History: Profile_Execute_Actions_instructions_page

Source of version: 8 (current)

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

{maketoc title="" levels="2,3"}

!!# 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))
* [tiki-list_trackers.php|Trackers] > "Trade Appoval" > Edit > Notifications > Copy activity to email.

And the emails associated with users (See below)

!!# 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.

!!# 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. 

!!# Pre-Approve as GC
Logout and login as user gc to visit ((Homepage for user Gc)) to pre-approve some.

!!# Pre-Approve as CEO
Logout and login as user ceo to visit ((Homepage for user CEO)) to pre-approve some.

!!# Manage as Staff
You will be able to perform several actions on each of the items selected:
# change request status (category field)
# send custom emails for each item based on data contained on them 
# change tracker item status

You can do so at:
* ((Homepage for Staff Users))

::{BOX()}{img src="https://tiki.org/display1228" width="600"}{BOX}::

!!# Manage users
This profile creates several users for you, adding them to the corresponding groups.
|| user | password | default email | group | task
gc | 12345 | gc@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@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@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@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)).

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

History

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Information	Version
Sat 05 of Aug, 2017 16:47 GMT-0000 Xavier de Pedro added image	8	Actions View Source
Tue 13 of Sep, 2016 21:20 GMT-0000 Xavier de Pedro added link to homepage for admins	7	Actions View Source
Tue 13 of Sep, 2016 21:19 GMT-0000 Xavier de Pedro added info of users, emails,e tc.	6	Actions View Source
Tue 13 of Sep, 2016 15:26 GMT-0000 Xavier de Pedro improved instructions	5	Actions View Source
Tue 13 of Sep, 2016 15:18 GMT-0000 Xavier de Pedro added maketoc	4	Actions View Source
Tue 13 of Sep, 2016 15:18 GMT-0000 Xavier de Pedro updated instructions page	3	Actions View Source
Wed 31 of Aug, 2016 01:45 GMT-0000 Xavier de Pedro added link to main doc page	2	Actions View Source
Wed 31 of Aug, 2016 01:23 GMT-0000 Xavier de Pedro stub - place holder	1	Actions View Source

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History: Profile_Execute_Actions_instructions_page

Source of version: 8 (current)

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History: Profile_Execute_Actions_instructions_page

Source of version: 8 (current)

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