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#DrupalcampSpain2015@hernanibf
When content editors ask for full flexibility
Hernâni Borges de Freitas #DrupalcampSpain2015
#DrupalcampSpain2015@hernanibf #DrupalcampSpain2015
About me
Technical	
  Team	
  Lead	
  Acquia	
  
.PT	
  	
  
Drupal*	
...
#DrupalcampSpain2015@hernanibf
About my work @ Acquia
An architect in Acquia prepares technical solutions
for clients duri...
#DrupalcampSpain2015@hernanibf
Meet the demanding content editor
#DrupalcampSpain2015@hernanibf
•  He wants to control most of the details how
content appears on the web site.
•  He typic...
#DrupalcampSpain2015@hernanibf
Typical demands
§  Change website look and feel.
§  Reuse content anywhere.
§  Review / ...
#DrupalcampSpain2015@hernanibf
Problem
§  Disconnection between content and layout.
§  Disconnection between site buildi...
#DrupalcampSpain2015@hernanibf
Rule
The best tool?
Most of the times, the one you know how to
use.
#DrupalcampSpain2015@hernanibf
#1 Problem – Content
Structure
http://paragraphs.site-showcase.com/demos/
creme-caramel
#DrupalcampSpain2015@hernanibf
#DrupalcampSpain2015@hernanibf
#1 Problem – Content Structure
A.  Free form HTML.
B.  Structured inclusive content includi...
#DrupalcampSpain2015@hernanibf
Option A - Free form HTML
§  Typically is never a good solution, but in theory
can give a ...
#DrupalcampSpain2015@hernanibf
Option B – Inclusive content
All content details are stored in the content item
using field...
Paragraphs
#DrupalcampSpain2015@hernanibf
Option C – Referenced content
Different parts of content items are split in different
entit...
Inline Entity Form
#DrupalcampSpain2015@hernanibf
#2 - Manage individual page layout
How do I create a new rich page layout in Drupal?
Option...
#DrupalcampSpain2015@hernanibf
Template system
•  Prepare different Drupal templates that are
selected depending on some a...
#DrupalcampSpain2015@hernanibf
Display suite
View modes created by configuration. Drag and
drop fields with different form...
Display suite
#DrupalcampSpain2015@hernanibf
Panels
•  Customized layouts for different means, including
for entity layout.
•  Support c...
#DrupalcampSpain2015@hernanibf
How to create pages with panels?
Different ways of creating pages:
•  Create independent pa...
#DrupalcampSpain2015@hernanibf
Panelizer
•  Panel display associated with an entity.
•  Panelize an entity and add panes a...
#DrupalcampSpain2015@hernanibf
Ctools content types
•  Configuration per instance where the pane is
present (e.g: A view t...
#DrupalcampSpain2015@hernanibf
#3 – Workflow
How to workflow content and layout together?
Content workflow is easy
-  Work...
#DrupalcampSpain2015@hernanibf
#4 – Workflow and Preview
•  Easier to achieve when rich content exists as a unit.
•  Harde...
#DrupalcampSpain2015@hernanibf
#5 - Workflow of complex items
Directly in production
§  Limited if not well
addressed.
§...
#DrupalcampSpain2015@hernanibf
#5 - Workflow of complex items
Directly in production
Modules like:
•  Quick edit and panel...
#DrupalcampSpain2015@hernanibf
#6 – Final words – Non tech
•  Content editors are amongst the most important
project’s sta...
#DrupalcampSpain2015@hernanibf
#7 – Final words - tech
Success typically means
•  To be able to correctly preview
•  To be...
#DrupalcampSpain2015@hernanibf
#8 - Drupal 8
•  In place editor (Quickedit module)
•  Better support for configuration man...
#DrupalcampSpain2015@hernanibf@hernanibf #DrupalcampSpain2015
Questions?
Drupal content editor flexibility
Drupal content editor flexibility
Drupal content editor flexibility
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Drupal content editor flexibility

We got to the point where the old Drupal mantra of creating content first to see it later is not enough to suceed with content editors. Drupal is competing and replacing other CMS and platforms where the lack of flexibility is the problem #1 for content editors. They are expecting full flexibity on how content is created, displayed, approved and published. However this introduce a common problem for web developers and site builders: how can you provide this full flexibility without having to be constantly on the hook for further development or configuration.

Modules like panels and panelizer, projects like Spark and distributions like panopoly and demo framework helped change the panorama in Drupal and the expectations that are set when sites are built.

In this session we will look to a set of common problems and real examples when creating content and layout for pages with demanding editorial teams. We will look and evaluate common options and recipes.

- How can complex content and rich pages be structured ? Free HTML format in different fields? Structured data in complex fields? Use paragraphs or field collection? Different content items in different items/entities? How to glue it all together?

- How can indivual page layout be managed providing flexibility but also control? Rely on templating system and view modes? Use contrib modules like panels and panelizer or display suite? Mix several approaches and modules?

- How can I add any content to any page and choose its display ? How can I have a list of curated widgets ready to use by the content team to deploy anywhere or in any section?

- How can pages and sections be managed before approved and published? Use prewiew systems and inline editors? Use workbench or workflow for layout? Rely on more complex content staging systems? Use separated environments?

These are daily problems that architects and developers face in every project. As a technical architect in Acquia it is uncommon a project where I am involved that does not need to solve one or more of these problems. In this session I will give some real examples and resume options and recipes that can be used to solve those problems today in Drupal 7 and look to Drupal 8 to explain how it can improve some of our possibilities and options and easy the life of one of our most important personas: the content editor.

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Drupal content editor flexibility

  1. 1. #DrupalcampSpain2015@hernanibf When content editors ask for full flexibility Hernâni Borges de Freitas #DrupalcampSpain2015
  2. 2. #DrupalcampSpain2015@hernanibf #DrupalcampSpain2015 About me Technical  Team  Lead  Acquia   .PT     Drupal*  many  things       Twitter.com/hernanibf       @hernanibf
  3. 3. #DrupalcampSpain2015@hernanibf About my work @ Acquia An architect in Acquia prepares technical solutions for clients during different phases. •  Discovery •  Solution/Specification •  Development phase •  Deployment
  4. 4. #DrupalcampSpain2015@hernanibf Meet the demanding content editor
  5. 5. #DrupalcampSpain2015@hernanibf •  He wants to control most of the details how content appears on the web site. •  He typically works on websites where content is king: media, entertainment, corporate websites. •  Tech savvy on his own way - does not accept technical limits - if the system does not allow something, he will find a way of doing it anyway. Meet the demanding content editor
  6. 6. #DrupalcampSpain2015@hernanibf Typical demands §  Change website look and feel. §  Reuse content anywhere. §  Review / preview / approve / schedule content as it will appear. §  Readapt site purpose on special events. §  CMS should be easy to understand, fast to execute and free of problems J
  7. 7. #DrupalcampSpain2015@hernanibf Problem §  Disconnection between content and layout. §  Disconnection between site building and content edition. §  Drupal mantra of create content first, and it will display on different sections automagically. §  Lack of revisioning system in many pieces of the puzzle (menus, taxonomy, blocks).
  8. 8. #DrupalcampSpain2015@hernanibf Rule The best tool? Most of the times, the one you know how to use.
  9. 9. #DrupalcampSpain2015@hernanibf #1 Problem – Content Structure http://paragraphs.site-showcase.com/demos/ creme-caramel
  10. 10. #DrupalcampSpain2015@hernanibf
  11. 11. #DrupalcampSpain2015@hernanibf #1 Problem – Content Structure A.  Free form HTML. B.  Structured inclusive content including all items. C.  Structured referenced content with references among items. D.  Unreferenced content being added through layout.
  12. 12. #DrupalcampSpain2015@hernanibf Option A - Free form HTML §  Typically is never a good solution, but in theory can give a lot of flexibility. §  Hard to maintain consistency. §  Hard to reuse content. §  WYSIWYG hard to use and manage even with placeholders. §  Hard to avoid errors from Content Editors (CE’s)
  13. 13. #DrupalcampSpain2015@hernanibf Option B – Inclusive content All content details are stored in the content item using fields. Good for pages with lots of details reused elsewhere. Typical implementations: •  Compound fields (custom or contributed). •  Field collection module / Paragraphs module.
  14. 14. Paragraphs
  15. 15. #DrupalcampSpain2015@hernanibf Option C – Referenced content Different parts of content items are split in different entities which are referenced from the main entity. Typical implementations: §  Entity reference field with inline entity form. §  Extra modules like references dialog module can help on browsing existing content. §  Back references to help glue content (CER).
  16. 16. Inline Entity Form
  17. 17. #DrupalcampSpain2015@hernanibf #2 - Manage individual page layout How do I create a new rich page layout in Drupal? Options: A.  Core template system B.  Display suite C.  Panels / Panelizer
  18. 18. #DrupalcampSpain2015@hernanibf Template system •  Prepare different Drupal templates that are selected depending on some attributes (node type, field, etc..). •  Use display modes and template suggestions to pick the correct template.
  19. 19. #DrupalcampSpain2015@hernanibf Display suite View modes created by configuration. Drag and drop fields with different formatters for different regions. §  Most of the layout/style can be done by site builders. §  Good to maintain consistency between view modes.
  20. 20. Display suite
  21. 21. #DrupalcampSpain2015@hernanibf Panels •  Customized layouts for different means, including for entity layout. •  Support creation of pages with custom/fixed layouts. •  Fits well with the idea of widgets than can be drag and dropped and configured in different regions.
  22. 22. #DrupalcampSpain2015@hernanibf How to create pages with panels? Different ways of creating pages: •  Create independent panels. •  Page manager with variants. •  Panel nodes. •  Panelizer
  23. 23. #DrupalcampSpain2015@hernanibf Panelizer •  Panel display associated with an entity. •  Panelize an entity and add panes and fields to different regions. •  Slick interface with Panels IPE. •  You can try in Panopoly or Lightning distribution.
  24. 24. #DrupalcampSpain2015@hernanibf Ctools content types •  Configuration per instance where the pane is present (e.g: A view that receives configuration that depends from page to page. •  Fieldable Panel Panes (FAPE) •  Panels In place editor (IPE) •  Panopoly magic •  Panopoly widgets
  25. 25. #DrupalcampSpain2015@hernanibf #3 – Workflow How to workflow content and layout together? Content workflow is easy -  Workbench moderation / Workflow / … modules Layout workflow is harder (!)
  26. 26. #DrupalcampSpain2015@hernanibf #4 – Workflow and Preview •  Easier to achieve when rich content exists as a unit. •  Harder to achieve with lots of referenced content. •  Easier to achieve when layout stores all the needed configuration and is associated with revisions (panelizer). •  Important to think about responsive (responsive preview helps).
  27. 27. #DrupalcampSpain2015@hernanibf #5 - Workflow of complex items Directly in production §  Limited if not well addressed. §  Dependency on revision system. §  Panelizer integrates with with workbench moderation (with patches) J Different environments, and deploy to production •  Tricky balance between content and configuration. •  Configuration can be shipped in code. •  Content is quite complex to achieve
  28. 28. #DrupalcampSpain2015@hernanibf #5 - Workflow of complex items Directly in production Modules like: •  Quick edit and panels in place editor contextual links. •  Workbench or workflow •  Site Preview System. Different environments Modules like: •  Deploy module and associated suite can ship content together with associated items.
  29. 29. #DrupalcampSpain2015@hernanibf #6 – Final words – Non tech •  Content editors are amongst the most important project’s stakeholders. •  They know the content and how the website will work after architects and developers leave. •  They care about what they see and not how does it work. •  Should be involved from Discovery phase to User Acceptance Testing.
  30. 30. #DrupalcampSpain2015@hernanibf #7 – Final words - tech Success typically means •  To be able to correctly preview •  To be able to edit in place where content appears •  To be able to create and review content and layout. •  To be flexible and provide options for edge cases
  31. 31. #DrupalcampSpain2015@hernanibf #8 - Drupal 8 •  In place editor (Quickedit module) •  Better support for configuration management •  Better support for entity revisions •  Better support for some layout management •  Some of the modules already ported to D8
  32. 32. #DrupalcampSpain2015@hernanibf@hernanibf #DrupalcampSpain2015 Questions?

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