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---+!! <nop>%TOPIC% <!-- Contributions to this plugin are appreciated. Please update the plugin page at http://twiki.org/cgi-bin/view/Plugins/WorkflowPlugin or provide feedback at http://twiki.org/cgi-bin/view/Plugins/WorkflowPluginDev. If you are a TWiki contributor please update the plugin in the SVN repository. * Set SHORTDESCRIPTION = Associate a "state" with a topic and then control the work flow that the topic progresses through as content is added. --> %SHORTDESCRIPTION% <sticky> <div style="float:right"> %ATTACHURL%/Flow.gif </div> <div style="background-color:#eeeeee; margin:0 20px 20px 0; padding: 0 10px 0 10px"> %TOC{title="Page contents"}% </div> </sticky> ---++ Introduction TWiki benefits from the fact that every user can modify a topic instantly without restrictions. However sometimes you want to be able to associate a "state" with a topic and then control the work flow that the topic progresses through as content is added. For example, * When writing documents compliant with ISO 9000 (e.g. a quality manual), it is essential that documents are approved by the management before they may be applied by the employees. * In a defect tracking data base, defects typically transition through a series of states from submission to resolution, with different actions available depending on the state of the defect. * In a journal database, papers must be reviewed and approved by several experts in the field before being allowed to be published. This plugin lets you associate a complex work flow with topics in your TWiki. A workflow can be associated with a single topic, or with an entire web. If a topic is under workflow control, you can define a set of _states_ for this topic (e.g. "under revision", "waiting for approval", "approved") and _transitions_ (e.g. "revise", "approve") between these states. Furthermore, you can define which users/groups are permitted to perform specific transistions. In this way, you can control, for example, who is allowed to "approve" a topic and who is not. <blockquote class="twikiAlert"> *Upgrade note* If you are upgrading from a version before 10 Nov 2008 please note that the format of the WORKFLOWHISTORYFORMAT preference has changed slightly, in that: 1 enclosing double quotes are no longer removed from the value. This changes has been to bring this preference definition into line with other preference definitions. 1 =$n= is interpreted as \n, not <br>, in line with the standard [[%SYSTEMWEB%.FormatTokens][format tokens]]. If you want a <br> in the format string, then enter it as <br> or $percntBR$percnt. </blockquote> ---++ Usage A topic is under document control if the preference variable =WORKFLOW= is set in the topic page. =WORKFLOW= must be set to the TWiki name of a topic that describes your specific workflow (the _workflow description topic_). Note: you can hide the setting in a normal view using HTML comments, or better, you can put these settings into the local topic settings, accessible from the "more" screen. ---+++ Settings in the workflow description topic The workflow description topic must contain one state table and one transition table. The state table describes the possible states a document may be in (nodes in the flow diagram above), and the transition table describes how documents move between states (arcs in the flow diagram). This is easiest illustrated using an example (available as Sandbox.DocumentApprovalWorkflow if the plugin is installed). The state table is a TWiki table with three columns: <verbatim> | *State* | *Allow Edit* | *Message* | | UNDERREVISION | QualityGroup | This document is being revised. | | APPROVED | nobody | This document has been approved for release. | | WAITINGFORQM | nobody | This document is waiting for approval by the Quality Manager. | | WAITINGFORCTO | nobody | This document is waiting for approval by the CTO.| </verbatim> Each row in the table defines a state where: * the *State* column specifies a name for the state, * the *Allow Edit* column specifies who is permitted to edit the topic when it is in the state, and * the *Message* column defines a message which can be displayed on the document page when the document is in this state. In the example we have defined four states. Members of the !QualityGroup are permitted modify documents can make changes to the document in UNDERREVISION state. In all other states, nobody is allowed to edit the controlled document. The first state in the table is the initial/default state. %X%i __Note:__ The state table must be defined *before* the transition table! The transition table consists of four columns, as in this example: <verbatim> | *State* | *Action* | *Next State* | *Allowed* | | APPROVED | revise | UNDERREVISION | QualityGroup | | UNDERREVISION | complete | WAITINGFORQM | QualityGroup | | WAITINGFORQM | approve | WAITINGFORCTO | QualityManager | | WAITINGFORQM | reject | UNDERREVISION | QualityManager,QualityGroup | | WAITINGFORCTO | approve | APPROVED | TechnicalDirector | | WAITINGFORCTO | reject | UNDERREVISION | TechnicalDirector,QualityManager | </verbatim> Each row in this table defines a transition from one state to another state: * the *State* column contains the name of a state from the state table, * the *Action* column describes a possible action when the topic is in this state, * the *Next State* column defines the new state of the document after the specified action has been performed, * the *Allowed* column specifies who is allowed to perform the corresponding action, * an _optional_ *Form* column defines a form that is attached to the topic in this state. * an _optional_ *Notify* column specifies who should be notified when this transition fires In our example, anyone is allowed to revise the document when it is in =UNDERREVISION= state. After finishing the revision, the document can be transitioned to the =WAITINGFORQM= state by any member of the !QualityGroup. It must then be approved by the !QualityManager, and after that by the !TechnicalDirector. Even though they can't edit the document themselves (see state table above), they _can_ reject the revision and put the document back into the =UNDERREVISION= state. The !TechnicalDirector can transition the document to =APPROVED= state where it rests until a member of the !QualityGroup puts it under revision again. If a form name is given in the *Form* column, this form will be attached to the topic, and the topic will put in edit mode to allow information to be provided in the form _when that state transition happens_. In the example above, a form of type Approved<nop>Form will be attached to the topic when the CTO transitions the topic into =APPROVED= state. * if there is already a form of a different type attached to the topic, then any fields that have the same name in the _new_ form will be preserved. * If no form is given, the existing form (if any) is left in place. A typical usage of the form would be to collect additional information as the topic walks through the work flow, or to make information in the form unchangeable (by setting it to a =label= field) once a given state is reached. If a *Notify* column is given, that column can contain a comma-separated list of people who are to be notified when the transition is fired. You can specify individual user wiki names, group names, and even individual email addresses. ---+++ Settings in your controlled document/topic As described above the topic needs to contain a definition for the variable =WORKFLOW= for it to be controlled under the approval workflow. This is best set as a document-specific preference setting in the =More topic actions= screen. #VarWORKFLOW ---+++ WORKFLOW* Variables | *Controlling topics in the workflow* || | =%<nop>WORKATTACHTOPIC%= | Expands to a link that lets you attach to the topic (if the user is not able to modify the topic, either in the workflow sense or according to the standard access controls, the link will be <strike>struck out</strike>).| | =%<nop>WORKEDITTOPIC%= | Expands to a link that lets you edit the topic (if the user is not able to modify the topic, either in the workflow sense or according to the standard access controls, the link will be <strike>struck out</strike>).| | =%<nop>WORKFLOWFORK{...}%= | Expands to a button that will create a copy of the _current_ topic (see below for more details) | | =%<nop>WORKFLOWTRANSITION%= | Expands to either (a) a pull-down menu if the user can perform more than one transition, (b) a button if the current user can only perform one transition, or (c) empty space if the current user is not allowed to perform any action. You can change the format of the button using a CSS class (see WORKFLOWTRANSITIONCSSCLASS below) | | *Querying the workflow* || | =%<nop>WORKFLOWHISTORY%= | Expands to the history of state transitions the topic has undergone. The format of the history is dictated by the =WORKFLOWHISTORYFORMAT= (described below). | | =%<nop>WORKFLOWLASTREV_State%= | Expands to the version number when the document was last in the state _State_. | | =%<nop>WORKFLOWLASTTIME_State%= | Expands to the timestamp when the document was last in the _State_ last state. For example, =%<nop>WORKFLOWLASTTIME_APPROVED%= would be replaced by the timestamp when the document was last in the =APPROVED= state. | | =%<nop>WORKFLOWLASTVERSION_State%= | Expands to a link to the version of the document when it was last in the state _State_. | | =%<nop>WORKFLOWSTATE%= | Expands to the current state of the document. It can also be given a =topic= parameter (default), in which case the state of that topic is returned. | | =%<nop>WORKFLOWSTATEMESSAGE%= | Expands to the corresponding message in the state table. | (All the variables accept an optional default parameter, which is the name of a topic, and a =web= parameter. If these are omitted, they will default to the current topic.) Furthermore, the plugin replaces any variable starting with =WORKFLOW= that is defined in the workflow description file. If the topic is *not* controlled, then any references to =WORKFLOW= variables are simply removed (you can use this behaviour to place these tags in the header or footer in your skin templates. They appear only if the currently displayed document is controlled. Otherwise, they are just removed and do not disturb the layout). In addition there are two variables you can define in your topics (or !WebPreferences) WORKFLOWHISTORYFORMAT tells the plugin how to format each new line added to the WORKFLOWHISTORY. The format is used as a template for each new entry, and should include all the formatting necessary to make the history look nice when it is viewed. In this example the history is formatted as a table: * Set WORKFLOWHISTORYFORMAT = $n| $state | $wikiusername | $date | The leading $n expands to a newline character that separates each line of the history. You could also format the history as a bullet list: * Set WORKFLOWHISTORYFORMAT = $n * $state -- $wikiusername, $date The standard [[format tokens]] are supported, as well as the following special tokens: | *Token* | *Expands to* | | =$wikiusername= | Who triggered the transition | | =$state= | The target state of the transition | | =$date= | Date of the transition | | =$rev= | Version at the transition | The appearance of the button to change state can be configured by providing a CSS class. For example, * Set WORKFLOWTRANSITIONCSSCLASS = myCSSClass The default is =twikiChangeFormButton twikiSubmit=. The =WORKFLOWFORK= variable is used to generate a button that will create a copy of a workflow topic. It accepts the following parameters: | *Parameter* | *Meaning* | *Default* | | ="TopicName"= | (Optional) name of the topic to fork | current topic | | =web= | (Optional) name of the web containing the topic to fork | current web | | =newnames="NameOne,NameTwo"= | Comma-separated list of name(s) of the new topic(s) to create, You can use a web specifier on the topic names. | required, no default. | | =label="Fork"= | Label to use in the button | ="Fork"= | | =lockdown="on"= | Set this if you want the forked topic to be set as uneditable after the fork | =off= | This variable is used when you have a topic that has to be split to follow different routes through a workflow - for example, when a requirement is refined to create two new requirements that must follow their own lifecycles; or perhaps a problem report is found to affect two different components of a system, and the resolutions have to be separately tracked. Both the copied topic and the new topic will have workflow history entries added. For example, =%<nop>WORKFLOWFORK{"OriginalTopic" label="Divide and conquer" newnames="ForkPathOne,ForkPathTwo" lockdown="on"}%= will create two copies of =OriginalTopic=, named =ForkPathOne= and =ForkPathTwo= and set the =OriginalTopic= as uneditable (using ALLOWTOPICCHANGE). The histories in both the fork copies and the original topic record what happened. The user has to be able to modify the topic (both in the workflow sense and according to the standard access controls) in order to fork. %X% due to a bug in versions of the plugin prior to Oct 2009, the default "TopicName" parameter was interpreted as the name of the *new* topic to fork to. This has been corrected, but the variable will revert to the old meaning if you omit the =newnames= parameter. If you replace =%<nop>EDITTOPIC%= with =%<nop>WORKFLOWEDITTOPIC%= in your skin templates, then the _Edit_ link is crossed out when the user is not allowed to edit the page in a state. Similarly, you can use =%<nop>WORKFLOWATTACHTOPIC%= in your skin templates to cross out the _Attach_ link. ---+++ Content-sensitive workflows *Advanced* Flows can be made sensitive to the content of the controlled topics. The 'Allow Edit' column in the state table, and the 'Next State' and 'Allowed' columns in the transition table, support the use of variables which are expanded when the topic is viewed. For example, you can use the =[[VarMETA][META]]= variable to pick up values for these fields from the form attached to the viewed topic: *State table* <verbatim> | *State* | *Allow Edit* | *Message* | | WAITINGFORAPPROVAL | %META{"formfield" name="MayModify"}% | This document is waiting for approval | </verbatim> *Transition Table* <verbatim> | *State* | *Action* | *Next State* | *Allowed* | | WAITINGFORAPPROVAL | approve | %META{"formfield" name="ApprovedState"}% | %META{"formfield" name="MayApprove"}% | </verbatim> You can also define other variables starting with =WORKFLOW= in the workflow description topic. These will be expanded to their defined values in any topic that uses the workflow. For example: * Set WORKFLOWNOTICE = This topic is under document control. will define =WORKFLOWNOTICE= in any topic that uses the workflow. ---++ Reporting A common requirement is to report on the status of topics that are in different states in the workflow. You can use the query search to search for topics in a specific state. For example, to search for all topics in state "APPROVED": <verbatim> %SEARCH{"META:WORKFLOW.name='APPROVED'" type="query"}% </verbatim> ---++ History and Acknowledgements This plugin was motivated by [[TWiki:Main.ThomasWeigert][Thomas Weigert]]'s [[TWiki:Plugins.WorkFlowAddOn][WorkFlowAddOn]] and its first version (then called !ApprovalPlugin) was written by Thomas Hartkens, albeit it was focused on document approval and control. [[TWiki:Main.ThomasWeigert][Thomas Weigert]] then merged the functionality of the [[TWiki:Plugins.WorkFlowAddOn][WorkFlowAddOn]] into this plugin. ---++ Installation Instructions __Note:__ You do not need to install anything on the browser to use this extension. The following instructions are for the administrator who installs the extension on the TWiki server. * For an __automated installation__, run the [[%SCRIPTURL{configure}%][configure]] script and follow "Find More Extensions" in the in the __Extensions__ section. * See the [[http://twiki.org/cgi-bin/view/Plugins/BuildContribInstallationSupplement][installation supplement]] on TWiki.org for more information. * Or, follow these __manual installation__ steps: * Download the ZIP file from the extension home on twiki.org (see below). * Unzip ==%TOPIC%.zip== in your twiki installation directory. * Set the ownership of the extracted directories and files to the webserver user. * Install the dependencies (if any). * Plugin __configuration and testing__: * Run the [[%SCRIPTURL{configure}%][configure]] script and enable the plugin in the __Plugins__ section. * Configure additional plugin settings in the __Extensions__ section if needed. * Test if the installation was successful using the examples provided. __Note:__ The script =[[%ATTACHURL%/convert.pl.txt][convert.pl.txt]]= will convert topics written for the !ApprovalPlugin to the WorkflowPlugin. The script takes a topic at the standard input and outputs the converted topic on standard output. Rename the file from =convert.pl.txt= to =convert.pl=. Look at the examples in the !Sandbox web. __Note:__ For strict access control, the plugin should know who is looking at the controlled document/topic at all times. To enable this, you may want to set up TWiki in such way that users have to log-in *even if they just display a topic*. ---++ Plugin Info | Authors: | TWiki:Main.ThomasHartkens, TWiki:Main.ThomasWeigert, TWiki:Main.CrawfordCurrie | | Copyright: | © 2005 TWiki:Main.ThomasHartkens %BR% © 2005 TWiki:Main.ThomasWeigert %BR% © 2008-2010 TWiki:Main.CrawfordCurrie %BR% © 2005-2012 TWiki:TWiki.TWikiContributor | | License: | [[http://www.gnu.org/licenses/gpl.html][GPL (Gnu General Public License)]] | | Plugin Version: | 2012-12-02 | | Change History: | <!-- versions below in reverse order --> | | 2012-12-02: | TWikibug:Item7020: Add category to VarWORKFLOW -- TWiki:Main.PeterThoeny| | 2011-09-12: | TWikibug:Item6800: Fix for using qw(...) as parentheses, which is deprecated in Perl 5.14 -- TWiki:Main.PaulMerchantJr | | 2010-09-04: | TWikibug:Item6577: Major import of plugin improvements; doc enhancements | | 25 Aug 2010 | F8908: fix obscure error that caused apparently inexplicable crashes; hint: _never_ use $_ as in iterator control variable in your perl code. | | 15 Jun 2010 | F9142: make the access controls checks more thorough | | 1 Jun 2010 | F9086: ensure t= is set on all edit links; also validate the workflow name. | | 31 May 2010: | Crawford Currie: F9072: add WORKFLOWLASTREV_State to show topic revision number F9081: force new topic revision on each state transition to avoid history loss | | 26 May 2010: | Crawford Currie: F2425: allow cancellation of state transitions that involve an edit step. F8321: allow non-wikiword topic names F8320: added $rev to WORKFLOWHISTORYFORMAT F8297: a topic parameter to the view url could bork the transition button F9048: use the =Allow Edit= control to check and limit general saves, such as those done from CommentPlugin | | 03 Feb 2010: | F8462: Andrew Jones made some minor doc fixes | | 19 Oct 2009: | F2092: Link fork topics mentioned in history F8268: added topic control to WORKFLOWTRANSITION F8306: support fork to multiple topics, changed WORKFLOWFORK parameters for compatibility with other variables | | 2 Sep 2009: | F1828: Dean Spicer added support for variable expansion of the next state. F1828: Crawford Currie documented his work, and added support for topic forking. F1828: fixed the defect example. | | 3 Jun 2009: | F8172: Dean Spicer added support for cross-topic state and history queries | | 29 Apr 2009: | F8147: fix version recording | | 23 Apr 2009: | F1503: fix collection of notify addresses | | 9 Apr 2009: | F8107: block transition if topic is being edited by another user | | 21 Mar 2009: | Dean Spicer/Crawford Currie: F8080: finish porting to TWiki and support %WORKFLOWATTACHTOPIC | | 20 Mar 2009 | Crawford Currie: F8069: deny attach on a controlled topic F8070: expand variables in Allow and AllowEdit fields | | 11 Dec 2008 | Crawford Currie: F8029: support notification of a list of people on state changes | | 15 Nov 2008 | Crawford Currie: F6114: Fixed format of history F6119: added !InProcessForm and increased defensiveness in a couple of places | | 10 Nov 2008 | Crawford Currie: Heavily refactored to OO style to ease maintenance. Ensure form is saved when state changes. Support use of '. Split off VarWORKFLOW documentation. Removed 'back door' call that was causing issues, Work supported by http://micralyne.com | | 23 Apr 2008 | Crawford Currie: Removed last of the core calls, fixed user management. Work supported by http://www.productbox.co.uk/ | | 28 Jan 2008: | Kenneth Lavrsen: Fixed his typo in code. Renamed the convert.pl to convert.pl.txt as most installs do not allow .pl as extension and this creates problems when you want to update attachments | | 27 Jan 2008: | Markus Ueberall: Fixed for compatibility with TWiki 4.2.0 | | 10 Dec 2006: | Add =%<nop>WORKFLOWSTATE%=. | | 25 Sep 2006: | Restored ability to put workflow related tags into templates. Support the visual customization of the generated controls. | | 11463 | Crawford Currie rewrote the doc and corrected the install procedure | | 10 Aug 2006: | Added conversion script. | | 05 Aug 2006: | Crawford Currie: Converted from !ApprovalPlugin to %TOPIC%. | | 26 Jul 2006: | Minor bug fix. Additional examples provided. | | 25 Jul 2006: | Added state-based forms and history from TWiki:Plugins/WorkFlowAddOn. Changed time stamp format to be more wiki like. | | 24 Jul 2006: | Ported to Dakar. Fixed problem in referencing previous versions. Fixed error messages. Fixed Documentation errors. | | 05 Aug 2006: | Crawford Currie: Converted from !ApprovalPlugin to %TOPIC%. | | 16 Feb 2005: | Thomas Hartkens: Initial version of !ApprovalPlugin | | 05 Feb 2004: | Thomas Weigert Initial version of !WorkFlowAddOn | | TWiki Dependency: | $TWiki::Plugins::VERSION 1.1 | | Dependencies: | None | | TWiki:Plugins/Benchmark: | %SYSTEMWEB%.GoodStyle nn%, %SYSTEMWEB%.FormattedSearch nn%, %TOPIC% nn% | | Plugin Home: | http://TWiki.org/cgi-bin/view/Plugins/%TOPIC% | | Feedback: | http://TWiki.org/cgi-bin/view/Plugins/%TOPIC%Dev | | Appraisal: | http://TWiki.org/cgi-bin/view/Plugins/%TOPIC%Appraisal | __Related Topics:__ VarWORKFLOW, %SYSTEMWEB%.TWikiPlugins, VarWORKFLOW, Sandbox.ApprovalViewTemplate, Sandbox.ApprovedForm, Sandbox.CompletedForm, Sandbox.ControlledDocument, Sandbox.DefectOne, Sandbox.DefectTwo, Sandbox.DefectWorkflow, Sandbox.DocumentApprovalWorkflow, Sandbox.InitialForm, Sandbox.InProcessForm, Sandbox.QMApprovalForm, Sandbox.SubmittedForm, Sandbox.TMApprovalForm, Sandbox.UnderRevisionForm
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Topic revision: r0 - 2012-12-02
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