** Changed in: mahara
Status: Fix Committed => Fix Released
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https://bugs.launchpad.net/bugs/1922837
Title:
Create templates more efficiently on the institution and site level
Status in Mahara:
Fix Released
Bug description:
My story
==========
As an institution admin I want to create a new template more
efficiently that can be copied into new accounts.
How
==========
Changes are made to the collection 'Edit' screen for *institution and site
portfolios only* (we already have an advanced sharing option of 'Copy to new
members' that is only available on these two levels and thus might be used to
tap into):
* Add a switch 'Template' to the collection 'Add' screen. This is needed
because it can't be guaranteed that the template is only created to be an
auto-copied one.
* If the switch on the collection is set to 'Yes' and the screen is saved,
grey out all 'Template' switches on pages that are included in the collection
or will be added in the future (and display 'Yes' in the greyed out state) so
that it can inherit the settings. *Side note*: When a page is removed from the
collection, it stays a template, but it's not auto-copied because the
auto-copying functionality sits on the collection side of things.
* If the switch on the collection is set to 'Yes' and the screen is saved,
automatically turn 'Prevent removing of blocks' on because the placeholder
blocks signal to pharmacists what the recertification requirements are and they
should not be removed. However, it is still possible to reset this for
individual pages by the admin or later pharmacists and thus doesn't become a
locked template setting like the instructions, i.e. this switch is not greyed
out.
* If the 'Template' switch is set to 'No' on the collection again, upon
saving, the individual 'Template' switches on the pages can be set separately
(typical behaviour in Mahara for hierarchies). There is not going to be a
change to the 'Prevent removing of blocks' switches.
* If the 'Template' switch on the collection is set back to 'Yes', all
'Template' switches on the pages are greyed out again (see above) and the
'Prevent removing of blocks' switch is set to 'Yes' but not greyed out.
* Add a switch for 'Current auto-copied template'.
* When ticked and the collection is saved, i.e. click the 'Next: Add pages'
button, the previously auto-copied template in the institution has its status
reset to 'No'. The switch can be put back to 'No' if no institution portfolio
should be auto-copied so that there are no auto-copied templates in an
institution or on the site level.
* Since this is a destructive option, have modal that tells of the
consequences, e.g. the only active template, name of the old template that is
set to be inactive, auto-copying, old template gets sharing permissions dropped.
* When the switch is flipped back to 'No', also bring up a modal that tells
of the consequences, i.e. no template will be copied automatically.
* Sharing when 'Current auto-copied template' is set to 'Yes':
* Automatically share the portfolio with the institution, make it copyable,
and use it as portfolio that is copied automatically into new accounts
henceforth.
* Automatically remove the sharing permissions for the old portfolio that
is not considered institution template any more.
When this portfolio template is copied, keep the collection title and prefix
it with the display name. That way, the name is seen more easily than in the
secondary information. Yes, it doubles up, but keeps it clear.
* The name prefix is to be done only on portfolios marked as 'Template'.
The portfolio authors can still change the collection title to something else
once it's in their account.
* Only prefix the collection title, not a every page. Page titles stay as
they are.
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