A Guide to Uploading Content

The New Wordpress-CMSYoung Enterprise Website

December 2012

Table of Contents

Accessing the CMS

Contacts

Pages

Standard Page templates

Content Complex

Content Simple

Specific Behaviour Page Templates

Home page

Region Events

All Regions Events

Content Dropdown

Parent Page

All Events Page

Region Map

Region Homepage

Content Intro

Case Study Section

Sponsor Home page

Programme Login

Post Types (content modules)

Event

Case Studies

Slides

Sponsors

Quotes

Adding Media

Images

Video links (from Youtube)

Posts (news / blog)

Global Site Options

Menus

Twitter

Quirks & Gotchas

Related Items

Editors

Repeating fields

Links / URLS using 'Link' button in metaboxes

Some useful WP online resources

Accessing the CMS

NB: this URL will change once the site is moved to the YE servers.

ADMINISTRATORS

Username:

Paul Eastham

Kate Corry

Email:

As well as having full access to editing and publishing content across the site, the Administrator can also add other users and assign usernames & passwords.

The Admin should assign different roles to each user, eg: ‘administrator’, ‘editor’, ‘author’ – and each of these roles has a different level of access to the site and the site’s content.

Full details of each of these roles can be found here:

Contacts

Sasha Dunn

Primary contact for all site queries, but not available from 14/12/12 – 14/01/13.

Dale Sattler

NOT AVAILBLE:

23-26 Dec

28 Dec to 06 Jan (Camping, so well and truly offline)

You can skype Dale @ dale-sattler.

If you email and let Dale know you want to chat then he can log into skype at the right time.
Overview

In traditional WordPress terminology, there are two ways to publish content on your website – using PAGES and POSTS.

Pages are complete page templates, which hold different types of content, you could think of these as the shell holding different modules of content.

Posts are smaller content modules, which are then dropped into the page templates as required. By using posts you can have one content module used in different places in the site, which only needs to be updated in one place.

There is a slightly confusing quirk of terminology in WordPress around the use of the word ‘post’.

As described above, a ‘post’ is a content module.

However a ‘post’ is also the standard blog post that is posted by someone in a blog.

The bespoke Page templates for the YE site are:

  • Blog Homepage
  • Case Study Section
  • Content Complex
  • Content Intro
  • Content Simple
  • Home Page
  • Region Events Page
  • Region Homepage
  • Region Map
  • Sponsor Homepage

Also in this site, you have some bespokePost types, which are:

  • Quotes
  • Sponsors
  • Slides
  • Case Studies
  • Events

Pages

Standard Page templates

Content Complex

Is a main content type that most pages will use beyond the templates that are for a particular purpose, eg homepage

Metabox list:

  • Header Content: Controls the content that is positioned within top of page
  • Content Right Side Images: Repeating field. Adds / Removes images from the right hand column
  • Content General Options: Control over page title, subtitle & whether or not related content is shown
  • Related Items: Repeating fields. Add / Remove related items
  • Content: Pages main content area. This controls content that sites at the bottom of the page, aligned with RH images
  • Page Footer Options: Controls footer area, text and button toggles

Content Simple

The simple content type.

Lots of pages will use this basic template type.

Metabox list:

  • Content General Options: Control over page title, subtitle & whether or not related content is shown
  • Related Items: Repeating fields. Add / Remove related items
  • Page Footer Options: Controls footer area, text and button toggles

Specific Behaviour Page Templates

Home page

  1. Uses 'Home Page' template
  2. Settings sections should hopefully make sense.

Region Events

All Regions Events

Content Dropdown

Parent Page

  1. This page template controls the main menu items (currently What We Do, Support Us, About Us and Choose Your Region). These pages don’t exist on the public-facing site, but they have to exist in the hierarchy so that is why you can see them in CMS.
  2. Option to exclude page from breadcrumb trail. Which should always be selected so that it is excluded.
  3. Radio buttons to control what page colour and menu colour is applied to children of this page
  4. Does not show featured image in front end

All Events Page

  1. Controls the all events calendar view
  2. Option to override page title
  3. Does not show featured image in front end

Region Map

  1. Controls the region map page for selecting YE Regions
  2. Should only need to use this template once
  3. Does not show featured image in front end
  4. Options for entering in region contact information and region map links along with labels

Region Homepage

  1. Each region homepage should use this template. Template is basically content complex with extra options for assigning what region page belongs to
  2. Content RH images is a repeater, meaning as many RH images can be added as desired
  3. Does not show featured image in front end
  4. The 'Content' metabox is the actual main content area. It is placed into a metabox so the 'Header content options" metabox can be placed at the top of admin editing screen

Content Intro

  1. Used as a template for case study parent pages, or whenever a list of a certain content type is required
  2. Can add multiple content blocks

Case Study Section

Controls the case study-type pages, eg Supporters.

  1. Main option to pay attention to here is the Case Study Type selection. This selection will pull in case studies of that type from the case study types post types

Sponsor Home page

  1. Acts as a front end for the Sponsor post type.
  2. Standard page options, essentially uses the content simple template, but lists the sponsor grid underneath the pages content

Programme Login

Controls pages that feature a drop down select box for either logging in or registering with the YE organisation.

  1. Drop down items are setup using the Content Dropdown Menu items metabox which contains repeating fields for each item within the drop down list.

Post Types (content modules)

Event

  1. Is a good example with all options turned on.
  2. Events don't use page templates, rather they have all options on the table, and it’s up to the editor to use each option or not.
  3. Events don't use thumbnails (Featured images) within the theme.
  4. Use the 'Event Regions' taxonomy to define what region an event belongs to

Case Studies

  1. Case studies basically use the 'content complex' template (but are not pages so don't use the page template chooser) with the idea that any options can be used if needed. If they are not used, then the page won’t display that section on the front end.
  2. Case studies do use 'featured images'
  3. Use the taxonomy 'Case Study Type' to define where in the site each case study will show up

Slides

  1. Should be fairly self explanatory.
  2. Slides are listed by their publish date.
  3. There is a hard limit of 7 total slides displayed on the front end.
  4. Image sizes are mentioned (labels) in the CMS. If an image (this applies site wide) is uploaded that is not to these dimensions but is bigger, WP will crop it to the correct size.

Sponsors

  1. Content complex template
  2. Has extra option to control whether or not the sponsors thumbnail (featured image) is linked to an internal site page, or to an external site
  3. Featured images are not used except as a means to easily see what sponsor is what in the admin

Quotes

  1. Basic post type
  2. Only content and two form fields for attribution and organisation

Adding Media

Images

Use the Media Library to upload all images

Video links (from Youtube)

Use the green icon to embed video, then grab the embed code from Youtube, paste into the YE site but take out the height & width as per the screenshot below.

Posts (news / blog)

  1. Standard wordpress posts
  2. Featured images are displayed in template (in post listing)
  3. Currently the 'news' category is displayed within the blog page (this is defined within the blog page 'page' admin ui)
  4. Options to show post tags, permalinks and social sharing

Global Site Options

  • These options should all be self-explanatory.
  • You will need to set up a new addThis account for YE, as its currently using Dale’s account.

Menus

The sites menus (top nav, footer, region choice on home and social icons) are controlled via the Appearance / Menus screen. Its super easy to add / remove / reorder menu items within this section of the site.

The lefthand menu on content pages is automatically generated. The order of the menu items is set by the page order of each page within the WP admin. That order is not the order they are listed in the admin, but rather the 'Order' box. Seethe screenshot below:

Twitter

Because twitter uses OAuth for grabbing a users timeline, they will have to authorise the Twitter plugin on the site to access their twitter feed.

*Dale can do this if you need assistance.

Quirks & Gotchas

Related Items

When adding a quote in a related item that has been freshly created, the selection will drop off when the page is first published or updated. This seems to be an issue with cloning dom elements, especially checkboxes. Updating the page as a draft or publishing it allows for any selection to stick correctly. Its only an issue when you click 'Add new related item' and choose quote before the page is published / saved.

Editors

Cloning editors (edit boxes) like I've done is fairly bleeding edge for Wordpress. 99% of the time they work perfectly. The only time an issue may occur is when cloning them multiple times, or dragging the parent metabox around in the admin area when the editor is in 'Visual' mode. In both cases, updating the page via saving a draft or publishing it corrects the issue. The problem is that WP makes a hard reference to where each editor is within the dom. So if we move it, then that reference breaks and WP gets confused. Saving creates the reference again.

Repeating fields

No way to reorder these on the fly yet. If you need to re-order then you need to delete/add items again.

Links / URLS using 'Link' button in metaboxes

This is only an issue on the staging server. Because the data for a link is saved as a serialised array.

Some useful WP online resources

116/11/2018