Help4.x

Transitions List: Basic Workflow

From Joomla! Documentation

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Description

The Publishing Workflow component is used to replace static states (unpublished, published, trashed and archived) with a more generic approach. This way you can easily create a customized workflow to manage your articles within a component.

For more information see the Workflow Tutorial.


How To Access

  • Enable Workflows in Content  Articles  Options  Integration Tab from the Administrator menu. Then...
    • Select Content  Workflows in the Administrator menu. Then ...
      • Select the numbered button in the Transitions columns.


Screenshot

Help-4x-components-workflows-transitions-list-en.png

Column Headings

Click on the column heading to sort the list by that column's value.

  • Checkbox: Check this box to select one or more items. To select all items, check the box in the column heading. After one or more boxes are checked, click a toolbar button to take an action on the selected item or items. Many toolbar actions, such as Publish and Unpublish, can work with multiple items. Others, such as Edit, only work on one item at a time. If multiple items are checked and you press Edit, the first item will be opened for editing.
  • Ordering. You can change the order of an item within a list as follows:
    • If the list Filter Options include a Position filter select the desired Position. This will limit the list to items that are assigned to that Position.
    • Select the Ordering icon Help30-Ordering-colheader-icon.png in the Table heading to make it the active ordering item. The ordering icons in each row will change from light grey to dark grey and the pointer will change to a drag arrow on hover.
    • Select one of the Ordering icons Help30-Ordering-colheader-grab-bar-icon.png and drag it up or down to change the position of that row in the list. The items will display in the new order within the Position.
  • Status. (Published/Unpublished/Trashed) The published status of the item.
  • Name: The (full) name of the user.
  • Current Stage. Default is All.
  • Target Stage. Default is Basic Stage.
  • ID. This is a unique identification number for this item assigned automatically by Joomla!. It is used to identify the item internally, and you cannot change this number. When creating a new item, this field displays 0 until you save the new entry, at which point a new ID is assigned to it.

List Filters

Search bar. This is a common feature of most Lists. The layout is as shown below.

Help-4x-colheader-filter-field-en.png
  • Search by Text. Enter part of the search term and click the Search icon. The search may be of one or more fields. Hover to see a Tooltip indicating which fields will be searched. In some cases a different format is required. For Example, to Search by ID enter "id:xx", where "xx" is the item ID number (for example, "id:9").
  • Filter Options. Click to display or hide the additional filters.
  • Clear. Click to clear the Filter field and restore the list to its unfiltered state.
  • Ordering. Shows the current table ordering field. Select from the drop down list to change the order or click a column heading. Ordering may be in ascending or descending order. The column heading toggles between ascending and descending order.
  • Number to Display. Shows the number of items in a list. The default for a site is 20 but this may be changed in the global configuration. Select from the drop-down list to change the number displayed. If you select too many complex items they will be slow to deliver and display.

Filter Options

  • Filter by Status.
  • Filter by Current Stage.
  • Filter by Target Stage.

Toolbar

At the top of the page you will see the toolbar shown in the Screenshot above. The functions are:

  • Back. Go back to the previous page.
  • New. Opens the editing screen to create a new item.
  • Actions: Reveals a list of actions for selected Items. Check one or more Item checkboxes to activate the list.
  • Enable. Makes the selected item available for use on your website.
  • Disable. Makes the selected items unavailable for use on your website.
  • Default: Makes the selected item the default item. The default star symbol (Icon-16-default.png) will show in the Default column, indicating that this is now the default item.
  • Check-In. Checks-in the selected items. Works with one or multiple items selected.
  • Trash. Changes the status of the selected items to indicate that they are trashed. Trashed items can still be recovered by selecting "Trashed" in the Select Status filter and changing the status of the items to Published or Unpublished as preferred. To permanently delete trashed items, select "Trashed" in the Select Status filter, select the items to be permanently deleted, then click the Empty Trash toolbar icon.
  • Options. Opens the Options window where settings such as default parameters can be edited.
  • Help. Opens this help screen.