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
2. Drupal's [much deserved] reputation...
3. History of Drupal's UX: Drupal 4.7
4. ...Drupal 5.3
5. ...Drupal 6.6
6. Contrib to the rescue! Admin_Menu Module Admin Module Awesome Admin Themes Vertical Tabs
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
8. D7UX Delivered! • Admin Toolbar • Overlay • Contextual Links • Shortcuts • Dashboard • Much More!
9. Real usability depends on YOU! -Ronnie James Dio
10. Reduce Short Term Memory Load
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
12. Easy Win: D7's core dashboard PROTIP: Make a killer dashboard with Views Bulk Operations and Views Exposed Filters
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 Workbench == Dashboard on steroids • Show Your Edits • Workflow Moderation • Content Revisioning (including unpublished drafts) • Manage Access via Menu or Taxonomy Next Step: Workbench PROTIP: You can also modify Workbench's views with VBO!
14. Simplify and Reduce
15. Basics: Reduce Permissions • Easiest win: reduce permissions! PROTIP: Reorder your user roles from least permissive to most permission (D7 Only)
16. Basics: Remove unused WYSIWYG buttons Easiestier Win: Remove unused WYSIWYG Editor buttons
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
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
19. Fav Module: Field_Group Field_Group module ◦ Collapsible Fieldsets! ◦ Vertical Tabs! ◦ Horizontal Tabs! ◦ Accordions! ◦ Multi-Page Forms! ◦ Oh, My!
20. [Field_Group demo] PROTIP: You can move the Save button to the last page of your multipage form within the multipage wrapper widget
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)
22. Consistent Patterns
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
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
25. [Views Edit Basic Settings demo]
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
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
28. [Views contextual filters demo]
29. Handling Errors and Undos
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)
31. [Field Validation / Clientside Validation demo]
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
33. Easily See Edits: Diff Module Diff Module • Easily view changes in content between revisions
34. The Holy Grail...
35. What is Spark?
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!
37. [What you can do with Spark now...]
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
39. Questions?? • Questions? • Thank you!