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Placeful Workflow is a Plone product that allows you to define workflow
policies that define content type to workflow mappings that can be applied in
any sub-folder of your Plone site:
1. When you access the root of your site, you will see a new action in the
workflow state drop-down menu called "policy". Click on the "policy" link.
2. The next page will let you add a policy to your folder by clicking on the
"Add Workflow policy" link. Click on "Add Workflow policy".
3. Now you have a workflow policy in your site, and you can set the workflow
policies for this folder and below.
We didn't add any workflow policies, so you don't have a choice of different
workflow policies yet, so the default workflow policy will be taken both for
the folder and below.
* Use Site Setup -> Add-on Products panel to install
* Now you can define and apply local workflow policies through the Plone
Now, let's define a new workflow policy:
1. Access "Site Setup" and click on "Placeful Workflow" in the "Add-on
Product Configuration" section.
2. Enter the name "my_policy" in the "New policy" field, and click on "add".
3. Now you have a new policy. Enter the title "Example policy" and the
description "This is an example policy".
4. Change the workflow for the content type "Folder" from "folder_workflow" to
plone_workflow", and click on "Save". Now all your content types should use
the "plone_workflow".
Let's test the new workflow policy for "Folders" at the root of our site:
1. At the root of the site, select the "Policy" link in the workflow state
drop-down menu.
2. Select "Example policy" for "In this Folder" and "Below this Folder" and
click "Save".
3. Then, let's add a Folder to see whether the new workflow policy is active.
Go to the root of your site and select "Folder" from the "Add new item"
drop-down list. Enter the id "myfolder", the title "My folder" and the
description "This is my folder", and click on "Save".
4. Now, when you access the "State" drop-down list, you will see that you have
the possibility to "submit" the folder. The submit transition only exists
in the "plone_workflow", and is absent from the "folder_workflow", which
demonstrates that the workflow policy we have chosen is used for the
"Folder" content type.
Let's go one step further and add a new folder inside of "My folder". After
having added the new folder, you should also find the "Submit" transition
Now it would be interesting to change the workflow policy setting in the Plone
site. Let's first change the workflow policy for "Below this Folder" to
"Default Policy". You will find that the second folder does not more have the
"submit" transition.
You can add an additional workflow policy in the first folder, which assigns
the "My policy" for "In this Folder", so the second folder will once again have
the "submit" transition.
Additional tools
The Placeful Workflow tool (portal_placeful_workflow) is installed by the
installer. It provides a few configuration options so that you use to create
you workflow policies through the ZMI.
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