Secrets to Awesomizing® Your Editor’s Back-end Drupal Experience

As given at Drupalcamp Atlanta 2012 and Drupalcon Portland 2013

Transcript

1. Secrets to
   Awesomizing®
   Your Editor’s
   Back-end Drupal
   Experience
   Mike Herchel
   http://herchel.com
   @mikeherchel
   drupal.org/user/118428
   

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2. Drupal's [much deserved] reputation...
   

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3. History of Drupal's UX: Drupal 4.7
   

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4. ...Drupal 5.3
   

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5. ...Drupal 6.6
   

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6. Contrib to the rescue!
   Admin_Menu Module Admin Module Awesome Admin Themes
   Vertical Tabs
   

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7. D7UX Project Goals
   1. Make the most frequent tasks easy and
   less frequent tasks achievable.
   2. Design for the 80%
   3. Privilege the Content Creator
   4. Make the default settings smart
   d7ux.org
   

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8. D7UX Delivered!
   ● Admin Toolbar
   ● Overlay
   ● Contextual Links
   ● Shortcuts
   ● Dashboard
   ● Much More!
   

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9. Real usability depends on
   YOU!
   -Ronnie James Dio
   

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10. Reduce
    Short
    Term
    Memory
    Load
    

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11. Use Rules or Login Redirect
    Modules to send your content
    editors where they need to be.
    ● http://drupal.org/project/rules
    ● http://drupal.org/project/login_redirect
    Basics: Redirect Users After Actions
    

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12. Easy Win: D7's core dashboard
    PROTIP: Make a killer dashboard with Views Bulk Operations and Views Exposed Filters
    

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13. Workbench == Dashboard on steroids
    ● Show Your Edits
    ● Workflow Moderation
    ● Content Revisioning (including unpublished drafts)
    ● Manage Access via Menu or Taxonomy
    Next Step: Workbench
    PROTIP: You can also modify Workbench's views with VBO!
    

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14. Simplify
    and
    Reduce
    

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15. Basics: Reduce Permissions
    ● Easiest win: reduce permissions!
    PROTIP: Reorder your user roles from least permissive to most permission (D7 Only)
    

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16. Basics: Remove unused WYSIWYG buttons
    Easiestier Win: Remove unused WYSIWYG
    Editor buttons
    

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17. Simple: Better Formats Module
    Better Formats Module
    ● Set default text formats per role
    ● Set default text formats per field
    ● http://drupal.org/project/better_formats
    

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18. Simplify: Node Form Settings
    Node Form Settings Module
    ● Get rid of unused node
    form settings
    ○ Revision Log textarea
    ○ Path
    ○ Publishing Options
    ○ Comments Options
    ○ More!
    ● http://drupal.org/project/nodeformsettings
    

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19. Fav Module: Field_Group
    Field_Group module
    ○ Collapsible Fieldsets!
    ○ Vertical Tabs!
    ○ Horizontal Tabs!
    ○ Accordions!
    ○ Multi-Page Forms!
    ○ Oh, My!
    

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20. [Field_Group demo]
    PROTIP: You can move the Save button to the last page of your multipage form within the
    multipage wrapper widget
    

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21. Useful: Drupal 7 (Core) Shortcut Bar
    Drupal 7's core shortcuts rock!
    ● Admin can edit user's shortcuts
    ● Assign a shortcut set to a role using
    "Shortcut per Role" module (http://drupal.
    org/project/shortcutperrole)
    

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22. Consistent Patterns
    

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23. Simple: Publish_Button
    Publish Button Module
    ● Adds Publish/Unpublish button to node/add
    ● Be sure to set content type's default to 'Not
    Published'
    ● http://drupal.org/project/publish_button
    

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24. Views UI: Edit Basic Settings
    Views UI: Edit Basic Settings module
    ● Allows Content Editors
    to easily edit the header,
    footer, and empty text
    of a view!
    ● http://drupal.org/project/views_ui_basic
    

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25. [Views Edit Basic Settings demo]
    

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26. Freakin' Awesome: VBO
    Views Bulk Operations
    ● Enables Admin to create
    administrative blocks that
    enable... bulk operations!
    ● Can add to Dashboard
    ● Don't have to use table-
    view display in D7
    

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27. Cool: Contextual Filters on Views Rows
    Contextual Filters on Views Rows ==
    Awesomeness!
    ● Not a module
    ● Enables content editor
    to easily edit entities that
    are displayed within a
    view
    

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28. [Views contextual filters demo]
    

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29. Handling Errors and Undos
    

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30. Easier Errors: Field/ Clientside
    Validation
    ● Field Validation - Allows admin to create extremely specific
    validation rules within Fields (http://drupal.
    org/project/field_validation)
    ● Clientside Validation - enables validation without page reload
    and more (http://drupal.org/project/clientside_validation)
    

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31. [Field Validation / Clientside Validation demo]
    

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32. Easy Win: Enable Revisions on your
    Content types
    Default your content types to create new
    revisions (not enabled by default)!
    PROTIP: You can hide the Revision Log using the Node Form Settings module
    

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33. Easily See Edits: Diff Module
    Diff Module
    ●
    Easily view changes in content between
    revisions
    

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34. The Holy Grail...
    

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35. What is Spark?
    

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36. The Holy (D7) Grail: Spark
    Spark Distribution
    ● Being developed by Acquia
    ● Intended to test authoring
    experience improvements in Drupal 7 on real
    sites with real users and real content.
    ● Inline editing, true WYSIWYG, responsive
    layout builder, new admin theme, and more!
    

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37. [What you can do with Spark now...]
    

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38. Modules Covered
    ● Login Redirect - drupal.
    org/project/login_redirect
    ● Rules - drupal.org/project/rules
    ● Core Dashboard module
    ● Workbench suite of modules
    ● Better Formats drupal.
    org/project/better_formats
    ● Node Form Settings module - drupal.
    org/project/nodeformsettings
    ● Field_Group drupal.org/project/field_group
    ● Shortcut per Role - drupal.
    org/project/shortcutperrole
    ● Publish Button Module - drupal.
    org/project/publish_button
    ● Views UI: Edit Basic Settings - drupal.
    org/project/views_ui_basic
    ● Views Bulk Operations - drupal.
    org/project/views_bulk_operations
    ● Field Validation - drupal.
    org/project/field_validation
    ● Clientside Validation - drupal.
    org/project/clientside_validation
    ● Diff Module - drupal.org/project/diff
    

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39. Questions??
    ● Questions?
    ● Thank you!
    

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