We have modified the Document & Files control by requiring the entry of the expiration date and the publication date as well as adding a custom field for display date (which we use to display in the download lists). (as seen in snip1) . We also turned on One-step workflow so the uploader's would have to enter the properties edit page and force them to enter the data in the fields. I will let one of my end users describe what is happening to them;
Lets say I want to change the name or date on a file on the MOS….
Here’s the process:
- Click on any file/document in the Sitefinity backend.
- Make the changes I need to … whether that be changing the name, changing the display date or expire date.
- THEN: Click the Save as draft button.
- The expire date disappears. SO you have to put in new expire date.
- Click the Submit for approval button.
- Then FIND the file and goto Actions- publish (finding the file is going to get tougher and tougher as more files get added to this)
Why cant you just:
Click on the file that you need to change.
- Change the title or expire date or display date –
- And click PUBLISH or SAVE CHANGES and be DONE WITH IT?
THREE Steps vs. SIX Steps
Is there a way we can use the workflow to upload so they have to edit the properties of the document/file, but allow the owner/editor/admin to change file properties without having to go through the workflow process.
Also the biggets problem is that any time we go into edit properties of a document the ExpireDate does not populate and we are forced into entering it again.