Open manjeshpv opened 2 months ago
To implement a workflow/lifecycle stages feature similar to Pipefy, Jira, and Hubspot, follow these steps:
Define Workflow Stages: Extend the existing Kanban functionality to support custom workflow stages. Modify the Select Field Settings
to allow users to define stages.
Update Kanban Views: Enhance the Kanban views to support the new workflow stages. Refer to /packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx
for existing Kanban view functionalities.
Database Schema: Update the database schema to store workflow stages. Modify the migration files in /packages/twenty-website/src/database/migrations/meta
to include a new table for workflow stages.
API Integration: Update the API routes to handle CRUD operations for workflow stages. Modify /packages/twenty-website/src/app/contributors/api/generate/route.tsx
to include endpoints for managing workflow stages.
UI Components: Create new UI components for managing workflow stages. Add these components to the relevant pages and integrate them with the existing Kanban board.
Testing: Ensure that the new workflow stages feature is thoroughly tested. Update the GitHub Actions workflows in /.github/workflows
to include tests for the new feature.
/.github/workflows /packages/twenty-website/src/github-sync/contributors/types.tsx /packages/twenty-website/src/app/contributors/api/generate/route.tsx /.github/ISSUE_TEMPLATE/add-new-feature---behavior.md /.github/ISSUE_TEMPLATE/request-technical-work.md /.github/ISSUE_TEMPLATE/report-bug.md /packages/twenty-website/src/content/user-guide/other/glossary.mdx /packages/twenty-website/src/content/releases/0.3.3.mdx /packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx /packages/twenty-website/src/database/migrations/meta
Hi @manjeshpv, we began working on workflows this week!
can you share details, i can also contribute
i thought of developing npm package, which can be used across twenty or any other projects
Features i wanted
Nice to have:
Lets take a real life example:
In our company we configure a storage server for every school,
Pipeline 1: Warehouse
Pipeline 2: Servers in School & Healthy
Pipeline 3: Support Flow - Unhealthy
Like this we given access to all our employees and school IT guy to Twenty CRM, we have around 5k users monthly active users. everyone interact with CRM to collaborate and finish their day today work
We have hierarchy of territory managers like (Zonal, Regional, 28 State, Per school) all this people like to see the CRM by default loads schools associated with their Designation/Role/Assigned schools/Devices
To implement a workflow/lifecycle stages feature similar to Pipefy, Jira, and Hubspot, follow these steps:
Kanban Views: Extend the existing Kanban functionality.
/packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx
Workflow Automation: Integrate with GitHub Actions for automated workflows.
/.github/workflows
Release Notes: Document new features in release notes.
/packages/twenty-website/src/content/releases/0.3.3.mdx
Example code snippets and detailed steps can be added to the respective files to ensure seamless integration.
/.github/workflows /packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx /packages/twenty-website/src/content/releases/0.3.3.mdx /packages/twenty-website/src/content/releases/0.2.3.mdx