Simple custom workflow process ?

lightningbit 01 May, 2009
Hi,

seeking some advice, hints, feedback ... I need to come up with a short process in joomla, like the below

personA & B work for CompanyA who owns the site… personC works for the potential external company (=client), (ofwhich data is entered in step 1)

1/ personA logs in and completes a small request form with some client company data (including a contact mailaddress)
2/ upon submit, a link to this record is send to personB
3/ personB logs in, and in a slightly different form, needs to approve or deny (and give a reason)
4a/ upon submit if approved, a login (like a registration invitation?) should be created, and send to personC (which is that contact mailaddress entered in step 1)
4b/ that company logs in to the site, and should be forced to complete a new form with e.g. 20 fields (before he can do anything else on de site)
4c/ upon submit, a note is send to personA and personB (and personC if needed) and the client gets access to the rest of the site

5a/ if after step 3, the request is disapproved, a note with the reason should be send back to personA

-end-



it seems simple, but I'm not a PHP expert....

it also would come down to 3 types of users :
- the client
- internal requestor
- internal approver
but none of them should become a backend admin, all should be done through front end

I was thinking of doing the forms-part with chronoforms, but I'm still not sure how I can tie the steps together

I would appreciate any suggestions/advice/comments

anyone in Belgium who sees this as something he/she can custom develop within joomla, let me know (make me an offer)🙂 (offers will seriously be considered)
GreyHead 03 May, 2009
Hi lightningbit,

You are correct - this is getting close to a stand-alone Joomla application. I wrote something similar for a client a month or so ago. Here are some suggestions:[list]
  • Steps 1 & 2 use a standard ChronoForm. You can include a custom url in the email that will take the 'validator' directly to next form.
  • For Steps 3 & 4a I would use a ChronoForm with the cf_joomla_registration plugin. You'll need some OnSubmit PHP to detect if the approval is 'yes' or 'no' and carry out the correct processes.
  • Step 4b is tricky. I used the Jumi Module to insert a code snippet on every page that checked if the user was 'approved' and to redirect them to the form page if they weren't.
  • Step 4c is a third ChronoForm with appropriate database saves (you may need to add a second table by hand) and emails.
  • [/list]
    Bob

    PS My stand-alone application was for a job-seekers site. Possibly it cound be adapted for your project. Email me if you are interested in talking about it.
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