Liferay's Workflow Framework

Enabling your application’s entities to support workflow is so easy, you could do it in your sleep (but don’t try). Workflow-enabled entities require two things:

  • A workflow handler class to interact with Liferay’s workflow back-end and the entity’s service layer.

  • Some extra fields in their database table that help keep track of their status, along with methods in the service layer that update them.

You have, therefore, two tasks to enable workflow:

  1. Create a WorkflowHandler class for your application.

  2. Update your service layer to integrate it with workflow.

Time to get started.

Creating a Workflow Handler

The workflow handler should go in the module containing service implementations. It’s nice to keep your back-end code separate from your view layer and controller (in the MVC pattern).

  1. Create a Component class. It should extend BaseWorkflowHandler<T>, an abstract class that provides a default implementation of the WorkflowHandler<T> service. Pass the interface for your model as the type parameter for the class.

    public class FooEntityWorkflowHandler extends BaseWorkflowHandler<FooEntity>
    
  2. Since you’re publishing a service to be consumed in the OSGi runtime, your workflow handler class must be registered. If you’re using Declarative Services, make it a Component class, using the @Component annotation.

    @Component(
        property = {"model.class.name=com.my.app.package.model.FooEntity"},
        service = WorkflowHandler.class
    )
    

    It needs one property, to set model.class.name to the fully qualified class name of the class you passed as the type parameter. It must also declare the type of service being implemented (WorkflowHandler.class).

  3. There are three methods to override in the workflow handler, and the first two are boilerplate methods:

    @Override
    public String getClassName() {
        return FooEntity.class.getName();
    }
    

    getClassName returns the model class’s fully qualified class name (com.my.app.package.model.FooEntity, for example).

    @Override
    public String getType(Locale locale) {
        return ResourceActionsUtil.getModelResource(locale, getClassName());
    }
    

    getType returns the model resource name (model.resource.com.my.app.package.model.FooEntity, for example).

    @Override
    public FooEntity updateStatus(int status, Map<String, Serializable> workflowContext) {
    

    Most of the heavy lifting is in the updateStatus method. It returns a call to a local service method of the same name (for example, FooEntityLocalService.updateStatus), so the status returned from the workflow back-end can be persisted to the entity table in the database.

  4. The updateStatus method needs a user ID, the primary key for the class (for example, fooEntityId), the workflow status, the service context, and the workflow context. The status and the workflow context can be obtained from the workflow back-end. The other parameters can be obtained from the workflow context.

    @Override
    public FooEntity updateStatus(
            int status, Map<String, Serializable> workflowContext)
        throws PortalException {
    
        long userId = GetterUtil.getLong(
            (String)workflowContext.get(WorkflowConstants.CONTEXT_USER_ID));
        long classPK = GetterUtil.getLong(
            (String)workflowContext.get(
                WorkflowConstants.CONTEXT_ENTRY_CLASS_PK));
    
        ServiceContext serviceContext = (ServiceContext)workflowContext.get(
            "serviceContext");
    
        return _fooEntityLocalService.updateStatus(
            userId, classPK, status, serviceContext, workflowContext);
    }
    

Now your entity can be handled by Liferay’s workflow framework. Next, update the service methods to account for workflow status and add a new method to update the status of an entity in the database.

Updating the Service Layer

In most Liferay applications, Service Builder is used to create database fields. First, you must update the service layer:

  • The service layer must populate the new fields when entities are added to the database.

  • The service layer must send the entity through Liferay’s workflow, and it needs to handle the workflow status of the entity when it’s returned by the workflow.

  • The service layer needs getters that return entities by workflow status (usually approved).

After this is done, the View layer should account for the workflow status of displayed entities.

  1. Make sure your entity database table has status, statusByUserId, statusByUserName, and statusDate fields. If you’re using service builder, add this to your service.xml if you haven’t already:

    <column name="status" type="int" />
    <column name="statusByUserId" type="long" />
    <column name="statusByUserName" type="String" />
    <column name="statusDate" type="Date" />
    
  2. Wherever you’re setting the other database fields in your persistence code, set the workflow status as a draft and set the other fields.

    fooEntity.setStatus(WorkflowConstants.STATUS_DRAFT);
    fooEntity.setStatusByUserId(userId);
    fooEntity.setStatusByUserName(user.getFullName());
    fooEntity.setStatusDate(serviceContext.getModifiedDate(null));
    

With Service Builder driven Liferay applications, this is in the local service implementation class (-LocalServiceImpl).

When an entity is added to the database, the application must detect whether workflow is enabled. If not, it automatically marks the entity as approved so it appears in the UI. Otherwise, it’s left in draft status and the workflow back-end handles it. Thankfully, this whole process is easily done with a single call to WorkflowHandlerRegistryUtil.startWorkflowInstance.

  1. At the end of any method that adds a new entity to your database, call the workflow service:

    WorkflowHandlerRegistryUtil.startWorkflowInstance(fooEntity.getCompanyId(),
            fooEntity.getGroupId(), fooEntity.getUserId(), FooEntity.class.getName(),
            fooEntity.getPrimaryKey(), fooEntity, serviceContext);
    
  2. Once you’ve set the database fields for workflow status and started the workflow instance, implement the updateStatus method that must be called in the workflow handler. The workflow handler gets the entity’s status from the workflow back-end and passes it to your service layer, which persists the updated entity to the database.

    fooEntity.setStatus(status);
    fooEntity.setStatusByUserId(user.getUserId());
    fooEntity.setStatusByUserName(user.getFullName());
    fooEntity.setStatusDate(serviceContext.getModifiedDate(now));
    
    fooEntityPersistence.update(fooEntity);
    
  3. After setting the workflow fields for the entity, think about the specifics of your situation and whether any additional logic should be added to this method. For instance, if your entities are Liferay Assets already, you must change the visibility of the asset depending on its workflow status, so the Asset Publisher doesn’t show entities that haven’t yet been approved in the workflow process.

    if (status == WorkflowConstants.STATUS_APPROVED) {
    
        assetEntryLocalService.updateEntry(
            FooEntity.class.getName(), fooEntityId, fooEntity.getDisplayDate(),
            null, true, true);
    }
    
    else {
    
        assetEntryLocalService.updateVisible(
            fooEntity.class.getName(), entryId, false);
    }
    

    If approved, Workflow updates the asset with the publication date, a listable boolean, and a visible boolean being updated to reflect the current state of the asset. If the workflow status is anything other than approved, its visibility is set to false.

  4. Before leaving the service layer, add a call to deleteWorkflowInstanceLinks in the deleteEntity method. Here’s what it looks like:

    workflowInstanceLinkLocalService.deleteWorkflowInstanceLinks(
        fooEntity.getCompanyId(), fooEntity.getGroupId(),
        FooEntity.class.getName(), fooEntity.getFooEntityId());
    

    When you send an entity to the workflow framework via the startWorkflowInstance call, it creates an entry in the workflowinstancelink database table. This delete call ensures there are no orphaned entries in the workflowinstancelinks table.

  5. To get the WorkflowInstanceLocalService injected into your *LocalServiceBaseImpl so you can call its methods in the LocalServiceImpl, add this to your entity declaration in service.xml:

    <reference entity="WorkflowInstanceLink" package-path="com.liferay.portal" />
    

For an example of a fully implemented updateStatus method, see the com.liferay.portlet.blogs.service.impl.BlogsEntryLocalServiceImpl class in portal-impl.

Save your work and run Service Builder. Once you’ve accounted for workflow status in your service layer, there’s only one thing left to do: update the user interface.

Workflow Status and the View Layer

If you have an application with database entities, you’re likely displaying them. Once you enable workflow, you should only display approved entities to your end users.

This involves the following steps:

  • Create a finder for your entities that accounts for the status field in your database table.

  • Expose the finder in a getter method of your service layer.

  • Update the view layer to use the new getter for displaying entities (e.g., in a Search Container).

  1. If you’re using Service Builder, define your finder in your application’s service.xml and let Service Builder generate it for you.

    <finder name="G_S" return-type="Collection">
        <finder-column name="groupId"></finder-column>
        <finder-column name="status"></finder-column>
    </finder>
    
  2. Make sure you have a getter in your service layer that uses the new finder.

    public List<FooEntity> getFooEntities(long groupId, int status)
           throws SystemException {
        return fooEntityPersistence.findByG_S(groupId,
             WorkflowConstants.STATUS_APPROVED);
    }
    
  3. Finally, update your JSP to use the appropriate getter.

    <liferay-ui:search-container-results
        results="<%=FooEntityLocalServiceUtil.getFooEntities(scopeGroupId,
                  fooEntityId(), Workflowconstants.STATUS_APPROVED, searchContainer.getStart(),
                  searchContainer.getEnd())%>"
        ...
    

In an administrative-type application (in other words, one that’s displayed in the Site Menu’s Content section) you might want to display all the entities with their current workflow status (for example, include workflow status as a column in the search container). To do so, use the <aui:worklfow-status> tag.

    <aui:workflow-status markupView="lexicon" showIcon="<%= false %>" showLabel="<%= false %>" status="<%= fooEntity.getStatus() %>" />

Great! You created one new class, updated your add methods, added one new method in the service layer, and updated your view. Workflow is fully implemented and ready to use in your Liferay application.

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