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Version: 2023.3

Simple Workflow Tutorial

Let's make a one truly simple example workflow for product objects.

Create a class and custom layouts

I've created the really simple product class (sku, localized name, localized picture and localized description, price and quantity).

Example product classExample product classExample product class

Next, I added four custom layouts which later I will assign to the specific statuses.

  • newProduct layout with ID = 1

The new product custom layoutThe new product custom layoutThe new product custom layout

  • fillContents layout with ID = 2

The fill contents custom layoutThe fill contents custom layoutThe fill contents custom layout

  • updatePicture layout with ID = 3

The update picture custom layoutThe update picture custom layoutThe update picture custom layout

  • validateQtyPrice layout with ID = 4

The validate qty and price custom layoutThe validate qty and price custom layoutThe validate qty and price custom layout

The workflow declaration

Now create the base configuration in config/config.yaml

pimcore:
workflows:
workflow:
label: 'Product Workflow'
type: 'state_machine'
supports:
- 'Pimcore\Model\DataObject\Product'
places:
#TODO
transitions:
#TODO

As you can see, the workflow is called Product workflow, we haven't added any places and transitions yet. The workflow is available only for instances of Pimcore\Model\DataObject\Product objects. We use the workflow type state_machine, so one transition can start from multiple places.

Specify places

Now it's the best time to define some places for products.

What I want to achieve? Let's suppose that our new products are integrated with an external system and new positions comes to Pimcore as empty objects only with SKU.

I need to have ability to decide which products would be used in Pimcore, the rest of products I want to reject. To achieve that requirement, I have to make (at least) three places.

  • new - for the newest products
  • rejected - for products which I'm not going to use in the future. Also I would like to add some note with a reason here.
  • update content - for products I would like to publish
(...)
places:
new:
label: 'New product'
color: '#377ea9'
permissions:
- objectLayout: 1
rejected:
label: 'Rejected product'
color: '#28a013'
update_content:
label: 'Update Content'
title: 'Updating content step'
color: '#d9ef36'
permissions:
- objectLayout: 2

(...)

As you can see I used objectLayout key to define which custom layout would be used with the new status.

Specify the first transitions

As an administrator, I can decide which product can be processed and which shouldn't be.

To do so, I need to add some actions.

  • reject product - to change the status for products I don't want to use
  • start processing - to move the product to the processing step
(...)
transitions:
reject_product:
from: new
to: rejected
options:
label: 'Reject the product'
notes:
commentEnabled: true
commentRequired: true
start_processing:
from: new
to: update_content
options:
label: 'Start processing the product'
(...)

More statuses actions and definitions

Let's add 4 more places for updating content

  • updating the content
  • updating the picture
  • updating the price and stock
  • mark content as a ready - move product back to the administrator

Let's add few new rows in the configuration file


(...)
places:
(...)
update_picture:
label: 'Update Product Picture'
title: 'Update the product picture'
color: '#d9ef36'
permissions:
- objectLayout: 3
validate_stock_and_price:
label: 'Validate Stock + Price'
title: 'Check the quantity and the price'
color: '#d9ef36'
permissions:
- objectLayout: 4
content_prepared:
label: 'Content Prepared'
title: 'Content ready to publish'
color: '#28a013'
(...)

transitions:
(...)
content_updated:
from: update_content
to: update_picture
options:
label: 'Content up-to-date'
notes:
commentEnabled: true
commentRequired: false
picture_updated:
from: update_picture
to: validate_stock_and_price
options:
label: 'Picture up-to-date'
notes:
commentEnabled: true
commentRequired: false
content_ready:
from: validate_stock_and_price
to: content_prepared
options:
label: 'Content is ready to publish'
(...)

Last actions: publish or rollback

At the final stage of the workflow I would like to have three choices

  • Publish the product (with additional field called "timeWorked")
  • Start workflow from the beginning
  • Reject the product (with note)

We've already made the reject and start processing transition, the only thing here is to add an additional from place. This can be done because we have workflow type state_machine activated, here our modified transition definitions.


(...)
transitions:
reject_product:
from: [new, content_prepared]
to: rejected
options:
label: 'Reject the product'
notes:
commentEnabled: true
commentRequired: true
start_processing:
from: [new, content_prepared]
to: update_content
options:
label: 'Start processing the product'
notes:
commentEnabled: true
commentRequired: false
(...)

The last one we need is publishing - place and transition - that is only allowed to a certain role.

(...)
places:
(...)
accepted:
label: 'Accepted product'
color: '#28a013'
(...)

And, the transition with a "timeWorked" field.

(...)
transitions:
(...)
publish:
from: content_prepared
to: accepted
guard: "is_fully_authenticated() and is_granted('ROLE_PIMCORE_ADMIN')"
options:
label: 'Publish the product'
notes:
commentEnabled: true
commentRequired: true
additionalFields:
- name: 'timeWorked'
fieldType: 'input'
title: 'Time Spent'
required: true
(...)

Workflow in action

Below, you can find showcase of the workflow I've just prepared.

StatusScreenshot
Initial status when new object comes into the systemInitial PlaceInitial PlaceInitial Place
Update ContentUpdate ContentUpdate ContentUpdate Content
Update PictureUpdate PictureUpdate PictureUpdate Picture
Validate Price and StockValidateValidateValidate
Content is readyContent ReadyContent ReadyContent Ready
Publish the ProductPublish ProductPublish ProductPublish Product

Check the history

In the "Notes & Events" tab, there is a list with every action used on the object via the Workflow module.

Notes & Events - notes from the workflowNotes & Events - notes from the workflowNotes & Events - notes from the workflow