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Workflow should show stage in list view and article edit details. #39272

Open stimpsonjcat opened 1 year ago

stimpsonjcat commented 1 year ago

Is your feature request related to a problem? Please describe.

There's one thing that's not working right with workflows: neither the author, nor the editor (or any admin) can see the stage of the workflow. When you open the article for editing, the drop down menu of the workflow is showing the title of the workflow, not the stage of the workflow. Also in the list view of articles, the stage column doesn't show the actual stage. An editor / admin thus doesn't know wether an article is still in draft or ready to be checked & published.

Describe the solution you'd like

In the list view of articles in the admin and in the edit view of an article, in the admin and in the front end, one should be able to see the stage of the workflow in witch the articles is in.

Additional context

On one of my sites, where we have a team of authors and editors we use this great feature. Until now we've used the standard workflow that comes with Joomla. That is, only editors can change the state of a workflow and article.

I want to add two new stages to the workflow: draft and ready for publishing. When an author writes an article the state should be draft by default. If the author finishes the article, he can set the workflow to Ready for publishing. At that point the editors should receive a message that there's a new article that needs to be checked and published.

@crystalenka

crystalenka commented 1 year ago

Thank you! Can you add the screenshots also that you shared on Facebook? I am on mobile and can't do it currently.

I'm not sure yet if this is a technical bug or something that was missed when the component was introduced, but will take a look :)

brianteeman commented 1 year ago

I think you are witnessing the ui of com_workflows

What do you see when you clcik on the stage name like bellow

image

stimpsonjcat commented 1 year ago

I see a menu with my workflow stages in the list view. The title of the workflow is selected, not the actual stage.

Schermafbeelding 2022-11-21 om 21 05 27
stimpsonjcat commented 1 year ago

This it what it looks like

Schermafbeelding 2022-11-21 om 20 36 21

This is what I would propose.

Schermafbeelding 2022-11-21 om 20 39 04
brianteeman commented 1 year ago

Exactly what I thought. The list is a list of transitions that are valid for the current stage. The currennt stage is the selected item.

Confused? Yes I am sure you are.

crystalenka commented 1 year ago

It's not clear at all what stage an item might be in until you click, and only maybe at that point.

I asked him to file the ticket, @brianteeman , I am sure this can be improved.

brianteeman commented 1 year ago

@crystalenka I have been saying this before workflows were even merged. :( The problem is that stage != status and transition != anything. You can only use workflows if you forget everything you already know.

@stimpsonjcat I don't know if it will help but I gave a tutorial on workflows at joomladay fr earlier this year. I really tried to simplify things - it was the only way I could understand it.

https://youtu.be/oX70QImF5WY

@crystalenka I filed multiple bug reports while preparing that tutorial. Pretty sure they are all still open.

crystalenka commented 1 year ago

@brianteeman I will take a look from my computer to see if I can find those issues. :) I remember discussing with you the various UX issues with workflows.

JXT has a lot on our plate right now since we're trying to catch up with everything, but workflows are on the list somewhere....

Rolli1962 commented 1 year ago

In my opinion the workflow is a very good feature. It has only to be understood. Maybe it would be a little bit easier if in the example after installation more than one stage would be given. Have created a workflow what think stimpsonjcat is thinking of - with that different stages. In the back-end the view is correct. Means I think there are no coding issues: wf-testview

chmst commented 1 year ago

In the list view the stage is visible.

It depends on your own user group what you can see. As a super user you see all articles in all stages. As user you see only the articles where you have access. So it is possible that a user sees always the same stage can perform only one action for exactly one transition.

Stage and state of articles are visible in the "published" area in backend and frontend. grafik

chmst commented 1 year ago

@stimpsonjcat The workflow concept is somehow difficult to understand and the best is learning by doing. Could we explain how workflow works? Do you still think that this is an issue?

Rolli1962 commented 1 year ago

My understanding of the question of this thread is make the status (stage) of articles visible in an overview. If the workflow-stages are configured / used in a right way, the stages are visible in the back-end. But even in the current J4.2.5 version this is not in the frontend (see example, same entries like listed before in the back-end). Or can I learn and have to do some settings ? wf-testview-frontend

brianteeman commented 1 year ago

I nfound that the only way to be able to understand it is to not use the supplied workflow and to create your own from scratch. Only then do the confusing terms make sense. It took me many hours to even begin to understand it

chmst commented 1 year ago

same here :) As I said, learning by doing - and still have problems with "stage" and "state".

Rolli1962 commented 1 year ago

@stimpsonjcat The workflow concept is somehow difficult to understand and the best is learning by doing. Could we explain how workflow works? Do you still think that this is an issue? To be honest I had also to learn how it works. There are quite good explanations in the internet. But think like me first step is simple to try the given example in the installation. There is only one stage with different transitions. It takes a while until the understanding the whole thing makes only sense with more stages than one. Maybe as short-term solution it makes sense to set a link to the existing detailed descriptions on the internet?

stimpsonjcat commented 1 year ago

Ah, I'm getting it. I've been confusing stages with transitions. So the article (list) view shows the stage, not the transition. Though you can set a transition from the list view directly. The dropdown menu will show the the current stage as a title and the transitions (depending on your rights) below that. I really love the workflow tool. It gives Joomla a clear advantage over other cms-es. 👍

Rolli1962 commented 1 year ago

Seems I am to stupid to create an account on docs.joomla.org - Maybe another one has an account there? Here a proposal for a 2nd scenario for workflows. Hope it matches as least as basis for own creation. And of course I am also to stupid to create here a readable content - as hidden article on one of my sites: possible workflow-scenario-2 for docs

crystalenka commented 1 year ago

You are not too stupid, it's just really really hard. The captcha is impossible. I gave up, too.

stimpsonjcat commented 1 year ago

I think it would be easier to understand for users / admins if the default workflow that comes with Joomla 4 would have more than one stage. The one stage now has transitions that seem to be no more than one click to (un)publish and (un)feature an article. I would suggest to create an extra 'frontend' stage for authors to set an article to draft and allowing the author to set the article to something like 'check before publishing'.

chmst commented 1 year ago

Thanks for your suggestion. I add the ne feature label so that it will be discussed for later versions.

brianteeman commented 1 year ago

Please look at the changes proposed in #39325 as I believe it removes some of the ui confusions