Forms / structured data feature in Plone 4 - forms

We are trying to make a document-managemnet / knowledge management portal using Plone 4. We would like a forms / structured data feature in our webapp with posibility of defining forms through the web, having workflows using these forms and being able to create reports from them (preferably in some format that facilitates simple and nice looking or skinnable printouts).
Any pointers to modules, documentation and/or literature would be great. Thanks.

Dexterity in combination with collections for reporting should get you what you need.
http://plone.org/products/dexterity
PloneFormGen is a good solution for through the web creation of standalone forms but as soon as you need your form to be workflowed, reviewed inside plone or later edited and updated then a "Content Type" is normally the most appropriate way to model this inside an CMS. Dexterity is the recommended way to build content types going forward. It has the ability to create and edit content types through the web.
For more indepth information of developing a Dexterity based solution see http://plone.org/products/dexterity/documentation/manual/developer-manual
Archetypes would be an alternative way to create content types.
Collections can be used for basic through the web reports. To make this work on the new fields in your content types you'd need to make the fields usable inside collections which I'll leave out of this explanation. For more advanced reports I'd suggest a simple BrowserView which lets you use any python you want to compose your report.

The add-on http://plone.org/products/uwosh.pfg.d2c product with PloneFormGen, is going to be the best fit for your situation.
uwosh.pfg.d2c creates content objects from your PloneFormGen form submissions. You can then use it with placeful workflows to give you a custom workflow on the submission.
If you'd rather not use placeful workflows, it also allows you to specify the content type it'll save the form to so you can have a different content type, with a different workflow on every form.
Dexterity would work too, but the TTW tool is not nearly where PloneFormGen is.

Simply: http://plone.org/products/ploneformgen

Related

EPiServer migrate content from home grown CMS

Hopefully someone can help me, I'm new to EPiServer and have been given a data migration task. We are using the latest version 8.5. I need to migrate content from a clients home grown CMS (that luckily is in a tree like structure) to EPiServer. There doesn't seem to be a whole lot of information about this on the web - perhaps I just don't know the right thing to search for.
It looks like using the EPiServer.ServiceApi might be the route to go but again locating useful documentation is proving difficult.
I was thinking of setting up the client CMS in SQL Server and writing a simple console application to call the EPiServer.ServiceApi inserting the content. If anyone has any information on this or better still and example i would be very grateful.
Thanks,
Dan
If you are just importing content from another CMS I would write a scheduled job in EPiServer:
http://world.episerver.com/code/dannymurphy/Stoppable-Scheduled-Job-with-feedback/
That job then uses the standard IContentRepository to create content:
http://world.episerver.com/documentation/Items/Developers-Guide/EPiServer-CMS/8/Content/Persisting-IContent-instances/
That way you can run it whenever you want and have access to EPiServers complete API. Also you can see progress of the import through the job status.
In the job you can read the content as a file in any format you like or directly from the source CMS database or some xml or RSS feed perhaps.
I have moved content from PHP, Java and .NET CMS this way. In .NET you could even access the source CMS via WCF or SOAP if available.
The ServiceApi is relatively new and more focused on Commerce products and media assets rather than CMS page and block content so I wouldn't use that.
There is complete documentation below for the ServiceApi by the way, did you not find it?
http://world.episerver.com/documentation/Items/EPiServer-Service-API/
Regarding language management you can read more in the below links:
http://cjsharp.com/blog/2013/04/11/working-with-localization-and-language-branches-in-episerver-7-mvc/
http://tedgustaf.com/blog/2010/5/create-a-new-page-language-branch-programmatically-in-episerver/
Basically you have two options for multiple languages. If the content is just straight translations you should create nine different language versions (branches) of the same page. You can also have multiple sites in an EPiServer installation but that requires 9 separate licenses (and the associated costs).
I've done a lot of EpiServer content migration projects. The easiest way if it's possible is to export your current sites tree in Json and then import that into EpiServer. I've had to do it on a recent project and mixed with Json.net it's pretty easy.
If you want to go that route you can find all the code to do it here: EpiServer Content Migration With Json.Net/

Teamsite component or template

I was wondering if page templates can be built instead of individual components in Teamsite 7? I've seen other cMS systems where it is just a page template that has lots of functionality built I and you can "switch" on and off elements that you want to display instead of having to drag components onto a page? Is this possible?
Old question, but since I just came across it:
Yes, TeamSite supports templates (.template) files which can be partial or full page templates. The default location is iwadmin/main/livesite/template.
I recommend downloading the developer guides from Autonomy's web site for detailed information.
Templates in teamsite/livesite is like a bag that can contain components. But in order for a functionality to be developed in teamsite/livesite we need to create components. certainly we can avoid dragging and dropping components in each page by creating templates and dropping components within it for once. Keep in mind templates are bound to layouts. for each type of layout we need to create a template. Please have a look at TS_7.3_SiteDeveloper_rev1, Chapter 5.
Yes, you can create templates instead of dragging components.
Since, TeamSite supports templates (.template) files which can be partial or full page templates and resides at location : iwadmin/main/livesite/template.
So, whenever you try to create a new page everytime the HTML code required for that page gets automatically added with the template and layouts you selected.
But, again this is not good since you can have any number of templates you need but this could create confusions at times when you try to create a new page since you will need to remember every template name and contents that you will need for a particular page so it's better to have small lists of templates and layouts since then we can say that there is reusability in our application/website which we are going to develop using Teamsite and Livesite.
Please vote the solution if its helpful.
Thanks!

What separates a content management system from just a bunch of web pages?

I have a website that has related pages. They have links that point back and forth to one another but I have no integrated system, nor do I know what that would mean.
What is the minimum code that a group of web pages must have to be considered a Content Management System (CMS). Is it that all the settings are in the database and the pages are generated somehow? Is there some small snippet that all my pages could share that makes them a CMS, database or not?
Thanks. I was also hoping not to have to study a giant CMS to see what makes it a CMS . After maybe a basic understanding I would know what I was looking for.
edit: here's why I ask about code. Whenever I have looked at a CMS, and maybe they aren't all the same, I saw that to develop a module you always had to inherit from certain classes and had some necessary code. I didn't know if there was some magic model that I just don't get that all cms makers understand.
edit: perhaps my question is more about being extendable or pluggable. What would a minimum look like? Is it possible to show that here?
edit: how about this? Is something a CMS if it is not extendable and/or pluggable?
I think this is really impossible to say. We all manage content. The "system" is just whatever mechanism you use to do so(dragging and dropping in Explorer or committing content changes via a SQL query). To say there is a minimum amount of code needed really isn't indicative. What is indicative is how often you find yourself making mistakes and how easy it is for a given user of a given skill level and knowledge to execute the functions in the designed system. That tells you the quality/degree of what you have in place being worthy of being called a "CMS."
Simply put a CMS is an application that allows the user to publish and edit existing web content.
In response to the edit:
A "good" CMS allows of extensibility. By using inheritence you can extend the functionality of a CMS outside of the core components provided. That's the magic.
About Extensibility:
Depending on the language/framework you want to build your CMS with, you can load pages or controls(ASP.NET) using command built into the framework. Typically what is being done is a parent class/interface is being defined that forces an module that is to be developed to follow some given standards:
Public MustInherit Class CMSModule
'Here you will define properties and functions that need to be global to all modules being developed to extend your CMS.
public property ModuleName as string
End Class
public class PlugInFooCMSPage
inherits CMSModule
end class
Then it's just a matter of simply loading a module dynamically in whatever construct a given language/framework provides.
Ultimately, a CMS is a system that lets you manage content, so it needs an user interface that is dedicated to letting you easily create, edit and delete pages on your website.
However, it's fairly usual to expect from a CMS to provide a browser-based WYSIWYG page editor, file uploading, image resizing, url rewriting, page categories and tags, user accounts (editor, moderator, administrator), and some kind of templae system.
Without dragging you into a theoretical explanation of what a CMS is and what it's not, perhaps some tutorials on the building methodology of a CMS will help you better understand.
http://css-tricks.com/php-for-beginners-building-your-first-simple-cms/
http://www.intranetjournal.com/php-cms/
A Content Management System is a System that Manages Content. :)
So if you got many pages that share the same layout, you can create a system that stores the content into a database and when a page is requested, it gets that content, merges it with a template that contains the page header, menu, etc.. and outputs the result.
The basis idea is that you don't want to copy HTML pages, and have to edit hundreds of them when you want to change your layout.
Such a system can be very complex, featuring wysiwyg editors, toolbars, version control, multiple user publishing and much more, but it could be as simple as a single page behind a standard loging, that contains only an input field for the title and a textarea in which you type the html content.

Best Practice creating Forms in Wordpress

I was wondering what is the best practice for creating forms in Wordpress? As a developer I hesitate to use a plugin like CForms, but I can understand why someone would like to use it. In the end I want to know the following:
What is the best practice for creating forms in Wordpress? (Custom HTML/CSS with Javascript and PHP validation or just using a specific aspect of the Wordpress API?)
I don't use any part of the WordPress API for forms. You could automatically grab the name and e-mail address out of the cookie WordPress creates when someone leaves a comment, if you want to try to auto-populate some fields.
An easy way to handle forms is to use Page Templates. That lets you create a new PHP file for a specific page, overriding the default page template of the theme. Then you can simply have the form post to itself and this one page template handles the processing as well.
http://codex.wordpress.org/Pages#Page_Templates
A lot of what's available for WordPress in the way of addins, and what gets a lot of attention, is stuff that I find makes little use if you have programming and general web skills. Almost always they seem to (necessarily) overgeneralize a requirement with a zillion options and configuration requirements because they are first of all designed for non- or barely-programmers.
Just learn the fundamental paradigms, scratch your head and wonder why nothing is consistently abstracted and/or encapsulated, get over it, and use what you already know about php and HTML-based forms. WordPress doesn't add much in the way of either tools or constraints.
I find the Widget feature applies usefully to most everything these days, and Forms is a candidate. But that's my own WordPress viewing prism - YMMV.
What do you mean by "in Wordpress"? Do you just mean placing the form HTML in a Wordpress template? Or storing data collected in the Wordpress DB? If you just want to create a form on your site, there's nothing Wordpress-specific to worry about. I believe there's some special Wordpress data facilities you can use if you're creating a widget or plugin or whatever they're called now. But if you're not, just create the HTML, and point it at a target URL that processes the values and puts them in a DB, Wordpress or otherwise. That target URL could be a separate PHP resource, or the same page. If it's the same page, you just need to include your PHP somewhere in the main Wordpress flow.

Developing a GUI Builder Application

I am looking for a nice framework for developing a GUI builder Application. We have an application where 100Os of custom data entry forms and their print formats are required and each client will need some modifications on these. We have a developed a product using java based open source templatnig frameworks so that the layout and field definition are stored in database and rendered dynamically to the user. We also have an appication to design these forms but cannot do visual design.
Now I am trying to make a Visual Form Designer application for generating these forms. Can any one suggest some open source frameworks than can be used? Can I use Eclipse Visual Editor? Or is it better to develop some kind of parser for HTML using AntLR and then parse the HTML output from already existing GUI builders like Dreamweaver to get the desired output?
Thanks and Regards,
-- Kannan
Oooh, great question!
I wouldn't know any readily availble framework that you can use. Depending on your needs however, I think rolling your own shouldn't be too hard.
First of all, you probably wouldn't want to give the users too much freedom. Freedom only gives them the opportunity to mess things up and make the resultant forms hard to use. I think from your description that the fields are pre-defined, so that the user only needs to customize which fields appear on a given form, and in what order. Order can be a simple thing like top-to-bottom. Some semi-intelligent automatic layouting could be used to conserve screen space. Adding a feature to group fields together would probably also be useful, and grouping would lead to some kind of standard "group" widget.
Accepting simplified functionality like this, you don't really need the flexibility of a full gui editor. A couple of listviews, maybe a property sheet and a preview window will be enough to give your users the functionality they need.
Of course, this only holds for screen forms. Print forms may be trickier to layout, as people may want to cram as many fields as possible into very little space so the entire form can fit on a single page or something. I really don't have any suggestions for you there, but maybe a similar "simplified" approach with some intelligent auto-layouting could work.
Overall, my advice would be: Keep It Simple! (S... ;)