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

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

As given at Drupalcamp Atlanta 2012 and Drupalcon Portland 2013

Michael Herchel

May 21, 2013
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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    ● Content Revisioning (including unpublished drafts)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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