capital camp bundle publishing and workflow presentation

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Jeannette Modic's Bundle Publishing and Workflow presentation from the 2012 Drupal Capital Camp in Washington DC http://capitalcamp.org/content/bundle-publishing-and-workflow. If you work for a government agency, publisher, or any organization that has a bundle of content that needs to move through a workflow together, you won’t want to miss this session! Learn about the benefits of the much overlooked Book module and how to leverage its power for bundling content. Topics to be covered: - Using Workbench Moderation to move content from state to state - Using Rules to bulk publish content based on workflow states - Integrating functionality with Access control - Setting up notifications with Workbench

TRANSCRIPT

Bundle Publishing and Workflow

Jeannette ModicSenior Drupal Developer at Balance InteractiveJeannette.modic@balanceinteractive.com@moondancerjen

July 27, 2012

What is Bundle Publishing?

Balance Interactive Inc. www.BalanceInteractive.com

Bundle Publishing is a way to move a group of content through an approval workflow together. Examples of content that could use this functionality:

• Reports

• Guides

• Books

• Products

• Course Schedules

Ideal Bundling Workflow

Balance Interactive Inc. www.BalanceInteractive.com

• Create a container for the product

• Allow multiple nodes to make up of the final product.

• Allow the nodes to move through different workflow states.

• Don’t publish the nodes of the product until all nodes have gone through approval and the parent node is set to publish.

Benefits of the Book Module

Balance Interactive Inc. www.BalanceInteractive.com

Don’t reinvent the wheel! This comes with Drupal!

• Navigate content with Previous and Next buttons

• Built-in Menu with the contents of the book

• Way to relate content and control hierarchy of nodes.

Workbench Moderation

Balance Interactive Inc. www.BalanceInteractive.com

• Set up the different states content can transition through

• Set up permissions for roles to transition content through the different states

Workbench Revision Moderation

Balance Interactive Inc. www.BalanceInteractive.com

Workbench Moderation Rules

Balance Interactive Inc. www.BalanceInteractive.com

• Child pages can never be set to Publish on their own.

• If parent page is set to Published check that all child pages are set to Ready to Publish before looping through each node and publishing them.

• If not all children are set to Ready to Publish do not set any node to Published.

Workbench and Rules Integration

Balance Interactive Inc. www.BalanceInteractive.com

Scheduling Workbench Moderation

Balance Interactive Inc. www.BalanceInteractive.com

Workbench Access

Balance Interactive Inc. www.BalanceInteractive.com

• Based on menu or taxonomy vocabulary

• Give permissions to each section on a per-user basis

• Confines transitioning workbench moderation states to the sections you have access to.

Workbench Access

Balance Interactive Inc. www.BalanceInteractive.com

Workbench Notifications

Balance Interactive Inc. www.BalanceInteractive.com

Workbench Access Notifications

Balance Interactive Inc. www.BalanceInteractive.com

Workbench Dashboard

Balance Interactive Inc. www.BalanceInteractive.com

Modules List

Balance Interactive Inc. www.BalanceInteractive.com

• Workbench http://drupal.org/project/workbench

• Workbench Moderation http://drupal.org/project/workbench_moderation

• Scheduler Workbench Integrationhttp://drupal.org/project/scheduler_workbench

• Workbench Access http://drupal.org/project/workbench_access

• Rules http://drupal.org/project/rules

QUESTIONS?

Thank you!

Jeannette Modic

Balance Interactive

Jeannette.modic@balanceinteractive.c

om

@moondancerjen

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