Working with a Drupal Site Flashcards
Steps for Creating a User Account
1) Navigate to Manage Administrative Menu, navigate to People
2) Click Add User
3) Enter an email address. All emails from the system will be sent to this address. The email address is not made public.
3) Username
4) Password
5) Confirm Password
6) Status – Active (Blocked will not be able to sign in)
7) Roles – Set roles of the user account
8) Notifiy user of new account – send an automated email
9) Add a Picture
10) Contact settings – enable or disable the display of a contact form.
How to Create a Role
1) In the manage administrative menu, navigate to People > Roles
2) You will find default roles, anonymous user, authenticated user, and administrator already present.
3) Click add role to add a custom role.
4) Give the role a name
How to Add Permissions to a Role
1) Go to Manage
2) Navigate to People
3) Click on Roles
4) Click edit permissions in the role name you want to edit.
5) Check the boxes for the permissions you want to allow.
6) Click Save Permissions.
How to Deactivate Users?
Go to the User edit page, and under status click “Block”
Note: You can also give the user permission to “Cancel theor own user account”
How to add a taxonomy?
1) Go to Admin/Structure/Taxonomy
2) Click Add Vocabulary
3) Click Add term
4) Click Save
Note: Go to your Content Types’ Manage Fields, Add a Field, and then select Taxonomy term, give it a label etc, Select the vocabulary and this will then reference your vocabulary in new content type.
How to Create a Custom Block and Place it on Page
Create a block by going to Structure – Block Layout – Custom Block Library.
Click add custom block
Fill out Body and Description
Go to the Structure -> Block Layout page to see the theme’s regions.
Ensure in the secondary tab that the theme you want is selected. Block placement is defined per theme.
Locate the region Sidebar second in the list and click Place Block.
Locate your custom block and click Place Block. Click Configure to fill in some additional fields such as title, if you want to display title, and the region:
Note: you can also hide or display the block on specific pages.
Types of fields in Drupal
Text – short text such as a name (limited to 255 characters)
Long text long, multi-line alphanumeric text such as a biography
Boolean has one of two values (for example: “yes/no” or “true/false” or “small/large”)
List (text) select from a list of text options (which can be formatted as either a drop-down list or checkboxes)
File reference to a file (such as a PDF) on the Drupal file system
Image reference to an image file such as GIF, JPG, PNG on the Drupal file system
Term reference reference id to an existing Taxonomy Term (or tag)
Integer - a whole number, such as a year (e.g. 2012) or value (e.g. 1, 2, 5, 305); it does not allow decimals.
Float - a number that can use decimals, such as 0.0123456789
Decimal a number that allows exact decimal values; often used for price or cost (such as $199.99)
List (float) select from a drop-down list of floats
List (integer) select from a drop-down list of integers
Long text and summary same as long text, but with an additional summary text
