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Profile_Execute_Actions_instructions_page

This is a (work-in-progress) instructions page from https://profiles.tiki.org/Execute+on+List



1. Replace fake emails with real ones of yours for testing

Replace fake emails that you will find at:
  • Form to insert requests?
  • Homepage for user Gc?
  • Homepage for user CEO?
  • Homepage for Staff Users?
  • Trackers > "Trade Appoval" > Edit > Notifications > Copy activity to email.

And the emails associated with users (See below)

2. Approve pending plugins

Visit at least once the Homepages for GC, CEO and Staff (see links in the side module), and then, go to tiki-plugins.php to approve all the pending plugin calls in the pages added by this profile.

3. Add a couple of new requests

This profile add some request as tracker item for you already. But the best way to understand how the profile works is to insert some new items yourself with the Form to insert requests?, so that you can later on execute one or many actions on many items at once.

4. Pre-Approve as GC

Logout and login as user gc to visit Homepage for user Gc? to pre-approve some.

5. Pre-Approve as CEO

Logout and login as user ceo to visit Homepage for user CEO? to pre-approve some.

6. Manage as Staff

You will be able to perform several actions on each of the items selected:
  1. change request status (category field)
  2. send custom emails for each item based on data contained on them
  3. change tracker item status

You can do so at:
  • Homepage for Staff Users?

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7. Manage users

This profile creates several users for you, adding them to the corresponding groups.
user password default email group task
gc 12345 gc at example.com GC Reviewer of requests and grant pre-approval (pre-approvals from both Ceo and Gc are needed to get the request approved)
Ceo 12345 ceo at example.com CEO Reviewer of requests and grant pre-approval (pre-approvals from both Ceo and Gc are needed to get the request approved)
staff1 12345 staff1 at example.com Staff Data Managers to process requests that have been approved by Ceo and Gc: send notification emails, change status of requests, etc.
staff2 12345 staff2 at example.com Staff Data Managers to process requests that have been approved by Ceo and Gc: send notification emails, change status of requests, etc.


You can manage users through the Homepage for Admins?.

8. More information

You can read more about this plugin at:
Related: https://doc.tiki.org/PluginListExecute



Contributors to this page: Xavier de Pedro .
Page last modified on Saturday 05 of August, 2017 18:47:24 CEST by Xavier de Pedro.