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Handling Context Outside
In a recent post we talked about how introducing outside-in experiences could improve the Drupal site-building experience by letting you immediately edit simple configuration without leaving the page. In a follow-up blog post, we provided concrete examples of how we can apply outside-in to Drupal.
The feedback was overwhelmingly positive. However, there were also some really important questions raised. The most common concern was the idea that the mockups ignored "context".
When we showed how to place a block "outside-in", we placed it on a single page. However, in Drupal a block can also be made visible for specific pages, types, roles, languages, or any number of other contexts. The flexibility this provides is one place where Drupal shines.
For the sake of simplicity and focus we intentionally did not address how to handle context in outside-in in the last post. However, incorporating context into "outside-in" thinking is fundamentally important for at least two reasons:
To begin to incorporate context into outside-in, Kevin Oleary, with input from yoroy, Bojhan, Angie Byron, Gábor Hojtsy and others, has iterated on the block placement examples that we presented in the last post, to incorporate some ideas for how we can make context outside-in. We're excited to share our ideas and we'd love your feedback so we can keep iterating.
To solve the problem, we recommend introducing 3 new concepts:
Most sites have some concept of a "section" or "type" of page that may or may not equate to a content type. A commerce store for example may have a "kids" section with several product types that share navigation or other blocks. Page groups adapts to this by creating reusable "bundles" of content consisting either of a certain type (e.g. all research reports), or of manually curated lists of pages (e.g. a group that includes /home, /contact us, and /about us), or a combination of the two (similar to Context module but context never provided an in-place UI).
User groups would combine multiple user contexts like role, language, location, etc. Example user groups could be "Authenticated users logged in from the United States", or "Anonymous users that signed up to our newsletter". The goal is to combine the massive number of potential contexts into understandable "bundles" that can be used for context and impersonation.
As mentioned earlier, a challenge is that you want to preview what site visitors will see, not what you see as a site builder or site administrator. Impersonation allows site builders to switch between different user groups. Switching between different user groups allow a page to be previewed as that type of user.
Let's take a look at how we use these 3 ingredients in an example. For the purpose of this blog post, we want to focus on two use cases:
Things can get more complex but these two use cases are a good starting point and realistic examples of what people do with Drupal.
Let's assume the user is a content editor, and the user groups "Anonymous" and "Subscriber" as well as the page groups "Subscriber pages" and "Public pages" have already been created for her by a site builder. Her first task is to place the "Access reports" block and make it visible only for anonymous users.
Our editor's next task is to place the "Download reports" block and make it visible only for subscribers. To do that she is going to want to view the page as a subscriber. Here it's important that this interactions happens smoothly, and with animation, so that changes that occur on the page are not missed.
Once our editor has finished step one and two she will want to go back and make sure that step two did not undo or complicate what was done in step one, for example by making the "Download report" block visible for Anonymous users or vice versa. This is where impersonation comes in.
The idea of combining a number of contexts into a single object is not new, both context and panels do this. What is new here is that when you bring this to the front-end with impersonation, you can make a change that has broad impact while seeing it exactly as your user will.
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