Workflow and Forms

The workflow engine is for sending a submitted asset through a workflow process before it’s published. Most assets are configured to use workflow at the instance or Site level.

Figure 1: Workflow is enabled in the Control Panel or in Site Administration for most Liferay DXP assets.

Figure 1: Workflow is enabled in the Control Panel or in Site Administration for most Liferay DXP assets.

Forms are different, so they don’t appear in the above image. There are so many use cases for forms, and there could be so many per site, that a site- or instance-scoped workflow configuration won’t serve your needs well. Instead, configure workflow for each form separately.

Enabling Workflow in a Form

To enable workflow in a form,

  1. Open the form’s editor by opening the Menu, selecting your Site, navigating to Content &DataForms, and clicking on the form you want.

  2. Click the Options button (Options) and choose Settings.

  3. The Settings window has a Select a Workflow drop-down. Find the workflow you want, select it, and then click Done.

    Figure 2: Enable workflow for each form in its Settings window.

    Figure 2: Enable workflow for each form in its Settings window.

Testing the Workflow

Test the workflow process:

  1. Add the form to a page.

  2. Click Submit for Publication to submit the form entry.

Next go find the form entry in the Forms application:

  1. Go back to the Forms application in the Menu in your Site’s Content & Data section.

  2. Click the Form’s Actions button (Actions) and select View Entries.

    The entry is currently marked Pending.

Now approve the form record:

  1. Navigate to My Workflow Tasks in the User Personal Menu.

  2. Click the Assigned to My Roles tab.

  3. Click on the form entry.

  4. Click the Actions button (Actions) and choose Assign to Me.

  5. Click Done.

  6. Click the Actions button (Actions) again, then click Approve.

  7. Click Done again.

  8. Navigate back to the View Entries screen for the form, and now the entry is marked as Approved.

Figure 3: Each entrys status is visible in the Forms applications Form Entries screen.

Figure 3: Each entry's status is visible in the Forms application's Form Entries screen.

« Form Success PagesDuplicating Forms and Form Fields »
この記事は役に立ちましたか?
0人中0人がこの記事が役に立ったと言っています