Workflow 2.0: Making it easier

Let’s talk about the rest of wp-admin. Add custom dashboard widgets Wouldn’t it be nice if, when our users logged in, they could see a tidy little list of everything they need to do, and nothing they don’t need to do? We can make that happen with some dashboard cleanup and some custom widgets. First, …

Workflow 2.0: creating the CPTs and roles

Register a post type Registering the custom post types is almost the same as it was before, with one notable exception. CPTs have had labels for some time, so that instead of WP calling everything a “post,” it can know to call your CPT a “portfolio” or a “policy” or whatever you need it to …

Workflow 2.0: creating the workflow

The vision for how the workflow will work hasn’t changed from 1.0 to 2.0. We still have the same goals. In fact, step 1 of creating our workflow is nearly the same. When we register our CPT, only 1 line of code is different – but there are a few other tweaks specific to version …

Workflow 1.0: creating the workflow

So far, we’ve set up our custom post type, capabilities, and roles. We’ve used built-in WP Core functionality. We haven’t crossed any lines or forgotten to dot our i’s and cross our t’s. Here’s where things get dirtier. I want you to know right now, I know the Policy Library 1.0 workflow code isn’t great. …

Workflow 1.0: creating the CPTs and roles

Here’s where we dive into the technical details and the code. The first step in creating our workflow is setting up a custom post type for each office, and using `map_meta_cap` to create new capabilities. Register a post type First, we register one of the custom post types. Create your own custom plugin and follow …

Workflow in WordPress: a case study

Work on the web long enough, and you’ll eventually need some sort of workflow. Something that allows some users to make certain changes, and other users to review those changes before they’re live for all the world to see. Unfortunately, this is something that’s long been hard to set up in WordPress. Workflow 1.0 In …

Workflow: the vision

Each flow is presented as a visual diagram, a link to a slide which will read the text of that diagram, and in paragraph/list form. All the content is the same, but hopefully this will make it more clear exactly how each flow behaves, no matter which way you learn best. Policy Editors See the …