Introduction

This module contains a workflow task to edit a record of a directory (from the plugin-directory). The front-office user accesses a page to edit the record, thanks to a link sent by email.

Usage

Configure the workflow task

The field State after edition corresponds to the target state after the front-office user has edited the record.

The field Default message corresponds to the message displayed in the task form when the back-office user executes the action. The user can modify this message in the form. It is then displayed in the front-office edition page.

Execute an action when the record is edited

After the submission of the edition by the front-office user, the process calls the first automatic workflow action whose initial state is the state defined in the configuration task.

Thus, to execute a workflow action after the front-office user has submitted the edition of the record:

• Create a state in the workflow. This state can be used only for this purpose.
• In the task configuration, use the created state in the field State after edition.
• Create an automatic action whose initial state is the created state and the final state is your wanted state.
• Add your wanted tasks in this action.

Here is an example:

States

• Title: In progress
• Title: Waiting for edition
• Title: Record edited

Actions

• Title: Ask for record edition. States: In progress -> Waiting for edition. Automatic: no.
• Title: Edit record. States: Record edited -> In progress. Automatic: yes.

Tasks

• Type: Directory record edition. Action: Ask for record edition. Configuration: State after edition = Record edited
• Type: as you want. Action: Edit record.