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History: Execute on List

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Preview of version: 18

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.

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_autoincrement: 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 ]


Modules

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


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,  ]
    - [ $trade_approval_trAppCEOPreApprovalDate, D(-2 hours) ]
    - [ $trade_approval_trAppYouCanTradeUntil, D(+2 day) ]
    - [ $trade_approval_trAppTradingPeriodEndDate, D(+3 day) ]
    - [ $trade_approval_trAppApprovalStatus, ]
    - [ $trade_approval_trAppApprovalDate, ]


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


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




History

Advanced
Information Version
Mon 24 of Apr, 2023 22:56 GMT-0000 rjsmelo Remove duplicate trackerfield_autoincrement 26
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Sat 05 of Aug, 2017 16:46 GMT-0000 Xavier de Pedro enboxed 25
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Sat 05 of Aug, 2017 16:46 GMT-0000 Xavier de Pedro added image 24
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Mon 30 of Jan, 2017 00:22 GMT-0000 rjsmelo add null instead of empty value on yaml 23
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Fri 07 of Oct, 2016 11:04 GMT-0000 Xavier de Pedro added new alias 22
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Thu 06 of Oct, 2016 10:52 GMT-0000 Xavier de Pedro change module to the left 21
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Tue 13 of Sep, 2016 15:39 GMT-0000 Xavier de Pedro added some perms for the templates 20
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Tue 13 of Sep, 2016 15:32 GMT-0000 Xavier de Pedro added templates, missing still permission for template pages 19
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Tue 13 of Sep, 2016 15:22 GMT-0000 Xavier de Pedro fixed name of menu 18
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Tue 13 of Sep, 2016 15:21 GMT-0000 Xavier de Pedro fixed instructions name finally? 17
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Tue 13 of Sep, 2016 15:03 GMT-0000 Xavier de Pedro renamed some pages for consistency 16
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Tue 13 of Sep, 2016 14:59 GMT-0000 Xavier de Pedro renamed page 15
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Tue 13 of Sep, 2016 14:54 GMT-0000 Xavi (as xavidp - admin) added aliases after renaming profile 14
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Tue 13 of Sep, 2016 14:50 GMT-0000 Xavier de Pedro removed extra instructions page 13
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Wed 31 of Aug, 2016 02:08 GMT-0000 Xavier de Pedro added mode: create_or_update 12
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Wed 31 of Aug, 2016 02:06 GMT-0000 Xavier de Pedro fixed naming for the homepage for staff 11
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Wed 31 of Aug, 2016 02:01 GMT-0000 Xavier de Pedro added Profile_listexecute_menupage_include 10
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Wed 31 of Aug, 2016 01:18 GMT-0000 Xavier de Pedro added new missing pages 9
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Wed 31 of Aug, 2016 01:13 GMT-0000 Xavier de Pedro typo 8
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Wed 31 of Aug, 2016 01:13 GMT-0000 Xavier de Pedro added info about pages to be created 7
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Wed 31 of Aug, 2016 01:01 GMT-0000 Xavier de Pedro added valid homepage references 6
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Wed 31 of Aug, 2016 00:58 GMT-0000 Xavier de Pedro added needed (cited) wiki pages 5
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Wed 31 of Aug, 2016 00:51 GMT-0000 Xavier de Pedro tweaked a bit more 4
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Tue 30 of Aug, 2016 11:13 GMT-0000 Xavier de Pedro more stuff 3
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Tue 30 of Aug, 2016 11:11 GMT-0000 Xavier de Pedro added some content from a demo profile in the works locally, plus settings to be adapted from teh voting_system profile 2
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