Editing Training Video:Workflow Configuration

[[Category:Howto]]
[[Category:Training_Video|Workflow Configuration]]

==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 http://youtu.be/aAU4whEWSRw].

====Index====
* [http://youtu.be/aAU4whEWSRw?t=0m09s 0:09 Log in as EPrints Administrator]
* [http://youtu.be/aAU4whEWSRw?t=0m10s 0:10 What are EPrints workflows and where are they used?]
* [http://youtu.be/aAU4whEWSRw?t=0m52s 0:52 How are they controlled?]
* [http://youtu.be/aAU4whEWSRw?t=1m47s 1:47 The flow tag: defining stages]
* [http://youtu.be/aAU4whEWSRw?t=2m24s 2:24 The type and upload stages: simple stages with one or two components]
* [http://youtu.be/aAU4whEWSRw?t=2m45s 2:45 Finding the stage name in the URL]
* [http://youtu.be/aAU4whEWSRw?t=3m06s 3:06 The details stage: complex stages]
* [http://youtu.be/aAU4whEWSRw?t=3m29s 3:29 Structure of a component]
* [http://youtu.be/aAU4whEWSRw?t=3m47s 3:47 Making fields mandatory: setting the required property]
* [http://youtu.be/aAU4whEWSRw?t=4m02s 4:02 Conditional fields: showing different fields for different types of item]
* [http://youtu.be/aAU4whEWSRw?t=4m48s 4:48 Practical example: how to edit the workflow to make a field required]
* [http://youtu.be/aAU4whEWSRw?t=5m56s 5:56 Multiple fields in one component]
* [http://youtu.be/aAU4whEWSRw?t=7m24s 7:24 Setting requirements differently for different item types]
* [http://youtu.be/aAU4whEWSRw?t=7m47s 7:47 Practical example: making a field required for one item type]
* [http://youtu.be/aAU4whEWSRw?t=8m54s 8:54 Practical example: Removing a field from the workflow]

==== The Video====
<youtube>aAU4whEWSRw</youtube>

====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==

* [[Training_Video:Edit_Phrases|Editing Phrases (e.g. to change the display name for a field)]]
* [[Training_Video:Add_A_Field|Adding a new field]]
* [[Training_Video:Autocompletion|Using Autocompletion to improve the user experience]]