[Nuxeo World 2013] Workshop - Build your data model and UI with Nuxeo

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- Create content models based on your business problem, with the relevant metadata, validation rules, forms, lifecycle, permissions, etc. - Brand your application with your own logo, colors, pictures, and other custom elements - Define the navigation with queues, multi-axis browsing, etc. - Define document templates to generate fully formatted and ready-to-use documents from your content repository, such as invoices, purchase orders, etc. - Enable and disable existing features and services to fit your needs

transcript

Build your data model and UI with Nuxeo Studio

Oct 10th, 2013 Benjamin Jalon & Frédéric Vadon

Why are we here?

2

• An ECM project is about adapting the application to your business, not the other way around.• Nuxeo Platform gives you all the features.

• Nuxeo Studio provides the tools to customize the features.

• We are going to prove it!

Let’s go real

3

• We need something pretty: new users won’t use it otherwise.

• We need OUR data inside, we want to choose what should be there.

• We need efficiency! Easy to find information, no unnecessary stuff.

Story: We work in a hospital and we need to manage all our documents

Branding

4

• Branding is the solution

• Set up your theme colors.

• Choose your logos.

It should feel like home four our users, we do not want to disturb them too much

Document types

5

• Nuxeo Documents are designed to handle information (metadata!) and not only attached files.

• Let’s create our own document type (a Patient)!

• Metadata are grouped by Schemas.

We need a way to store Patient informations (Name, Birth Date, Social Security number...)

Section

Label

Label

ADD

OK

Simple automation

6

• Events can be caught and bound to logic.

• Let’s catch the patient creation event.

• Single operations are available and can be linked together to create business logic : it is called Automation Chains

The document title should be calculated automatically

Data model

7

• Create your own domain structure.

• You can create folderish documents.

• A document can have metadata and children!

How can we structure and organize our documents?

Document listing

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• Content views are results of a query : show the exact documents you want.

• Customize the result to show the right columns.

In folders, we need to see valuable information quickly.

Content view filters

9

• Content views comes with filters!

• Filters are easy as layouts.

We have too many documents in ours folders, we need to be able to filter them.

New tabs

10

• A tab in Nuxeo can contains form layout (for metadata) and content views (to list documents).

• Tab are very flexible. Do not hesitate to play and experiment all the available options!

Our patient information are split across 2 tabs (metadata and content). Any more efficient solution?

Business logic

11

• What is needed is a button directly on the new Patient tab.

• The buttons (called User Actions) can be linked to automation chains to bring new logic into Nuxeo.

Creating a new document for a patient takes too many steps, cannot it be quicker?

New Patient

Managing Patient status

12

• Every nuxeo Document has a life cycle, this is what we need here.

• State for a document can be changed using Automation.

We start to have too many Patients in the system. Could we archive their info once there are out of the hospital?

#NxWor

ld13

!Thank you