| Drupal

media_1381931573462.pngWe've been fortunate over the last couple of years to have great success with our CMS books.

Drupal 7 Explained launched in May and over the last few months it has become the best-selling Drupal book. 

That book was the follow-up to Joomla! Explained which has been the best-selling Joomla book for over 2 years now.

How did we do it? Workflows.

We've taught hundreds of live classes over the last few years and based on student feedback, workflows are by the fast most popular teaching tool we've used.

Here's an introduction to how they help us teach and how they can help you too. 

Using Workflows to Teach

Using workflows to guide people is nothing new.

A workflow can be a step-by-step guide, it can be a checklist or it can even be an acronym. 

Back in school, you may have used acronyms to learn. Growing up in England we learned, "Richard of York Gave Battle in Vain" to remember the colors of the rainbow: Red, Orange, Yellow, Green, Blue, Indigo, Violet."

My wife growing up in America learned math operations using "Please Excuse My Dear Aunt Sally" to help her remember Parenthesis, Exponents, Multiply, Divide, Add, Subtract.

No matter how smart we are, it helps if we learn to doing things in a certain order.

Workflows in every area of life

media_1381931771603.pngThere's a brilliant book called "The Checklist Manifesto" by Atul Gawande. In that book, Gawande explains that everyone from doctors to construction workers benefit from workflows to guide them.

Gawande is a doctor and he saw that even the best doctors forgot to do something as simple as washing their hands before an operation. World-famous surgeons were getting their patients sick because they forgot to use soap. So, Gawande created a five-point checklist that virtually eradicated infections in the intensive care units where it was used.

Why do so few aircraft pilots cause accidents? Because airlines provide them with detailed checklist for every situation. Whenever there's a problem, pilots don't have to panic. They just find the right checklist and follow the instructions. They're almost guaranteed not to miss something important.

How do construction workers manage to choreograph the 10,000s of actions needed to build a skyscraper? With enormous workflows. Everything from the ground up as to be done in a certain order.

Using Workflows to teach CMSs

Originally we never used workflows to teach CMSs. We were pushed into the idea by our students.

Dreamweaver users were the ones who needed workflows the most. They are accustomed to doing everything visually. With Dreamweaver, what you see is what you get. Unfortunately with CMSs, things are more abstract and there's not always direct relationship between what you do and what you see. 

So, to help stop our students from getting lost in the process inside each CMS, we started creating workflows.

When we created our first workflows we didn't even have images created for them. But, by the end of classe, students were begging us to send over a more formal copy of the workflows. It was the one thing that really helped them understand how to build CMS websites. 

Our Joomla 1.5 teaching was based around a workflow called SCAM:

  • Sections
  • Categories
  • Articles
  • Menus

Our Joomla 2.5 teaching was based around a workflow called CASh:

  • Categorize
  • Add
  • Show

With Drupal the need was even more obvious. You can build a Joomla or WordPress site with 4 or 5 steps. With Drupal there are many more steps involved. We found that people were often confused and asked questions like this:

  • "I want to create a blog, so I start with Views, right?" 
  • "I want to re-design my homepage so I began with Panels. That's what Panels is for."
  • "I've added 30 fields, but I haven't created any content types yet. What am I doing wrong?"

With so many steps in the process, people were getting lost inside Drupal. A workflow was needed.

Here's our Drupal Workflow

The image below shows the Drupal workflow that we rely on.

Unfortunately, our Drupal workflow didn't create a memorable acronym such as SCAM or CASh, unless you can find a way to pronounce PICFTBVLM:


Why do we do things in this order? Because each step follows logically on from the next:

  • You definitely shouldn't start to build a site before doing any planning
  • You can’t add fields before you’ve created a content type
  • You can’t add content until you have the content types and fields
  • You can't see what your theme will look like until you have content
  • You can't place blocks accurately until you have a theme
  • You can create views if you haven’t added any content
  • You can't use layout modules if you haven’t any fields, content or views available
  • You can't apply user permissions fully until all of your modules are installed

It's important to realize that this workflow isn't comprehensive and it's not designed to be.

What we do with this workflow is provide an overall framework to help people Drupal and help them out when they're feeling lost. This is the workflow that we use in every chapter of Drupal 7 Explained.

What about all the power and complexity of Drupal?

When we teach beginners, we make a very deliberate decision to not teach all of the power and complexity of Drupal.

We ignore nearly all settings and configuration options. We avoid important modules such as Rules and Token. We concentrate on the big picture, on the process, on the workflow.

If people learn to understand and enjoy Drupal, they'll learn more about it's power and complexity when they're ready.

We teach Drupal according to a firm set of rules. When our students understand what's in Drupal 7 Explained, then they're ready to break those rules. The Dalai Lama has a great quote that sums this up:



About the author

Steve is the founder of OSTraining. Originally from the UK, he now lives in Sarasota in the USA. Steve's work straddles the line between teaching and web development.