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The "CHILI GraFx -Publisher-Connector" - connects Magento with CHILI GraFx-Publisher

CHILI GraFx-Publisher - Document Lifecycle

eIntroduction

The "document-lifecycle"-extension for the CHILI "GraFx-Publisher" - Connector is a required addon. It

  • provides an overview of all existing documents in the Magento-system
  • offers a comprehensive history of each chili document
  • provides details like document_id, template_id, related customer information etc. of each document
  • offers addtional functions for the store admin

Important: This is a required addon of The "CHILI GraFx-Publisher - Connector"-extension. It will be installed automatically!

Module

extension-name: enobis/module-chili-document-lifecycle

  • Latest stable version

    version: 1.0.3

  • Install & Update

    First you need to add our private repo to your composer.json of your magento installation:

    composer config repositories.enobis-your-reponame composer https://satis.enobis.de/customers/your-reponame/

    Important: All repos are secured by an ip-protection or an user-authentication. Access Credentials are provided by us!

    To install the CHILIconnector-extension use composer via ssh:

    composer require enobis/extension-name

    To update the CHILIconnector-extension use composer via ssh:

    composer update enobis/extension-name

    Afterwards you have to complete your Magento2.x installation by

    php bin/magento setup:upgrade
    php bin/magento setup:di:compile
    php bin/magento setup:static-content:deploy
    php bin/magento cache:clean
    php bin/magento indexer:reindex

  • Changelog

    • 1.0.3 add preview download action to lifecycle backend grid and backend form
    • 1.0.2 minor bugfixes
    • 1.0.1 Introducing massaction for "Master Template Update"
    • 1.0.0 PHP 8.x compatibility (ordering of required/optional parameters, required parameters must occur before optional paramaters)
    • 0.9.5 Initial Release

  • Roadmap

    • additonal backend functionalities for managing chili documents

  • Prerequisites

    Qur extensions are not available via the magento-marketplace or packagist.org! The extensions are only available via a (private) repository!

    In order to get access, a valid license-agreement is required!

    If you have no access to our repositories, please contact us!

  • Addons

    The following modules are available as addons:

    • n/a

  • Support

    If you need help using one of our extensions, please get in touch with us by sending us an email to support@enobis.de.

Feature-Overview

Overview of all existing documents in the system

A backend grid shows all existing documents in the system. It offers the possibility to sort and filter the documents.

Detailed view of all relevant data of the document

All relevant data like document_id, template_id, customer, order_id etc. are available at one place. Ideal for supporting the existing documents of the customer.

Document history

Complete history of the document creation process from the first edit, draft, cart and checkout.

Detailed view of all relevant data of the document

All relevant data like document_id, template_id, customer, order_id etc. are available at one place. Ideal for supporting the existing documents of the customer.

Additional functions for managing documents

Support your customers in a comprehensive way. 

Create preview documents of the chili-document from the backend, update the current document with a new master template or restore a current document from a backup document.

  • Overview of all existing documents in the system

    Find all chili documents at one place. At "CHILI->Chili Document Lifecycle" you will find the "document lifecycle"-grid. It shows all documents of the Magento system. You can sort and filter the documents with the columns

  • Detailed view of all relevant data of the document

    Find all relevant documents details at one place:

    • document (document_id of document - refers to item_id of chili server)
    • current template (document_id of current template for document - refers to item_id of chili server)
    • template (document_id of current template for document - refers to item_id of chili server)
    • document_backup (document_id of document, which is stored, before the "Master Template Update"-Function is used.
    • template_backup (document_id of template, which is stored, before the "Master Template Update"-Function is used.
    • entity_type (referes to different entity types of Magento like "quote_item, sales_order_item, wishlist_item etc.) Entity types are:
      • temp
      • quote_item
      • sales_order_item
      • wishlist_item
      • workflow_item (optinal: document_workflow-extension necessary)
    • entity_id (id of entity - refers to entity_type)
    • store_id (store_id where the document belongs to)
    • product_id (id of product of document/ template)
    • parent_product_id (id of parent_product of document/ template in case of a configurable product)
    • sku (sku of product of document/ template)
    • user_email (email of customer)
    • customer_email (email of customer)
    • user_type (possible values are: "frontend", "backend"
    • created_at (date of creation of document)
    • updated_at (update date of document)
    • scope (current)
    • item action (possible values are: "new", "edit", "add", "approved", "delete", "requested")
    • info (additonal infos for document like "order-number"

  • Document history

    The document history shows all relevant information about the process of the document creation (document lifecycle).

  • Additional functions for managing documents

    Supported functions:

    • Preview Download - Renders a document preview (based on the preview settings) and downloads it in the backend
    • Master Template Update - Updates the document with the provided document id. In Detail:
      • After clicking on the "Master Template Update" opens a dialogue for the further update process
        • Options:
          • Keep existing snippets: placed snippets will stay in document. If deactivated, placed snippets will be removed from the document
          • keep existing datasource values: datasource values will remain in document. If deactivated, the datasource values will be removed
          • keep existing variable values: values of variables will stay in document. If deactivated, the values will be deleted
        • New Template (Document Id of new template)
    • Restore Backup Document - Restores document from provided document id

Configuration-Parameter

Nothing to configure!