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Execute on List

Profile to demonstrate the usage of Plugin List Execute (to perform actions on several items from a list), among other features in Tiki 15 LTS and higher versions.

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These pages will be created:

YAML
preferences: feature_trackers: y feature_wiki_argvariable: y useGroupHome: y limitedGoGroupHome: y trackerfield_autoincrement: y trackerfield_dropdownother: y wikiplugin_remarksbox: y wikiplugin_tracker: y ajax_inline_edit: y feature_categories: y feature_fullscreen: y feature_jquery_tablesorter: y feature_multilingual: y feature_syntax_highlighter: y tracker_change_field_type: y trackerfield_itemslist: y trackerfield_math: y wikiplugin_list: y wikiplugin_listexecute: y wikiplugin_memberlist: y wikiplugin_tr: y wikiplugininline_div: y wikiplugininline_img: y instructions: Profile_Execute_Actions_instructions_page objects: - type: tracker ref: trade_approval data: name: Trade Approval description: > Keep record of trade requests, and approvals sort_default_order: desc list_default_status: opc modification_status: pending email: monitoring@example.com show: - creation_date - modification_date - status - status_admin_only - type: tracker_field ref: trade_approval_trAppID data: name: ID permname: trAppID tracker: $profileobject:trade_approval$ options: start: 1 itemId: itemId type: auto_increment order: 0 flags: - link - list - searchable - public - mandatory - type: tracker_field ref: trade_approval_trAppEmail data: name: Email permname: trAppEmail tracker: $profileobject:trade_approval$ options: type: email order: 10 flags: - list - searchable - public - mandatory - type: tracker_field ref: trade_approval_trAppFullName data: name: Full Name permname: trAppFullName tracker: $profileobject:trade_approval$ options: samerow: 1 autocomplete: n exact: n type: text_field order: 20 flags: - list - searchable - public - mandatory - type: tracker_field ref: trade_approval_trAppAcceptTerms data: name: Accept terms permname: trAppAcceptTerms tracker: $profileobject:trade_approval$ options: type: checkbox order: 50 flags: - public - mandatory - type: tracker_field ref: trade_approval_trAppLastReviewerUserName data: name: Last Reviewer permname: trAppLastReviewerUserName tracker: $profileobject:trade_approval$ options: autoassign: 2 groupIds: - 0 canChangeGroupIds: - 0 type: user order: 60 flags: - searchable - public - type: tracker_field ref: trade_approval_trAppGCPreApprovalDate data: name: GC Pre-Approval Date permname: trAppGCPreApprovalDate tracker: $profileobject:trade_approval$ options: type: calendar order: 70 description: General Counsel Pre-Approval Date flags: - list - searchable - public - type: tracker_field ref: trade_approval_trAppCEOPreApprovalDate data: name: CEO Pre-Approval Date permname: trAppCEOPreApprovalDate tracker: $profileobject:trade_approval$ options: type: calendar order: 80 flags: - list - searchable - public - type: tracker_field ref: trade_approval_trAppYouCanTradeUntil data: name: You can trade until... permname: trAppYouCanTradeUntil tracker: $profileobject:trade_approval$ options: datetime: dt type: calendar order: 90 flags: - list - searchable - public - type: tracker_field ref: trade_approval_trAppTradingPeriodEndDate data: name: Trading Period End Date permname: trAppTradingPeriodEndDate tracker: $profileobject:trade_approval$ options: samerow: 1 autocomplete: n exact: n type: text_field order: 100 flags: - list - searchable - public - type: tracker_field ref: trade_approval_trAppApprovalStatus data: name: Approval Status permname: trAppApprovalStatus tracker: $profileobject:trade_approval$ options: parentId: $profileobject:categ_approval_status$ inputtype: d recategorize: save type: category order: 110 flags: - list - searchable - public - type: tracker_field ref: trade_approval_trAppApprovalDate data: name: Approval Date permname: trAppApprovalDate tracker: $profileobject:trade_approval$ options: calculation: | (if (IsEmpty (and trAppGCPreApprovalDate trAppCEOPreApprovalDate)) "-" (if (more-than trAppGCPreApprovalDate trAppCEOPreApprovalDate) (date (str Y-m-d H:i) trAppGCPreApprovalDate) (date (str Y-m-d H:i) trAppCEOPreApprovalDate) ) ) recalculate: index type: math order: 120 flags: - list - searchable - public - type: tracker_option ref: trade_approval_sort_default_field data: tracker: $profileobject:trade_approval$ name: sort_default_field value: modification


Categories

YAML
objects: - type: category ref: categ_approval_status data: name: Approval Status description: Base category used to manage custom status labels on the requests - type: category ref: category_approved data: name: Approved parent: $categ_approval_status - type: category ref: category_denied data: name: Denied parent: $categ_approval_status - type: category ref: category_postponed data: name: Postponed parent: $categ_approval_status



Groups

Create a group "group1" which has permission to cast a vote in the Voting system. The other group "group2" can't add items to that tracker (therefore, its members can't vote).

YAML
permissions: Gc: home: $profileobject:listexecute_homepage_gc$ description: Homepage for the General Counsel (GC) allow: - create_tracker_items - list_trackers - view_trackers include: [ Registered ] objects: - type: tracker id: $profileobject:trade_approval$ allow: - create_tracker_items - list_trackers - view_trackers Ceo: home: $profileobject:listexecute_homepage_ceo$ description: Homepage for the Chief Executive Officer (CEO) allow: - create_tracker_items - list_trackers - view_trackers include: [ Registered ] objects: - type: tracker id: $profileobject:trade_approval$ deny: - create_tracker_items - list_trackers - view_trackers Staff: home: $profileobject:listexecute_homepage_staff$ description: Homepage for Staff members of the Company allow: - create_tracker_items - list_trackers - view_trackers include: [ Registered ] objects: - type: tracker id: $profileobject:trade_approval$ allow: - create_tracker_items - list_trackers - view_trackers



Users

Add a user to the group Members
YAML
objects: - type: user data: name: gc pass: 12345 email: gc@example.com change: n groups: [ Gc ] - type: user data: name: ceo pass: 12345 email: ceo@example.com change: n groups: [ Ceo ] - type: user data: name: staff1 pass: 12345 email: staff1@example.com change: n groups: [ Staff ] - type: user data: name: staff2 pass: 12345 email: staff2@example.com change: n groups: [ Staff ]


1.1. Permissions (YAML)


YAML
permissions: Anonymous: allow: - list_trackers - search - tracker_view_comments - view - view_category - view_freetags - view_trackers - view_trackers_pending objects: - type: wiki_page id: Profile_Execute_Actions_tpl_own allow: [ view, use_as_template ] deny: [ ] - type: wiki_page id: Profile_Execute_Actions_tpl_new allow: [ view, use_as_template ] deny: [ ] Registered: allow: - comment - comment_tracker_items - create_tracker_items - add_object - remove_object - edit - edit_categorized - freetags_tag - post_comments - tracker_vote_ratings - watch_trackers



Modules

YAML
objects: - type: module ref: module_menupage_listexecute data: name: menupage params: pagemenu: $listexecute_menupage_include groups: - Anonymous - Registered order: 1 position: left


Sample vote from user1


YAML
objects: - type: tracker_item ref: vote_001 data: tracker: $trade_approval status: values: - [ $trade_approval_trAppID, 1 ] - [ $trade_approval_trAppEmail, armando.bronca@example.com ] - [ $trade_approval_trAppFullName, Armando Bronca PhD. ] - [ $trade_approval_trAppAcceptTerms, yes ] - [ $trade_approval_trAppLastReviewerUserName, admin ] - [ $trade_approval_trAppGCPreApprovalDate, null] - [ $trade_approval_trAppCEOPreApprovalDate, D(-2 hours) ] - [ $trade_approval_trAppYouCanTradeUntil, D(+2 day) ] - [ $trade_approval_trAppTradingPeriodEndDate, D(+3 day) ] - [ $trade_approval_trAppApprovalStatus, null] - [ $trade_approval_trAppApprovalDate, null]


Wiki pages

Add instructions, menu and a form to add requests


This will include: Profile_Execute_Actions_insert_request_page

YAML
instructions: Instructions of the Execute on List profile preferences: enable: [ feature_wiki ] objects: - type: wiki_page ref: instructions_listexecute_page data: name: Instructions of the Execute on List profile description: The System to Execute Actions on Listed Items lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_instructions_page - type: wiki_page ref: listexecute_menupage_include data: name: Menu from Execute on List description: Menu with links for the common actions in the Execute Actions on Listed Items lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_menupage_include - type: wiki_page ref: insert_request_page data: name: Form to insert requests description: The System to add new requests to the system lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_insert_request_page - type: wiki_page ref: insert_request_email_tpl_own_page data: name: tpl_report_own_request description: Template in wiki page for the notification emails sent to the own requester with the tracker item insertion lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_tpl_own - type: wiki_page ref: insert_request_email_tpl_new_page data: name: tpl_report_new_request description: Template in wiki page for the notification emails sent to the reviewer with the tracker item insertion lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_tpl_new


Add a page homepage for users Gc, Ceo, and Staff1 & Staff2


This will include: Profile_Execute_Actions_gc_homepage_page

YAML
preferences: enable: [ feature_wiki ] objects: - type: wiki_page ref: listexecute_homepage_gc data: name: Homepage for user Gc description: Review the requests and add y our pre-approval lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_Homepage_Gc - type: wiki_page ref: listexecute_homepage_ceo data: name: Homepage for user CEO description: Review the requests and add y our pre-approval lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_Homepage_Ceo - type: wiki_page ref: listexecute_homepage_staff data: name: Homepage for Staff Users description: Review the requests and manage them lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_Homepage_Staff - type: wiki_page ref: listexecute_homepage_admins data: name: Homepage for Admins description: Review the requests and users lang: en mode: create_or_update content: wikicontent:Profile_Execute_Actions_Homepage_Admins