Drupal 7.3.4 Workbench Setup

This guide transcribes how Using Drupal 7 (2nd ed.) (UD7)sets up Workbench. The "editors" are editors in the journalistic sense: they take source written by volunteers and work it into a publishable state. Why "Needs staff review" is not clear; however, it may refer to the Editor. But to get Published, everything has to be approved by Administrator. I believe Editor can edit any types of document whereas the content-specific editors can only edit their designated content.

To begin, install but do not enable these modules:

Now, here is how to set up and use a publishing workflow:

  1. Set up this vocabulary: News section; and then add these terms: National news, International affairs, Culture, Politics.
  2. Modify the article content type: manage fields; add new field News section, Term reference, Select list. (On save, ensure that News section is selected.) [I don't think this is necessary once you activate WB Access. Maybe delete later?]
  3. Reorder the terms to this: Title, News section, Tags, Image, Body.
  4. Enable Workbench now, along with ctools.
  5. Set Editor and Admin to Access my Workbench; Admin to Admin Workbench settings.
  6. Go to People > Permissions > Roles and create these roles: national editor, culture editor.

    Note: the editor role is assummed already set up; see UD7, page 64.
  7. Create users for each role. UD7 names them the same as the roles—confusing!
  8. Set permissions for these users as listed on UD7, page 289. Points out only Editor (and of course Admin) should be able to edit all content.
  9. Now, enable Workbench Access.
  10. Go to Config > Workbench Access > Settings. There, set Taxonomy scheme to News section; content type enabled to Article; WBA access msg to Editorial section; Automated section assignment to checked; Allow multiple to unchecked
  11. Go to People > Permissions > Workbench Access. There, apply permissions as listed on UD7, pages 291-2
  12. Go to Config > Workbench Access > Roles. There, associate roles swith users: national news = national editor; culture = culture = culture editor. Assign Admin and Editor to all sections.
  13. Go to Workbench > Workbench Access > Roles. Click News sections; then click national editor then Update role. Same for culture editor. This was not working so I unchecked Require a Workbench Access form element and then the individual terms of the vocabulary showed up. click national news; select national editor and Update roles; same for culture editor. Click News sections then select both admin and editor.
  14. Enable Workbench Moderation.
  15. Go to Article; click Edit. Make these settings: Published = unchecked; Create new revision = checked; Enable moderation of revision = checked; Enforce WB access control = checked; Default moderation state = draft.
  16. Go to Workbench Moderation. Create a state called Needs staff review.
  17. In Workbench Moderation, create these transitions: Draft > Needs review; Needs review > draft; Needs review > needs staff review > Needs review > published; Needs staff review > published.
  18. Go to Permissions and in the Workbench Moderation section, set permissions for which roles can act in which transitions as shown on UD7, page 302.