Workflow

Squiz Matrix Support
1

Hi,

 

We are in the process of setting up a quality assurance workflow on our site.

 

We want our Content Editors (who are the Step 1 Workflow Approvers in our site) to be able to Edit an asset via the Workflow screen after a Content Author has Applied for Approval; so they can TQA and EQA it in html, before approving it to go live, the sending it live.

 

Currently our Content Editors only have Approve or Reject access for an asset while workflow is running on it. We require the ability for Content Editors, to Edit an asset while workflow is running on it.

 

I spoke to one of your staff (who was very helpful) and he believes that a Content Editor should have access to Edit an Asset while workflow is running on it, if they have the right permissions.

  •  
  • We have set up the following:
  • Default workflow on the site, with one Step, with the Condition that at least 1 Content Editor Approves the asset
  • Content Author user group with Write permission on both the Workflow and the Asset (Permission screens)

  • Content Editor user group with Admin permission (applied via the Workflow and the Asset Permissions screens in various combinations - see below - none of which seem to work)

Content Editor permissions - none of the below Permission combinations have enabled a Content Editor to Edit an asset while it is in Workflow. 

  • Admin permission on both the asset that is in workflow and the workflow Step.
  • Admin permission only on the Workflow Step they are an Approver for.
  • Admin permisson only on the asset that is in workflow.
  • No Admin Permission on either the Asset or the Workflow Step.

I have attached the Workflow screen the Content Editor gets.

 

Can you tell us what are we missing?

 

Thanks so much. 

 

 

 

 

2

Hi,

Seems like you missed attaching the screenshot. Would you be able to attach that for us please.

Would you also be able to attach a screen shot of the "Edit Content" screen of the asset in workflow, while it is in workflow.

 

The user that are approvers, what kind of users are they?

What is the interface you are using while trying to access the Edit screen of the asset?

 

Once we can gather more of this minute details, we might have a reason why it won't be working when ideally it should.

 

Regards,

 

Ash

3

Hi,

 

Thanks Ash. I had trouble attaching yesterday. I will try again.

 

1. The approvers are the Content Editor user group who are Backend users with Admin permission.

 

2. We are always in the backend interface when we use Matrix.

 

3. Screen shots:

a. Approve/Reject options on Workflow screen

b. Details screen of the asset in workflow, while it is in workflow.

 

Please just let me know if you need more information or the files haven't attached.

 

Cheers,

Kerrie.

4

Hi Kerrie,

Looks like attaching the image didn't work for you again.

Once you attach the file, you will need to bring the cursor on the text area where you want to place the image and then use 'Add to Post' option.

 

Once done successfully, you should be able to see text like "attachment=651:some_image.png" where your cursor was.

 

Ash

5

Okay lets see if this works.

Details screen of asset whilst in workflow

[attachment=658:details-screen.jpg]

Workflow screen of asset whilst in workflow

[attachment=659:workflow-screen.jpg]

Thanks. details-screen.jpg (109 KB) workflow-screen.jpg (130 KB)

6

Hi Kerrie,

Sorry for a delayed reply.

Would you also be able to provide me with a screen shot of the "Edit Content" screen of the Standard page please?

 

Can you acquire locks on that screen?

 

Ash

7

Hi Ash,

Here it is:

  edit-contents-screen.jpg (112 KB) edit-contents-screen.jpg (112 KB) edit-contents-screen.jpg (112 KB) edit-contents-screen.jpg (112 KB) edit-contents-screen.jpg (112 KB)

8

Hi

 

I can not replicate your problem.

I haven't heard this issue on other clients, so I believe it's isolated to your system and configuration.

 

I'm pretty sure an user that has admin permission on the asset would automatically have write access on it even it's in workflow.

Can you double check your permission settings, and make sure the user you are testing with actually does have admin permission on the page you are editing.

Show us screenshots of permission settings if you can.

 

Also, have you tried editing the page using System Admin account / Root user account?

Those user accounts automatically have admin permission (and therefore write permission) on every asset in system.

 

Another note that came to my mind is that, when you change permission settings on groups ( like assign admin permission to a parent user group which contains the editor user), you will need to log out the user and log in again to be able to pick up the change.

9

Morning everyone,

I've worked with @apples to resolve this issue. The problem related to the approver in the workflow not having write access to the asset, but being a back-end user, hence the user was able to approve changes to an asset as part of a quality assurance step, but not able to make edits themselves.

 

A timely reminder to double check your permissions when in doubt :)