Workflow Integration

Created on 9 June 2025, 24 days ago

Problem/Motivation

We want workflows for entities, but the Content Moderation module does not meet our needs.

Contacts and Relationships do not have a concept of publish so it makes little sense to have a default version and a latest version. The default states of Draft and Published also do not make sense

Steps to reproduce

Proposed resolution

Create a new workflow type in the crm module.

Remaining tasks

Need default state names. Maybe Active and Completed? I want to avoid 'New' because of history and the "new" tag when the user hasn't viewed it yet.

User interface changes

API changes

Data model changes

✨ Feature request
Status

Active

Version

1.0

Component

Code

Created by

πŸ‡ΊπŸ‡ΈUnited States bluegeek9

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Comments & Activities

  • Issue created by @bluegeek9
  • πŸ‡ΊπŸ‡ΈUnited States jdleonard Austin, TX, USA

    The goal is not clear to me. Is there a specific workflow you are seeking to provide? Or is the idea to provide a starting place for a site builder to customize / create workflows

    See also: https://www.drupal.org/project/workflows_field β†’

  • πŸ‡ΊπŸ‡ΈUnited States bluegeek9

    Workflow fields might work. I will need to look at it more.

    I know we will need workflows for Case management (crm_case). I also think relationships can use workflows, and maybe contacts.

    I don't propose we include a workflow, only the ability for sitebuilders to create workflows without using Content Moderation.

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