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Creating Tasks and Uploading Files

Creating a task using the Content Fusion Tasks Manager view in Oxygen XML Editor/Author offers several advantages. You can add existing files, select a context root map to resolve keys and references, or specify a DITAVAL file for filtering purposes (for DITA content), you do not need to leave the application (other than to send the task link to Reviewers), and you will be able to merge proposed changes back into your documentation.

To create a new task, add files to it, and then upload the task to the Oxygen Content Fusion server, follow these steps:
  1. If the Content Fusion Tasks Manager view is not already opened, click the Show Content Fusion Task Manager toolbar button (or go to Window / Show View / Content Fusion Tasks Manager).

  2. Add files to the New Task box:

    Figure 1. Adding Files to the New Task Box
    You can use any of the following methods:
    • Drag files that you want to be reviewed from the Project view or your system file explorer and drop them in the New Task box (or click the Choose link to select the files) to add the files to a new task. If you drag and drop a folder from the Project view or system file explorer, all files in that directory will be added to the task.
    • You can add the currently open document to a task by selecting Add File to Review Task from the Review submenu in the contextual menu in Author mode.
    • You can also add external resources (for example, WebDAV resources or DITA references to external resources). For example, you can drag resources from the Data Source Explorer view and drop them in the New Task box. However, only modifications to external resources can be applied when you merge the changes (you cannot add or delete external resources).
    • For DITA files, drag the files from the DITA Maps Manager and drop them into the New Task box (or select Add to Review Task from the contextual menu in the DITA Maps Manager). If the topic reference has unselected child nodes, a dialog box will be displayed that asks you whether or not you want to include the child nodes.
      Note: By default, DITA resources that either have a @processing-role attribute set to resource-only or a @format attribute set to something other than dita or ditamap are not automatically added to a new task. If either one of these scenarios is detected, a message will be displayed indicating that some files were not added and you can click a link to open a Manage Files dialog box where you can see the reason for each file and you can choose to manually add them to the new task, if desired.
      Figure 2. Manage Files Dialog Box
  3. Enter a Title for the task. This task title will help you differentiate between multiple tasks so each one should be unique.

  4. [DITA Only] If you are working with DITA, you should attach the context root map () so that all references and defined keys can be resolved and displayed properly for the Reviewers. When you add files to the task, if a context root map is specified in the toolbar of the DITA Maps Manager, it is automatically added in the DITA Context section, but you can also drag a DITA map file and drop it in that section or click the Choose context root map button to select a map. Specifying the root map also allows Reviewers to edit content referenced through a @conref or @conkeyref attribute.

    Figure 3. Creating a New Task
  5. [DITA Only] If you are working with DITA, you can specify a DITAVAL file () so that the content in the uploaded DITA topics is filtered based upon the conditional profiling attribute values defined in the DITAVAL file. You can drag a DITAVAL file and drop it in the DITA Context section or click the Choose DITAVAL button to select a file. If a condition set is selected in the DITA Maps Manager, the corresponding DITAVAL file will automatically be selected in the task.
  6. [Non-DITA] If the attached files are detected as any file type other than DITA (and a DITA map is not selected as the context root map in the DITA Maps Manager), an option (Also include all files that are referenced within the attached files) will be available. If you select this option, all files that are referenced within the attached documents will automatically be attached to the task so that Reviewers will have access to the referenced content. Also, when this option is selected, you can click the Next button to preview the referenced files and you can choose to remove any that you do not want uploaded.
  7. Optionally, you can specify a Due Date. Within the browser interface, the amount of time left before the due date arrives is displayed under the review task's title when you have navigated inside the task and also in the table in the My Review Tasks page. Also, any reviewers who have not finalized the task will receive an email notification when the due date is within 3 days, 1 day, and 12 hours of its expiration.
  8. Click the Upload button to finish the task creation process and upload the information to the Oxygen Content Fusion server.
Result: The task information is now available in the Oxygen Content Fusion browser interface. The next logical step would most likely be to share the task link with anyone you want to review the documents.
Note: No actual files are uploaded, rather snapshots of the files are uploaded with the task information. Therefore, when you eventually merge the proposed changes back into the original files in Oxygen XML Editor/Author, you will use your normal process to save the actual files and eventually commit the changes to your repository.

Creating a Task in the Content Fusion Browser Interface

It is also possible to create tasks directly from a browser without using Oxygen XML Editor/Author. You can also create new files from templates within tasks created in the browser. For more information, see Creating New Tasks and Files in the Browser Interface.