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How To Use ERP5 Web

How To showing how to use ERP5 web business template.
  • Last Update:2016-02-11
  • Version:003
  • Language:en

ERP5 Web is simple yet powerful Web 2.0/3.0 publication system which allows you to build a rich website application in short time. It's designed to serve any ERP5 object within a custom web design/layout over the web. The system supports structuring, translation and versioning of controlled content with an easy to use web interface.

Table of Contents

Components

The main building blocks of the system are as follow:

  • Web Site - web site instance. In one ERP5 site there can be multiple such instances which allows serving multiple websites.
  • Web Section - represents a section of a web site. In one web site we can have unlimited number of section. Each one can be configured (through its Predicate tab) to aggregate any ERP5 content available.
  • Web Page - represents basic static HTML based web page which can be created/edited using built in FCKEditor

Technical Concepts

The main technical concepts introduced by ERP5 Web are as follow:

  • widget - they define dynamic user interface components of a Web page such as search boxes, list of sections, ads, login area, etc.
  • layout - they can be used to change the appearance (ex. number of columns, colors, styles) and the choice of widgets in a Web Site or any Web Section of a website. There are two kinds of layouts: container layout (to display the list of contents in a Web Section) and content layout (to display a given content in the context of a Web Section)
  • URL processing - erp5_web provides different methods to configure and extend URL processing. This includes generation of permanent URLs, mapping between URLs and documents, generation of breadcrums, etc.

Installation

The following list of business templates and their dependencies needs to be installed: erp5_base, erp5_web, erp5_dms.

How to create Web Site structure

Once you have installed all required business templates you can create your website by:

  • creating Web Site instance using standard ERP5 web interface
  • create some Web Sections using its default new web management interface
  • set default Web Page for a Web Sections and eventually edit its predicate settings so each section can aggregate and show other ERP5 content
  • add some static Web Pages for your Web Site

How to customize your Web Site

The way a Web Site is rendered depends on the prefered layout settings plus the CSS files used.

There are two types of layouts you can specify for every ERP5 Web Site or contained Web Section : container (used when showing container itself) and content (used when showing contained item). Each layout has can have arbitrary 'Page Template' which will be used to render it. Each 'Page Template' can include different set of CSS files used to visualize site's elements.

In order to customize your web site you need to find which ERP5 forms are used for layout and customize them accordingly. If you want to change not only your site's structure but appearance you should change used CSS files.

Rule: By customizing layout forms you define your site's structure, by customizing used CSS files you define how your site is going to look like.

For a general guide to ERP5 Forms (layouts) see HowToCreateNewForms

For a general guide to ERP5 Forms (layouts) see HowToCreateNewForms

Another way to heavily customize your specific web section is to define a skin for this site under portal_skins tool. This skin will be applied when site is rendered.

Document publication life cycle

way a Web Document is managed in Web Site depends entirely on its associated list of workflows. The main workflow used in a ERP5 Web Site is document_publication_workflow which defines the general set of states and transition as well security settings. It's available at erp5/portal_workflow/document_publication_workflow. Configuring an workflows is an advanced topic and its covered in appropriate document.

Translation and Versioning of Web Documents

Each Document in a Web Site has the following attributes that make it possible to support translation and versioning of web documents:

  • reference - a string identifying document
  • version - document's version
  • language - document's language

The combination of these three attributes is unique into the system. They are used internally so that in an website we are sure that user will get the translated and most recent document.

The criteria for selecting right document are:

  • - user's preferred language
  • - combination of document's version and state

Note: In the context of ERP5 Web a document can be Web Page, File, Image and so on. So all rules for selecting the right document applies to them accordingly.

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