A complete example

The following samples show you how to create, approve, publish, reject, archive and delete a document. It uses the sample workflow created in chapter Managing workflow schema:

Edit -> Article Approval (custom step) -> Publish -> Archive

Creating a new document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information

// when editing content)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the parent document

CMS.TreeEngine.TreeNode parentNode = tree.SelectSingleNode(CMSContext.CurrentSiteName, "/", TreeProvider.ALL_CULTURES, true, null, false);

if (parentNode != null)

{

// Create new document

CMS.TreeEngine.TreeNode node = new CMS.TreeEngine.TreeNode("CMS.Article", tree);

node.DocumentName = "TestingWorkflow";

node.DocumentCulture = CMSContext.CurrentUser.PreferredCultureCode;

// Set document fields

node.SetValue("ArticleName", "Testing workflow");

node.SetValue("ArticleTeaserText", "Testing article for workflow");

node.SetValue("ArticleText", "Testing article for workflow text");

// Although article contains the attachment field, the attachment can be added only // after the document has been created (see below)

// Insert the document - DocumentHelper should be used when using workflow

DocumentHelper.InsertDocument(node, parentNode.NodeID, tree);

// Insert the attachment (image) to the document

if (FileUpload.PostedFile != null)

{

DocumentHelper.AddAttachment(node, "ArticleTeaserImage", FileUpload.PostedFile,

tree);

// Update the document

DocumentHelper.UpdateDocument(node, tree);

}

Editing a document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information when editing

// document structure)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the document (current culture)

CMS.TreeEngine.TreeNode node = tree.SelectSingleNode(CMSContext.CurrentSiteName,

"/TestingWorkflow", CMSContext.CurrentUser.PreferredCultureCode, false, null, false);

if (node != null)

{

// Get the latest version of the document (always use DocumentHelper when using

// workflow)

node = DocumentHelper.GetDocument(node, tree);

// Check out the document

VersionManager vm = new VersionManager(tree);

vm.CheckOut(node);

// Update the document fields the regular way

node.SetValue("ArticleName", "Edited testing workflow");

node.SetValue("ArticleTeaserText", "Edited testing article for workflow");

node.SetValue("ArticleText", "Edited testing article for workflow text");

// Update the attachment if present

if (FileUpload.PostedFile != null)

{

// Add the attachment

DocumentHelper.AddAttachment(node, "ArticleTeaserImage", FileUpload.PostedFile,

tree);

}

// Update the document

DocumentHelper.UpdateDocument(node, tree);

// Check in the document

vm.CheckIn(node, null, null);

}

Approving the document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information when editing

// document structure)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the document (current culture)

CMS.TreeEngine.TreeNode node = tree.SelectSingleNode(CMSContext.CurrentSiteName,

"/TestingWorkflow", CMSContext.CurrentUser.PreferredCultureCode, false, null, false);

if (node != null)

{

// Get the latest version of the document (always get the document with DocumentHelper

// when using workflow)

node = DocumentHelper.GetDocument(node, tree);

// Move the document to the next step (approve)

WorkflowManager wm = new WorkflowManager(tree);

wm.MoveToNextStep(node, "");

}

Rejecting the document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information when editing

// document structure)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the document (current culture)

CMS.TreeEngine.TreeNode node = tree.SelectSingleNode(CMSContext.CurrentSiteName,

"/TestingWorkflow", CMSContext.CurrentUser.PreferredCultureCode, false, null, false);

if (node != null)

{

// Get the latest version of the document (always get the document with DocumentHelper

// when using workflow)

node = DocumentHelper.GetDocument(node, tree);

// Move the document to the next step (approve)

WorkflowManager wm = new WorkflowManager(tree);

wm.MoveToPreviousStep(node, "");

}

Publish the document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information when editing

// document structure)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the document (current culture)

CMS.TreeEngine.TreeNode node = tree.SelectSingleNode(CMSContext.CurrentSiteName,

"/TestingWorkflow", CMSContext.CurrentUser.PreferredCultureCode, false, null, false);

if (node != null)

{

// Get the latest version of the document (always get the document with DocumentHelper

// when using workflow)

node = DocumentHelper.GetDocument(node, tree);

// Move the document to the next step (approve)

WorkflowManager wm = new WorkflowManager(tree);

// Approve until the step is publish

WorkflowStepInfo currentStep = wm.GetStepInfo(node);

while ((currentStep != null) && (currentStep.StepName.ToLower() != "published"))

{

currentStep = wm.MoveToNextStep(node, "");

}

Archive the document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information when editing

// document structure)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the document (current culture)

CMS.TreeEngine.TreeNode node = tree.SelectSingleNode(CMSContext.CurrentSiteName,

"/TestingWorkflow", CMSContext.CurrentUser.PreferredCultureCode, false, null, false);

if (node != null)

{

// Get the latest version of the document (always get the document with DocumentHelper

// when using workflow)

node = DocumentHelper.GetDocument(node, tree);

// Archive the document

WorkflowManager wm = new WorkflowManager(tree);

wm.ArchiveDocument(node, "");

}

Delete (destroy) the document

[C#]

using CMS.SettingsProvider;

using CMS.CMSHelper;

using CMS.DataEngine;

using CMS.GlobalHelper;

using CMS.TreeEngine;

using CMS.SiteProvider;

using CMS.WorkflowEngine;

...

// Prepare the TreeProvider (it must be initialized with user information when editing

// document structure)

UserInfo ui = UserInfoProvider.GetUserInfo("administrator");

TreeProvider tree = new TreeProvider(ui);

// Get the document (current culture)

CMS.TreeEngine.TreeNode node = tree.SelectSingleNode(CMSContext.CurrentSiteName,

"/TestingWorkflow", CMSContext.CurrentUser.PreferredCultureCode, false, null, false);

if (node != null)

{

// Always delete the document with DocumentHelper, it handles all the dependencies

DocumentHelper.DeleteDocument(node, tree, true, true, true);

}

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