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Latest ERP5 Documents

Guideline Include Module Base Categories In Business Template

They will not be created automatically.
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Guideline Unset Acquire Local Roles On Document Portal Type Configuration If Applicable

sub and parent document security may differ.
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Guideline Inside The Roles Tab, Assignor, Assignee, Associate And Auditor Must Be Defined

Follow 5A security model.
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Guideline Include Module Local Roles In Business Template

They will not be created automatically.
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Guideline Define Module Author And Auditor In Roles Tab Based On Use Cases

Follow ERP 5A Security model.
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Guideline Configuration And Project Business Templates Must Include Roles For Group, Site And Function

Extend generic security permissions.
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Guideline Generic Business Templates Must Have Security Roles Set On States And Transitions

Must always be present.
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Guideline Workflows Should Define Worklists

So user knows what he has to do in My Favorites.
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Guideline The Default Dialog Should Be Used For All Transitions

Base_viewWorkflowActionDialog should always be enough.
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Guideline Define The Roles Allowed To Excecute A Transition

Follow ERP5 5A security model.
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Guideline Workflow Validation Scripts Must Return Translated Messages

They are visible in user interface and workflow history.
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Guideline Workflow Validation Scripts Must Be Well Defined

To ensure data consistency.
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Guideline Define Transition Title From A Business Point Of View

User must understand easily.
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Guideline Define Workflow Titles From A Business Point Of View

User must understand easily
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Guideline Define Workflow Permission To Allow Redefinition On Workflow States

This allows redefiniton on each document.
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Guideline A Validation Workflow Must Have A Delete State And Action

Deleting a document is part of the document life cycle.
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Guideline Favor simulation_state Or validation_state For Workflow State

Stored in portal_catalog.
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Guideline Define And Translate Workflow Titles

For a meaningful workflow history.
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Guideline First Level Portal Types Should Have A Validation Workflow

Documents follow a lifecycle.
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Guideline Set Priorities On Important Activities

To allow these activities to be executed faster.
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