Customize EMS workflow

Ethan Nguyen asked on March 23, 2021 05:06

Hi All, To customize the workflow as per below.

Editor user: person A, person B Approver user: person A, person B First level approver: Person A cannot approve edits made by own self, only person B can approve (vice-versa) How to customize it? can I follow the article https://docs.xperience.io/k12sp/configuring-kentico/configuring-the-environment-for-content-editors/configuring-workflows/designing-advanced-workflows/defining-if-else-conditions-in-advanced-workflows Thanks

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Juraj Ondrus answered on March 23, 2021 14:09

I meant something like shown on this screen shot. You will check the current user, or per role, whatever condition you want and then send the page to one of the branches. Then, in the steps setup in each branch you will not set the other user/role to have permission to work with given step.

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Juraj Ondrus answered on March 23, 2021 08:23

I assume you are using advanced workflow. In this case I would try using something like two branches of the workflow. One for user A and one for user B. At the beginning of the branches will be some conditional step which will check the user and decide to what branch to continue. And then, in branch 1 the user A will be approver and user B will not have permissions for any of the steps and for branch 2 vice versa.

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Ethan Nguyen answered on March 23, 2021 09:31

Hi Juraj Ondrus, Thank you for your idea. Sorry, I have not still clear it. Could you please explain your ideas with images?

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Ethan Nguyen answered on March 24, 2021 06:39 (last edited on March 24, 2021 06:47)

Thank you for your explanation. I think there is a simple way below:

  1. Only need to add a condition: If user logged does not must user modified of this document
  2. At the step Published: add a condition is Current user is in any of the following roles: MA Administer and assigned User A, User B to this role MA Administer. I mean like shown on this https://prnt.sc/10u05zx Does it miss any case? please advice
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Juraj Ondrus answered on March 24, 2021 07:33

This really depend on you. I did not said my suggestion is the only correct one. It may depend also on other details of your goal. I just added some other view, idea. So, it is fully up to you.

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Ethan Nguyen answered on March 24, 2021 08:13

Thank you for your quick support. Your idea is very good, I only want to raise my idea that many choose

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