Liferay portal used Kaleo workflow implementation to
run their application through workflow management. Out of box Liferay support
other workflow implementations which follows the JBPM notation.
Please follow previous post for basic understand about
workflow management.
Enable
Workflow in Liferay
Liferay by default workflow support to some assets
like Web
Content, Blogs, Wikis, User and Massage Boards apart from these we can also
implement workflow to custom assets.
We will take web content as example for enable Kaleo workflow.
We have different levels of workflow for now we will enable single
approval workflow.
Step:
1
First we need to check whether Kaleo workflow available
in Liferay portal or not. From Liferay 6.2 onwards Liferay Server
Portal Bundle already deployed Kaleo-web workflow implementation web
application so that we don’t need to deploy again.
If not deployed then download kaleo-web web application from Liferay market place and deploy into
your portal server.
We have two types of licenced Liferay i.e. Liferay CE and Liferay EE based on
your portal download Kaleo-web from market place and also make sure your portal
version.
Note:
I have written post based on Liferay 6.2 Version
before version may have different UI and option to enable and work with
workflow.
Checking
Kaleo Workflow Available in Portal
Login as portal administrator in the Liferay Portal
Go to Control Panel
Configuration Section you can see workflow Feature. If
not then look at what is problem while deploy Kaleo-web.
Details about Single Approval Workflow for Web content.
Asset
Type:
|
Web
Content
|
Workflow
Definition
|
Single
Approval Workflow
|
Kaleo Engine by default have single approval workflow definition
so that we can directly use it. If you want new workflow then we need to create
workflow definition and upload into Kaleo Workflow Engine so that it can be available.
Now we will enable single approval workflow.
Concept in single level approval for web content is
there is user i.e. content creator
will create content and sent to review the content. Once reviewer review the
content then he/she can approve or reject the content. If it approved then only
Web content available for use otherwise it will be in draft mode.
Single Approval workflow is working based on roles so
that in the definition specified roles will be create by workflow engine if
roles not available.
As for single approval workflow we have new roles
already available as follows.
Role
|
Description
|
Organization
Content Reviewer
|
This
role user review the web content published in the organization and he/she can approve or reject content.
|
Site
Content Reviewer
|
This
role user review the web content published in the site and he/she can approve or reject content
|
Behaviour
of Web content without Workflow.
If the web content not have workflow then as soon as
you create the content and you can publish content directly and it will be available
for use.
Behaviour
of Web content after enable Workflow
Once we enable workflow to web content then content creator
cannot publish directly rather then he/she can send it for content reviewer who
having the role of Site Content Reviewer/Organization Content Reviewer.
Step:
2
Now we will create new user for content review and we
will assign role of Site Content review.
Site
|
Liferay/Global
|
User
|
Sitecontent_reviewer@liferay.com
|
Role
|
Site Content Reviewer
|
Task
|
Review the web content.
|
Go to control panel and click on users and
organization link
Click on Add new User
Enter all required details and click on save then user
will be created
Once save the use then Right side you can see many
option, click on password section give
some password to user let’s say test and you should remember password for next
login and save it.
Now assign this user to Liferay/Global Site. Click on
sites then it will ask you to select the site from list of sites.
Select Liferay and save it now user is associated to Liferay
Site.
Now assign site Roles to user. Click on role link and
select site role that is Site Content Reviewer role.
Once you select the role click on save so that Site
Content Reviewer Role is assigned to the user.
Step:
3
Enable Single Approval Workflow to Web Content
Login as Portal Admin and go to control panel and
click on workflow
You can see 3 tabs Definitions, Default
Configuration and Submissions
Definition
Tab:
Definition
tab
will shows you what are the definitions are available in the workflow engine.
We can also upload new definition xml file through upload definition link and it will ask
you to browse new xml definition file.
Default
Configuration Tab:
Default
Configuration tab will shows you the assets which can be
configured by workflow. Click on Default Configuration tab you can see all assets.
Now select web content and in the workflow dropdown
you can see list of workflow definition there you can select Single Approval Workflow and save it.
Now web content is enabled by singe level workflow and
if we submit any web content it should be reviewed.
Submission
Tab
Submission tab shows list of tasks the user submitted
through workflow process. Here you can see two sub tabs pending and completed
Pending
Till workflow process is completed then it will be
under pending state list.
Completed
if task completed entire workflow means task is approved
then it will be part of completed list.
Pending
Sub Tab:
Completed
Sub Tab:
Remind
Previous Steps
Step:
1 we have cheeked workflow is available in the portal
or not it not then how to download and deploy
Step:
2 we have created user and assigned site and required
role which is part of workflow definition.
Step:
3 we have enabled workflow to web content and we also
have looked into options available in workflow.
Step:
4
Now we will create web content and sent it for review
and here we will use portal administrator to create content.
Login as Portal Admin and In the Site Administrator click
on Content so that he/she can navigate to dash board there he/she can create
web content.
Click on web
content so that it will launch web content creation page.
Click on Add Basic Web content so that you can see CKEditor to design you web content
Provide your desired title and design your content
finally click on Submit for Publication so that content will be created and it
will be enable by workflow and sent to for approval. If approved then only it
will be available for use.
Note:
If workflow not enable then you can see button “publish”
so that it’s directly available for use.
After Click on send it for publication web content
will be created and it will show the status pending
Now go to workflow option see the submission tab then you
see newly created web content is under pending list because still content not approved.
Workflow engine also send notification when content is
created that you see in the docbar notification and this notification.
Step:
5
Now we will login as content reviewer we already
created new user in the step: 2
Site
|
Liferay/Global
|
User
|
|
Password
|
test
|
Role
|
Site
Content Reviewer
|
Task
|
Review
the web content.
|
Login as content reviewer
First login it will ask to accept terms and condition
then it will ask to change password. Please do all steps finally it will be
login into Liferay site.
When the user in the workflow process he/she will be
notified with task notification that you can see in the docbar notification
To see workflow tasks go to user My Account page there
you can see My Workflow Tasks Tab
My workflow tasks it will be appeared in the pending
task list because still he did not do any action the task
Here we can see two sections
Assigned
to Me
When workflow task defection based Users assignment
then task will be comes under Assigned to Me List.
Assigned
to My Role
When workflow task defection based on roles assignment
then task will be comes under Assigned to Me List.
Now our workflow definition is based on roles that is
why task comes under Assigned to my Rile list.
When task under Assigned
My Role then we need to first assign the task to yourself or we can also
assign to other user.
Now click on Action you can see tow actions Assign to Me and Assign to..
For now the user is responsible to review the content
so we will use Assigned to Me action. As soon as you clicked on assigned to me
then task is moved to Assigned to me section and before it
ask some comment dialog and give some comments and click on ok.
Now task moved to Assigned to me section now he/she can
review the task based on that he/she can Approve/reject the task
Click on the task so that he/she cans see full details
of the task and also see the web content.
Actions:
Approve
After review the content everything fine then user can
click on Approve Action so that task will be completed and it will be available
udder completed list and content will be published then we can use the web
content article where ever we need.
Reject
After review content need to add some more addition things
then reject content then content will not publish and it will be under draft
mode.
Assign
to..
Here if the user want to delegate task to some one else
then he can click on Assign to then it will ask you the select user to assign
this task.
Update
Due Date
Some time each workflow task have certain time to
review if you want update due date then we can perform due date action so that we
can update date for task.
Note:
For each action it will open popup/dialog will ask you
the comments so that it will be used as notification and history for each
action.
Assume content is everything is fine now reviewer approved
the content. Once approved the content then it will be published and it will be
available for use.
Once task is approved no more action will be available
Finally task was moved to completed task list of the
user.
Once workflow task action is performed he/she will be
notified with massage in the docbar notification about workflow
task.
Click on completed task list in My
Workflow task in the task details you can see Activity panel there you
can see history of workflow task.
Now task was approved by content reviewer and it will be
available for use.
Now login as Portal Admin go to site administration then
click on content, now you can see the web content list. Before we have pending
option for newly created web content but this time it won’t be visible because
content already approved.
Now go to control panel and click on workflow now task
will be in the completed submission list because task is completed.
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