Month: April 2010

Custom Data Lists in Alfresco Share Community 3.3

One of the new features of Alfresco 3.3 Community is Data Lists. The ability to create an arbitrary list within a team collaboration site is a feature so loved by SharePoint users, it is often cited as one of the things holding back a migration to Alfresco. I agree that it’s a useful feature and I’m glad to see it making its way into Alfresco Share. Let’s take a look at the new feature, then we’ll lift up the hood to see how it works so you can implement your own custom data lists.

Quick Review of Data Lists in Alfresco Share

First, take a look at this screencast. It shows the new Data List feature in action as well as the high-level steps needed to create your own custom Data Lists.

As you can see, Data Lists let you keep track of team information that lends itself to being managed by classic web form interactions and displayed in sortable columns. You can probably think of a lot of examples of things your team needs to track that don’t make sense in a blog or a document library or maybe need a little more structure than the wiki. The screencast showed To Do’s and Issues but it could really be anything.

In the Community 3.3 releases, Alfresco Share includes To Do Lists. It sounds like more Data List examples are coming in the 3.3g release. But if you want to add your own custom data list type, it’s really easy, especially if you’re familiar with Alfresco content models (tutorial). However, right now, this still requires XML editing. SharePoint allows lists to be defined on-the-fly, so while Alfresco’s roadmap does have this as something to address in the future, right now this is still a gap between the two products.

If you are interested in just the end-user functionality of Data Lists in Alfresco Share, this is where you should bail. If you want details on what’s going on behind the scenes, keep reading…

How Data Lists are Implemented

Data Lists are persisted as nodes in the repository. One node represents the list itself–it contains child nodes for each item in the list. The data values for each list item are stored as metadata on the node–sometimes we call these “content-less objects” because there is no file content associated with them. The nodes live in the DM repository just like data from the other tools in your Share site.

If you want to see this for yourself, go into the Explorer Client. In the Sites folder, there is a folder for Share site and within that, a folder for each site tool. Data List nodes reside in the one called dataLists. In the back of your mind you should be thinking that this means items in a Data List can trigger rules and be routed through workflows just like any other node. In fact, any API call that can work with a node can work with an entry in a Data List, including CMIS. (Shameless plug: “Heck, you could even create Data Lists with Python using cmislib!”)

You know from working with data models that each Alfresco data model has an XML file that describes it. If you go look at the out-of-the-box model directory you’ll see a new content model XML file called datalistModel.xml. If you take a look at that file, you’ll see that the node that represents the container of list items is an instance of dl:dataList which inherits from cm:folder.

The nodes that represent each item on the data list are instances of specific data list types. So, for example, the out-of-the-box To Do List has items that are of type dl:todoList. In my Issues example, Issue items are instances of scidl:issuesList. All data list item types must inherit from dl:dataListItem. For one thing, that’s how the Share user interface knows what to offer as an available data list type.

The form that’s displayed when you create and edit new Data List items is configured through the Alfresco Form Service. In my example I didn’t do anything fancy with the form, but you’ve got the full power of the new Alfresco Form Service behind you so you’re not limited to simply listing one field after another.

So, creating your own custom Data List types involves two steps:

  1. Define and deploy a custom content model for your new Data List type, making sure it inherits from dl:dataListItem.
  2. Configure the Alfresco Form Service in the Alfresco Share application to display the metadata from the custom Data List in the create and edit forms as well as in the browse grid.

In my example, I used an AMP to deploy the content model to the repository tier (my Alfresco WAR) and a JAR to deploy the form service configuration to the presentation tier (the Share WAR).

If you want to try this example in your own environment, you can download the Eclipse project here. It includes an Ant build file, the content model, and the form configuration. Note that I deployed the Forms Development Kit to both the Alfresco and Share WARs prior to deploying my Data List form configuration. The example assumes you’ve done the same. If you don’t want to fool with the FDK, that’s cool, it’s not required for data lists. You may want to look at the Forms Development Guide for tips.

Big News: I’ve left Optaros to start my own firm

After nearly four years at Optaros I’ve decided to start a new chapter in my career. I’ve created a new firm called Metaversant that is focused on providing content-centric solutions and consulting to clients across all verticals and geographies. Based on my deep experience with the platform and my active participation in the community, I expect Metaversant to be heavily-focused on Alfresco. We may broaden into other technologies over time, but the over-arching theme will be to help companies get the most out of their digital assets–whether that’s documents, web content, rich media, or legal records–by leveraging Enterprise-ready, open, rich content repositories.

On one hand, I was sad to leave Optaros–it was a great place to work with lots of smart people and interesting clients/projects. And I had fun building the ECM practice into a significant portion of overall revenue. On the other hand, the timing felt right to make this change and I’m very excited about starting my own company. Optaros and I are on great terms and I’m sure we’ll find ways to do business together going forward.

There are a lot of to-do’s to get Metaversant fully functional as a corporation, but nothing’s more important than the success of your project. If you are looking for help in any of the following areas, we should talk:

  • Customized, on-site Alfresco developer training
  • Short-term tactical technical assistance
  • Architectural reviews/product fit assessments
  • Content Management customization & implementation leadership
  • Custom content-centric application development & integration
  • Domino.Doc, Vignette, Stellent, or other legacy ECM migrations

You can contact me at “jpotts” at either this domain or metaversant.com.

As usual, keep an eye out here for news on Metaversant (like a link to the yet-to-be-built web site) and other content management news and thanks for your continued support!