simple rules in alfresco share ui wireframes
Post on 01-Nov-2014
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Mob 17 - Simple Rules in Alfresco Share
Event: Mouseover Event: Mouse click
New Rule
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Doc Lib Side Bar
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Edit MetadataCopy to...Move to...More
Rules...
Permissions...
Another DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Delete
Folder BModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Folder AModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Folder A : Rules
rules are inherited from parent folder. See later slides for example of left column treatment
Inactive
Active
Legend:
New Rule
No rules exist for this folder. Click New Rule to create one. Select a rule
Location: Documents > Folder > Folder
Done
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
Select
General
Define Rule
Condition2
Actions3
Add >
Add >>
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
Select
General
Define Rule
Condition2
Add
Actions3
When items are created or enter this folder
When items are deleted or leave this folder
When items are updated in this folder
Add >>
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
General
Define Rule
Conditions2
Add
Actions3
Add
When items are created or enter this folder >
>>
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
General
Define Rule
Conditions2
Add
Actions3
Add
>
All Items
Composite Condition
Items of a specified type or its sub-typesItems that have a specific aspect appliedItems that contain a specific value in its nameItems with a specific date value in propertyItems with a specific integer value in propertyItems with specific text value in propertyItems with the specified category valueItems with the specified mime type
Items that contain a specific valuein its name
Use this condition to... praesent nec nulla mauris. Quisque in pretium nibh. Donec fermentum nulla at sapien malesuada vehicula
Asks for: text value
OK
When items are created or enter this folder >
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
General
Define Rule
Actions3
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text fileUse zz* to match a name that begins zz
>Add >
When items are created or enter this folder >
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
General
Define Rule
Actions3
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text fileUse zz* to match a name that begins zz
*.ppt
>Add >
When items are created or enter this folder >
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
General
Define Rule
Actions3
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text fileUse zz* to match a name that begins zz
*.ppt
>Add >Add aspect to item
Add aspect to item
Use this action to... praesent nec nulla mauris. Quisque in pretium nibh. Donec fermentum nulla at sapien malesuada vehicula
Asks for: aspect
Done
Add simple workflow to itemBlog-post
Check in content
Check out content
Copy item to...
Execute a script
Extract common metadataImport Alfresco content package
Move item to...
When items are created or enter this folder >
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text fileUse zz* to match a name that begins zz
*.ppt
>Add Aspect
Actions3
-
Classifiable
Add >
>
Description text of the Classifiable aspect will go here
General
Define Rule
When items are created or enter this folder >
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Folder A : Rules
Description: Description of my first rule
My First Rule Edit Delete
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Rule Name
Event
When items are created or enter this folder
Actions
Add classifiable feature
Run rule in backgroundRule applied to sub-folders
Active
Inactive
Active
Legend:
New Rule
Conditions
Items have the value ‘*.ppt’ in the filename
Rule Icon
Location: Documents > Folder > Folder
Done
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Doc Lib Side Bar
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Another DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Folder BModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Folder AModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)Icon now shows rules are applied to folder.
User could also click the rules icon to navigate to rules page
UX: Consider rich rules info on mouse over
Edit Rule
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Doc Lib Side Bar
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Edit MetadataCopy to...Move to...More
Rules...
Permissions...
Another DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Delete
Folder BModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Folder AModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Folder A: Rules
Description: Description of my first rule
My First Rule Edit Delete
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Rule Name
Event
When items are created or enter this folder
Actions
Add classifiable feature
Run rule in backgroundRule applied to sub-folders
Active
Inactive
Active
Legend:
New Rule
Conditions
Items have the value ‘*.ppt’ in the filename
Rule Icon
Location: Documents > Folder > Folder
Done
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text fileUse zz* to match a name that begins zz
*.ppt
>Add Aspect
Actions3
-
Classifiable
Add >
>
Description text of the Classifiable aspect will go here
General
Define Rule
When items are created or enter this folder >
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Create Cancel
Other Options
Create and Create Another
Event
1
1
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text fileUse zz* to match a name that begins zz
*.ppt
>Add Aspect
Actions3
-
Classifiable
Add >
>
Description text of the Classifiable aspect will go here
General
Define Rule
When items are created or enter this folder >
>All Items
Composite Condition
Items of a specified type or its sub-typesItems that have a specific aspect appliedItems that contain a specific value in its nameItems with a specific date value in propertyItems with a specific integer value in propertyItems with specific text value in propertyItems with the specified category valueItems with the specified mime type
Items with specific text valuein property
Use this condition to... praesent nec nulla mauris. Quisque in pretium nibh. Donec fermentum nulla at sapien malesuada vehicula
Asks for: property name, property value
OK
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Other Options
Event
1
1
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text file. Use zz* to match a name that begins zz
*.ppt
>
Add Aspect
Actions3
Classifiable
Add >
>
Description text of the Classifiable aspect will go here
General
Define Rule
When items are created or enter this folder >
>
Property name:
Is Equal to >
Property value:
Items with a specific text value in property -
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Other Options
Event
1
1
Conditions2
Items with a specified value in its name -
Add
Use *.txt to match any text file. Use zz* to match a name that begins zz
*.ppt
>
Add Aspect
Actions3
Classifiable
Add >
>
Description text of the Classifiable aspect will go here
General
Define Rule
When items are created or enter this folder >
>
Property name:
Is Equal to >
Property value:
Items with a specific text value in property -
Name Value
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
New Rule
Name:
Run rule in background
Rule applied to sub-folders
Active
Description:
* required fields
*
My First Rule
Description of my first rule
Other Options
Event
1
1
Conditions2
Items with a specified value in its name -
Add >Add Aspect
Actions3
Classifiable
Add >
>
Description text of the Classifiable aspect will go here
General
Define Rule
When items are created or enter this folder >
Property name:
Is Equal to >
Property value:
Items with a specific text value in property -
Name Value
Save Cancel
-
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
My Folder: Rules
Description: Description of my first rule
UX: Consider Done button addition to/alternate to location
My First Rule Edit Delete
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Rule Name
Event
When items are created or enter this folder
Actions
Add classifiable feature
Run rule in backgroundRule applied to sub-folders
Active
Inactive
Active
Legend:
New Rule
Conditions
Items have the value ‘*.ppt’ in the filename
Rule Icon
Items whose text property ‘[name]’ contains ‘[value]’
Location: Documents > Folder > Folder
Done
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Doc Lib Side Bar
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Another DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Folder BModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Folder AModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Multiple/Inherited Rules
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Edit MetadataCopy to...Move to...More
Rules...
Permissions...
Another DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Delete
Folder BModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Folder AModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Current folder has rules applied. More >
Doc Lib Side Bar
Hide
Share SearchApp Bar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
Folder B: Rules
Description: (none)
Rule Name
Inherited from Parent Folders Edit Delete
Modified on: 19 Nov 2008 10:45 Modified by: Joe Bloggs
Rule Name
Event
When items are created or enter this folder
Actions
Add classifiable feature
Run rule in backgroundRule applied to sub-folders
Active
Inactive
Active
Legend:
Rule Name
Rule Name
Rule Name
New Rule
Conditions
Items have the value ‘*.ppt’ in the filename
Inherited rules are run first in the order shown, unless they are inactive
Location: Documents > Folder > Folder
Inherited from: Folder
Folder B
Rules are run in order shown unless they are inactive
Rule Name
1
2
3
4
5
Inherited from: Folder
>>
>>
drag and drop re-ordering
Rules Message for Current Folder
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Folder AModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Doc Lib Side Bar
Share SearchApp Bar
DocLib Toolbar
Site3.1 Launch
Document LibrarySite Page Site Page Site Page Site Page Site Page
DocLib Path
Lists Controls
My DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Another DocumentModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsVersion: 1.2 Size: 30KBDescription: (none)
Tags: (none)
Thumbnail
Folder CModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Folder BModified on: 19 Nov 2008 10:45 Modified by: Joe BloggsDescription: (none)
Tags: (none)
Current folder has rules applied. More >
Doc Lib Side Bar
Hide
Hide - user preference to show this info bar?
Find out if users want to know when rules are applied to the folder they are currently viewing
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