• Introduction
• Importing the workflow
• Usage

Introduction

This package imports a set of custom records for academic institutions:

• Courses
  • Name
  • Code
  • Instructor
  • Room
  • Schedule
• Instructors
  • Name
• Rooms
  • Name
• Students
  • Name

You can use this for evaluation and testing, or as the basis for your own workflow.

Importing the workflow

Navigate to Search » Workflows » (+) » Empty.

Click the Update Template button at the top of the popup.

Paste the following workflow KATA into the large text box:

workflow:
  name: wgm.example.custom_records.academia
  description: Demonstrates the use of custom records for use in academia
  website: https://cerb.ai/workflows/wgm.example.custom_records.academia/
  version: 2024-10-10T00:00:00Z
  requirements:
    cerb_version: >=11.0 <11.1
    cerb_plugins: cerberusweb.core

records:
  custom_record/course:
    fields:
      name: Course
      name_plural: Courses
      uri: course
  custom_field/course_code:
    fields:
      name: Code
      context: course
      uri: code
      type: S
  custom_field/course_instructor:
    fields:
      name: Instructor
      context: course
      uri: instructor
      type: L
      params:
        context: instructor
  custom_field/course_room:
    fields:
      name: Room
      context: course
      uri: room
      type: L
      params:
        context: room
  custom_field/course_schedule:
    fields:
      name: Schedule
      context: course
      uri: schedule
      type: S
  custom_record/instructor:
    fields:
      name: Instructor
      name_plural: Instructors
      uri: instructor
  custom_record/room:
    fields:
      name: Room
      name_plural: Rooms
      uri: room
  custom_record/student:
    fields:
      name: Student
      name_plural: Students
      uri: student
  instructor/instructor_codd:
    fields:
      name: Codd, Ted
  instructor/instructor_emell:
    fields:
      name: Emell, H.T.
  room/room_berners:
    fields:
      name: Berners-Lee Hall
  room/room_ibm:
    fields:
      name: IBM Auditorium
  course/course_cs120:
    fields:
      name: CS120: Introduction to Web Application Development
      code: CS120
      schedule: MWF 2:00-4:04p
      instructor: {{records.instructor_emell.id}}
      room: {{records.room_berners.id}}
  course/course_cs140:
    fields:
      name: CS140: Introduction to Databases
      code: CS140
      schedule: TuTh 7:23-8:03p
      instructor: {{records.instructor_codd.id}}
      room: {{records.room_ibm.id}}
  card_widget/course_card_fields:
    fields:
      name: Properties
      record_type: course
      extension_id: cerb.card.widget.fields
      pos: 1
      width_units: 4
      zone: content
      extension_params:
        context: course
        context_id@raw: {{record_id}}
        properties:
          0@list:
            cf_{{records.course_code.id}}
            cf_{{records.course_instructor.id}}
            cf_{{records.course_room.id}}
            cf_{{records.course_schedule.id}}
            updated

Click the Continue button three times.

You should see results like the following:

Usage

Modify the fields on the custom records from Search » Custom Records.

Add new records from the Search menu (e.g. Search » Courses) by clicking on the (+) icon above the worklist.