The subject component allows for the selection of one or more subjects from a subject tree. In this instance, the field element specifies the subject metafield.

<component type="Field::Subject">
  <field ref="subjects" required="yes" />

Other Components

Upload Component

The upload component provides an interface for files to be uploaded to EPrints documents, and for new documents to be created/edited. It does not require any elements other than the component tag, but field elements to be rendered for each document may be added as in the example.

<component type="Upload">
  <field ref="format" />
  <field ref="formatdesc" />
  <field ref="security" />
  <field ref="license" />
  <field ref="date_embargo" />

XHTML Component

This component inserts any contained nodes into the rendered document. As EPrints Control elements may be used, it is possible to insert phrases into the screen.

<component type="XHTML">
  <epc:phrase ref="Plugin/InputForm/Component/Upload:help" />