Hello everyone, I would like to create a custom workflow that starts from a state visible to anonymous users, then after filling a registration form, it goes through the review process if the review is approved the user can either be registered automatically or by a staff member who has a review role/ group.If the application is rejected then the user is informed via email
Hello and welcome,
what version of Plone do you have? And what exactly is your question here?
Maybe this link can help you understanding and working with Workflows:
https://training.plone.org/5/ttw/workflow.html
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Thanks for the reply.I have looked at the documentation. I have setup a dexterity content type that is a form.I also used workflow manager to create a custom workflow that has three states. Am stuck in the following areas:
1.The dexterity content type I created which is a form is not displaying on the page, I have to use a link to redirect users to the form.
2.When a user enters information in the forms and submits, I cannot access the form data as admin.I can only see the registration-form-1,2 etc
3.Lastly I assigned my custom workflow to the dexterity content type but when I login as the different types of users to change the state of the form, the states shown are the default ones.
Also why are there no tutorials for a framework as promising as plone is. The documentation is really time consuming despite the framework promising time savings.Even a simple custom workflow with custom user groups would be of great help.
Thanks for the reply.I have looked at the documentation. I have setup a dexterity content type that is a form.I also used workflow manager to create a custom workflow that has three states. Am stuck in the following areas:
1.The dexterity content type I created which is a form is not displaying on the page, I have to use a link to redirect users to the form.
2.When a user enters information in the forms and submits, I cannot access the form data as admin.I can only see the registration-form-1,2 etc
3.Lastly I assigned my custom workflow to the dexterity content type but when I login as the different types of users to change the state of the form, the states shown are the default ones.
Also why are there no tutorials for a framework as promising as plone is. The documentation is really time consuming despite the framework promising time savings.Even a simple custom workflow with custom user groups would be of great help.
Check the control panel: Navigation
I am not sure exactly what you are trying to do, but I have a feeling that using collective.easyform to 'register', then using a script to make content types could be an alternative.
I am trying to achieve the following scenario:
1.Anonymous user fills in a registration form, then they are redirected to a payments page where they make payments then he/she gets a response that the application is being reviewed.
2.A reviewer logins and sees the application and reviews it , in case of any issues they ask the user via email to ammend the application and send back, if the application is ok the reviewer approves and the application is now available for the manager to approve.
3.Once the manager approves the user is registered and can now access some modules of the system.If the application is rejected , the user has to apply again.
Kindly assist , I think plone is the ideal framework for this kind of workflow
There are two different things at play here. One is the portal workflow (for documents) and the other is how your members structure is organized.
http://127.0.0.1:8000/Plone/portal_workflow/manage_main
http://127.0.0.1:8000/Plone/portal_memberdata/manage_propertiesForm
At first, your prospective member has the role of Anonymous. They fill in a membership registration page (e.g. with additional member_properties attributes). You will likely have to write a policy package which adds the additional attributes, or do this in a two-step process.
Upon successful registration, the user has the role of Member. In Plone, you can create as many roles as you need for your specific scenario.
In a two-step process, your newly registered members could access a "premium membership" application page (e.g. a content object) where they complete the registration form, pay upon submitting the form and have it reviewed by your staff. The document itself will have a workflow state of "pending registration" or some such. Your staff (which has a member role of Reviewer) then iniates a state transition to accepted, resubmit, or rejected... (or whatever your use case may be).
Each of the steps to create something along these lines is well documented and in itself not too complex. The actual implementation can be more or less difficult depending on how you spec your requirements and previous experience...
My plone version is 5
Ok so I am beginning to understand, how will the user registration be done once the application has been accepted?
All registered users have the "member" role by default. You would assign an additional role upon accepting the application. This assignment could be triggered by the workflow state change of your application form. See this section in the training link Janina gave you: https://training.plone.org/5/ttw/workflow.html#create-the-workflow-transitions
Edit: here is some more background from an article by Martin Aspeli (via the Wayback machine) https://web.archive.org/web/20190221025627/http://www.martinaspeli.net/articles/dcworkflows-hidden-gems