Drupal Help
ADD A NEW PAGE
- Go to Main Navigation bar and select Add Content. Select Basic page.
- The title is the name of the page and will appear as the H1, and in the navigation (unless you change that under Menu Settings below).
- Type content directly into the wysiwyg. Or, if content resides in Word, copy text from document and Paste into Word editor first to strip content of non-web-friendly characters
- If you require more room to see content, click and drag the bottom right corner of the wysiwyg box
- Different header styles are chosen from the Paragraph dropdown in wysiwyg.
MAKE A BUTTON IN WYSIWYG
- Highlight text > Insert/Edit link icon > insert URL to page that button will link to > select "btn" from Styles dropdown menu
BLOCK QUOTES IN WYSIWYG
- Block quotes are created with the quote button.
EXTERNAL LINKS
- Links are added using the chain link button.
- For links, if it's internal, just include the “/” and everything after it (e.g. /about).
- For external links, insert the entire url (include http://www.website.com)
PDF LINKS
- PDF links are added using the chain link button.
- Insert the text for the link "Name of File (PDF)".
- Highlight the text, and click the chain button, "Insert/Edit Link"
- Within this pop up, click the browse icon to the right of the URL field.
- Within this new pop up, upload your pdf file, and click insert.
- Optional: set Target field to Open in New Window.
- Click the Insert button and SAVE the page.
INLINE IMAGES
- To add an in-line image, place your cursor on the area where the image should appear, and click on the picture frame button.
- Click on the little chart symbol to open your filebin.
- Browse to find an image that is in the filebin already and select it. Then click insert.
- Upload and find the image on your computer (CROP BEFORE UPLOADING PLEASE) and upload. Then select the image and click insert.
- Once the image URL is in place, choose an alignment and add vertical/horizontal space if necessary.
- Save.
SEO META TAGS & DESCRIPTIONS
- Add meta tags and meta descriptions in the Meta Tags section at the bottom.
- Save.
ASSIGN PAGE TO NAVIGATION OR MENU
- Select where the page lives in the navigation in the Menu Settings by choosing a Parent Item.
- Assign order of menu item with Weight dropdown (from -50 which appears first in list to 50 which is ordered last)
- Save.
EDIT AN EXISTING PAGE
- Either go to the page itself and click the "edit" tab that appears, or go to Content > and select page itself or click “edit” in the operations menu.
- NOTE: It is useful for sites with alot of content, to first Filter by TYPE (choose Basic page to see list of pages). Find your page, then click "edit" on the right side.
- Follow all steps outlined above.
PAGE BLOCKS
- To Edit Existing Blocks: Go to Beans > find the block, and click edit to edit.
- To Create New Blocks: Go to Add Block > select the block type from the list:
- Full-Width Content: Use this block for the 1, 2, and 3 column text blocks (without images).
- Select, Pageblock: Content
- Enter Label (appears in admin interface)
- Title (appears above the copy with a dashed line). Leave blank if no title and just a rule/line is to be added.
- Enter text in the first editor for full width copy block. (note: the full width copy block will not look good unless you upload a backgroundimage.
- Enter copy in first and second editor for 2 column content block. Feel free to embed images there as well.
- Enter copy in first, second, and third editor for 3 column content block. Feel free to embed images there as well.
- Save
- Go to page on which the page block item should appear. Use the auto-fill feature to attach it to the page. Save.
- L/R Image with Content: Use this block for blocks that have an image on the left or right of a text area.
- Select, Pageblock: Image
- Enter Label (appears in admin interface)
- Enter Title (does not appear on page so enter the same title as in the label field)
- Choose alignment of image (Left or Right)
- Enter text in the editor. Typically H2 is used for title above body copy.
- Upload or choose image from filebin
- Must crop image using manual crop tool before saving.
- Save
- Go to page on which the page block item should appear. In the Page Blocks field, use the auto-fill feature to attach it to the page. Save.
- L/R Video with Content: Use this block for blocks that have an image on the left or right of a text area and when user clicks on image, it opens a lightbox with video.
- Select, Pageblock: Video
- Enter Label (appears in admin interface)
- Enter Title (does not appear on page so enter the same title as in the label field)
- Choose Alignment of image (Left or Right)
- Enter text in the editor. Typically H2 is used for title above body copy.
- Upload or choose image from filebin.
- Must crop image using manual crop tool before saving.
- Paste URL to video in url field
- Select video type: YouTube or Vimeo
- Enter Width: 800
- Enter Height: 600
- Caption and Duration are optional
- Save
- Go to page on which the page block item should appear. In the Page Blocks field, use the auto-fill feature to attach it to the page. Save.
- Full Width Background Image with Text Overlay Block: this block must be used after a block or page content as it must appear after a white background.
- Select, Page Block: Content
- Enter Label (appears in admin interface)
- Title (does not appear on page so use the same name as the label)
- Upload Image or Browse Directory. Image should probably be at least 1500 pixels wide otherwise the cropping will distort the image.
- Must crop image using manual crop tool before saving.
- Enter text in the first editor. The title should be an H3. Then, add a line break and add subsequent text.
- Save
- Go to page on which the page block item should appear. In the Page Blocks field, use the auto-fill feature to attach it to the page. Save.
- Header Images
- Select, Pageblock: Full-Width Image
- Enter Label (appears in admin interface)
- Title (does not appear on page so use the same name as the label)
- Upload Image or Browse Directory. Image should probably be at least 1500 pixels wide otherwise the cropping will distort the image.
- Must crop image using manual crop tool before saving.
- Once the block is created, go to page on which the page block item should appear. In the Top Page Block section (above copy editor), use the auto-fill feature to attach it to the page. Save.
SIDEBAR
- Go to Beans (Pageblocks and Sidebar). Choose the sidebar widget you want to add from menu.
- Widget: Content - need a label (back-end purposes only) and the content in the wysiwyg. H3 content will automatically create gray bar. Paragraph content will appear below gray bar. Save.
- Widget: Image - need a label, and a thumbnail image. The full image option is used if thumbnail image has detail that needs to be seen on a larger scale (eg chart or graph). Thumbnail will be clickable and will open a lightbox with larger image. Save.
- Widget: Location (Map) - need a label, address, latitude and longitude (google latitude and longitude finder, there are many from which to choose). Save.
- Widget: Video - need the label, a thumbnail image (screenshots of the paused video work well), the video host service, the URL of the original video, and the width and height of the player (found in the embed code of the original video). Caption and length are optional but suggested. Save.
- Once the widget of your choice has been created, go to the page on which the sidebar item should appear. In the sidebar section, use the auto-fill feature to attach it to the page. Save.
ZIP CODE LOCATOR SIDEBAR WIDGET
- ADD TO PAGES: You will never need to create a "new" zip code widget tool. Just navigate to the page on the site that you wish to add the sidebar zip code widget to, click Edit, in the Sidebar field, use the auto-fill feature to search for the name "Find Your Nearest Location", select it, then save the page.
- EDIT TEXT BELOW FIELD. Go to Beans > click the bean "Find Your Nearest Location" > click Edit. Change the text in the "Note" field and save.
- EDIT THE TITLE OF THE WIDGET. Go to Beans > click the bean "Find Your Nearest Location" > click Edit. Change the Title field and Save.
REARRANGE / EDIT NAVIGATION MENU ITEMS
- Go to Structure > Menus
- Click "list links" for the menu you want to edit. Most likely the menus you need to edit inlude:
- Main Menu
- Secondary Navigation
- Buttons
- Copyright Menu
- Footer Links 1
- Footer Links 2
- Fooder Links 3
- Grab the directional icon and drag (up, down, in, or out) the menu item to its correct place in the hierarchy.
- Save Configuration
EDIT HOME PAGE
- Home Slideshow
- From within drupal, click Content, use the search field and type "home". Click the "EDIT" link for the result listed as "Home Slideshow".
- Update text, image, and link for each slide and save. It will automatically update the home page slideshow when saved.
- Content Below Slideshow
- From within drupal, click Content, use the search field and type "home". Click the "EDIT" link for the result listed as "Home".
- This copy is edited on the "home" page. So, follow step 1 and edit the text that you see on that page.
- Stacked Image and Text Widget
- Navigate to Beans > Click EDIT next to the Bean Named: "Home: Patient Info Stacked Widget"
- Update text, image and link, then save. It will automatically update the home page stacked widget when saved.
- 2x2 Grid
- Navigate to Beans > Click EDIT next to the Bean Named: "Home: Featured Therapies 2x2 Grid"
- Update text, image and link, then save. It will automatically update the home page grid when saved.
- Page Blocks
- Always appear after 2x2 grid and the stacked image/text area. You are welcome to add as many page blocks to the home page as you wish.
- Function just like the page blocks for every other page on the site. Follow instructions above for page blocks.
- Once page block is created, from within drupal, click Content, use the search field and type "home". Click the "EDIT" link for the result listed as "Home". In the Page Blocks field, use the auto-fill feature to attach it to the page. Save.
- Featured Event + News + Blog
- These are dynamically fed in from the Blog/News/Events pages. The most recent post in each category will appear here. There is no editing what appears in this space.
ADD / EDIT TEAM MEMBER
- Access the team member you want to edit by going to landing page and clicking team member > Edit.
- To add a new Team Member, goto Add Content > Team Member.
- Fill in their name, select Team Member Type (eg Leadership, Faculty), Job Title (optional), and Page order (the order in which members appear on the landing page). We suggest increasing order by 10s so if new members are added in the future, you will not have to re-order all Team members.
- Upload their bio image at the correct size.
- Fill out their bio in the wysiwyg. Add sidebar, contact info, etc. Save.
WEBFORM
Content > Add Content > Webform > Fill in the fields on the first page:
- The title of the page/form
- Content above the form
- SEO data
- Page Url
- Add Blocks
- Add Sidebar
- Save.
The next page will give you the instructions to begin creating the form fields. Enter the field name, choose the field type, click Add. On the next page, fill in any necessary additional fields, the save. Repeat for each necessary field for the form.
EDIT EMAIL RECIPIENTS
Rollover "+Form Components" to manage the email for the administrator email notifications and general form settings. To manage emails received, enter an email in teh Address Field and click the Add button. Once added, you can add as many emails you need by follow the same method. If you need to route emails based on inquiry type, you can follow the instructions below.
For viewing previous form submissions, navigate to the form page while logged into Drupal and click the Results tab.
ROUTE EMAILS BASED ON INQUIRY TYPE
- To edit an existing form:
- Navigate to the Webform page and click edit > click Webform > find the "select" field that needs to be edited and click the edit link.
- Since the Select Options should already be there it should look something like this:
option_a|Option A
option_b|Option B
option_c|Option C
- Replace the first part (before the |) with the email address or email addresses. So the end result should look something like this:
kim@atipt.com|Option A
kelly@atipt.com,dylan@atipt.com,lynn@atipt.com|Option B
chris@atipt.com|Option C
- Once these have been updated with emails. Save.
- The second step of this is to go to hover over "form components" and click on E-mails
- Enter an old email in the Address field and click the ADD button.
- In the next screen remove that email you had entered and click the radio button for component. Change component to the name of the field that you had configured for the email routing and type of inquiry.
- Then, Save.
- NOTE: it is important to test the from once the above changes are made to ensure your users are receiving the email notices. If they did not receive them, check the above instructions again.
NOTE: field must be set as the Type: "Select Options". If it is not configured as this type, you must create a new field and create add select options. Select options should be added to the Options field in this manner:
option_a|Option A
option_b|Option B
option_c|Option C
Once saved, you can swap the options with email addresses as instructed above.
ADD / EDIT LOCATIONS IN WEBFORM LOCATIONS DROP DOWN
Locations are dynamically populated in the locations drop down based on active locations on the locations page. SO,
- To remove a location from a drop down on all webforms, you need to remove the location from the locations/map page. To do this, go to Content > Filter by Location (or search for location name) > click the delete link > confirm deletion.
- To add a location to the drop down on all webforms, you need to create a new location on the locations/map page. To do this, go to Add Content > Location > Fill in relavant fields > Save.
REVISION INFORMATION / REVERT BACK TO PREVIOUS VERSION OF THE PAGE
IF you want to report on revision history, you can scroll to the bottom of the page and click on "revision information". Every time you revise AND SAVE a page, you will want to click the checkbox here FIRST.
Then, if you did the steps above and you need to revert to the previous version, you scroll to the top of the page and click the "Revisions" tab, and next to the date on the previous version, click "revert".
ADD / EDIT NEWS
- To ADD News or Press :
- Click Add Content > Article
- Add content for Article:
- Title
- Foundation News? (if you would like this event to show up in the feed on the ATI foundation page, set the Foundation field to, yes)
- Note: only one foundation news article can appear at a time. the most recent news article will appear.
- Published Date
- Image
- Body (description - a description is reqiured for all articles, even if it is short)
- Article Location
- To add news locations, go to Structure > Taxonomy > Location > List terms > Add terms > Add the new term and Save.
- To edit news locations, go to Structure > Taxonomy > Location > List terms > edit term > edit the term and Save.
- Sidebar can be added as normal using Beans (as needed)
- Meta Tags - all news articles should have a unique meta title and description that describes the page (include keywords here):
- Meta Title
- Meta Description
- To EDIT an article, navigate to the page on the site while logged into Drupal, and click the edit link.
REDIRECTS TOOL
- If you cannot find the specific page you need to redirect to, navigate to this page on the site: http://atipt.dev.mighty-site.com/admin/config/search/redirect and begin adding redirects there.
- Note: you will need to include the url path in the "to" field. So cope the last part of the url (after .com/) and paste it in the field
EVENTS
- Edit an Existing Event: navigate to the event while logged in, click "edit" link in tab.
- Add an Event: click Add Content > Event > and add content for Event:
- Title
- Foundation Event? (if you would like this event to show up in the feed on the ATI foundation page, set the Foundation field to, yes)
- Note: only one foundation event can appear at a time. The next/upcoming event will appear.
- Date
- Registration Url (creates register button)
- if you link visitors offsite, enter the url
- if you need to create a form on the site, continue editing the event, then create a webform following the instructions above, then come back to this page and add the event url.
- Body (description - a description is reqiured for all events, even if it is short)
- Address Details
- Locations
- To create new locations, click Structure > Taxonomy > list terms for Locations > Add New > Enter Term > Save.
- To create new locations, click Structure > Taxonomy > list terms for Locations > Edit Term > Save.
- Meta Tags - all events should have a unique meta title and description that describes the page (include keywords here):
- Meta Title
- Meta Description
ADD / EDIT BLOG
- To ADD Blog :
- Click Add Content > Blog
- Add content for Blog:
- Title
- Foundation Blog Post? (if you would like this event to show up in the feed on the ATI foundation page, set the Foundation field to, yes)
- Note: only one foundation blog article can appear at a time. The most recent blog article will appear.
- Published Date
- Image
- Body (description - a description is reqiured for all articles, even if it is short)
- Blog Tags (this is the filter option and you need to start typing to choose an existing category. Use a comma to begin typing for another category)
- To add blog categories, go to Structure > Taxonomy > Blog > List terms > Add terms > Add the new term and Save.
- To edit blog categories, go to Structure > Taxonomy > Blog > List terms > Edit term > Edit the term and Save.
- Sidebar can be added as normal using Beans (as needed)
- Blog Author - scroll to very bottom, select the tab labeled, Authoring Information, begin typing the name of the author in the author field, if the author exists already select it.
- If the author does not exist, save the post then navigate to: People
- Click Add User
- Enter username
- Enter email
- Enter password
- Select Role: Blog Author
- Enter Full Name
- Save
- NOTE: must fill in all these fields even if author is not going to publish blog articles themselves.
- Meta Tags - all posts should have:
- Meta Title
- Meta Description
- To EDIT a blog post, navigate to the blog article on the site while logged into Drupal, and click the edit link.
ADD / EDIT VIDEO
- To ADD Video :
- Click Add Content > Video
- Add content for Video:
- Title
- Featured: if you would like the video to be sticky or appear in the first row of videos with the special "flag" set the featured drop down to, yes.
- Video URL
- note: after you paste in the youtube url, enter: ?rel=0
- Adding this will ensure that related videos do not play when the video is done playing. You don't want your users getting lost in the Youtube rabbit hole.
- Image
- Body - a description is required for all videoposts, even if it is short, you can also insert the transcript here.
- Categories - choose a category for the filter on the page.
- To add video categories, go to Structure > Taxonomy > Video Categories > List terms > Add terms > Add the new term and Save.
- To edit video categories, go to Structure > Taxonomy > Video Categories > List terms > Edit term > Edit the term and Save.
- Sidebar can be added as normal using Beans (as needed)
- Meta Tags - all videos should have a unique meta title and description that describes the page (include keywords here):
- Meta Title
- Meta Description
- To EDIT an article, navigate to the page on the site while logged into Drupal, and click the edit link.
EDIT FOOTER REQUEST APPOINTMENT LINK & TEXT, FOOTER ADDRESS, FOOTER PHONE, ETC.
- Navigate to here: http://atipt.dev.mighty-site.com/admin/appearance/settings/orbitmedia
- Scroll to bottom of page, expand the sections that are relevant, update, and save.
ADD / EDIT LOCATION
- To ADD a Location :
- Click Add Content > Location
- Add content for Location:
- Name (used for your purposes)
- Address
- Full name - is what appears on the map.
- Address, city, state, zip are required
- Location Link
- Title: enter whatever you wish, but all links are currently, Details
- URL: enter url to page (ie: http://locations.atipt.com/denver-co)
- Phone
- Fax
- Save
- To EDIT an existing Location, navigate to Content, filter by "Location" and/or use the search field for the specific location you wisht to edit. Click Edit to edit the location content.
EDIT EMAIL SIGN UP WIDGET TEXT IN FOOTER
- Scroll to the footer of the site while logged into Drupal
- Hover over text so the gear appears, click the gear, click "edit block", update text and save.
ADD / EDIT SPONSOR / AFFILIATE LOGOS TO A PAGE
- To add sponsor logos to a page, navigate to Beans > Add Block > Sponsors: block
- Begin adding content:
- Label (for your purposes)
- Title (not used, so use the same as the label)
- Upload Sponsor Logo
- Add Name
- Add Link
- Repeat for each logo
- Save the block
- Once your logos have all been added and the block is saved, navigate to here. Find the Sponsor block you just created and click configure:
- Change the field "Orbit Bootstrap Theme (default theme)" to: Content
- Down below in the "Show block on specific pages" area, select the option for "Only the listed pages". In the field below enter the url for the page that the sponsor block needs to be added to (just the last part of the url: /name-of-url).
- Save.
- If you want to add a title to the block, enter a title in the Block Title field. This will add a title above the logos/images on the page. Typically, this is used for pages like "proud partnerships" where the logos need to be categorized.
- To Edit a Sponsor/Affiliate Logo, figure out the page block that was used to create the block, go to beans, click to edit the bean and update the appropriate logo.
ADD / EDIT FAQ
To Edit an Existing FAQ:
- From within drupal, click Content > filter by the type, FAQ.
- The results will list out all faq questions. Click edit next to the question to edit the question and answer.
To ADD a New FAQ:
- From within drupal, click Add Content > select FAQ
- Enter the question in the title field.
- Enter the answer in the body field.
- Save.
- Repeat for all FAQ questions needed.
- Once all questions are created, navigate to the page you would like FAQ to appear on, click edit, and scroll to the bottom of the editor. In the FAQs Reference field, add each question and save.
ADD / REMOVE USERS OR EMPLOYEES
- Go to People
- Click + Add User
- Enter username, email, password
- Select "authenticated user"
- Select "newemployee"
- Exclude as Blog Author > select Yes.
- Save
- Note: it is recommended that you login as the user after the account is created (in another browser) to test the login is setup correctly.
CHANGE COLOR SCHEME TO PINK OR REVERT BACK TO RED
Navigate to the page on the site and click edit, scroll to the bottom of the page (below the page blocks and sidebar fields area). There is a field selection labeled, "color scheme". Simply select the "Pink" option and save.
To revert back to red, navigate to the page, click edit and change the "color scheme" option to "default" and save.
CHANGE LOGO ON A PAGE OR REVERT TO DEFAULT LOGO
Navigate to the page on the site and click edit, scroll to the bottom of the page (below the page blocks and sidebar fields area). There is an upload field to upload your new logo, or browse (existing logos located in Root Folder > Logos) and select the logo from the files directory. Then save.
NOTE: you cannot use the image resize tool for logos. Logos must be 321 x 88 pixels wide.
To revert back to the default Physical Therapy logo, click edit, remove the previously selected/uploaded logo from the logo field, then save.