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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

Published in: Technology, Business
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Capital Camp Bundle Publishing and Workflow Presentation

  1. 1. Bundle Publishing and WorkflowJeannette ModicSenior Drupal Developer at Balance InteractiveJeannette.modic@balanceinteractive.com@moondancerjenJuly 27, 2012
  2. 2. What is Bundle Publishing? 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 Balance Interactive Inc. www.BalanceInteractive.com
  3. 3. Ideal Bundling Workflow • 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. Balance Interactive Inc. www.BalanceInteractive.com
  4. 4. Benefits of the Book Module 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. Balance Interactive Inc. www.BalanceInteractive.com
  5. 5. Workbench Moderation • Set up the different states content can transition through • Set up permissions for roles to transition content through the different states Balance Interactive Inc. www.BalanceInteractive.com
  6. 6. Workbench Revision Moderation Balance Interactive Inc. www.BalanceInteractive.com
  7. 7. Workbench Moderation Rules • 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. Balance Interactive Inc. www.BalanceInteractive.com
  8. 8. Workbench and Rules Integration Balance Interactive Inc. www.BalanceInteractive.com
  9. 9. Scheduling Workbench Moderation Balance Interactive Inc. www.BalanceInteractive.com
  10. 10. Workbench Access • 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.Balance Interactive Inc. www.BalanceInteractive.com
  11. 11. Workbench AccessBalance Interactive Inc. www.BalanceInteractive.com
  12. 12. Workbench Notifications Balance Interactive Inc. www.BalanceInteractive.com
  13. 13. Workbench Access Notifications Balance Interactive Inc. www.BalanceInteractive.com
  14. 14. Workbench Dashboard Balance Interactive Inc. www.BalanceInteractive.com
  15. 15. Modules List • Workbench http://drupal.org/project/workbench • Workbench Moderation http://drupal.org/project/workbench_moderation • Scheduler Workbench Integration http://drupal.org/project/scheduler_workbench • Workbench Access http://drupal.org/project/workbench_access • Rules http://drupal.org/project/rulesBalance Interactive Inc. www.BalanceInteractive.com
  16. 16. QUESTIONS?
  17. 17. Thank you!Jeannette ModicBalance InteractiveJeannette.modic@balanceinteractive.com@moondancerjen

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