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Define a workflow based on updated meta data (such as form fields, or meta data from another plugin)


This plugin defines a workflow based on updated meta data in a number of topics. It was originally written for use with the WorkflowPlugin, but can also be used to create a workflow using TWikiForms or any other changing meta data. To view the meta data of a topic, append ?raw=debug to the URL (i.e. http://twiki.mssl.ucl.ac.uk/twiki/bin/view/TWiki/MetaWorkflowPlugin?raw=debug).


To use this plugin, you must first create a Meta Worflow Definition table. This can either be in the topic you want to display the message from, or in another topic specified by the following setting:


The meta workflow definition table starts with the %METAWORKFLOW{...}% variable, which can have the following parameters:

Parameter Comment Default
type The type of meta data. required
name The name of the meta data type. Needed if you are working with multiple entries of the same type (i.e. for FIELD). none
key The key of the meta data you want to match (i.e. value). name

The table itself must follow immediately after the %METAWORKFLOW{...}% variable. It is made up of three columns, as explained below.

Topic Value Message
The topic where the meta data is coming from. Defines what the value needs to be equal to before moving to the next row of the table. The message displayed if the value is not equal.

The topic column can also contain the word FINAL, which will display a message once the workflow has been completed. The plugin will ignore header rows.

The message is displayed using the %METAWORKFLOWCURRENT% variable. This needs to be in the same topic as the definition table, or in a topic with the METAWORKFLOWDEFINITION setting.


A working example of using this plugin to create a workflow based on the value of a form field can be found at Sandbox.MetaWorkflowExample, once you have installed and enabled the plugin.

Plugin Settings

  • To suppress warnings on your topic, use the following (Note: only has effect on the topic it is set on):

  • One line description, is shown in the TextFormattingRules topic:
    • Set SHORTDESCRIPTION = Define a workflow based on updated meta data (such as form fields, or meta data from another plugin)

Installation Instructions

You do not need to install anything in the browser to use this extension. The following instructions are for the administrator who installs the extension on the server where TWiki is running.

Like many other TWiki extensions, this module is shipped with a fully automatic installer script written using the BuildContrib.

  • If you have TWiki 4.2 or later, you can install from the configure interface (Go to Plugins->Find More Extensions)
  • If you have any problems, then you can still install manually from the command-line:
    1. Download one of the .zip or .tgz archives
    2. Unpack the archive in the root directory of your TWiki installation.
    3. Run the installer script ( perl <module>_installer )
    4. Run configure and enable the module, if it is a plugin.
    5. Repeat for any missing dependencies.
  • If you are still having problems, then instead of running the installer script:
    1. Make sure that the file permissions allow the webserver user to access all files.
    2. Check in any installed files that have existing ,v files in your existing install (take care not to lock the files when you check in)
    3. Manually edit LocalSite.cfg to set any configuration variables.

Plugin Files

File: Description:
data/TWiki/MetaWorkflowPlugin.txt Documentation
data/Sandbox/MetaWorkflowExample.txt Example
data/Sandbox/MetaWorkflowExampleFormDefinition.txt Example
data/Sandbox/MetaWorkflowExamplePhaseOne.txt Example
data/Sandbox/MetaWorkflowExamplePhaseThree.txt Example
data/Sandbox/MetaWorkflowExamplePhaseTwo.txt Example
lib/TWiki/Plugins/MetaWorkflowPlugin.pm Perl module

Plugin Info

Plugin Author: TWiki:Main.AndrewRJones
Copyright: © 2007 TWiki:Main.AndrewRJones
© 2007-2011 TWiki:TWiki.TWikiContributor
License: GPL (GNU General Public License)
Plugin Version: 2011-01-17
Change History:  
2011-01-17: TWikibug:Item6530: Doc improvements
2007-05-31: Initial version
Dependencies: None
Plugin Home: http://twiki.org/cgi-bin/view/Plugins/MetaWorkflowPlugin
Feedback: http://twiki.org/cgi-bin/view/Plugins/MetaWorkflowPluginDev
Appraisal: http://twiki.org/cgi-bin/view/Plugins/MetaWorkflowPluginAppraisal

Related Topics: MetaWorkflowExample, TWikiPlugins, DeveloperDocumentationCategory, AdminDocumentationCategory

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Topic revision: r2 - 2015-06-17 - TWikiAdminUser
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