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:
- Chaos Tools Suite (ctools)
- Workbench Access
- Workbench Moderation
Now, here is how to set up and use a publishing workflow:
- Set up this vocabulary: News section; and then add these terms: National news, International affairs, Culture, Politics.
- 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?]
- Reorder the terms to this: Title, News section, Tags, Image, Body.
- Enable Workbench now, along with ctools.
- Set Editor and Admin to Access my Workbench; Admin to Admin Workbench settings.
- 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.
- Create users for each role. UD7 names them the same as the roles—confusing!
- 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.
- Now, enable Workbench Access.
- 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
- Go to People > Permissions > Workbench Access. There, apply permissions as listed on UD7, pages 291-2
- 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.
- 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.
- Enable Workbench Moderation.
- 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.
- Go to Workbench Moderation. Create a state called Needs staff review.
- In Workbench Moderation, create these transitions: Draft > Needs review; Needs review > draft; Needs review > needs staff
review > Needs review > published; Needs staff review > published.
- 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.