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.

Index

• 0:09 Log in as EPrints Administrator
• 0:10 What are EPrints workflows and where are they used?
• 0:52 How are they controlled?
• 1:47 The flow tag: defining stages
• 2:24 The type and upload stages: simple stages with one or two components
• 2:45 Finding the stage name in the URL
• 3:06 The details stage: complex stages
• 3:29 Structure of a component
• 3:47 Making fields mandatory: setting the required property
• 4:02 Conditional fields: showing different fields for different types of item
• 4:48 Practical example: how to edit the workflow to make a field required
• 5:56 Multiple fields in one component
• 7:24 Setting requirements differently for different item types
• 7:47 Practical example: making a field required for one item type
• 8:54 Practical example: Removing a field from the workflow

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

• Editing Phrases (e.g. to change the display name for a field)
• Adding a new field
• Using Autocompletion to improve the user experience