The historization module allows you to trace various types of actions and to record them in the following ways view as a paginated list or as a timeline.
Tab History
What can be tracked?
Objects
Properties
Events
Note | The values before and after are logged, if the requested properties are tagged. Otherwise there is general information about a modification only. |
Enable historiography
Ensure that the
eventandeventtypeobjects are present, and enable/disable the desired instances ofeventtype.Open the administration view and click on Plug-in Manager
Activate the plug-in WXM_Historize
Parameters tab: Define in the EnableforObjects field the relevant objects
Go to object (Administration > Object Management)
Choose property
Click on tab tags
Add wxm/historize/text tag
Repeat the steps for each other property that should be tracked
⇒ every localized field has to be tagged as well
Types of events tracked in the system
Actions plotted in the history are listed in the eventtype object.
| Content creation | Add the |
| Content modification | Add the |
| Change of status | Add the |
| Request a PDF version of a monodoc | Add the |
| Request INDD version of a monodoc | Add the |
| Imposition / Proposal to update content in a project | Add the |
| Acceptance of a proposal to update content in a project | Add the |
| Checkin | Add the |
| Checkout | Add the |
| Creating / Editing / Deleting a Post-it | Add the |
| Creating / Editing / Deleting a comment | Add the |
Tip | To avoid tracing one of these actions in the history, it is enough to disable the instance of the eventtype object corresponding to it OR to delete the wxm/historize label in the configuration of the object concerned. |
The monodoc object must have the wxm/historize label in its configuration and the wxm/historize/archive label on its compofile field.
The creativedoc object must have the wxm/historize label in its tag and the wxm/historize/archive label on its file field.
The stickynote, contentcomments and mediasharing objects are used in the following ways will contain the wxm/historize label in their configurations.
WXM_History plugin
The parameters for this plugin are:
| enableForActions | Actions for which the "History" tab is displayed |
| enableForObjects | Objects for which the "History" tab appears (list of objects concerned by events) |
| typeOfRepresentation | Type of history display. The history can be displayed in "paginated list","timeline"mode, or in both modes. |
| pagination | Number of events per page in the display in "paginated list"mode. |
| typeOfArchive | Type of archive for .indd or .wedia documents. |
Labels
Several labels are used:
| wxm/historize | To be added in the configuration of an object. Allows you to trace the object. |
| wxm/historize/text | To be added on a single field of type "word" or "sentence" of the plotted object. This is the field that will be stored in the event. Since version 10.5.0, it is possible to add this label to several fields, regardless of their type (EXCEPT collection). In the case of an internationalized field, the label should be placed on all fields, not just the main field. |
| wxm/historize/archive | To be added on a single field of type "file" or "image" of the plotted object. If the "keepanarchive" field of the event is "yes", then the file will be stored in the event. |
| wxm/historize/stop | To be added on a single field of type "child" on "activated" (Since version 11.4.2 of the engine). If the value of this field is equal to 1, the historization will be stopped on the concerned instance. |
Object Event
It is in this object that all the actions traced for the historization are stored.
The main fields are as follows:
| type | Type of event |
| object | Name of the plotted object |
| archive | Archived file when creating the event |
| objectname | Name of the object concerned by the event |
| objectid | ID of the object concerned by the event |
| workflowname | Workflow name of the plotted object workflow |
| statusbefore | Previous status of the trace object (stored if status change occurs) |
| statusafter | Current status of the plotted object |
| media | Media of the event |
| date | Date of the event |
| mediagroup | Mediagroup of the event _ (since 10.5.0)_ |
| updates | json flux of modified fields _ (since 10.5.0)_ |
Object Event type
This object lists the action types drawn for historizing.
The fields are as follows:
| name | Action Code |
| icon | Icon of the action |
| keepanarchive | In some cases, you want to be able to keep (in the "archive" field of the "event"object) an archive of the document concerned.
|
Track a new project event
To track an event that is not in the list of events plotted by the product, follow the steps below:
Add and enable an instance in the
eventtypeobject:Warning: the
namefield must not contain spaces or special characters.It is possible to keep an archive of an object when recording an event of this type, for that, it is enough to check the box
keepenarchive⇒ in the object concerned by this type of events, it is necessary to add the labelwxm/historize/archiveto a single field of typefileorimagein the structureAdd translations of the title of this new instance in bundle files specific to the project, with the key
pln_historize_event_<eventtype_name>.
Add the name of the object concerned by the event in the
enableForObjectsparameter of the pluginAdd the
wxm/historizelabel to the object concerned by the event.Use
com.wedia.wxm.wxm.services.interfaces.IWxmHistorizeandcom.wedia.wxm.services.WxmHistorize. There are several methodscreateEvent(see Javadoc)
Technical considerations
A distinction must be made between traced object and object concerned by the event.
The traced object is the one on which we base ourselves to create an event, whereas the object concerned by the event is the object in which will appear the event.
Often, it is the same object.