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 ]
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
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