Once logged in to a site, you will see a few new tabs that appear below a node's title:
This tab is activated by default when you visit a node. It displays the public content of the node that visitors to your site will see.
This tab opens up the editing interface to edit the title and body content as well as change a number of node settings and upload a Header Image to the node.
Advanced users may choose to change the way specific content types display information. Changing display properties affects all nodes of a specific content type moving forward but pre-existing nodes may need to be manually updated. Display options include changing the order of items and choosing preset image styles.
If applicable, revisions are extremely useful for viewing previosly saved states of a node and allow users to easily switch to a previous state.
Click the Edit tab to enter the edit view and make changes to a node. Click the Save button at the bottom of the edit view to save your changes.
Note: The keyboard shortcut to undo is ctrl+z (command+z for mac). If you've made a change to the content in error cannot undo the change, click the view tab to discard changes that haven't been saved. See Revisions below to go to a previously saved state of the node.
Enter or change the node title in the Title field at the top of the edit view.
Use the provided Header Image interface to upload an image that appears at the top of the edit view.
The body field provides a WYSIWYG (What You See Is what You Get) toolbar that empowers users to style text, add bulleted lists, indent, create links and add images to a node.
See Using the WYSIWYG Editor section below for a more in depth look into updating content with the WYSIWYG editor.
The blue Edit Summary link beside the Body field title allows users to insert an optional summary that is used when a node is promoted to the Front Page (See publishing options below). By default, Drupal will grab a snippet of text from the Body field to populate content that is shared on the Front Page. Click the Edit Summary link to input a custom summary describing the content rather than pulling content automatically. The custom summary is completely optional, in most cases the snippet of text Drupal grabs from the body field will be adequate.
Note: Teaser Breaks are ignored when summaries are applied to a node.
By default the Text Format dropdown is set to Filtered HTML. In most cases this should be left alone unless specifically directed otherwise.
Note: Changing the format risks the potential for deleting all or part of the content in the field. Do so at your own risk.
Adding Navigation Links
Scroll down to the Menu Settings tab and click the Provide a Menu Link checkbox to create a link to the current node in the navigation structure.
Change the link title (generated by default using the title of the node) if you want the link to appear in the navigation structure as something other than the node's title.
Use the Parent Item dropdown to choose which section of the site the node should belong to. By default, Main Menu is selected - this will create a link in the Main Navigation Menu that appears at the top of every node on your site. Use the dropdown to choose another node or section of the site that the current node she be included in.
The Description and Weight fields should be left at their default values.
You can publish, unpublish, promote nodes to the Front Page and make them sticky at the top of lists by utilizing the Publishing Options tab on the bottom of the edit view.
Check or uncheck the boxes for each of the following:
- Published: This allows you to display or hide a node from the public. Commonly used for new nodes that aren't ready for public consumption or nodes that are not currently relevant but are good to keep around for future reference. Unpublished nodes will be automatically removed from navigation elements and will automatically return when they are published.
- Promotoed to Front Page: Any node can be promoted to the Front Page of a website by clicking this box. By default, Drupal will grab a snippet of text from the node to add to the Front Page but you can manually change this by using the Edit Summary feature explained above.
- Sticky at Top of Lists: By default, pages that are promoted to the Front Page will be ordered chronologically based on their creation date. If you want to push a node to the top of the list regardless of when it was created, you can check this box. If multiple nodes are set to Sticky at Top of Lists, those nodes will be ordered chronologically.
Using the WYSIWYG Editor
The default WYSIWYG editor includes a number of preset tools for enhancing the content in the Body field of your node.
Note: Some editors may appear differently than the image below. Depending on your needs, additional tools may be enabled in the toolbar.
Headings are great for identifyiing key messages in the content. If your content has three key messages, you can divide them by giving each message a heading of H2 directly above each message. If there are key points, you could further divide those points into another heading of h3. Make sure to follow the hierarchy of headings, H3 should only come after H2 and H4 should only come after H3 etc...
To create a heading, type the name of the heading, highlight it, and choose the heading style (h2-h6) from the paragraph style dropdown item (the default value is Normal).
Note: Headings shouldn't be more than a few words long. Sidebars should start at heading level 2 and go down from there.
To give text strong importance within content, use the Bold tool in the WYSIWYG toolbar. Visually, bold gives text a heavier weight so that it sticks out and is easy to identify. Semantically, bold gives portions of a sentence added importance (e.g., "Warning! This is very important.").
Bold appropriate text by highlighting it and clicking the B icon in the toolbar. Alternatively, you can use the keyboard shortcut ctrl+b (command+b on mac).
Note: The B icon utilizes the <strong></strong> html element.
To emphasize text, use the Italic tool in the toolbar.
Italicize text by highlighting the appropriate text with your mouse and click the I icon in the toolbar. Alternatively, use the keyboard shortcut ctrl+i (command+i on mac).
Note: The I icon utilizes the <em></em> html element.
Numbered and Bulleted Lists
Create a numbered or bulleted list by clicking the Insert/Remove Numbered List or the Insert/Remove Bulleted List icon in the toolbar. You can also enter items on seperate lines (press enter/return after each item) and turn them into a numbered/bulleted lists by highlighting the lines of content and clicking the numbered or bulleted list icon in the toolbar.
Increase (move to the right) or decrease (move to the left) the indentation of text by placing your mouse before a line of text or by highlighting a section of text and clicking one of the two Indent buttons in the toolbar.
Create a link by highlighting the appropriate text or image and click the Link icon in the toolbar to insert the appropriate URL.
Use the Link Type dropdown to change the type of link you will be creating
- Select URL to link to external sites that aren't part of the current website.
- Select internal path to link to nodes that exist within your site.
- Select E-mail to link to email addresses.
To remove an existing link, highlight the text or image that is linked and click the Unlink button in the toolbar.
Link to files
Create a link to a file or document by highlighting the appropriate text and click the Link icon in the toolbar and then click the Browse Server button in the window that appears. Choose an existing file or upload a new file by clicking the upload button after navigating to the folder of your choice.
Note: Upload files directly to your Drupal site by visiting umass.edu/sitename/imce (you must be logged in).
Insert an image by clicking the Image button in the toolbar. Click Browse Server and choose an existing file or upload a new one (similar to the Link to Files section above). Turn the image into a link by clicking the Link tab and entering the URL when the Image Properties window appears. Alternatively you can highlight an image and click the Link button in the toolbar to add a link.
Float an image to the left or right of text by clicking the Image buttoon in the toolbar and choose Left or Right from the Alignment dropdown. Alternatively, right click on an image and select Image Properties to bring up the image properties window.
Copy text from another source by highlighting it and pressing ctrl+c (command+c) and paste it into the appropriate field by pressing ctrl+v (command+v).
You can strip out styling by pasting content into the WYSIWYG using the Paste as Plain Text and/or Paste from Word icons in the toolbar.
Note: If you paste something that contains a formatting style that is not approved, it will be deleted upon saving content.
Insert Teaser Breaks by clicking the Teaser Break button in the toolbar. Teaser breaks set a specific end point for teaser text that displays on pages that are promoted to the Front Page.
Advanced users may find the Manage Display functionality useful for their specific needs. Use the Manage Display tab to re-order fields, hide or display labels and change specific formatting options for fields.
Some content types include a Teaser tab in additon to the Default display settings. The Teaser typically styles what is displayed on the Front Page when a page is Promoted to Front. From this tab you can input a Trim Length which sets a specific character limit.
The tabs on the bottom left, including Layout for Page in Default, Custom Display Settings, etc..., should be left at their default values. Changing or modifying these settings may adversly affect the site.
Note: Any changes to the Manage Display settings will affect all nodes of that content type.
Basic Page, News Item, and Profile content types all have revisioning enabled by default. Everytime a page is saved a new revision is created. Revisioning is great if you want to look at the past content of a node.
Click the Revisions tab to display a list of all revisions to a page. The current version of the page is highlighted in yellow and each revisions is ordered by date and displays the name of the user who revised the content.
View a Revision
Click the date to view that revision and click the back button in the browser to return to the revisions display. Alternatively, you can view the revisions in a new tab and close it when you are done viewing it.
Switch to a Revision
To revert the node to a previous revision, click the Revert link that appears in the Operations column.
Delete a Revision
Delete a revision by clicking the Delete link that appears in the Operations column. Once deleted, a revision cannot be restored.