5.7. Scheduling Transitions

When a content entry is saved, if you have sufficient privileges to change the workflow state, you are given the option to have the workflow change immediately or at a future date. This feature is useful if you prefer to prepare content for publication early and wish to avoid having to manually publish content at the appropriate time.

To transition content in the future:

  1. Begin adding or editing a content entry. Please see Section 3.3, “Adding Content”, or Section 3.4, “Editing Content” for more details.
  2. Click the Save button.
    The Save Content dialog is displayed:
  3. Select a workflow state to which the content should transition. For these steps, Publish is selected.
    The dialog expands to display the scheduling options.
  4. Click Now to indicate that the workflow transition should occur immediately. Or click Specify Server Date and Time, then use the controls just below to select a date and time.
    [Note] Server Time Display

    The current web server time is displayed to help you decide on a date and time for a state transition.

  5. Click the Save button to save your content.
[Note] Content Edits Saved Immediately

Whether you choose to transition your content to a new state immediately or sometime in the future, when you click Save any additions or modifications to your content entry are saved immediately.

5.7.1. Scheduling Workflow Transitions for Multiple Entries

You can also schedule workflow transitions for multiple entries at once by selecting entries via the Manage Content screen.

[Note] Please be patient

Scheduling a large number of workflow transitions can take some time.

  1. Click Content in the Perforce Chronicle toolbar.
    The Manage Content screen is displayed.
  2. Select the entries you want to schedule a workflow transition for:
    [Note] Do Not Click the Entry's Title

    When selecting one or more entries, click on the entry's row, but not the entry's title.

    • To select a single entry, click on the entry's row.
    • To add entry into the selection, use CTRL+Left-click (Command+Left-click on Mac) on the desired entry's row.
    • To remove entry from the selection, use CTRL+Left-click (Command+Left-click on Mac) on the not-desired entry's row.
    • You can also select a range of entries by selecting the first entry in the range and then holding a Shift key and clicking on the row of the last entry.
    The number of selected entries is shown in the grid footer beside the indicator of the total number of entries.
  3. Click the Workflow button in the grid footer; this button is activated when one or more entries are selected. The Change Workflow Status dialog is displayed.
    Here you can specify which workflow state the selected content entries should transition to, when the transition should occur, and an optional comment to describe the transition.
  4. Select a workflow state to which the selected content entries should transition.

    The list of workflow states is composed of the intersection of matching states from the workflows of all selected entries. For example, if there are two distinct workflows for all selected entries, where the first workflow defines draft, review and published states, and the second workflow defines draft, published and obsolete, the list of states contains only the options draft and published. The review and obsolete states are not included because they do not exist in both workflows.

    Workflow states from multiple workflows may have differing labels. When this occurs, the labels for a common state are all displayed, separated by slashes.

    Finally, the list of workflow states does not represent content entries that have no associated workflow.
  5. Select a scheduling option for the status changes.
  6. Click the Change Status button. Chronicle prepares the transition for all selected content entries.

    When successful, a notification appears indicating the number of entries processed.

    Upon failure to prepare the transition for one or more entries, a warning dialog is displayed where you can see how many entries cannot be transited to the selected workflow state:

    At this point, no changes to the selected entries have been made. Click on the Continue button if you wish to schedule workflow transition for only those entries where it is allowed.

    There are several reasons, why scheduling a workflow transition may be denied on some entries:

    • One or more of the selected entries is/are not under any workflow and the selected workflow status is not published.
    • Selected workflow transition is not allowed on one or more of the selected entries due to one or more conditions attached to the transition.
    • You don't have a permission to edit one or more of the selected entries.
    [Warning] Warning

    Please be aware that what you see in the workflow status selection list are workflow state labels (friendlier identifiers) that are not used as identifiers of workflow states when workflow transition options are calculated.

5.7.2. Reviewing Scheduled Workflow Transitions

When viewing the content grid, any entries with pending workflow state transitions are indicated in the Workflow column. If you hover your mouse over the transition indicator, a tooltip appears providing details of the transition:

[Note] Processing Scheduled Workflow Transitions

Scheduled workflow transitions are processed automatically by the Cron module, but depend on sufficiently regular activation to meet your scheduling expectations. Please see Section 18.4, “Time-Based Tasks” for more details.

Perforce Chronicle - Release: 2012.2/486814