Presentation Deck Template

SHOW YOUR DRUPAL 7 WEBSITE WHOS THE BOSS!How to take control away from the system and give it back to the users!Stan Ascher Senior Drupal Developer10.09.2015

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Phase One:IT Solutions for a Modern World

Phase One is a full lifecycle firm specializing in Platform as a Service (PaaS) application development, and cybersecurity solutions.Corporate OverviewOwned by Bob Johnson, founder of BETFounded in 1997, Washington, D.C.200+ Employees, $50M annual revenueActive clients in public and private sectorCurrently implementing the largest Salesforce.com solution in Federal SectorWe combine strategic, architectural, and implementation capabilities in a unique way to ensure successful PaaS implementationsWe run end-to-end cybersecurity programs for large clients

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We are experts in 3 leading technologies but know many more.Corporate OverviewWe have 50 certified employees that hold more than 100 individual certificationsAdministrators, Developers, Architects, Service and Sales Cloud specialistCurrently implementing the largest Salesforce.com solution in FederalWe have proven expertise in Java, PHP, other Open Source technologiesDeveloped and deployed unique solutions for multi-organizational Content Management Systems (CMS)Experience integrating CMS with Salesforce and Microsoft platformsDeveloped large scale multisite solution for a major Federal agencyMS Azure PartnerAzure experts for cloud and hybrid environmentsSharePoint experts

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By default, Drupal is the boss

Introduction

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Here are six ways to say otherwise!Introduction

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I need my staff to know when someone posts a resource Scenario 1: With Rules, tell Drupal how to keep the client informed.

Introduction

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Scenario 2: With Rules, tell Drupal how to automate a 508 Compliance task

Introduction

I need to make sure all images have alt text so our users with screen readers can use this.

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Scenario 3: With Rules and VBO, tell Drupal to engage our business users!

Introduction

Surprise!I need someone to taga whole bunch of nodes as letters- Oh, you want me to do it?

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Scenario 4: Tell Drupal to make the client look good too!

Introduction

I want to brag to everyone how well we are doing.

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The Govt client wants to archive some of these, delete the rest once theyre past date! Scenario 5: With Rules and Views Rules, tell Drupal one way to meet FISMA requirements

Introduction

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Scenario 6: With Conditional Rules tell Drupal to save tedious work.IntroductionIf I create an event tagged as planning, I want to create a resource at the same time. if you create an event tagged as seminar, I want to create an article at the same time

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With Rules, Drupal wasnt the boss

Introduction

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I WAS THE BOSS!

IntroductionAnd Ill show you how you can be the boss too!

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Heres some assumptions:You have set up at least one Drupal siteYou have used the views moduleYou have heard of the rules moduleYou have a need to automate some tasks on your Drupal site

Introduction

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Scenario 1:

How to use Rules to keep the client informed

I need my staff to know when someone posts a resource Scenario 1Examples of Basic Rules ConstructionExamples of Basic Rules Construction

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Using Rules to keep the client informed.Lets Review the setup

All staff have an account on this Drupal siteWith emails All staff have a role in this Drupal siteCalled, staff memberWe have approved text for emailsSomeone posted a message at X time titled Y with the body of Z

Examples of Basic Rules ConstructionScenario 1

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Notify staff members when a resource is postedOne EventSaving new ContentOne ConditionContent is of TypeOne ActionSend email to all users of a role

Examples of Basic Rules ConstructionScenario 1

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Notify all staff members when someone posts a resource

Examples of Basic Rules Construction

Scenario 1

Pretty Easy!

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Scenario 2:

One way to use rules to automate 508 Compliance

I need to make sure all images have alt text Scenario 2Another Example of Basic Rules Construction Another example of basic rules construction

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Use rules to automate 508 ComplianceLets Review the setup:

Section 508 complianceImages all need to have alt text for screen readersUse alt tag function of Image module!Alt text field can be set on the image field settings on the entity formMay need to be done retroactivelyWhat if you have 8,000 nodes?

Another Example of Basic Rules Construction Scenario 2

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Automatically create alt text for Images based on the node titleA look inside the rule:

Two EventsContent is updatedContent is savedTwo ConditionsContent is of typeData Value is EmptyOne ActionSet a data value

Another Example of Basic Rules Construction Scenario 2

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Use rules to help automate 508 compliance

Another Example of Basic Rules Construction Heres the RuleScenario 2

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Scenario 3:

How to put business users in control(and free up your developers)With Views Bulk Operations (VBO)

Surprise!I need someone to taga whole bunch of nodes as letters- Oh, you want me to do it? Using Rules Components & the Views Bulk Operations ModuleUsing Rules Components & the Views Bulk Operations ModuleScenario 3

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Mass add a value to a term reference fieldLets talk about components

Component is a part of a ruleA recyclable condition setA recyclable action setA rule without a triggerComponents can be triggered by other rules, the scheduler, or by the usersUsing Rules Components & the Views Bulk Operations ModuleScenario 3

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Mass add a value to a term reference fieldLets look at the rule:

One ConditionEntity has a fieldOne ActionAdd item to a listAdd letter to the list of terms on the resource type term reference field

Using Rules Components & the Views Bulk Operations ModuleScenario 3

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Scenario 3Mass add a value to a term reference fieldUsing Rules Components & the Views Bulk Operations Module

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Mass add a value to a term reference fieldLets talk about VBO:

Views Bulk OperationsAdd on to rules to let users perform functions on several entitles at onceVBO is smartA VBO field can help you apply the right component to the right entityUsing Rules Components & the Views Bulk Operations ModuleScenario 3

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Mass add a value to a term reference field

Look at the awesome tool you gave your admins!Scenario 3

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Scenario 4:

How to help the client show off soshe can get more money forher program

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I want to brag to everyone how well we are doing. Using the Views Rules ModuleUsing the Views Rules ModuleScenario 4

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Mass add a value to a term reference field

Remember this view?Scenario 4

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I want to celebrate our 100th resourceOne EventContent is viewedTwo ConditionsContent is of TypeCheck the results of a VBO viewComes with Views Rules ModuleOne ActionShow a message on the site

Using the Views Rules ModuleScenario 4

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Lets loop through it was rule!Scenario 4

Using the Views Rules Module

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Scenario 5:

One way to get a site FISMA compliant

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The GPO wants to archive some of these, delete the rest once theyre past date! Using the Views Rules Module: another exampleUsing the Views Rules Module: Another exampleScenario 5

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Once an event is past, delete it if its not archivedLets look at the situation:

All Event nodes have a checkbox field to mark it as archivedSome events contain PII and need to deleted from the site.The client wants to be engaged in the process.Gave them an easy to understand interfaceAdded benefit of ease when passing to next developer.

Using the Views Rules Module: Another exampleScenario 5

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Once an event is past, delete it if its not archivedTwo TriggersCron Maintenance task are performedNo ConditionsOne ActionLoad a VBO viewOne LoopDelete all entitles from that loaded VBO view

What a view!Scenario 5

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Once an event is past, delete it if its not archivedOne TriggerCron Maintenance task are performedNo ConditionsOne ActionLoad that VBO viewComes with Views Rules ModuleOne LoopDelete all entitles in that VBO view

Using the Views Rules Module: Another exampleScenario 5

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Once an event is past, check it to see if its archivedTwo TriggersCron Maintenance task are performedNo ConditionsOne ActionLoad a VBO viewOne LoopDelete all entitles from that loaded VBO view

Lets loop a rule through it!Scenario 5

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Scenario 6:

How to use conditional rules to save business users tedious work

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If you create an event tagged as planning, I want to create a resource, if you create an event tagged as seminar, I want to create an article Conditional Rules Module in action!Conditional Rules Module in action!Scenario 6

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Creating corresponding contentOne TriggerContent is savedOne ConditionContent is of typeOne ActionConditional with two if statementsIf event is planning meeting make resourceIf(else) event is seminar make article

Conditional Rules Module in action!Scenario 6

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Creating corresponding contentOne TriggerContent is savedOne ConditionContent is of typeOne ActionConditional with two if statementsIf event is planning meeting make resourceIf(else) event is seminar make article

Conditional Rules Module in action!

Heres The RuleScenario 6

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Use Conditional Rules to cut down on your Reaction Rules

Conditional Rules Module in action!Holy Crapoli! Look at all these reaction rules!

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Use Rules with other modulesWorkbench Webform Drupal Commerce Content Access Flag Organic Groups Token Ubercart Voting Twitter Features Context Message

Use Rules with other modules

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In ConclusionBasic Rules can do a lot out of the boxSent out specialized emailsAutomatically fill in fieldsVBO lets us build great admin viewsGet Business users into act and save developer time.Views Rules Module lets you leverage viewsAct upon number of results in a viewLoop through a view and take actionConditional Rules Module lets you branch out your rulesCreate complicated logic in one ruleReduce strain on your resources by turning reaction rules into components and then acting on those components with a conditional rule.

In Conclusion

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Rules Module:

Wolfgang Ziegler (fago)

Special Thanks to these folksKlaus Purer (klausi)

Special Thanks to these folksViews Bulk Operations Module:

Karim Ratib(INFOJUNKIE)

Special Thanks to these folksViews Rules Module &Conditional Rules Module

Taihao Zhang (zhangtaihao)

Special Thanks to these folksRules Tutorials

Johan Falk(Itangalo)

BE THE BOSSWITH RULES!10.09.2015

Check stanascher.com for this PPT and a feature to download and try on your own.

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Questions?

Contact me:Drupal.org: sascherEmail: sascher@phaseonecg.orgQuestions??

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