Drupal FAQs for administrators

Transcription

1 Drupal FAQs for administrators Questions How do I edit content? Why can t I edit content? How do I publish content? How do I pull a piece of content back to draft after publishing? Where has the save button gone? How do I know when my content has been published? Why are my published changes not showing? What does a 301 error mean? How do I add my content to the menu? How do I schedule content to go live on a certain date? Which content type should I use for new content? What group should my content be part of? What style options should I use when editing content? How do I edit the useful links box? How do I add a box to the end of my content? How do I edit banners? How do I make a new call to action button? What is a node ID? How do I add a link? How do I upload an image? What size image size should I use? What is representative media? How do I make the representative media display full width? How do I add a YouTube video to a piece of content? How do I add an image gallery? How do I upload a PDF or other document? How do I add a PDF/document to content? Answers How do I edit content? There are two ways. 1. Log into the CMS and navigate to the piece of content you wish to edit. Click the new draft tab under the heading.

2 2. Use the content report to search for your content and click edit under the operations column. Why can t I edit content? Check first that you are logged in. If you still can t view the new draft tab on the content you wish to edit, then you either don t have permissions to edit that content or these have not been set up for your account correctly. If you think you should be able to edit a piece of content that you don t have access to, please contact a member of the Digital Engagement team. How do I publish content? When you have finished making changes to your content, press the submit button.

3 Once you have clicked publish, a blue box will appear that either says the revision state is draft or needs approval. If the revision state says draft, you will need to select needs approval in the drop down box and click apply. This will send your content through to the Digital Engagement team for approval. If the revision state says needs approval, there is nothing else you need to do. The Digital Engagement team will review your changes and let you know when they are live. How do I pull a piece of content back to draft after publishing? When you have published your content and clicked needs approval, it will be sent through to the Digital Engagement team. If you wish to remove it from workflow, either to make further edits or cancel the version, you will need to select draft in the drop down box and click apply. You can then select the edit draft tab and continue editing your content.

4 Where has the save button gone? You can save your content as you are making changes using the save button next to the publish button. Once you have clicked save the first time, the CMS believes the next step is to publish the content and therefore moves it from draft mode into needs approval mode. This causes the save button to disappear. However, if you still want to continue editing and saving your content, you just need to move your content back into draft mode. To do this, click draft under moderation state in the publishing

5 options tab. Once you have selected draft, you will see the save button again. How do I know when my content has been published? There are a few ways to tell: 1. If you can see the tab view draft, your content is still waiting to be published: 2. You can also check the current moderation state:

6 If the latest revision is red, your content has not yet been published. If it s green, your content has been published: In time, you ll receive an to let you know your content has been published as well. Why are my published changes not showing? We currently have a caching issue on the site, whereby occasionally, published amends to content are not taking effect on the live site for up to an hour. The Digital team are aware of the problem and are in the process of fixing this, so please let us know and bear with us. What does a 301 error mean? When publishing content, you may see a 301 error appear at the top of the screen, informing you that a link is not working. This is a bug that we are currently working on, and your links should be functioning correctly but please do check and let the Digital team know if you have any problems.

7 How do I add my content to the menu? Drupal is structured using a series of parent and child links. To add your content to the menu, you ll need to give it a parent link. The parent link also controls the URL path. To add a menu link, expand the menu settings option from the right hand side of the editing window. Click provide a menu link. Your menu link title will automatically be set to the title of the page, you don t need to do anything here. Begin typing the title of the content you d like your new page to sit below into the parent link field. If you are unsure where your content should sit on the site or what its parent link should be, please contact a member of the Digital Engagement team. How do I schedule my content to go live on a certain date? In edit view, select the schedule drop down:

8 This is where you can schedule your content to publish, expire or be reviewed in the future. Use the date and time pickers to select when you d like your content to go live, and publish as normal. Which content type should I use for new content? There are a variety of templates, or content types, built into the CMS. Which content type you need depends on where your content will live on the website. Fundraising events should be created using Event content type. Job adverts should be created using the Job content type. The most standardised content type is Basic content item. For charity news stories, use news item rather than press release.

9 If you are unsure about which content type to use, please ask a member of the Digital Engagement team. It is not possible to change the content type of a piece of content once it s been created. What group should my content be part of? All content must be part of a group. All CMS users are members of one or more groups. The groups you re part of determine what content on the site you have permissions to edit. You ll usually be able to tell what group your content is part of by looking at the main landing page for your section. For example, if your content sits within Parents and visitors on the hospital site you may select the group Parents and visitors. If your content sits within Corporate fundraising on the charity site you may select the group Corporate fundraising. You ll only be able to select groups that you re a member of. If you re not sure which group to select, a member of the Digital Engagement team. What style options should I use when editing content? Copy and pasting from s, word documents or from other web pages will often copy the styling from the original source and affect the layout of your page. It s best to copy and paste via the Notepad programme on your computer if you must, but it also recommended that you type your

10 copy straight into the box. For bullet points and numbered lists, please remove the source formatting and use the bullet/numbered list options in the WYSIWYG editor. The most important section headings in your content should always use Header 2. Use Header 3 or Header 4 for less important subheadings within those sections. Avoid using bold or underlining your text. Search engines read text styling and may misread signals if you bold information that is not essential on a page which may have a negative effect on your page s ranking in search. Where possible, use the headings built into Drupal. How do I edit the useful links box? When in the new draft tab editing content, at the bottom you will see an expandable header titled Related content. If you click to open it, you can then edit the related links, related documents, related information, or image gallery. The useful links box appears on the right hand side of page (more commonly known as the second sidebar) on desktop and at the end of a page on mobile devices. Following our user experience testing we re beginning to phase out the use of the second sidebar. Useful links and useful documents should therefore be set to display below content using a related information box rather than the useful links field. How do I add a box to the end of my content?

11 To add a new related information box, navigate to the end of the edit window and expand the option related content. How do I edit banners? Following the user experience research, we have redesigned the banners and are now using buttons in the body copy rather than in the second side bar (right hand side of the page) for increased visibility for mobile users. All new and existing pages will soon have in text call to action buttons on (see How to make a CTA button in this document for guidance). If you wish to remove a banner you will need to a member of the Digital Engagement team somebody will make this update for you. How do I make a new call to action button? Go to body field within the edit mode of any content item Enter a word you would like to turn into a CTA button, highlight the word, make the word bold. Select from the tool bar in the WYSIWYG editor and define colour of the CTAs background *

12 Click on link icon in the tool bar and add the link, add ctabtn in the Stylesheet Classes field that sits in Advanced. When you ve checked the button is working in draft, publish the pages *Hero purple is #4C3C90 and Hero blue is #0095DB, please make sure you use these colours to comply with the new visual identity guidelines (available on The Loop). What is a node ID? A node ID is a unique number given to each item of content on the website. Every piece of content on the site will have a node ID, which you can use to set up internal links. When you log in and navigate to a piece of content, you can see the node ID under the left hand navigation menu. The node will always remain the same regardless of the page s location, parent link or title. How do I add a link? To add a link, highlight the text that you would like it to appear on, then click link on the text editor toolbar (below). This will bring up a pop-up box containing the address field where you will have to enter the link location. Internal links to pages on gosh.org should use the page s node id. To link using a node ID, simply type /node/1234. All links should use an advisory title. To add an advisory title, click on advanced and type your title into the box. How do I upload an image?

13 To add a new image to the website, please send an appropriately titled image to a member of the Digital Engagement team who will upload it to the website s file library. If the image contains a patient, we will need the date of consent and the patient s full name. Images should be as high resolution as possible and a minimum of 2500px wide for full-width images. To add an image, click the media library icon on the text editor toolbar and select one from the media library. You can search for the image by using the media library s search bar. What size image should I choose? There are predefined image sizes available for selection, plus an original size option which, when selected, will add your image to the size it was originally uploaded. The others are default, full wide, small, medium and large and when these sizes are selected, the image uploaded will be sized to the pre-set dimensions*. *If you select the wrong image size, and would like to change it, you will have to remove the image from the text editor and start the process again. What s representative media? A representative media is the image or video selected to be the main, static, visual element to any particular content item. The representative image is uploaded to a high quality to keep distortion at a minimum and to maintain high quality, responsive image use across the website. How do I make the representative media display full width?

14 Your representative media should be large enough to be full width across the page (see guidelines above). To do this, select display from the right hand side of the edit window and select display full width. How do I add a YouTube video to a piece of content? Please your YouTube video link to a member of the Digital Engagement team who will add the video to the file library. To add a video to your content, select the media icon from the toolbar and choose video from the type drop down, press filter. Press submit in the following window.

15 How do I add an image gallery? To create a new image gallery, please send your images to a member of the Digital Engagement team. Once your gallery has been added to Drupal, you can embed it on your page. Expand the related content option at the end of the edit window. Scroll to the image gallery field. Begin typing the title of the image gallery. Publish the page. How do I upload a PDF or other document? To add a new document to the website, please send an appropriately titled PDF document to a member of the Digital Engagement team who will upload it to the website s file library. As with images, click into the media library from the text editor toolbar and then search for the title of the document, or search through the library. To make this more convenient, you can select the content item type from the available four options: audio, document, image, video. If your question has not been answered or you would like any help, please a member of the Digital Engagement team.