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YMCA Website Services Distribution Documentation

The YMCA Website Services platform is a content management system (CMS) that leverages Drupal’s robust functionality, enhanced with a suite of modules developed by YMCAs and their digital partners. This platform is designed to be both user-friendly and freely accessible, encouraging widespread adoption and collaborative project development within the YMCA community.

History

YMCA Website Services was established in 2016 by a collective of YMCA digital, marketing, and technology professionals who recognized the potential for synergistic digital advancement through community collaboration.

Until 2022, a core team consisting of representatives from several YMCAs, including the YMCA of the North (formerly Greater Twin Cities), Greater Seattle, and Greater Houston, steered the platform’s development. Subsequently, ownership transitioned to YMCA of the USA’s Digital Services.

Current Governance

The current core team, comprising Y-USA, ITCare, ImageX, and Five Jars, is responsible for:

  • Covering the operational costs associated with managing YMCA Website Services.
  • Maintaining and updating the YMCA Website Services content management system.
  • Ensuring that all basic functionalities within the CMS remain accessible without charge; contributions are shared freely within the community.
  • Proactively identifying and addressing issues within the YMCA Website Services CMS.
  • Disclaimer: The core team is not liable for bugs, crashes, or performance issues affecting the CMS.
  • Vetting and approving new digital partners to join the community.
  • Providing training resources for YMCA Website Services Specialists, who are digital partners possessing extensive platform expertise.
  • Offering certification for YMCA Website Services Integrators, digital partners with the capability to install and directly modify the codebase.
  • Disseminating information and updates regarding YMCA Website Services.
  • Organizing community events to foster collaboration and knowledge sharing.

Inspiration

YMCA Website Services draws inspiration from the Thunder Coalition model used in the publishing industry, adopting similar concepts and content strategies.

Recently edited docs

1 - User Documentation

Everything you’ve wanted to know about using YMCA Website Services.

These documents are a combination of the former YMCA Website Services Community User Documentation and the User Manual.

If you see something missing or would like to request a new topic, please open an issue.

1.1 - Text Editor

Some fields in YMCA Website Services allow you to format your text with a WYSIWYG (What You See Is What You Get) editor. These editors are typically CKEditor 5 instances and provide various text formatting options.

An example of the WYSIWYG text editor.

This tool allows you the flexibility to format content however you want within a certain container or area.

Bundled with the Drupal core and the distribution, CKEditor provides a number of different buttons for styling and formatting, as well as a Source editor if you are so inclined to edit HTML directly.

CKEditor has been upgraded to version 5 as of Drupal 10 and is a significant improvement over CKEditor 4. The linking experience is much smoother, uploading images is faster, and it offers a more modern user interface.

The specific toolbar configuration may vary depending on the text format being used (e.g., Basic HTML, Full HTML). Here’s a general overview of available features:

  • Basic Formatting: Bold, Italic, Underline, Strikethrough, Superscript, Subscript, Remove Format.
  • Lists: Bulleted and numbered lists, with options for indenting/outdenting list items.
  • Links: Creating and removing hyperlinks.
  • Block Formatting: Blockquotes, Code Blocks, Headings (H2-H6).
  • Media: Embedding images (if enabled) and other media.
  • Source Editing: Direct HTML editing.
  • Other: Special characters, Tables, Horizontal Lines.

For more info on CKEditor 5, check out these resources (not all features may be implemented in the distribution):

1.1.1 - Adding Links

Links are simple in YMCA Website Services. Highlight your text, then click the link icon (🔗) in the editor toolbar, or use the keyboard shortcut Ctrl + K (Windows) or Cmd + K (Mac). In the pop-up window, type or paste your URL into the field and click Save.

Read more and see a demo on the CKEditor website.


Advanced Options

The link dialog’s Advanced options let you add attributes to links, including a title (tooltip), id, and CSS classes. You can also configure the link to open in a new browser window or tab.

Using Button Classes

The Button editor that existed in CKEditor 4 has changed with CKEditor 5 and Drupal 10. Content editors can now add button classes directly through the Advanced Link Options. This allows for more flexible button styling using Bootstrap classes.

To create a button:

  1. Create a regular link in a Layout Builder block or Text Editor.

    • We recommend using custom buttons primarily within larger text blocks, such as those found in the Table or Code blocks.
  2. Open the Advanced options for the link.

  3. In the CSS Classes field, add the desired button classes for Color, Size, and Style (see Button Classes). Always begin with the btn prefix.

    For example: btn btn-primary.

    The advanced link options dialog. In the “CSS Classes” field is the text “btn btn-primary”

    • Button styles displayed in the editor might not precisely match the final rendered styles on the live site.
  4. Save the block.

Button Classes

Our distribution combines the default Bootstrap button component with custom styles, as demonstrated at YMCA Lincoln, NE.

An example of button styles with five buttons using the primary, success, info, warning, and danger styles.

  • Any button’s CSS classes should begin with btn to establish the base button styles.
  • Choose a button style, such as btn-primary or btn-light.
    • Generally, button styles should not be combined.
    • Our theme may override some default Bootstrap styles.
    • The btn-primary style will adopt the selected colorway’s color. Other styles might use non-compliant colors.
  • The CSS classes field should contain at least two space-separated items, like btn btn-primary.

It is recommended to experiment with different styles and verify the button’s appearance before saving the page.

For long landing pages, anchor links (also known as “in-page” links or URI fragments) allow users to jump directly to specific sections.

The process consists of two steps:

  1. Adding an in-page anchor.
  2. Creating a link to that anchor.

Adding an Anchor

An anchor is a point on the page designated with an id attribute in its code. The easiest way to create an anchor is to add a small, hidden link at the beginning of the target section.

A screenshot of the Link popup with the Link URL and ID fields highlighted

  1. Edit the section where you want to add the anchor.
  2. Insert an empty space at the end of the section’s first line.
  3. Select only that space, and click the 🔗 button in the editor toolbar.
  4. In the Link popup, set the URL to #.
  5. Expand the Advanced options and set the ID field to a short, descriptive name containing only lowercase letters and dashes (e.g., thank-you or adding-an-anchor).
  6. Click Save in the Link popup, then save the page.

After saving, you can test the anchor by appending #anchor-id to your page URL. For example:

https://ds-docs.y.org/docs/user-documentation/text-editor/adding-links#adding-an-anchor

Entering this URL in your browser should navigate directly to the “Adding an Anchor” section.

Linking to the Anchor

To create a link to the anchor:

A screenshot showing the link popup with a relative URL and anchor in the Link URL field

  1. Create an in-page link using the Link field or the Text Editor as you normally would.
  2. Instead of using autocomplete (if available), use the “relative path” of the page—everything after the domain. For example, to link to this page, use /docs/user-documentation/text-editor/adding-links.
  3. Append the anchor ID to the path, so the complete link looks like /docs/user-documentation/text-editor/adding-links#adding-an-anchor.
  4. Save the page.

The internal link should now direct users to the specified location within the page.

Tip: If the anchor doesn’t position the section correctly, or the navigation obscures the linked section, try moving the anchor to the end of the preceding section. This ensures the target section is fully visible.

Linking Tips

  • Internal Links: Use relative paths. Omit everything before the first / after your domain (e.g., .com, .org). For ymca.org/about, use /about. This improves analytics tracking.
  • External Links: Use the complete URL, including https:// (e.g., https://example.org/about).
  • Email Links: Use the format mailto:example@example.org.

To update a link, click the linked text, then click the link icon, or use the popup options (in CKEditor 5).

To remove a link, highlight the linked text and click the unlink icon.

Improving Internal Linking with Linkit

Linkit is a community-contributed module that:

provides an autocomplete interface for internal and external linking in rich-text editors. Linkit supports nodes, users, taxonomy terms, files, comments and basic support for all types of entities that define a canonical link template.

Drupal core will soon provide link autocomplete suggestions in CKEditor, similar to Linkit. Until then, developers may want to install and configure Linkit to enhance the linking experience.

1.1.2 - Adding Media with CKEditor 5

Using the new unified Media editor.

Once your site is updated to use CKEditor 5 you will see a new Insert Media button that unifies the processes for embedding Images, Documents, and Videos.

The new Insert Media button in CKEditor 5.

Add or select media

  1. To get started, click Insert Media in the CKEditor toolbar (or try the button if it’s hidden). You will be presented with the Add or select media dialog.
    The Add or select media dialog
  2. Choose the media type (Image, Document, etc.) that you would like to embed from the list on the left.
  3. Add or upload your media:
    • If you are adding new media:
      • If given the option, drag and drop the item from your filesystem to the dialog, or click Select File.
      • For Video (via YouTube or Vimeo), add the video directly via Admin > Content > Media > Add Media > Video before opening the dialog.
    • If you are reusing media that exists on the site, scroll down and search for the item, then click the checkbox to select it.
  4. Choose Insert selected to embed the chosen media.

Customizing your media

Once your media has been inserted into the field, you can hover over the media to choose from a variety of options.

The embedded media options with labels for Toggle caption on, Link media, Add alt text, Choose view mode, and Set alignment

Toggle caption on

Displays a Caption area below your image. Once toggled, type your caption below the image.

Allows the media to be linked. See Adding Links for more information.

Override media image alternative text

(for Images only)

Allows you to add alternative text to the media. See WebAIM’s guidelines on Alternative Text for help choosing the right alt text for your image.

View mode

Allows you to select the size of the image. Typically you might choose “Full”, “Half”, or “Thumbnail”. Options may vary depending on site configuration.

Alignment

Choose how to align the media:

  • Break text
  • Align left and wrap text
  • Align center and break text
  • Align right and wrap text

Moving your media

Click and drag anywhere on the inserted media to relocate it in the WYSIWYG area.

Use the button at the top or bottom of the media to insert a paragraph before or after it.

Deleting your media

Click to select the media, then type Delete to remove it.

1.1.3 - Basic Text Formatting

Choose any of the options for your text below by clicking on the icon or performing the keyboard shortcut indicated. To format text you’ve previously typed, highlight the text and then click on the button in the editor. Many formatting options also have keyboard shortcuts.

CKEditor 5 Toolbar

The CKEditor 5 toolbar.

Demo Basic Text Formatting on CKEditor 5. or read more detail about these features.

The CKEditor 5 toolbar includes the following text formatting options:

  1. Bold

  2. Italics

  3. Underline

  4. Strikethrough

  5. Superscript

  6. Subscript

  7. Remove Format - Clears all formatting. Useful when pasting content from Word or other applications.

  8. Link - See Adding links.

  9. Bulleted list

    • Lists
    • like
    • this.
  10. Numbered list

    1. Lists
    2. like
    3. this.
  11. Block quote

  12. Insert media - See Adding media.

  13. Insert table - A feature-rich table editor.

  14. Horizontal Line

  15. Heading - Set paragraphs or heading levels—headings in your content should be ordered sequentially for the best accessibility.

  16. Code Block - For inserting multi-line code snippets. Supports syntax highlighting for various languages (Plain text, C, C#, C++, CSS, Diff, HTML, Java, JavaScript, PHP, Python, Ruby, TypeScript, XML).

  17. Source - View or edit the source code of the content. Be aware that some HTML tags may be stripped out due to Drupal’s Text Format rules. Click About text formats below the editor to learn more.

CKEditor 4 toolbar

The CKEditor 4 toolbar.

Demo Basic Text Formatting on CKEditor 4 >

  1. Bold Text - Ctrl+B (Windows) or Command (⌘)+B (Mac) or clicking/unclicking the B icon

  2. Italics - Ctrl+I (Windows) or Command (⌘)+I (Mac) or clicking/unclicking the I icon

  3. Underline - Ctrl+U (Windows) or Command (⌘)+U (Mac)or clicking/unclicking the U icon

  4. Strikethrough - Clicking/unclicking the S icon

  5. Alignment controls - Left, Center, Right, and Justify.

  6. Font Color - A small grid of swatches you can apply to your text. Overrides the default font-color

  7. Text Background color (not recommended)

  8. Font (should remain Cachet or Verdana to conform to YMCA brand standards)

  9. Font Size - A dropdown to select the size of your text. Measured in points, not pixels. Overrides the default font size for your text, including styles and format.

  10. Indent - Add one or more indents to your copy. Also, have the option to undo the indent.

  11. Format - A dropdown list of text formats you can apply to your content. Helps to create sections. Comes out-of-the-box with six heading formats.

    Most Ys will not use the “Formatted” format, which styles text like HTML code.

  12. Bulleted/Numbered lists - Click the numbered or bulleted list icon to create a list. You can create indented bullets by hitting your tab key or clicking on the indent icon

1.1.4 - Building Buttons

As an alternative to using the link tool, you can create buttons with YMCA Website Services using the button editor in CKEditor 4. When you click the button icon, a pop-up window will appear.

CKEditor 4 options with the button tab highlighted in green.

You can also edit a button you’ve created previously by clicking on the link within the text editor.

Edit button pop-up.

The button editor has three tabs: Info, Target, and Icons.

Button editor tabs.


Info Tab

This tab provides basic styling options for your button or link. The Style Option dropdown menu in the top-left corner allows you to style your button or output it as a plain link.

  • Link: Embeds your link text inline within a paragraph.
  • Button Styles: The appearance of the button styles depends on your website’s theme:
    • Lily: All button styles other than “Link” default to purple.
    • Rose: All options except “Default” will output a blue button. “Default” outputs a white button.
    • Carnation: The button options all output different colors.

Button Style Guide Example:

@mlefler From the YMCA of Lincoln, NE, built this guide to provide examples of possible styles for buttons. Consult your developer or designer for a style guide specific to your YMCA website.

The Size dropdown menu in the top-right corner offers four options for your button size. If you select the “Link” style option, the Size option will not affect your link’s appearance.

Button style options.
Button size options.

Add the text for your link/button in the bottom-left Text field. Enter the destination URL in the URL field on the bottom right.

  • Internal Links (links within your website): Use a relative path, starting with a / after your domain.
    • For example, to link to example.org/about, enter /about. This is called a relative path and helps with analytics tracking.
  • External Links (links to other websites): Use the full URL, including https://.
    • For example, to link to example.org/about, enter https://example.org/about.
  • Email Links: Use the mailto: prefix followed by the email address.
    • For example: mailto:example@exampleymca.org.

Learn more about absolute vs. relative links.


Target Tab

This tab allows you to control the link’s behavior when clicked. By default, all links have a “Not Set” behavior, which means the link opens in the same tab. The other options include:

  • Frame
  • Popup
  • New Window (_blank)
  • Topmost Window (_top)
  • Same Window (_self)
  • Parent Window (_parent)

» Learn more about link targets


Icons Tab

Button icon options.

You can add icons to your buttons or links using the Icons tab. Use the Left Icon and Right Icon text fields to integrate icons from the Font Awesome library.

Example: To display a right-facing chevron, type fa-chevron-right in the Right Icon text field.

Browse free Font Awesome icons at fontawesome.com

Note: The left fields reference the Bootstrap Glyphicons library. This icon library has been deprecated, and the Glyphicons fields will not function correctly in YMCA Website Services. These fields will be removed once the code is updated by the tool’s maintainer.

1.1.5 - Building Tables

Display contact information, pricing tables, and more using flexible, responsive tables.

Tables in CKEditor 5

The table editor has been drastically improved in CKEditor 5 and is described in detail in their documentation.

Adding a New Table

To add a table, click on the table icon in the toolbar. A grid will appear, allowing you to select the desired number of rows and columns.

Alternatively, you can use the dropdown menu to insert a table. This option might offer more advanced configurations and properties directly upon insertion.

Table Properties

To adjust the table’s overall appearance and structure, access the “Table Properties” option. This can usually be found by right-clicking on the table.

The properties dialog typically allows you to configure:

  • Dimensions: Setting the number of rows and columns.
  • Width & Height: Defining the table’s size. You can specify these in pixels or percentages. Percentages are generally recommended for responsive layouts.
  • Borders: Adjusting the border size, style, and color.
  • Background: Changing the background color of the table.
  • Alignment: Positioning the table within the content.
  • Caption: Adding a descriptive caption that appears above or below the table.
  • Summary: Providing a brief description for screen readers to enhance accessibility.

Editing the Table

To edit a table after you’ve built one, right-click on the table to bring up a contextual menu with options such as:

  • Table Properties: Opens the table properties dialog.
  • Row: Options to insert, delete, or manage rows.
  • Column: Options to insert, delete, or manage columns.
  • Cell: Options to insert, delete, merge, split, or manage individual cells.

You can also double-click inside a table cell to edit its content.

Adding Rows/Columns

To add a row or column, right-click on the table and navigate to either “Row” or “Column” in the options that appear. You can insert a row or column before or after the current row/column.

Deleting Rows/Columns

Both the row and column options allow you to delete from the right-click menu as well. Just right-click > Row or Column > Delete Row OR Delete Column.

To delete multiple rows or columns, just highlight the rows or columns you want to delete and then right-click and select the delete option.

Formatting Individual Cells/Groups of Cells

The “Cell” option from the right-click menu gives you same options as Row and Column, including inserting cells and deleting cells. You can also merge cells or split cells as you would in an excel table by selecting those options from the right-click menu.

Cell Properties

The “Cell Properties” option allows you to style your cells. Just right-click > Cell > Cell Properties.

This opens a dialogue box similar to the table properties. You can set the width/height for your cell (pixels only for height; pixels or percentages for your width) in the fields on the left.

  • Text Wrapping: Choose from a dropdown whether or not to wrap the text in a cell.

  • Alignment: Use dropdowns to set your vertical and horizontal alignments for your cells.

  • Colors: Set your border and background colors for your cells. These field support hexadecimal (#FFF) and rgba (256,256,256,1.0) color formats.

    Understanding hex colors.

  • Span: Edit your cells to “span” two or more rows or columns. For example, if you have a header cell you want to span two columns, you can set the “Columns Span” field to 2.

If you would like to apply these styling options to multiple cells, just highlight the cells you want to edit and Right-Click > Cell > Cell Properties.


Table Examples

To see an example of what a table might look like on your site, open the “Source” tab on your text editor and insert the HTML. You can then edit the content inside using the WYSIWYG text editor.

Pricing Table

An example table with Registration and Pricing information.

<h2>Registration and Pricing</h2>
<table align="left" border="1" cellpadding="5" cellspacing="1" style="width: 500px;">
	<caption>*A $25 deposit is due at the time of registration.</caption>
	<thead>
		<tr>
			<th scope="col">Pricing Period</th>
			<th scope="col">Dates</th>
			<th scope="col">Member Pricing</th>
			<th scope="col">Non-Member Pricing</th>
		</tr>
	</thead>
	<tbody>
		<tr>
			<td>Early Registration</td>
			<td>Feb. 1-29</td>
			<td>$120/week</td>
			<td>$135/week</td>
		</tr>
		<tr>
			<td>Regular Registration</td>
			<td>March 1-May 1</td>
			<td>$130/week</td>
			<td>$150/week</td>
		</tr>
		<tr>
			<td>Late Registration</td>
			<td>May 1-End of Summer</td>
			<td>$150/week</td>
			<td>$175/week</td>
		</tr>
	</tbody>
</table>

Camp Locations

An example table with Camp Location data.

<style>
  /* To achieve the full effect of this table, insert this style tag above the table or insert it into the CSS Editor module. */
  /* margin fix for h6 embedded inside table */
td > h6 {
  margin-bottom: 0;
}

/* Fix for mobile table -> issue seems to be related to aggregate CSS file */
.field-answer tr,
.field-answer td,
.paragraph--type--simple-content tr,
.paragraph--type--simple-content td {
  display: block !important;
  border: none;
}

.field-answer td,
.paragraph--type--simple-content td {
  padding: .75rem .31rem;
  text-align: left;
  vertical-align: middle;
}

.field-answer tr,
.paragraph--type--simple-content tr {
  padding: .625rem 0;
}

.field-answer thead,
.paragraph--type--simple-content thead {
  display: none;
}

@media (min-width: 992px) {
	.field-answer tr,
	.paragraph--type--simple-content tr {
      display: table-row !important;
  }
    .field-answer td,
	.paragraph--type--simple-content td {
      display: table-cell !important;
  }
  .field-answer thead,
  .paragraph--type--simple-content thead {
    display: table-header-group;
  }
}
       </style>
<div class="table-responsive">
<table align="left" cellpadding="10" cellspacing="10" class="w-100 table table-striped">
	<thead>
		<tr>
			<th scope="col">
			<h5>Center</h5>
			</th>
			<th scope="col">
			<h5>Address</h5>
			</th>
			<th scope="col">
			<h5>Contact</h5>
			</th>
			<th scope="col">
			<h5>Schedule (PDF)</h5>
			</th>
			<th scope="col">&nbsp;</th>
		</tr>
	</thead>
	<tbody>
		<tr>
			<td>
			<h5>Bellevue</h5>
			</td>
			<td>8101 TN-100<br />
			Nashville, TN 37221</td>
			<td><a href="tel:615-646-9622">615-646-9622</a></td>
			<td>
			<p><a href="/sites/default/files/2020-01/dycmp-20-dycmp-pdf-bellevue-menu.pdf"><i class="far fa-file-pdf">&nbsp;</i>Print Info</a></p>
			</td>
			<td><strong><a class="btn btn-outline-primary" href="https://operations.daxko.com/Online/4002/ProgramsV2/Search.mvc?program_id=TMP8151&amp;location_ids=B58&amp;category_ids=TAG12062">Register&nbsp;&gt;</a></strong></td>
		</tr>
		<tr>
			<td>
			<h5>Brentwood</h5>
			</td>
			<td>8207 Concord Rd.<br />
			Brentwood, TN 37027</td>
			<td><a href="tel:615-373-9622">615-373-9622</a></td>
			<td><a href="/sites/default/files/2020-01/dycmp-20-dycmp-pdf-brentwood-menu.pdf"><i class="far fa-file-pdf">&nbsp;</i>Print Info</a></td>
			<td><strong><a class="btn btn-outline-primary" href="https://operations.daxko.com/Online/4002/ProgramsV2/Search.mvc?program_id=TMP8151&amp;location_ids=B45&amp;category_ids=TAG12062">Register&nbsp;&gt;</a></strong></td>
		</tr>
		<tr>
			<td>
			<h5>Clarksville</h5>
			</td>
			<td>260 Hillcrest Dr.<br />
			Clarksville, TN 37043</td>
			<td><a href="tel:931-647-2376">931-647-2376</a></td>
			<td><a href="/sites/default/files/2020-01/dycmp-20-dycmp-pdf-clarksville-menu.pdf"><i class="far fa-file-pdf">&nbsp;</i>Print Info</a></td>
			<td><strong><a class="btn btn-outline-primary" href="https://operations.daxko.com/Online/4002/ProgramsV2/Search.mvc?program_id=TMP8151&amp;location_ids=B54&amp;category_ids=TAG12062">Register&nbsp;&gt;</a></strong></td>
		</tr>
		<tr>
			<td>
			<h5>Donelson</h5>
			</td>
			<td>3001 Lebanon Pike<br />
			Nashville, TN 37214</td>
			<td><a href="tel:615-889-2632">615-889-2632</a></td>
			<td><a href="/sites/default/files/2020-01/dycmp-20-dycmp-pdf-donelson-menu.pdf"><i class="far fa-file-pdf">&nbsp;</i>Print Info</a></td>
			<td><strong><a class="btn btn-outline-primary" href="https://operations.daxko.com/Online/4002/ProgramsV2/Search.mvc?program_id=TMP8151&amp;location_ids=B41&amp;category_ids=TAG12062">Register&nbsp;&gt;</a></strong></td>
		</tr>
		<tr>
			<td>
			<h5><a>Franklin</a></h5>
			</td>
			<td>501 S Royal Oaks Blvd.<br />
			Franklin, TN 37064</td>
			<td><a href="tel:615-591-0322">615-591-0322</a></td>
			<td><a href="/sites/default/files/2020-01/dycmp-20-dycmp-pdf-franklin-menu.pdf"><i class="far fa-file-pdf">&nbsp;</i>Print Info</a></td>
			<td><strong><a class="btn btn-outline-primary" href="https://operations.daxko.com/Online/4002/ProgramsV2/Search.mvc?program_id=TMP8151&amp;location_ids=B53&amp;category_ids=TAG12062">Register&nbsp;&gt;</a></strong></td>
		</tr>
</tbody>
</table>

1.1.6 - CKEditor 4: Adding and Embedding Videos

Adding/Embedding Videos with the YMCA Website Services Text Editor

YMCA Website Services allows you to upload and embed videos directly into a block of text, either from a supported external source (like YouTube or Vimeo) by pasting the video URL or from the YMCA Website Services media library.

Adding Videos from an External Source

  1. Click the Embed media button (usually a filmstrip icon) in the text editor toolbar.
  2. In the Source URL field, paste the URL of the video you want to embed.
  3. Hit Save to embed the video. The editor will automatically generate a preview of the video.

Adding Videos from the Media Library

  1. Click the Media button (if available, may look like an image icon or filmstrip) in the text editor toolbar.
  2. In the Media library popup, select the video you want to embed.
  3. (Optional) Configure the video’s display settings.
  4. Click Embed or Insert to add the video to your content.

Configuring Video Display Options

After embedding your video, you may be able to adjust additional options. Note: These options depend on the configuration of your specific YMCA Website Services instance and may not all be available.

  • Entity Name: This field displays the name of your video.

  • Display as: This setting controls the size and appearance of the video within your content area. Available options might include:

    • Full: The video will fill the width of its container.
    • Half: The video will take up half the width of its container.
    • Link: The video will be displayed as a text link to the video file.
  • Link to: This option wraps the video in a link, allowing you to specify a destination URL that users will be directed to when they click on the video.

  • Align: Use this setting to float the video to the left, right, or center of the page, allowing text to wrap around it.

  • Caption: Adds a descriptive caption below the video.

When you are satisfied with the video’s settings, click Embed.

If you want to make changes to the video you just embedded after you’ve added it, double click on the video placeholder in the editor, and the “Embed media” dialogue will appear.

1.1.7 - CKEditor 4: Adding Images

Adding Images with the YMCA Website Services Text Editor

YMCA Website Services allows you to upload and embed images directly into a block of text, either from your computer or from the YMCA Website Services media library.

Uploading Images

  • To add an image, click on the image button in the text editor toolbar.
  • Make sure you’re on the “Upload Images” tab.
  • Next, either drag your image into the upload area or click the button to select an image from your library.
  • Name your image, tag it, and write your alt description.
  • Hit “Save” to go through to the next step.

Adding Images from the Media Library

  • To add an image from the library, click on the image icon in the text editor toolbar.
  • Next, click on the tab that says “All Images”
  • Name your image, tag it, and write your alt description.
  • Hit “Save” to go through to the next step.

Sizing and Floating Your Images

After you save your image to the media library, a dialogue box will appear, giving you some additional options for embedding your image inline.

  • Entity Name simply refers to the name of your image, which you provided on the previous screen.
  • Display as allows you to change the size of the image display without affecting the size of the original image. By default, YMCA Website Services comes with Full, Half, and Link display modes.
    • Full means your image fills the area where it’s inserted.
    • Half means the picture is half the size of its area.
    • Link outputs the image as a simple link to the picture.
  • Link to wraps the image in a link so that when users click on it, it goes to another page.
  • Align allows you to float an image to the center or either side of the page.
  • Caption outputs a caption below the image.

When you’re ready to embed the image, just click “Embed.” You can also click the back button on the bottom to choose a different image.

If you want to make changes to the image you just embedded after you’ve added it, double click on the icon, and the “Embed media” dialogue will appear.

More on Images

1.1.8 -

---
title: 'CKEditor 4: Adding/Embedding Documents'
weight: 99
---






YMCA Website Services allows you to upload and embed documents directly into a block of text, either from your computer or from the YMCA Website Services media library and browser.

## Adding Documents

*   To add a document, click on the document button (usually represented by a paperclip or document icon) in the text editor toolbar.
*   Make sure you're on the *"Add Document"* or *"Upload"* tab.
*   Next, name your document.
*   Paste the document URL into the appropriate field, or upload the document from your computer.
*   Hit "Save" to proceed.

## Adding Documents from the Media Library

*   To add a document from the media library, click on the document icon in the text editor toolbar.
*   Next, click on the tab that says *"Media Library"* or *"All Documents"*.
*   Select the desired document from the library.
*   Name your document, tag it, and write your alt description as needed.
*   Hit "Save" to proceed.

## Sizing and Floating Your Document

After you save your document to the media library, a dialogue box will appear, giving you some additional options for embedding it inline. These options may vary depending on your specific configuration. Common options include:

*   **Entity Name:** This is simply the name of your document, which you provided earlier.
*   **Display as:** This option allows you to change the size or format of the document display without affecting the original document. By default, YMCA Website Services may offer *Full, Half, and Link* display modes:
    *   **Full:** Your document fills the available area where it's inserted.
    *   **Half:** The document is displayed at half the size of its available area.
    *   **Link:** The document is output as a simple text link to the document file.
*   **Link to:**  This option wraps the document (or the link, if "Display as Link" is selected) in a hyperlink. When users click on the document, they will be directed to the specified URL.
*   **Align:** This allows you to float the document to the left, center, or right of the page.
*   **Caption:** This option adds a descriptive caption below the embedded document or link.

When you're ready to embed the document, click "Embed." You can also click the back button to choose a different document.

> *If you want to make changes to the document you just embedded after you've added it, double click on the icon, and the "Embed media" dialogue will appear. Note that the exact wording of the dialogue box may vary.*

1.2 - Page/Content Types

YMCA Website Services features many different kinds of pages, or content types. Choosing the right content type will ensure you collect the right information and allow you the flexibility to create layouts.

A content type is a reusable container for content, defining its structure and purpose. Utilizing content types supports consistent site architecture and content presentation, helping users efficiently find what they need. In Drupal terminology, content types are entity sub-types for the “Content item” entity type, allowing each content type to have its own fields and display settings.

There are two main categories of Content Types in the YMCA Website Services distribution:

  • Standalone types: These content types are designed to be displayed directly to users as individual pages. Examples include Landing Pages and Branches. They can also be displayed in views or other groupings.
  • Helper types: These content types are not typically displayed on their own. Instead, they are used to support applications or to display aggregated information, such as within the Activity Finder or Membership Calculator.

Most sites utilize a combination of these content types. The appropriate content type depends on how the content will be used and displayed. While Landing Pages often constitute the majority of a site’s content, other types like Events, Articles, and Branches may be necessary to achieve specific site goals.

Choosing the Right Content Type

Before building your site, identify the types of content you’ll be creating. A content audit can help you understand your existing content and identify what new content needs to be developed.

Landing Pages are often the starting point for site construction due to their flexibility. They can accommodate a wide range of content.

Location pages, such as Branches and Camps, are also important for promoting individual locations.

Supporting content types like Events and Articles provide timely information to users.

Standalone Content Types

These content types are designed for use with Layout Builder or are compatible with Layout Builder when the supporting module is enabled:

These content types use the legacy Paragraphs page builder:

Helper Content Types

These content types are not displayed on their own but are used in supporting applications:

1.2.1 - Article (Layout Builder)

The Article content type combines news-related content into a single content type, offering flexible layout options with Layout Builder.

The Article content type allows content editors to create various news-related content such as news items, blog posts, and press releases using a single content type. Editors can customize the layout and display of these articles based on their type, enabling them to show news items on a dedicated news page and blog posts on a blog page.

The Article content type also allows content editors to incorporate Layout Builder components directly within the page, providing enhanced control over content presentation.

Designs: Mobile | Desktop

<div style="position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden;">
  <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="allowfullscreen" loading="eager" referrerpolicy="strict-origin-when-cross-origin" src="https://www.youtube.com/embed/FBtQmfy9C7Q?autoplay=0&amp;controls=1&amp;end=0&amp;loop=0&amp;mute=0&amp;start=0" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border:0;" title="YouTube video"></iframe>
</div>

Creating an Article

  1. Go to Admin > Content > Add Content > Article (Layout Builder).

  2. Fill in the content fields:

    • Title (required): The title of the article.
    • Subtitle: An optional subtitle to provide additional context.
    • Type: Select “Blog”, “News”, or “Press Release”. Each type uses the same fields but enables administrators to group articles for display on different pages (e.g., Blog types on a Blog page, Press Releases on a Press Release page).
    • Header image: This image displays on the Article page and in listing views.
    • Tags: References terms from the Tags vocabulary. See Taxonomy for more information. Tags provide a way to categorize and organize content.
    • Body (required): Add the main text of the article using the WYSIWYG editor. The WYSIWYG editor allows for rich text formatting.
    • Locations: If the Article relates to a specific Branch, select it here. This will display the Article in listings on the Branch page.
    • Published Date (required): Defaults to today’s date. This date displays on the Article page and is used for sorting and in listings.

Customizing Articles

After creating an Article, you can customize its layout using Layout Builder. The following components are designed to work specifically with the Article content type:

  • Related Articles: Displays a list of related articles based on predefined criteria.

1.2.2 - Event (Layout Builder)

Updated Event content type that allows for Layout Builder components to be included within an event page.

Designs:

Creating an Event

Go to Admin > Content > Add Content > Event (Layout Builder)

Fill in the content fields:

  • Title (required)
  • Subtitle
  • Location info: Select the event location either by choosing from your list of locations or adding the address manually. You must either fill out the Event location OR Address fields.
    • Event Location: A list of Branch, Camp, and Facilities. Select any number of these.
    • Address: If your event does not happen at an existing location, you can add the address directly. Any content in this field will cause the Event Location to be overridden. To clear out the field, reset Country to “- None -”.
    • Directions: By default, a link with directions is auto-generated using the address field of either the Event Location or Address. Use this field to substitute your own directions link. You can substitute your own directions link in this field if desired.
  • Event Date(s): Add a start and end date and time for the event. If the event does not have an end time, choose the start time for both the start and end.
    • As of March 2023, this field supports recurring events.

    • To create a recurring event:

      • Set the Repeats option.
      • Choose the Number of recurrences and when to End.
      • Expand the Advanced options to select specific days.

      The event recurrence configuration.

    • Once you save the event, Manage Instance will allow you to customize or remove individual instances.

    • To select multiple dates for your event that do not fit a regular rule, use Add another item below the date selector.

  • Header image: This image is displayed on the Event page and in listing views.
  • Tags: References terms in the Tags vocabulary. See Taxonomy for more information on tags.
  • Body (required): Add text with the WYSIWYG editor
  • Locations: If the event relates to a Branch then select it here so that the event shows in listings on the Branch page.

Customizing Events

Once you create an Event you can customize the layout with Layout Builder. These components are built specifically to work with the Event content type:

1.2.3 - Activity, Class, and Session

Format data from third parties (e.g. Daxko, Personify, or ActiveNet), for display in Activity Finder.

Content editors rarely, if ever, enter information directly into these content types on a day-to-day basis. However, it is important to know how they work and how they relate to manually-entered content.

Example - Swim Lessons

  • Swimming and Aquatics (Program Page, manually entered)
  • Swim Lessons (Program Subcategory Page, manually entered)
  • Youth Group Swim Lessons (Activity, mapped from CRM or custom automation)
  • Stage 3 (Class, mapped from CRM)
  • Monday/Wednesday/Friday 9:30-10 a.m. at Franklin Family YMCA (Session, mapped from CRM)

Note: This is an example only. Depending on your CRM and any customizations you make, your setup for Swim Lessons or any program may look different that the example listed above.

Activity

Often used as the top-level filter in Activity Finder and Repeat Schedules, Activity consists of the following fields:

  • Title: The name of the Activity (and the filter in Activity Finder).
  • Program subcategory: An entity reference to or tag for a Program Subcategory. Maps the Activity to higher levels of user-entered content.
  • Description: A description for the Activity. Usually pulled from a description in a CRM through an API.

Class

A narrower selection of Program Offerings. Not an individual instance, but a smaller selection of instances.

Classes have three fields that map into Activity Finder and Repeat Schedules: a description, a title, and entity reference/tag to an Activity.

Class also contains Areas for content editors to add paragraphs; however, depending on how your CRM and the number of programs your Y runs, it may not be practical to use these fields.

Session

An individual program offering. Contains fields for pricing, session date/time, instructor, ages, and a registration link. These are the individual rows/instances in Repeat Schedules and Activity Finder.

1.2.4 - Alert

Displays timely information in a thin banner across your site, just below the header or above the footer.

An alert

Unlike most content types in YMCA Website Services, you don’t use Alert to create pages. Instead, Alerts display as a rendered entity or a section of content on other pages.

Alerts also don’t use Paragraphs or Layout Builder. By design, the layout of Alerts is rigid; however, the text editor and the color options listed below allow content editors some flexibility.

When Should You Use an Alert?

  • Timely updates for centers, such as when your hours change or facilities close.
  • Marketing promotions, such as for membership campaigns or even promotions.

How to Use an Alert

Go to Admin > Content > Add Content > Alert (/node/add/alert).

  • Title: Displays as the headline for your alert.
  • Description: The main body of your alert. Sentences should be short and minimally styled in this section. Uses the Text Editor.
  • Alert Style: Choose from the Classic Alert style which enables the Color Fields below or a set of styles that are pre-configured for you to match the YMCA colorways.
    • Urgent options use a colored background with dark or light text.
    • Info options use a grey background with colored text.
      Screenshot depicting 8 different style options.
  • Color Fields: These three dropdown fields control different aspects of color in your alert. All three dropdowns reference the color vocabulary.
    • Background Color: The color of your alert.
    • Text Color: Stick to using either black or white for accessibility.
    • Icon Color: Changes the appearance of the icon to the left of the title.
  • Link: Adds a button with a call to action to the alert on the right. The button color defaults to black.
  • Placement: Choose “Header” to show your alert above your main content or “Footer” to show below your main content.

The alert admin fields

Setting Visibility

  • Visibility pages: This is where you control where the alert displays on your site. In the large text field, you write the relative path of the pages where you want this to appear or not appear. Enter each path on a new line. Each path should start with a slash, /.

    You also have the option to use an asterisk character * as a wildcard so you don’t have to enter a large number of relative paths. For example, if you wanted to add an alert to a /health-and-fitness section, you would enter /health-and-fitness* in the text area.

    The alert visibility dialog

    What is a relative path?

    A relative path is the part of your URL after your domain name.

    At https://example.com/community, for example, the domain name is example.com, while the relative path is /community.

    Using the Alert visibility state radio buttons at the bottom, you can either show or hide your alert from the page paths listed in the text area above.

  • Location: This field provides additional flexibility for controlling where the Alert will display. Selecting a Location from this field will display the alert on the Location page and any related page (blog posts, news, landing pages) that has the corresponding Location selected.

Rearranging Alerts

Alerts can be rearranged to control the order in which they display if multiple appear on a page. The Alerts Rearrange page can be accessed via its link on the Content page or at Admin > Content > Alerts Rearrange (/admin/content/alerts-rearrange). The link might not appear in the Admin menu prior to version 10.3.1.

A screenshot of the Rearrange Alerts display with labels corresponding to the below steps

To rearrange alerts:

  • Go to the Alerts Rearrange page
  • Rearrange alerts with the drag handle () or the “Show row weights” option.
  • Save order when finished.

Alert Visibility Examples

Figuring out exactly how to show an alert on the right pages can be a challenge. The Visibility pages, Alert visibility state, and Location selectors work together to control where an alert is displayed. Here are some tips on how to get just what you want.

To show an alert only on a single Location page:

  • Visibility pages: add the path to the Location, like /locations/downtown-ymca
  • Alert visibility state: “Show for the listed pages”
  • Location: “None”

To show an alert on a location and any related pages:

  • Visibility pages: Leave this field blank.
  • Alert visibility state: Select “Show for the listed pages.”
  • Location: select the Location, or select more than one using Shift or Command/Ctrl.

“Related pages” in this case means any page with a specific location selected in its Location field.

On Groups of Pages

The wildcard * can be used to specify any page in a section of the site.

To show an alert on every page on the site:

  • Visibility pages: *
  • Alert visibility state: “Show for the listed pages”
  • Location: “None”

To show an alert on every swimming page:

  • Visibility pages: /programs/swimming*
  • Alert visibility state: “Show for the listed pages”
  • Location: “None”

The position of the * wildcard is important. Consider /programs/swimming* versus /programs/swimming/*:

Show for /programs/swimming*:

  • /programs/swimming
  • /programs/swimming/drop-in
  • /programs/swimming/swim-lessons

Show for /programs/swimming/*:

  • /programs/swimming
  • /programs/swimming/drop-in
  • /programs/swimming/swim-lessons

On the Home Page

You can use / OR <front> to show an alert on the home page. <front> is a special token and should always be listed on its own line.

  • Visibility pages: / OR <front>
  • Alert visibility state: “Show for the listed pages”
  • Location: “None”

With Exceptions

Sometimes you want to show an alert on all pages except a few. Maybe you have an alert for a fundraising campaign but don’t want to show it on the “Join” or the “Give” page. The Hide for the listed pages option can help in this case.

To show an alert on all pages except “Join” and “Give”:

  • Visibility pages:

    /join
    /give
    
  • Alert visibility state: “Hide for the listed pages”

  • Location: “None”

1.2.5 - Blog Post

Timely content, articles, and news pieces tagged with one or more physical locations.

Note: This Content Type is similar to the News Post content type.

An example of a blog post page

Blog posts in YMCA Website Services allow you the flexibility to create simple posts using only the text editor or more robust layouts with paragraphs. Blog posts utilize a two-column layout, with the content area on the left and the sidebar area on the right.

When Should I Use a Blog Post?

When you decide to use a blog post depends greatly on your Association’s content strategy. However, blog posts are designed for publishing timely content and listing them throughout your site. Examples of blog posts may include:

  • Member Stories
  • Workouts and Recipes
  • Updates about a Center/Branch
  • Promotions and Contests
  • Press Releases

How Do I Use a Blog Post?

There are three fields that appear above the accordion tabs:

  • Title: The name of the blog post. Displays in the header area of your blog post and in the cards that display in a list of blogs.

  • Locations: An option select field to tag a post with one or more locations (Camp or Branch). Use Ctrl+Click (Windows) or Cmd⌘+Click (Mac) to select multiple locations.

    Each time you create a new Branch Page or Camp Page, it automatically populates into the locations field.

  • Category: An entity reference to the Blog Category vocabulary. Type in the name of the category and select from the options that appear, or create a new category/term by typing in a new one.

    Selecting a category in the blog post admin

Style

This dropdown changes the style of the post’s card when it appears in a listing format. This dropdown does not affect any layouts on the page itself.

The blog post style dropdown

Story Card

CarnationLily
A blog story card in Carnation
A blog story card in Lily

Photo Card

CarnationLily
A blog photo card in Carnation
A blog photo card in Lily

News Card

A blog news card in Carnation

Color Card

When choosing the Color Card style, you are presented with two styling options in dropdowns. Both are entity references to the Color vocabulary:

  • Background color: Changes the color of the card’s background.
  • Text color: Changes the color of the text. It’s recommended you only use white or black for optimal readability.
CarnationLily
A blog color card in Carnation
A blog color card in Lily

Content Area

The content area is the main body of your page. You can use the default fields or build a more robust layout using paragraphs. The content area displays on the left side of the page.

The sidebar area allows you to embed paragraphs below a section that links to the centers tagged in the post, the categories, and a Related Content field. The Related Content field allows you to promote other Blog Posts by tagging them with the autocomplete widget. The sidebar area displays on the right side of the page.

Layouts

Blog posts utilize a two-column layout. The Content Area displays on the left, while the Sidebar Area displays on the right. You can build layouts within these areas using paragraphs.

1.2.6 - Branch

One of the first places members go when they visit a Y website is to their local Y’s page.

Branch pages contain multiple data fields that work together to help members find the right location, hours, and amenities that fit their needs.

Designs:

Creating a Branch

Go to Admin > Content > Add Content > Branch

Fill in the content fields:

General Info

  • Title (required): This is the name of your branch which will display as your page title and the title on the location card. If your branch has a longer formal name we recommend using the shorter, more common name for readability.
  • Neighborhood: An optional reference to specify which neighborhood your Y is located in. Start typing and select from the list. To add a new neighborhood, add it to the “Area” vocabulary under Structure > Taxonomy (see Taxonomy).
  • Coming Soon: This flag indicates a newly opening branch on the Locations page.
    Screenshot of a page showing “Downtown YMCA” with a “Coming Soon” flag.
  • Temporary URL: Overrides the “Branch info” link on the Locations page, allowing you to link to a different internal or external page.

Contact Info

  • Address: The physical address of your location. Be sure to include all address fields.

  • Branch Coordinates (required): This field pins your branch on the locations map.

    To get your branch's coordinates:

    ( with Google Maps)

    • Search for your Y location
    • Right-click the location on the map.
      Screenshot of Google Maps showing the right-click menu with the latitude/longitude item selected.
    • To copy the coordinates, left-click on the latitude and longitude.
    • Paste the lat, long into one of the fields, then cut and paste to separate them.
      Screenshot of the Drupal Branch admin screen with the latitude and longitude separated into different fields.
  • Phone (required): The main phone line for your branch. Will be displayed as it is entered and linked to allow mobile users to tap to call.

  • Fax: Optional.

  • Email: We recommend you use a main contact email, such as info@example.com, rather than the email for an individual staff member.

  • Directions: By default, a link with directions is auto-generated using the Address field. Use this field to substitute your own directions link.

Branch Hours

Add the main hours for your facility. These are displayed in the header and on the Locations page.

  • Custom hours label: The title that is displayed in the “All hours” dropdown. Clearing this field will hide the section from the Branch page.
  • Mon, Tue, …: Add the hours for each day of the current week.
    • Most formatting like <open time> <separator> <end time> should work, but we recommend something like 7am-5pm
    • Leaving a day empty will show the hours as “Closed” but you can enter any other text as well, like “Wednesday: ‘Temporarily closed’”
  • Branch Holiday Hours: Add special hours for any upcoming holidays. These will be displayed on the site when the holiday is less than two weeks away. Add as many holiday entries as you like.
    • Holiday Title: The displayed title of the holiday.
    • Holiday Hours: The displayed hours for the holiday.
    • Date: The date of the holiday. When this day is in the current week …
  • More Hours Link: A link to show additional location hours information, like another page or a PDF.

Screenshot of the Branch Hours popup in the Branch Header

Header Area

This section is not displayed when “Use Layout Builder” is selected.

There is no image field for the Branch content type, so you will need to add one of the following paragraphs to add an image and title at the top of your page:

Content Area

This section is not displayed when “Use Layout Builder” is selected.

The Branch Content Type only has one layout option—one column—and no description field. Paragraphs will form the body of the page.

The following paragraph types integrate directly with Branch pages:

Bottom Area

This section is not displayed when “Use Layout Builder” is selected.

Use the bottom area for anchoring elements on your page. The following paragraphs are great for this area:

Branch Amenities

  • Branch Amenities
  • Closed Amenities

Type in and select which amenities are available or not available at your branch using the autocomplete field.

Screenshot showing the Branch amenities field with autocomplete dropdown.

If you embed a Branch Amenities with the Icons paragraph or Branch Amenities block on your page, the amenities will be displayed in your content. The Amenities will also serve as filters for branches on your locations page.

Screenshot showing the branch amenities block with open emenities and closed amenities labeled.

If you don’t see an option available or would like to rename a branch amenity, go to Structure > Taxonomy > Amenities. See Taxonomy for more info.

The Branch Menu is a single-level sub-menu that displays within a branch page (and sub-pages) that allows users to drill down to additional content specific to that branch. The Branch Menu always shows “Branch Home” as its first link.

  • Menu links: A list of menu links to be displayed in the menu. Allows unlimited items but we recommend a maximum of 6-8 depending on the Link text length.

Screenshot of the branch menu block.

Customizing with Layout Builder

Beginning in Website Services 9.2.13 content editors have the option of customizing the Branch page with Layout Builder. You can migrate from using Paragraphs to using Layout Builder on a branch-by-branch basis to ease the transition.

The Use Layout Builder checkbox on the Branch edit page non-destructively switches between Paragraphs and Layout Builder. If the checkbox does not appear, ensure the Y Branch (y_branch) module is installed at Admin > Extend (/admin/modules).

Layout Builder Blocks

Branch pages have several specialized components that utilize the structured data (fields) that already exist on your branch page in newly designed Layout Builder Blocks.

In addition to using many of the standard Layout Builder components, Branch pages also use several components that display the fields described above.

These blocks are available via All system blocks in Layout Builder:

  • Branch Hours: Combines the branch title, contact information, hours, and more into a dynamic page header.
  • Branch Amenities: Displays open and closed amenities in an easy-to-read grid.
  • Branch Menu: Displays the Branch Menu links.
    • Designs:
    • Can be placed on a Landing Page to show the Branch Menu for a specific branch. Choose a branch in the Location field. This can be useful if you are creating sub-pages for a branch.
      • Added in the December 2024 release.

One additional component is available that requires additional information:

Designs:

This component allows you to place up to 6 social media links on a branch page.

  • Add the Branch Social Links block to the pre-configured Social links section of your page using the standard process.
  • Add up to 6 links in the Links field. Icons for each social media platform will be populated automatically.
    • Currently supported platforms include Facebook, Instagram, LinkedIn, Twitter, and YouTube. Request a new platform if you need.
  • After adding or updating the block, be sure to save and publish your branch.

Home Branch Selector

This feature allows users to select a single branch location as their home / preferred branch so that they can easily access branch-specific content across the site.

A screenshot of the Home Branch selector with a label and an arrow pointing to a downward-pointing chevron with the label “Link to bring back the popup”

The Home Branch selector popup will appear to users who arrive at the site and:

  • are new to the site,
  • have not selected a Home Branch, and
  • have not checked the “Do not ask me again” checkbox in the modal.

Users can select a Home Branch by:

  • choosing a branch from the modal popup,
  • using the “Set Preferred Branch” link in the Utility menu,
  • choosing “My preferred branch” on a Branch page or in Location Finder.

Users can remove a Home Branch by:

  • summoning the popup with the down arrow next to the set branch in the Utility menu, or
  • unchecking “My preferred branch” on a Branch page or in Location Finder.

Selecting a home branch will:

  • add a link to the Branch’s home page to the user’s utility menu,
  • show the Branch as the Home Branch on Branch Pages and Location Finder, and
  • populate the Branch options in other sections of the site like the Membership Apps and Schedules (coming soon).

Disabling the Home Branch Selector

If you want to completely remove the Home Branch selector from your site you will need to disable it via the command line. DO NOT disable the module via the admin UI as this will result in an error.

drush pmu ws_home_branch openy_home_branch

Migrating to Layout Builder

Migrating Branches to Layout Builder involves recreating some content on the page. The process is similar to building a new Landing Page with Layout Builder but with a lot of the work done for you!

Once you are ready to migrate a Branch:

  1. Either clone the page or open it in a separate tab so that it’s easier to compare content.
  2. Prepare the Branch for Layout Builder:
    • Edit the Branch,
    • Add links in the Menu section if you’d like,
    • click Use Layout Builder,
    • if you’d like, uncheck Published while you migrate to hide the page temporarily, then
    • Save.
      Screenshot of the Branch edit screen.
  3. Your Branch will now display a set of default blocks: Hours (and header), Menu, Social Links, and Amenities.
  4. From here, you can use Layout Builder to move your old content from Paragraphs into Blocks. Review the full list of designs or the list of components if you need help deciding how to place things. Your old content will still be available to reference in the Edit tab in the old Header/Content/Footer sections.
  5. When you’re finished, Save the layout and Publish the Branch!

1.2.7 - Camp

Physical locations where outdoor camp programming takes place.

The Camp content type is used for physical locations where outdoor camp programming takes place.

While YMCA Branches may offer some form of summer day camp, they differ from facilities that primarily host programs related to outdoor camps. The Camp content type also enables editors to create sub-sites or “microsites” using a separate menu structure.

Designs:

When Should I Use Camp?

If you are an independent YMCA camp or you’re an Association with one or more locations dedicated to outdoor camp, the Camp Content Type serves well as a landing page for those locations. Camp teasers will also appear on the Location Finder page.

What about Branch Day Camps?

There are several considerations for Branches that host Day Camps in the center:

  • The Branch content type is intended to be the home page for branches.
  • Adding a Branch listing and a Camp listing for the same physical location creates duplicate listings for your center and could have search implications.
  • Camp pages don’t have fields for operating hours or amenities.
  • Branch Day Camps, unlike outdoor camps, tend to be listed in the same CRM as other branch-based programs and therefore could integrate into Activity Finder, provided the CRM’s compatibility.

Recommended Content Types for Branch Day Camps

Creating a Camp

General Info

  • Title (required): This is the name of your camp, which will display as your page title and the title in the location card.

    • There is no separate field for the full name of your facility (e.g., Joe C. Davis YMCA Outdoor Center) versus the common name (Camp Widjiwagan). The best practice would be to use the shorter, more common name for readability.
  • Menu Links (required): Add in the URL or name of the content you want to link your Camp Menu to (you must use the Camp Menu paragraph for this to work). This field is not used with Layout Builder.

    The camp menu links field

    Read more about Camp Menu ⇒

Contact Info

  • Address (required): The physical address of your location. Be sure to include all address fields.
  • Camp coordinates (required): This field pins your camp on the locations map.
    • See Branch for details on how to find your camp coordinates.
  • Phone (required): The main phone line for your camp. Will be displayed as it is entered and linked to allow mobile users to tap to call.
  • Fax: Optional.
  • Email: We recommend you use a main contact email, such as info@example.com, rather than the email for an individual staff member.
  • Directions: By default, a link with directions is auto-generated using the Address field. Use this field to substitute your own directions link. You can use this field to substitute your own directions link.

Header Area

There is no image field for the Camp content type, so you will need to add one of the following paragraphs to add an image and title at the top of your page:

Below your header image, add in a Camp Menu paragraph for a secondary, full-width navigation.

Content Area

The Camp Content Type only has one layout option—one column—and no description field. Add in almost any paragraph you want into the body of you page.

The following paragraph types integrate directly with Camp:

You can also associate blogs with your camp.

Bottom Area

Use the bottom area for anchoring elements on your page. The following paragraphs are great for this area:

Customizing with Layout Builder

Beginning in Website Services 9.3, content editors have the option of customizing the Camp page with Layout Builder. You can migrate from using Paragraphs to using Layout Builder on a camp-by-camp basis to ease the transition.

The Use Layout Builder checkbox on the Camp edit page non-destructively switches between Paragraphs and Layout Builder. If the checkbox does not appear, ensure the Y Camp (y_camp) module is installed at Admin > Extend (/admin/modules).

Camp Menus

The Camp page is often used as a landing page for a microsite with additional information, such as schedules, packing lists, and other camp-specific pages.

We have two camp-specific menus that help build this structure:

  • Camp Menus: Allow you to provide a two-level menu in the header of each Camp page and subpage.
    A screenshot of the Camp Menu design
  • Camp Quick Links: Provide a single-level utility menu for additional camp information.
    A screenshot of the Camp Quick Links design

After enabling Use Layout Builder for your Camp page, navigate to the Layout tab. You need to configure the Camp Quick Links in two blocks for them to properly display on desktop and tablet/mobile devices.

Configure the first block
  1. In the Configure Camp Header section, you will see placeholders for each of the menu blocks that say Please select the menu to display in this Camp Quick Links block.

    The camp page admin with menu placeholders

  2. Using the on the first Camp Quick Links block, click Configure.

    The camp menu block edit menu.

  3. In this menu, you can create a new menu or add an existing one that you’ve made in the Menus administration (/admin/structure/menu). To create a new menu, fill in these fields:

    • Title (required): The title of the Quick Links menu to be displayed in the Utility Navigation.

    • Display title: Must be checked in order for the Quick links to display properly.

    • Click Add new menu, then set up the new menu:

      • Menu Title (required): The administrative name of the menu. Like Camp Coleman Quick Links.
      • Menu Name (required): The machine name of the menu, using only lowercase letters, numbers, and hyphens. Like camp-coleman-quick-links.
      • Administrative summary: Is optional and only used in the menu admin.

      The camp quick links fields admin

    • Click Create menu, then click Edit links to add items to the menu.

    • In the Edit links popup you can add and reorder links in the menu.

      The “Edit links” dialog in the Camp admin
      The “Add new link” dialog"

      • For each new link:
        • Click Add new link
        • Menu link title is the text displayed.
        • Link is the internal page or external url that the link points to.
        • Enabled allows you to temporarily hide a menu item.
        • Show as expanded should be checked for any parent items. There is no harm in always checking this.
        • Other fields can be ignored.
        • Click Save when you are finished.
      • Use the drag handles to rearrange or nest menu items.
        • Note: Parent items must have Show as expanded checked in order to display child items.
    • When you are finished adding and rearranging menu links, click Save.

  4. Finally, save all the changes with Update.

Configure the second block
  1. Find the second place that says Please select the menu to display in this Camp Quick Links block in the Header Section.

  2. Using the on this block, click Configure.

  3. As before, configure the block:

    • Add the same Title as the first block.

    • Ensure Display title is checked.

    • Click Add existing menu, then start typing the name of the menu you created in the previous block and select it in the autocomplete dropdown.

      A screenshot displaying the above steps.

    • Click Add menu to save the selection.

  4. Once the existing menu has been added, you will see the Edit, Remove, and Edit Links options. Once you see those, you can click Update to save these changes.

    A screenshot showing the completed “Add existing menu” dialog

Once you have completed the process you will see your Quick Links menu displayed in two sections of the Header. This will ensure that the menu is displayed properly across all displays.

camp–quick-links-success.png

Camp Menu

  1. Find the final placeholder that says ... Camp Menu ...
  2. Click Configure the block.
  3. Create a new menu or choose an existing one using the steps above.
  4. Click Update, then Save Layout at the top of the page.
  5. Now your Camp page is populated with all of its menus!

A screenshot showing the expanded Camp Quick Links menu and Camp Menu

Camp Subpages

The Camp Subpage (formerly “Camp Landing Page”) content type allows you to create internal pages for your camp section or microsite. Once you’ve created the parent Camp page, you are ready to create additional Camp Subpage pages.

  1. Go to Content > Add Content > Camp Subpage.

  2. Set the Title.

  3. In the Camp field, begin typing the name of the Camp page that will be the parent page, then select the item from the autocomplete dropdown.

    The Camp Subpage admin fields

  4. Click Save and edit layout.

  5. You will now see the Layout Builder editor with the menus from your Camp page pre-populated in the layout.

    The Camp Subpage layout builder interface

  6. Add additional content using Layout Builder, then click Save layout.

Note: The menu references on Camp Subpages are copied to the header when the page is created. Any updates to those menus (new items, reordering) will be reflected on all subpages. However, later changes to the blocks (removing the menu altogether, changing the linked menu) will need to be made on both Camp and Camp Subpage pages separately.

Camp Subpages are not automatically added to the Camp Menu of their corresponding Camp. Be sure to add the newly created Camp Subpage to the Camp Menu so that it’s properly linked.

Layout Builder Blocks

Camp pages have a number of specialized components that utilize the structured data (fields) that already exist on your camp page in newly designed Layout Builder Blocks.

In addition to using many of the standard Layout Builder components, Camp pages also use a number of components that display fields described above.

Camp Info Block

The Camp Info Block is automatically added to the Body section of each Camp page. It displays content from the Contact Info section. It can be rearranged on the page but is not otherwise configurable.

Camp Header Layout

When you create a new Camp page or switch an existing one to use Layout Builder, it will come with a pre-set Camp Header Section, which enables the configuration steps above. If you find some of those blocks are missing, you can restore them manually.

To completely start over, use the x to the left of Configure Camp Header to delete the section. Add a new Section and choose the WS Camp Header layout. Then, add the following blocks by selecting Add block in the corresponding region.

A screenshot of the Camp Header Layout Builder configuration with labels for the Utility menu at the top and the Main Menu in the center

The default configuration for a the Camp Header block should be:

  • Utility Menu

    • Left
      • All system blocks > Camp blocks > Camp Back Link
    • Right
      • Create custom block > Camp Quick Links
      • All system blocks > OpenY > Open Y Google Translate (optional)
  • Main Menu

    • Left
      • All system blocks > Common blocks > Site Logo Block
    • Right
      • Create custom block > Camp menu
      • Create custom block > Camp quick links

URL Pattern

The Camp content type uses the following URL pattern: /camps/[node:title]

1.2.8 - Facility

Locations that house YMCA programming outside of a Branch.

The Facility content type is used for locations where programming might take place that are not a full YMCA Branch. This might be a childcare facility, a shared-use space, or an office.

Designs:

Facilities share their design with the Branch content type.

Creating a Facility

General info

  • Title (required): This is the name of your facility, which will display as your page title and the title in the location card.
  • Neighborhood: If it is used, select an item from the Neighborhood Taxonomy.
  • Type: Choose from a predefined list of types.
    A screenshot listing the preset Type options
  • Facility Branch: Using autocomplete, select the Branch that this facility is associated with. This establishes a relationship between the facility and its parent branch.

Contact Info

  • Address: The physical address of your location. Be sure to include all address fields.
    • If you do not set an address (or clear the address by resetting Country to “- None -”) then the facility will display the address of its associated Branch. (Added in version 10.3.1, December 2023.)
  • Facility coordinates (required): This field pins your facility on the locations map.
    • See Branch for details on how to find your facility coordinates. These coordinates are used by the location finder and map views.
  • Phone (required): The main phone line for your facility. Will be displayed as it is entered and linked to allow mobile users to tap to call.
  • Fax: Optional.
  • Email: We recommend you use a main contact email, such as info@example.com, rather than the email for an individual staff member.
  • Directions: By default, a link with directions is auto-generated using the Address field. Use this field to substitute your own directions link.
  • Facility Hours: Set the hours for the Facility. (Added in version 10.3.1, December 2023.)
    • This field follows the same rules as Address - if it is empty, the associated Branch hours will be displayed.
    • See Branch Hours for details on how to set the Facility Hours.

For aside pieces of content, such as side navigations, promotional cards, and content related to the main part of your page. Use the Paragraphs described below to add content to this area only if “Use Layout Builder” is not selected.

Content

These sections are not displayed when “Use Layout Builder” is selected.

Use Paragraphs to add content to your Facility page.

  • Sidebar Area
  • Content Area

Customizing with Layout Builder

Beginning in Website Services 10.3.0 content editors have the option of customizing the Facility page with Layout Builder. You can migrate from using Paragraphs to using Layout Builder on a facility-by-facility basis in order to ease the transition.

The Use Layout Builder checkbox on the Facility edit page non-destructively switches between Paragraphs and Layout Builder. If the checkbox does not appear, ensure the Y Facility (y_facility) module is installed at Admin > Extend (/admin/modules). This module provides the necessary integration with Layout Builder.

The migration process is identical to Migrating Branches to Layout Builder.

1.2.9 - Landing Page

Flexible content types that use regions and paragraphs to build content.

Fields in Landing Page

Title (Required)

This is what you will see in your admin portal as your content’s name. It will also show as the page title in the Header unless you add a paragraph in the Header Area. The title will appear in the <title> tag of the HTML, which is important for SEO and accessibility.

Layout (Required)

Landing Pages come with four basic layouts for desktop. For mobile, all layouts display in a single column, with the Sidebar Area stacking below the Content Area.

One Column Layout

The one column landing page layout

One Column (Full Width)

The one column (full width) landing page layout

Two Columns

The two column landing page layout

Two Columns (Fixed Sidebar)

The two column (fixed sidebar) landing page layout

Paragraph Areas

You can use any number of Paragraphs in these fields. Paragraphs are reusable content components that can be added to various areas of your landing page.

  • Header Area: Used for inserting banners, small banners, and galleries. Date blocks are also great in this area for scheduled content. This area appears at the very top of the page.
  • Content Area: The main body of your content. This is where the primary information and messaging of your landing page should be placed.
  • Sidebar Area (Two Column Layouts Only): For aside pieces of content, such as side navigations, promotional cards, and content related to the main part of your page. This area is only visible when using a two-column layout.
  • Bottom Area: Add an anchoring element to your page, such as a promotional banner or webform. This area appears at the bottom of the page.

1.2.10 - Landing Page (Layout Builder)

A flexible content type that uses Sections and Blocks, managed with Layout Builder, to build content.

This page is the base for building pages with Layout Builder.

Creating a Landing Page

  1. Go to Admin > Content > Add Content > Landing Page (Layout Builder).

  2. Fill in the content fields:

    • Title (required): The title of the page. This is for internal use, such as in the admin content list. It will not be displayed on the page itself unless you add it manually with a block in the Banner section.

    • Metadata: This content is used to provide context to search engines and page previews. For the best user experience:

      • Create clickable titles.

      • Write a compelling description.

      • Add a descriptive image.

      • Meta description: A brief and concise summary of the page’s content, with a recommended maximum length of 160 characters.

      • Meta image: Choose or upload an image to be used as a thumbnail for social sharing and preview cards.

      • Meta tags: Advanced meta tag configuration. Caution: This section should not be edited unless you are familiar with meta tags and their impact on SEO.

Customizing a Landing Page

Once you create a Landing Page, you can customize its layout and content using Layout Builder.

Landing Pages come with these pre-configured sections:

  • Header: Typically contains the site logo, site name, and navigation menus.

  • Banner: An edge-to-edge section, without margins (gutters), that is designed for visual impact. It works best with a single Banner or Carousel block.

  • Body: A section with left and right margins, designed to contain the bulk of your page content.

  • Footer: Generally includes copyright information, social media links, and secondary navigation menus.

You can edit, reorder, or remove these sections to configure your page as desired. For specialized content, such as digital displays or embedded systems, you can even remove the header and footer altogether.

Blocks

Blocks are boxes of content rendered into a region of a web page. Blocks are placed and configured specifically for each theme. Blocks can contain a variety of content types, including text, images, menus, and forms.

Content blocks are blocks whose content you can edit. You can define one or more block types, and attach fields to each block type. Content blocks can be placed just like blocks provided by other modules.

The block description is an identification name for a block, which is shown in the administrative interface. It is not displayed on the site. The block title is the heading that is optionally shown to site visitors when the block is placed in a region.

1.2.11 - Membership Content Type

Membership items are the building blocks of the Membership Calculator and are only displayed within the Membership Calculator Paragraph.

See Membership Calculator.


Membership Fields

General Information

  • Title: The title of the membership type to be displayed on the first step of the Membership Calculator.
  • Description: A short description to be displayed on the first step of the Membership Calculator. This can include information about the membership benefits or features.
  • Image: A reusable image field to be displayed on the first step of the Membership Calculator. Use an image that represents the membership type visually.

A screenshot with the Membership content title, image, and description.

Membership Info

The Membership Info section lists detailed membership information per location. Add one “Membership Info” section for each location that your membership applies to. If a location does not offer a membership type, you can leave it out.

  • Location: A reference to an already-existing Branch. If the branch does not exist, you’ll need to create it first.
  • Link: The URL to the membership signup page for the specified location.
    • URL: The link a member should be taken to to sign up for this membership at this location. See below for tips on finding this URL.
    • Link Text: This field is not used.
  • Join Fee: Dollar value for how much someone has to pay to join. Enter the amount without a currency symbol.
  • Monthly Rate: Dollar value for the monthly fee of the membership. Enter the amount without a currency symbol.

A screenshot labeling the membership info section fields.

Every membership management system will have different ways of linking in for members to complete their registration. Here are a few we know about. If you have tips for a MMS not listed here, feel free to leave them in the comments.

Daxko Operations

Navigate to: Membership > Membership Types > Edit > Online Settings. This provides the deep link to the specific membership types.

A screenshot showing the General Information screen of Daxko Operations

1.2.12 - News Post

Designed for timely content, articles, and news pieces tagged with one or more physical locations.

Note: This Content Type is similar to the Blog Post content type.

An example news post page

News posts in YMCA Website Services allow you the flexibility to create simple posts using only the text editor and more robust layouts with paragraphs.

When Should I Use a News Post?

When you decide to use a news post depends greatly on your Association’s content strategy. However, news posts are designed so you can post timely content and list them throughout your site. Examples of news posts may include:

  • Member Stories
  • Workouts and Recipes
  • Updates about a Center/Branch
  • Promotions and Contests
  • Press Releases

How Do I Use a News Post?

The news posts category field

There are three fields that appear above the accordion tabs:

  • Title: The name of the news post. Displays in the header area on your news post and in a list view of news posts.

  • Locations: An option select for you to tag a post with one or more locations (Camp or Branch). Use Ctrl+Click (Windows) or Cmd⌘+Click (Mac) to select multiple locations.

    Each time you create a new Branch Page or Camp Page, that location’s name populates into the locations field automatically.

  • Category: An entity reference to the News Category vocabulary. Type in the name of the category and select from the options that appear, or create a new category/term by typing in a new one.

Content Area

The content area is the main body of your page. You can use the default fields entered below for a simple block post or build a more robust layout using paragraphs.

The sidebar area also allows you to embed paragraphs below a section that links to the centers tagged in the post, the categories, and a Related Content field that allows you to promote other News Posts by tagging them with the autocomplete widget.

Layouts

While you have the option to build layouts in news posts using paragraphs, all news posts are strictly two-column layouts. The Content Area displays on the left while the Sidebar Area displays on the right.

Other Settings

In the right column, ensure the “promoted to front page” item is checked, so it will appear in any listings.

1.2.13 - Program

A generic category page for program offerings.

An example of a program page

The Program content type is a high-level page that directs people to more specific program offerings.

An example of a Program in YMCA Website Services would be a Swimming & Aquatics page that directs people to more specific offerings, such as swim lessons or clinics.


When Should I Use a Program?

Programs are pages that should link to more specific offering pages. Most often in YMCA Website Services sites, they are the main program pages in an YMCA Website Services mega menu setup.

The site mega menu with program pages indicated


How to Use Program

Header Area

  • Icon: An image field that displays an icon (jpg/png) inline with the title.
  • Image: An optional image field for a picture to display in the header.
  • Color: A background color for the header.
  • Paragraph Section: Area to enter paragraphs in the Header, such as a Gallery, Small Banner or Microsites menu. Paragraphs entered in this area replace the image/background color

Standard Title with Light Blue

A program page with a light blue banner

Standard Title with Purple

A program page with a purple banner

Small Banner

A program page with a small banner and an image background

Content Area

  • Description: Displays above the main body of your content and serves as a tease for your Program page when it’s displayed as part of a list on another page. Minimal styling and short lengths are recommended.

  • Content: The main body of your content. Use paragraphs to build your page layout. Designed to integrate with the Categories Listing paragraph, but that is not required.

For aside pieces of content, such as side navigations, promotional cards and content related to the main part of your page.

Layouts

Similar to landing pages, Program pages are designed for flexible layouts, with a couple key differences:

  • Program pages are designed for integration with the Categories Listing paragraph type. Program subcategory pages are tagged with a Program, and those subcategories are displayed as long cards on that Program page.

  • There is no layout dropdown. How your content displays depends on your theme.

    • Lily/Rose will always display Programs in a two-column layout in desktop.
    • Carnation will display desktop in One Column without content in the Sidebar Area and in Two Columns with content in the Sidebar Area.

Carnation: Without Content in the Sidebar

A program page without content in the sidebar

Carnation: Desktop With Content in the Sidebar

A program page with content in the sidebar

  • The Description field always displays above the paragraphs you enter.
  • There is no bottom area for you to add an anchoring element.

Customizing with Layout Builder

Beginning in Website Services 10.3.1.1 content editors have the option of customizing the Program page with Layout Builder. You can migrate from using Paragraphs to using Layout Builder on a program-by-program basis to ease the transition.

The Use Layout Builder checkbox on the Program edit page non-destructively switches between Paragraphs and Layout Builder. If the checkbox does not appear, ensure the Y Program (y_program) module is installed at Admin > Extend (/admin/modules).

Layout Builder Blocks

Program pages can take advantage of the Categories Listing block to list child Program Subcategory pages. To add the block:

  • Click the Layout tab at the top of your page.
  • Scroll to the location on the page where you want to add the block (usually the Body section).
  • Click Add block.
  • In the sidebar, expand All system blocks.
  • Search for “Categories Listing” or scroll to Lists (Views) > Categories Listing.
  • Click on Categories Listing.
  • Check Override title to add a title to the block.
  • Click Add block.

NOTE: As of version 10.3.1.1 (December 2023) the Categories Listing block styles have not been updated to be in line with the Design System. They will be updated as of the March 2024 release. Keep an eye on y_program releases for details.

Migrating to Layout Builder

Migrating Program pages to Layout Builder uses the same process as building a new Landing Page. See How to migrate to Layout Builder for information about preparing for the migration.

1.2.14 - Program Subcategory

Subcategory pages refine broad Programs into more concrete options.

A subset of a Program, Program Subcategory pages list different types of program offerings, which can be grouped into Activities.

An example of a program subcategory page

Whereas a Program page would describe a Y’s Health & Fitness offerings in general, a Program Subcategory would break that down into subcategories such as:

  • Personal Training
  • Group Exercise Classes
  • Pilates

When Should I Use a Subcategory?

Most Ys have opted to use Program pages as the top-level categories in their Programs mega menu. Subcategories are then the items underneath each category.

The mega menu with program subcategory items indicated

Subcategories also appear as horizontal cards on Program pages.

The program subcategories as displayed on program pages

Learn about the Categories Listing Paragraph ⇒

How Do I Use the Program Subcategory Content Type?

Start by adding a Title for your Program Subcategory and tag it with a Program.

The program subcategory fields

The Program tag will pull your Program Subcategory in as a horizontal card on a Program page. You can only tag a Subcategory with one Program.

Header Area

  • Image: Select an image from the media browser using the image field. It displays in the header and as a thumbnail in Categories Listing.

  • Color: Use the dropdown to select a background color for your header.

    Note: The background color does not display on desktop in Carnation unless you do not have an image selected.

You have the option to add paragraphs in the Header Area. However, these paragraphs display below the image and title you enter above.

For example, if you add a banner in the Header Area, it will display below the title and image entered in those Header Area fields.

Subcategory was originally designed to work with the Classes Listing Filters paragraph in the Header Area and the Classes Listing paragraph in the Content Area.

View Subcategory Demo on YMCA Website Services Sandbox ⇒

With the integration of Activity Finder into YMCA Website Services, Classes Listing and Classes Listing Filters are becoming less popular among YMCA Website Services sites.

Content Area

The Content Area includes a Description that displays full-width just below the Header Area.

When your Subcategory is showed in a Categories Listing on a Program page, the Description is the text inside the card.

You can embed content inside the Content Area, all of which will display below the Description.

YMCA of Greater Brandywine Example

An example of program listings

The Sidebar Area will change the layout of the page into two columns once you enter content.

Bottom Area

Use the Bottom Area for anchoring elements, such as small banners and webforms.

Customizing with Layout Builder

Beginning in Website Services 10.3.1.1 content editors have the option of customizing the Program Subcategory page with Layout Builder. You can migrate from using Paragraphs to using Layout Builder on a program-by-program basis to ease the transition.

The Use Layout Builder checkbox on the Program Subcategory edit page non-destructively switches between Paragraphs and Layout Builder. If the checkbox does not appear, ensure the Y Program Subcategory (y_program_subcategory) module is installed at Admin > Extend (/admin/modules).

Layout Builder Blocks

Program Subcategory pages do not utilize any specialized blocks. See Layout Builder for the list of all components.

Migrating to Layout Builder

Migrating Program pages to Layout Builder uses the same process as building a new Landing Page. See How to migrate to Layout Builder for information about preparing for the migration.

1.2.15 - Promotion

Flexible content that can be inserted into components as advertisements.

Promotions are timed pieces of content that allow content editors the flexibility to create a single item that can be placed in multiple locations on the site, without having to duplicate or manage content in multiple locations.

<iframe width="560" height="315" src="https://www.youtube-nocookie.com/embed/hrFHguHoDNE?si=WN-h6H3QuYRQYMgA&amp;start=218" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>

Version 1 of the Promotion functionality was released in version 10.3.1.1 (December 2023). This version supports swapping promos into:

  • Activity Finder
    • By enabling the ws_promotion_activity_finder module.
  • Cards
    • By enabling the ws_promotion_cards module.
  • Modals
    • By enabling the ws_promotion_modal module.

Creating a Promo

  1. Go to Admin > Content > Add Content > Promotion (/node/add/promo).

  2. Fill in the content fields:

    • Title (required)
    • Subtitle
    • Description: The body text of the promo.
    • Image (required): Choose an existing image from the library or upload a new one.
    • CTA/link: Add a call to action to your promo.
    • Promotion Category: Choose one item from the Activities Taxonomy to link the promo with related components (see below).
    • Promotion Priority: Set how often the promo will appear. This setting will only have an effect if multiple promotions can appear on a page.
    • Visibility pages: This field is not yet in use.
  3. Use the Scheduling options section in the sidebar to set a Publish on and Unpublish on time for your Promo (this requires cron to be running on your server - check with your hosting partner).

Placing a Promo

Version 1

In version 1, creating a Promotion and setting it as Published will automatically enable the promo in any available components (corresponding to the modules enabled above).

To filter a component to only a certain set of Promotions, edit a Layout Builder block and set the new Promotion Category field.

A screenshot of the promotion category field.

  • If Promotion Category is not set on a block, then the block will be overridden by any available (published) promo.
  • If Promotion Category is set on a block, then the block will be overridden by only matching promos that have the same category set.

1.3 - Blocks

Blocks allow content editors to reuse sections of content across multiple pages.

Understanding Blocks

Blocks are reusable content containers that can be placed in different areas, or regions, of a webpage. Think of them as building blocks that you can assemble in various ways to create different layouts.

Key Features:

  • Reusability: Create a block once and use it on multiple pages.
  • Flexibility: Different block types support different content formats.
  • Efficiency: Updates to a block are reflected everywhere it’s used.

A block works by selecting a paragraph, which prompts you to create or select an existing block. You then add content to that block.

landing-page__2-column-block

You can then embed that block on another page by searching for it by its description and selecting it from the list of results.

Paragraphs that support blocks will usually have two buttons: Add New Custom Block and Add Existing Custom Block.

  • Add New Custom Block: Creates a new block that can be reused later.
  • Add Existing Custom Block: Allows you to select a block that was previously created. Type the Block Description in the search field, and choose from the options that appear.

admin__date-block–exsiting-block

Block Descriptions

The block description field is required for all block types. This serves as the name for your block and is displayed in the administrative interface. Use clear and descriptive names to easily identify your blocks when embedding them onto pages. Block descriptions are not displayed on the site’s front end.

admin–code__block__cropped

Block Types

YMCA Website Services supports different block types for different content needs:

Basic Block

A basic block provides a basic text editor. It is suitable for simple text content, such as descriptions on cards across multiple pages.

Simple Block

The simple block is the block type you will likely use most often. It also provides a basic text editor and is also great for embedding descriptions on cards across multiple pages.

landing-page__1-column-demo-block|690x474, 75%

Paragraphs that Support Simple Blocks


Date Block

Use this block to schedule and unschedule sections or paragraphs on your page(s).

Using the Date Block Paragraph ⇒

Code Block

This block allows you to use any type of HTML tag, making it useful for embedding scripts and iframes onto multiple pages. The code block provides more flexibility for technically-inclined content editors.

Using the Code Block Paragraph ⇒

1.4 - Layout Builder

Layout Builder is a powerful page-building tool for your YMCA website. It allows content editors and site builders to quickly and easily create visual layouts for displaying content. You can customize how content is arranged on a single page, across types of content, or even create custom landing pages with an easy-to-use drag-and-drop interface.

Drupal’s Layout Builder allows content editors and site builders to easily and quickly create visual layouts for displaying content. Users can customize how content is arranged on a single page, across types of content, or even create custom landing pages with an easy-to-use drag-and-drop interface.

- Layout Builder on Drupal.org

Getting Started with Layout Builder

YMCA Website Services 9.2.12 introduces a new Content Type: Landing Page (Layout Builder). This new page will allow you to build pages using Sections with different Layouts that contain Custom Blocks. Please contact your development partner if you need assistance updating to the latest version.

Creating a new page

To use Layout Builder, you’ll first have to create a new page:

  1. Choose any Layout Builder-enabled content type, or start with a basic Landing Page.
  2. Go to Content > Add Content > The Content Type.

Once you’ve saved, you will see an empty page. Click the Layout tab to enter Layout Builder or go directly there with Save and edit layout.

Drupal admin tabs with an arrow pointing to “Layout”

Updating an existing page

Navigate to the page you’d like to update, then click the Layout tab, like above.

Once you are in the Layout editor, you can create, edit, rearrange, and delete sections and blocks while viewing the page in a what-you-see-is-what-you-get preview mode.

Saving and publishing

Changes to the page are not displayed to site viewers until you Save Layout on the page and Publish it.

When in the Layout editor, you will have these options at the top of the page:

  • Save Layout will save your changes and return you to the main page view.
  • Save and edit layout will save your changes and keep you in Layout Builder.
  • Discard Changes
  • Revert to Defaults will reset your page to the default empty layout.

After saving your changes, be sure your page is published:

  1. Click the Edit tab.
  2. Check Published.
  3. Save the page.

Fundamentals

In Layout Builder, you will see the page divided up into Sections and Blocks. Your page may already be populated with some sections to get you started building, and you can change or edit those to fit your page.

Sections

Sections create the structure of the page and contain blocks. You can drag and drop blocks between sections, but you cannot move sections themselves—you can only create sections above or below existing sections.

You can remove sections by clicking the small “X” link at the top left of the section. Click on “Configure ” to edit the section layout and other options.

A screenshot of a Layout Builder page with Remove, Configure, and Add buttons labeled.

Layouts

Layouts define the structure of a section. YMCA Website Services comes with 1-, 2-, 3-, and 4-column layouts, and each layout has additional configuration options once it’s created. See advanced options for more details.

A screenshot of the “Choose a layout for this section” dialog with options for 1 to 4 columns.
Choose a layout

A screenshot of the “Configure Section” dialog with Layout, Style, and Settings options.
Then configure the advanced Layout, Styles, and Settings.

Some options in this configuration may not yet be fully supported.

Blocks

While Sections contain the page’s structure, Blocks contain its content. Blocks are boxes of content rendered into a region of a web page.

To create a block, click Add Block in any section of the page, then Create Custom Block.

A screenshot showing the Add Block and Create Custom Block buttons.

Your YMCA website has a wide array of blocks to choose from. In this section, you will find detailed descriptions of those blocks.

Tips and Tricks

Get more space for writing

The Content Editing Pane—the sidebar where you edit blocks —can sometimes be too small to get all of your content in there nicely. Simply drag anywhere on its left border to expand the pane.

Animation showing a user dragging the border of the content editing pane to expand it.

Rearrange blocks easily

When rearranging large blocks on the page it can often be challenging to drag them around. To make this easier, uncheck Show content preview at the top of the page. This will substitute the “WYSIWYG” preview for block titles, making the content much more compact.

Animation showing the show content preview checkbox being unchecked and a block being moved.


If you run into a problem, get in touch.

Content on this page is adapted from Drupal.org and Western Washington University

1.4.1 - Designs

An overview of all custom Layout Builder blocks and their designs.

The distribution has shipped with two generations of Layout Builder component designs. The first-generation “Pre-release” designs were included with versions 9.2.12 (December 2022) and 9.2.13 (March 2023). The refined and feature-complete “Design System” designs were released in June 2023.

Design System

Explore our Design System through our interactive UI kit.

Colorways

Following the YMCA Brand Guide, the distribution offers four “colorways.” Content editors can use these to apply accessible, brand-compliant styles to all components within a Layout Builder-based page.

BlueGreenPurpleRed
Blue Colorway Design
Green Colorway Design
Purple Colorway Design
Red Colorway Design

Canadian Colorways

Refer to How to use the Canadian Colorway for Layout Builder for specific instructions.

Content Types

The distribution offers new Content Types designed for use with Layout Builder components.

ArticleBranchCampEvent
Article Content Type Design
Branch Content Type Design
Camp Content Type Design
Event Design

Components

You can access each of these components on Layout Builder pages via the Create custom block selector.

ComponentDesign
Accordion
Accordion Design
Amenities
Amenities Design
Article List
Article List Design
(Hero) Banner
(Hero) Banner Design
Branch Hours
Branch Hours Design
Branch Menu
Branch Menu Design
Branch Preferred Branch
Branch Preferred Branch Design
Branch Social Links
Branch Social Links Design
Breadcrumbs
Breadcrumbs Design
Camp Menu
Camp Menu Design
Camp Video Banner
Camp Video Banner Design
Card
Card Design
Card - Column Variations
Card - Column Variations Design
Carousel
Carousel Design
Donate
Donate Design
Event List
Event List Design
Forms
Forms Design
Global Footer
Global Footer Design
Global Header
Global Header Design
Grid Content
Grid Content Design
Icon Grid
Icon Grid Design
Icons and Logos
Icons and Logos Design
Locations
Locations Design
Menu and Search
Menu and Search Design
Modal
Modal Design
Ping Pong
Ping Pong Design
Promo Cards
Promo Cards Design
Side Menu
Side Menu Design
Sponsors
Sponsors Design
Staff
Staff Design
Statistics
Statistics Design
Table (Simple Content)
Table (Simple Content) Design
Tabs
Tabs Design
Testimonials
Testimonials Design
Utility Menu
Utility Menu Design

Pre-release

View the designs
ComponentMobileDesktop
Accordion
Accordion Mobile Design
Accordion Desktop Design
Article (/News /Blog /Press Release)
Article Mobile Design
Article Desktop Design
Branch
Branch Location Mobile Design
Branch Location Desktop Design
Branch Amenities
Branch Amenities Mobile Design
Branch Amenities Desktop Design
Branch Hours
Branch Hours Mobile Design
Branch Hours Desktop Design
Branch Menu
Branch Menu Mobile Design
Branch Menu Desktop Design
Branch Social Links
Branch Social Links Mobile Design
Branch Social Links Desktop Design
Breadcrumbs
Breadcrumbs Mobile Design
Breadcrumbs Desktop Design
Cards
Cards Mobile Design
Cards Desktop Design
Carousels
Carousels Mobile Design
Carousels Desktop Design
Event
Events Mobile Design
Event Desktop Design
Grid Content
Grid Content Mobile Design
Grid Content Desktop Design
Hero Banner
Hero Banner Mobile Design
Hero Banner Desktop Design
Modals
Modals Mobile Design
Modals Desktop Design
Partners (/Sponsors)
Sponsors Mobile Design
Sponsors Desktop Design
Ping Pong
Ping Pong Mobile Design
Ping Pong Desktop Design
Promo Cards
Promo Cards Mobile Design
Promo Cards Desktop Design
Simple Menu
Simple Menu Mobile Design
Simple Menu Desktop Design
Staff
Staff Mobile Design
Staff Desktop Design
Statistics
Statistics Mobile Design
Statistics Desktop Design
Tables
Tables Mobile Design
Tables Desktop Design
Tabs
Tabs Mobile Design
Tabs Desktop Design
Testimonials
Testimonials Mobile Design
Testimonials Desktop Design
Webforms
Webforms Mobile Design
Webforms Desktop Design

1.4.2 - Advanced Options

Configuration for Layout Builder Sections and Blocks.

A wide range of configuration options are available for Layout Builder components using the contributed Layout Builder Blocks module, which is included with the distribution. In addition to those configuration options, we provide an extra layer of “Y Styles” that help site builders customize their sites in an accessible and brand-compliant manner.

Y Styles

These options provide customizations for Layout Builder-enabled pages at the Content Type, Page, and Block level.

Styles inherit from content types, to pages, to blocks. Some styles can also be overridden at each level - block styles can override page styles, which can override content type styles.

flowchart
  classDef ct fill:#5C2E9133;
  classDef page fill:#92278F33;
  classDef block fill:#C6168D33;
  subgraph ct[Content Type]
    direction LR
    subgraph page[Page]
      direction LR
      subgraph block[Block]
        blockStyles[Block Styles]
      end
      pageStyles[Page Styles]
    end
    ctStyles[Content Type Styles]
  end
  blockStyles -- override --> pageStyles
  pageStyles -- override --> ctStyles
  class ct ct
  class page page
  class block block

Content Type Styles

Note: This configuration may not be accessible to all content editors. Ask an administrator for assistance if necessary.

The default values for page-level Y Styles options are set in the Content Type display options.

To access them:

  • Go to Admin > Structure > Content types > Landing Page (Layout Builder) (or another LB-enabled content type) > Manage display
  • Ensure you’re acting on the Default display, then click Manage layout.
    A screenshot of the “Manage display” administration screen.
  • Expand the Y Styles section
  • Choose your default configuration options. These will set the defaults for every new node of this Content Type. Existing content will not be affected.
  • Click Save layout

Page Styles

Every Layout Builder-enabled page that you create will allow you to override the default settings. All of these settings will affect all items on a page, unless they are overridden at the block level.

A screenshot displaying the “Y Styles” configuration section.

  • Edit the Layout on a page
  • Expand the Y Styles section
  • Choose your configuration options.
    • Color scheme:
      The color scheme options
      The color scheme of all components on the page. Choose from four brand-compliant and accessible options:
      • Blue/Purple
      • Green/Blue
      • Purple/Red
      • Red/Orange
    • Border radius:
      The border radius options
      The curvature of container corners.
      • 0px (square)
      • 10px (small curve)
      • 20px (larger curve)
    • Border style:
      The border style options
      The style of container borders.
      • No border
      • 1px border
      • Drop shadow
    • Text/Button alignment:
      The text/button alignment options
      The vertical placement of elements in containers.
      • Left
      • Center
    • Button position:
      The button position options
      Where buttons sit in containers.
      • Inside container
      • Overlapping container
    • Button fill:
      The button fill options
      How buttons are colored.
      • Filled by default, outlined on hover
      • Outlined by default, filled on hover
  • Click Save layout

Y Block Styles

Some blocks have additional styles that can be configured per-block. For these blocks (e.g. Banner, Cards), look for the Y Styles section in the block styles section and set the options accordingly.

  • Banner
    • Variant:
      The Banner variants
      Choose from five designs.
      • Standard
      • Overlay
      • Chevron
      • Frame
      • Small - This variant hides all but the title and description and does not use an image background.
    • Button fill: Override the page-level styles.
  • Card
    • Variant:
      The card variants
      Choose from four designs.
      • Standard
      • Overlay
      • Chevron
      • Color
    • Border style: Override the page-level styles.
    • Text/Button alignment: Override the page-level styles.
    • Button position: Override the page-level styles.
    • Button fill: Override the page-level styles.

Section Styles

When creating or editing a Section you have the option of configuring Layout, Style, and Settings.

A screenshot of the “Configure Section” dialog with Layout, Style, and Settings options.

Support for these options is a work in progress and may require involvement of your development partner. Feel free to experiment with the options. Be sure to follow proper brand guidelines and accessibility practices.

Layout Styles

In this section, you can control the container of the Section.

Screenshot of the Layout Builder Layout Styles options.

  • Container type
    • Boxed: Section is narrower than the header of the page. Good for text-heavy layouts.
    • Full: Section extends to the edges of the main content container.
    • Edge to Edge: Section extends to the edges of the page. Good for full-width components like Banners and Ping-Pong blocks.
  • Gutters
    • With Gutters: Section has left and right padding. Good for most non-full-width containers.
    • Without Gutters: Section has no left and right padding. Best for Edge to Edge containers.

Block Styles

When creating or configuring a block, you have the option of opening the Style tab to access additional style options including:

  • Background
  • Typography
  • Spacing
  • Borders
  • Animation

A screenshot showing the style tab with options below.

Support for these options is a work in progress and may require involvement of your development partner. Feel free to experiment with the options. Be sure to follow proper brand guidelines and accessibility practices.

After you have completed setting the Style options, click back to Content and Save or Update to commit your changes.

1.4.3 - Accordion

Expandable pairs of question/answer or header/section fields.

Screenshot of the Accordion component with block labels


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use.
  • Section Subheading: The subheading of the accordion section.
  • Accordion Item: Add as many items as you like using the Add Accordion Item or Add new custom block button. When you are finished adding or editing each item, be sure to click Create/Update tab or Create/Update custom block to finalize the item. Each item contains:
    • Heading (required): The heading that will be used to expand/contract the accordion.
    • Body (required): The content of the accordion.
  • FAQ?: If this section contains Frequently Asked Questions, check this box to output them as structured data. Ensure the content contains individual sets of questions (e.g., “How old does my child need to be to swim at the YMCA?”) and answers (e.g., “The YMCA offers swim classes starting at age 3 and the pool is open to children of all ages with parental supervision”). Review Google’s Content guidelines for FAQs for more information. Only one FAQ should be added to a page. If more than one is added, only the first will be output to the structured data.

Then save the block:

1.4.4 - Activity Finder

Place the Activity Finder application in a Layout Builder page.

Activity Finder combines data from the Activity, Class, and Session content types into an interactive tool. Learn more about Activity Finder.

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Configuration

Configure the Activity Finder block after adding it to a Layout Builder page:

  1. Edit the block within the Layout Builder.

  2. Configure the available options. See Activity Finder Block Configuration for field details. These configurations will affect what users see and can do on the front end.

    • Location & Category Filters: Restrict the block to show sessions from only certain Locations or Categories. Choose either “Limit” to show only the specified options or “Exclude” to remove the specified options. It’s generally recommended to choose either Exclude or Limit, but not both.
      • Limit by location: Only show sessions at specific locations in the results.
      • Exclude by location: Remove sessions at specific locations from the results.
      • Limit by category: Only show sessions related to specific Program Subcategories in the results.
      • Exclude by category: Remove sessions related to specific Program Subcategories from the results.
    • Legacy mode: Shows some data as it was in the previous version of Activity Finder (v3):
      • Disables bookmark functionality on the results screen.
      • Doesn’t display the age indicator in the result card of activities.
      • Changes the days + times wizard step. Displays only days of the week, but not times of each day (doesn’t support DaysTimes filter).
    • Weeks filter: Changes the Day/Time filter to use custom defined Week filters.
      • This requires setting the Weeks configuration in the Activity Finder settings (/admin/openy/settings/activity-finder).
      • Only sessions that have “Camp” in the title or room fields will return for this filter.
    • Additional filters: These filters are off by default, but can be enabled in the Block Configuration.
      • Start Month: Filters based on the month in the Session Time field.
      • In Membership: Shows Sessions that have In membership checked.
      • Duration: The length of the Session. This is configurable in the Activity Finder settings (/admin/openy/settings/activity-finder) and defaults to:
        • Single day
        • Multi-day (up to 5 days)
        • Weekly (up to 3 weeks)
        • Monthly (up to 5 weeks)
        • Season (up to 12 weeks)
        • School year (~9 months)
        • Full year
      • Hide Home Branch info block: Disables functionality related to the users selected home branch.
      • Background image: An image that’s displayed in the background of the banner above Activity Finder.
  3. Save the block.

Then save the block:

1.4.5 - Article Views & Filters

Components to feature, filter, and list articles using Layout Builder.

A screenshot showing the Featured articles block.
A screenshot showing the Articles filter block.
A screenshot showing the Articles listing block.


Designs: Mobile & Desktop

The distribution provides a few blocks to highlight articles:

  • Featured Articles
  • Articles Filter
  • Articles Listing

To use the blocks:

  1. Click the Layout tab at the top of your page.
  2. Scroll to the location on the page where you want to add a block.
  3. Click Add block.
  4. In the sidebar, click Create custom block.
  5. Choose each block to add.

Displays one or more articles in a large feature on the page.

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use only.
  • Manual selection items: Select one or more articles to be featured on the page. Generally, it’s best to feature a single article.

Articles filter

Allows users to filter the Articles Listing by location, category, or text search.

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use only.

This block has no other options.

Articles listing

Displays articles in a teaser view, filtered by the Articles filter block, with a “Show more” button.

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use only.

  • Number of articles: The number of articles to show in the listing on first load. Defaults to 3.

    • Added in the December 2024 release.
  • Article type: Limit the articles to a specific type. Defaults to “All”.

    • Added in the December 2024 release.

When you are finished adding blocks, Save and publish your changes.

1.4.6 - Banner

A full-width display with a header, description, and call to action overlaid on an image. Also known as a “Hero Banner”. The Banner block is used to draw attention to key content and promotions.

Screenshot of the Banner component with block labels


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Content Fields

Fill in the following content fields:

  • Title (required): This field is for administrative purposes only and is not displayed on the banner, even if “Display Title” is checked.
  • Banner Title (required): A heading to display prominently on the banner. Consider using the <H1> tag if the banner is at the top of the page.
  • Description: A full text editor allows you to add descriptive content to the banner. Basic styling such as bold and underline is recommended.
  • Media: Choose an image or icon from the media library to be displayed behind the banner text, or upload a new one.
  • CTA/Link: Add a call-to-action link that will appear at the bottom of the banner text.

This block comes with multiple styles. To choose an alternative style:

  1. Click on the Style tab at the top of the Block Add/Update form.
  2. Expand the Y Style section.
  3. Choose from the available variations.
  4. Go back to the Content tab.

Banner variants

Then save the block:

The banner block comes in several variations, including:

  • Standard: A basic banner with text and an optional image.
  • Overlay: Text is overlaid on the image.
  • Frame: The text appears within a frame.
  • Chevron: A banner with a chevron shape.
  • Small: A smaller banner variation.
  • Tall: A taller banner variation.
  • Promo: A banner designed for promotional content.
  • Sub Chevron: A variation with a sub-chevron design.
  • Sub Frame: A variation with a sub-frame design.

Some variations also have “Canada” specific styles in red, white, and black.

These variations can be selected during the block configuration process, allowing you to choose the most appropriate style for your content and design preferences.

Best Practices

  • Image Size: Use high-quality images that are appropriately sized for the banner area. Consult with your agency partner for recommended image sizes.
  • Text Length: Keep the banner title and description concise and engaging. Avoid lengthy text that could overwhelm the user.
  • Call to Action: Use a clear and compelling call to action to encourage user interaction.
  • Accessibility: Ensure that your banner content is accessible to all users, including those with disabilities. Provide alt text for images and use appropriate heading levels.

1.4.7 - Breadcrumbs

Secondary navigation that helps users understand their location within a website.

Breadcrumbs Block Diagram


Designs:

Adding Breadcrumbs to a Page

To use Breadcrumbs within the Layout Builder:

  1. Click the Layout tab at the top of the page.
  2. Scroll to the location on the page where you want to add the breadcrumbs (typically the bottom of the Header section or the top of the Content section).
  3. Click Add block.
  4. In the sidebar, expand All system blocks.
  5. Search for “Breadcrumbs” or scroll to System > Breadcrumbs.
  6. Click on Breadcrumbs.

Configuring the Breadcrumbs Block

After adding the block, you will need to configure it:

  • Title (required): This field is for administrative use only and will not be displayed on the front end. It is recommended to uncheck Display title.

Then save the block:

Additional Information

  • What are Breadcrumbs? Breadcrumbs are a navigational aid used in user interfaces. They allow users to keep track of their location within a website or web application. The term comes from the Hansel and Gretel fairy tale.

  • Easy Breadcrumb Module: For more advanced breadcrumb functionality, consider using the Easy Breadcrumb module. This module allows for customization of the breadcrumb trail, including:

    • Including/excluding the front page as a segment.
    • Including/excluding the current page as the last segment.
    • Using the real page title instead of deducing it from the URL.
    • Printing the page title segment as a link.
    • Using menu titles as a fallback.
    • Removing identical segments.
    • And more.

1.4.8 - Cards

Flexible card-style components that allow up to 4 cards to display across the page depending on the chosen layout.

Screenshot of the Cards component with block labels


The Cards block is similar to the Grid CTA block, but has more fields and places the image behind the item content.

Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section heading: Displayed as a heading above the cards.
  • Section subheading: Displayed below the heading.
  • Section link: A link button displayed below the list of cards.
  • # of columns: Allows 1 to 4 columns of cards.
  • Card items: Add up to 4. When you are finished adding or editing each item, be sure to click Create/Update tab or Create/Update custom block to finalize the item. Each card has:
    • Heading (required)
    • Image: Choose from the library or add a new image to be displayed behind the card text.
    • Description: A full text editor to add card content.
    • Link: A link at the bottom of the card.
      • As of the December 2024 release, Card links can use link attributes such as id, target, and class.
    • Topic Tag: This is displayed at the top of the card and can be used to group cards visually.

The Cards block offers several variations that change the look and feel:

  • Standard: The default card style.
  • Overlay: Places the card content over the image.
  • Chevron: Adds a chevron graphic to the image area.
  • Color: Applies a background color to the card.

This block comes with multiple styles. To choose an alternative style:

  1. Click on the Style tab at the top of the Block Add/Update form.
  2. Expand the Y Style section.
  3. Choose from the available variations.
  4. Go back to the Content tab.

Card variants

Then save the block:

1.4.9 - Carousel

A full-width gallery with multiple sets of a header, description, and call to action overlaid on top of an image.

Screenshot of the Carousel component with block labels


Designs:

  • Design System
  • Pre-release: [Mobile](../../../../../../assets/img/designs/lb/Carousels Mobile.png) | [Desktop](../../../../../../assets/img/designs/lb/Carousels Desktop.png)

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This title is for administrative purposes only and is never displayed, even if “Display Title” is checked.
  • Carousel heading: This heading is displayed above the carousel.
  • Carousel subheading: This subheading is displayed below the heading.
  • Carousel Item: You can add multiple items to the carousel by using the Add Carousel Item or Add new custom block button. Make sure to click Create/Update tab or Create/Update custom block to save each item after adding or editing. Each item includes the following fields:
    • Heading
    • Image: You can choose an existing image from the media library or upload a new image.
    • Description
    • Link: This creates a link that appears at the bottom of the carousel item.

Then save the block:

1.4.10 - Code

Embed unfiltered HTML code in a page.

Code Block Diagram

Designs: This block provides no additional presentation outside of the embedded content. It renders the code you provide directly into the page. Ensure the code is properly formatted and safe for display.

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Configuration

Fill in the following content fields:

  • Title (required): This field is for administrative purposes only. The title is never displayed, even if “Display Title” is checked. Use a descriptive title to easily identify the block in the Layout Builder.
  • Code: Paste the HTML, JavaScript, CSS, or other code to be embedded on the page.

!!! warning Be extremely cautious when embedding code from untrusted sources. Unfiltered code can introduce security vulnerabilities and potentially compromise your site. Always validate and sanitize code before embedding it.

Then save the block:

1.4.11 - Donate

A call to action with donation buttons linking to an embedded form.

NOTE: This module requires per-provider configuration. Currently, support is provided for donation forms from:

  • Blackbaud Online Express
  • Convio Luminate

Please submit a feature request for additional provider support.

Donate Block Screenshot

Designs: Mobile & Desktop

The Y Layout Builder - Donate (lb_donate) and YMCA Website Services Donation Embed Form (y_donate) modules work together to allow content editors to add an embedded donation form to the site and create a separate call to action to direct users there.

Embedded Form

The YMCA Website Services Donation Embed Form (y_donate) module provides a block that allows you to embed a donation form directly onto a page.

To get started:

  1. Enable the YMCA Website Services Donation Embed Form (y_donate) module at Administration > Extend.
  2. Navigate to the Layout tab of a Layout Builder-enabled page.
  3. Select Add block on the page, then search or scroll to find Donation Form Embed Block.
  4. Select the form type and enter the form ID from your donation provider.

Troubleshooting

If your embedded form does not work in your non-production environment, you may need to add a domain to the allow-list either on the provider-side or in your site’s Content Security Policy.

If your provider is not listed, you can add the form by selecting the Code Custom Block and pasting in your code. Alternatively, you can work with your development partner to add a new donation provider. Refer to the Information for Developers section of the y_donate project for details on how to implement a new provider.

The Donate Block (lb_donate) provides a call to action with donation amount buttons and a link to the embedded donation form page. This block can be placed in an edge-to-edge container.

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section heading: Displayed as a heading above the items.
  • Section subheading: Displayed below the heading.
  • Giving amounts: Configure any number of buttons with preset donation amounts. An “Other” button will always be displayed after these buttons, allowing users to enter a custom amount.
    • Amount label: The amount to be displayed on the button, including the currency symbol (e.g., “$50”).
    • Form Element ID: This is usually a 4-digit number found in your donation platform’s backend. You may need to inspect the form using your browser’s developer tools to find this ID.
  • Donation page link: A link displayed below the buttons that directs users to the page containing the embedded donation form.
    • URL: This must link to the page where the embedded donation form is located for the donation buttons to function correctly.
    • Link text: The text to be displayed for the link (e.g., “Donate Now”).
  • Background image: Choose an image from the media library or upload a new image to be displayed behind the text and buttons.

Then save the block:

1.4.12 - Event Views & Filters

Components to feature, filter, and list events using Layout Builder.

A screenshot showing the Featured events block.
A screenshot showing the Events filter block.
A screenshot showing the Events listing block.


Designs: Mobile & Desktop

The distribution provides a few blocks to highlight events:

  • Featured Events
  • Events Filter
  • Events Listing

To use the blocks:

  • Click the Layout tab at the top of your page.
  • Scroll to the location on the page where you want to add a block.
  • Click Add block.
  • In the sidebar, click Create custom block.
  • Choose each block to add.

Displays one or more events in a large feature on the page.

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use.
  • Manual selection items: Select one or more events to be featured on the page. Generally, it’s best to feature a single event.

Events filter

Allows users to filter the Events Listing by location, category, or text search.

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use.

This block has no other options.

Events listing

Displays events in a teaser view, filtered by the Events filter block, with a “Show more” button.

  • Title (required): Displayed if Display title is checked; otherwise, this is for administrative use.
  • Number of events: The number of events to show in the listing on first load. Defaults to 3.
    • Added in the December 2024 release.

When you are finished adding blocks, Save and publish your changes.

1.4.13 - Grid CTA

Sets of content with a headline, description, and link displayed in 2 to 4-item wide rows, with the option to include icons or images.

Screenshot of the Grid CTA component with block labels


The Grid CTA block is similar to the Cards block, but allows for more flexible items with a slightly more freeform design. It is also similar to the Icon Grid block.

Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section heading: Displayed as a heading above the cards.
  • Section subheading: Displayed below the heading.
  • Grid CTA section link: A link button displayed below the list of items.
  • # of columns: Allows 2- to 4-columns of items.
  • Grid Item: Add up to 4. When you are finished adding or editing each item, be sure to click Create/Update tab or Create/Update custom block to finalize the item. Each item has:
    • Heading (required)
    • Description: A full text editor to add item content.
    • Media: Choose from the library or add a new image or icon to be displayed above the item text.
    • Link: A link at the bottom of the item.

Then save the block:

1.4.14 - Header/Footer

Many blocks come together to create a configurable header and footer for Layout Builder pages.

Screenshot of the Header Section with block labels
Screenshot of the Footer Section with block labels

Designs:

The header and footer on Layout Builder pages is composed of many complimentary blocks. The Header and Footer are special Sections that are pre-populated on each Layout Builder-enabled content type. If the Header or Footer do not already exist in your content, you can add them on your own.

Header Section

Screenshot of the Header Section with block labels

If a Header section does not already exist, add a new Section and choose the WS Header Layout. Then, add the following blocks by selecting Add block and then using the search box under All system blocks:

  • Utility Menu area
    • Left
      • Website Name Block
    • Right
      • Open Y Google Translate Block
      • Utility Menu
  • Main Menu area
    • Left
      • Site Logo Block
    • Center
      • Main navigation
      • Search Bar Block
    • Right
      • User account menu

Each block has some specific configuration recommendations:

Website Name Block

Configuration

  • Uncheck Display title.

Content

  • The Site Name is found under Configuration > System > Basic site settings.

Open Y Google Translate Block

Configuration

  • Uncheck Display title.

Content

  • The contents of this block are not configurable, but it may be omitted or removed if your site does not provide translation or uses another translation method.

Utility Menu

The option to add a Utility Menu was added in the December 2024 release. This menu is intended to give content editors an additional space for adding links in the top right of the header.

Configuration

  • Uncheck Display title.
  • Menu levels controls which and how many levels of menu are displayed. The Utility menu styles are designed for a single level of links.

Content

  • Menu items can be managed under Structure > Menus > Utility Menu.

Site Logo Block

Configuration

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • WS Site Logo: Choose which logo is displayed in the block.
    • Theme logo uses the logo defined by the active theme, in the Appearance > Settings > (The active theme).
    • Colorway logo uses a dynamic SVG that responds to the configured YMCA colorway. This option is recommended for the Header.
    • White logo uses a flat white logo. This option is recommended for the Footer.
  • Hide tagline in WS logo: (Added in the December 2024 release.) Check to hide the tagline (areas of impact) in the logo.

The main navigation supports displaying up to three levels of menu items. When adding items, be sure to check Show as expanded for any parent item that should be expandable.

The menu with 3 levels of depth labeled.

The main navigation also supports an optional nested CTA block.

Configuration

  • Uncheck Display title.
  • Menu levels controls which and how many levels of menu are displayed. We recommend using the default configuration.

Content

  • Menu items can be managed under Structure > Menus > Main navigation.

Search Bar Block

Configuration

  • Uncheck Display title.

Content

  • The contents of this block are not configurable.

User account menu

Configuration

  • Uncheck Display title.
  • Menu levels controls which and how many levels of menu are displayed. We recommend using the default configuration.

Content

  • Menu items can be managed under Structure > Menus > User account.
  • To show items with a button style, add the highlighted class to the menu item under Attributes > Class.
    The menu item configuration with the highlighted class added. An overlay in the upper right corner shows the resulting link.
    • On mobile devices, only highlighted items from this menu will display.

Screenshot of the Footer Section with block labels

If a Footer section does not already exist, add a new Section and choose the WS Footer Layout. Then, add the following blocks by selecting Add block and then using the search box under All system blocks:

  • Primary Footer
    • Site Logo
    • Footer Menu Left
    • Footer Menu Center
    • Footer Menu Right
    • Footer Social
  • Sub-footer
    • Copyright
    • Footer Menu

See above. The white logo is recommended for the footer.

Each of these three blocks references a menu. The three menus can be used to split footer links across multiple columns.

Configuration

  • Display title: Uncheck to hide the title, or turn the menu title on to give each column a title.
  • Menu levels controls which and how many levels of menu are displayed. We recommend using the default configuration.

Content

  • Menu items can be managed under Structure > Menus > Footer Menu Left, Footer Menu Center, or Footer Menu Right.

Configuration

  • Display title: It’s up to you.

Content

Configuration

  • Uncheck Display title.

Content

  • Go to Structure > Block layout > Custom block library
  • Find the Footer Copyright Block
  • Edit the block, then Save when finished.

This menu is typically for a limited number of links such as “Privacy Policy” or “Terms of Use”.

Configuration

  • Uncheck Display title.
  • Menu levels controls which and how many levels of menu are displayed. We recommend using the default configuration.

Content

  • Menu items can be managed under Structure > Menus > Footer.

The main menu with a CTA block

The Main navigation has an additional feature that allows for adding a nested call-to-action that takes the place of the third level of the menu.

To use it:

  • Go to Extend (admin/modules) and enable the Web Services Main Menu CTA Block module (y_lb_main_menu_cta_block).
  • Edit a top-level menu item (like “Programs” or “Schedules”) via one of these methods.

    CTA blocks will only be displayed on first-level menu items. Blocks on all other levels will be ignored.

    1. Click the in the Main Menu section, then choose Edit menu.
      The Edit Menu item in the main menu contextual options
    2. Go to Admin > Structure > Menus > Main navigation then Edit a link.
  • In the CTA block section, click Add new custom block.
    The Add new custom block button
  • Fill in the fields:
    • Expand the Media section and choose or upload an image
    • Add a short Heading
    • Add a short 1-2 sentence Description
    • Add a link and display text for the Menu CTA Link
    • Add a Block description for administrative purposes only
    • Click Create custom block to save the block.
  • Save the menu item.
  • Go back to a Layout Builder page with the menu and refresh. The menu CTA should now appear when the corresponding menu dropdown is open.

Menu CTA items will not appear on pages that use Paragraphs-based layout. CTAs also ony show on desktop and not mobile displays.

1.4.15 - Icon Grid

A simpler version of the Grid CTA component. Displays sets of content, each with a title and description, arranged in rows of 2 to 4 items. Icons or images can be included with each item.

Screenshot of the Icon Grid component with block labels


The Icon Grid block shares similarities with the Cards and Grid CTA blocks but offers a way to display more basic items with a slightly more constrained design. It is based on the lb_icon_grid block content type and uses icon_grid_item paragraphs.

Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This field is for administrative purposes only and is never displayed, even if “Display Title” is checked.
  • Section heading: Displayed as a heading above the grid items.
  • Section subheading: Displayed below the heading.
  • Icon Grid section link: A link button displayed below the grid items. This uses the field_cta field.
  • # of columns: Determines the number of columns in the grid, allowing for 2 to 4 columns of items. This uses the field_icon_columns field.
  • Grid Icon Items: Add up to 4 items to the grid. This is managed by the field_grid_items field, which references icon_grid_item paragraphs. Each item has the following fields:
    • Title (required): The title of the grid item. This uses the field_title field.
    • Description: A full text editor to add content to the grid item. This uses the field_description field.
    • Icon: Choose an existing image from the media library or upload a new image or icon to be displayed above the item text. Circular icons are recommended, and all icons/images will be displayed with a circular crop. This uses the field_media field.

Then save the block:

1.4.16 - Location Finder

A set of components to view and search YMCA locations.

A screenshot of the Locations block filters and map.
A screenshot of the Locations block listing.

Designs: Mobile & Desktop

The Location Finder block provides search, filters, a map, and a listing of your YMCA locations.

Amenities Filters

A screenshot of the Location Finder’s “filter by amenities” section.

Location Finder also now supports hierarchical amenities. That means you can arrange your list of amenities into categories instead of a simple alphabetical list.

The Amenities taxonomy is managed at Administration > Structure > Taxonomy > Amenities. See Taxonomy, Vocabularies, and Terms for more info on managing Vocabularies.

Single-Level Amenities

A screenshot showing the Amenities taxonomy administration on the left and the filters display on the right.

If you leave the Amenities terms in a flat list on their configuration page, the Location Finder filters will display according to their configured weights. Drag terms up or down in the list to rearrange them in the filters.

Hierarchical (Parent/Child) Amenities

A screenshot showing a parent-child relationship in the Location finder filters.

Y’s with many amenities may choose to group them in categories. Once any Amenities term is nested, the Location Finder filters switch to a hierarchical display.

To nest terms:

  • Go to the Amenities administration page at Administration > Structure > Taxonomy > Amenities.
  • Add term to create new parent terms if necessary.
  • Use the drag handle [✥] to arrange terms into nested groups.

NOTE:

  • Any terms more than two levels deep will be ignored. (That is, parents and children will be displayed, grandchildren will not.)
  • When nesting is enabled, any amenities that are not grouped will be hidden from the filter list.

A screenshot showing amenities in a hierarchy with labels. Amenities greater than two levels deep are marked as hidden, amenities that do not have children are marked as hidden. All others are marked as shown.

Using Location Finder

The Location Finder block is best placed in an edge-to-edge Section with no gutters.

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.

Then save the block:

1.4.17 - Modal

A simple pop-up dialog that is triggered when a page loads.

Screenshot showing the field titles overlaid on the design


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Modal title: The displayed title of the popup.
  • Modal description: The text displayed in the body of the popup.
  • Modal CTA/Link (required): A link at the bottom of the popup.
  • Modal Dismissible:
    • If “Yes,” the modal will be shown to the user once on first load.
    • If “No,” the modal will be shown on every page load.

Then save the block:

1.4.18 - Partners

Component for displaying logos / info of partners or sponsors within a page using Layout Builder.

Screenshot showing the field titles overlaid on the design with tiers
Screenshot showing the field titles overlaid on the design


Designs:

  • Design System
  • Pre-release: [Mobile](../../../../../../assets/img/designs/lb/Sponsors Mobile.png) | [Desktop](../../../../../../assets/img/designs/lb/Sponsors Desktop.png)

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This title is for administrative purposes only and is never displayed, even if “Display Title” is checked.
  • Section heading: Displayed as a heading above the partner items.
  • Section subheading: Displayed below the heading.
  • Partner tier: Click Create content block to add a new Partner tier. Add unlimited tiers. (Added in the December 2024 release. Prior to that, all partners were displayed in a single group.)
    • Block description: For administrative use only.
    • Partner’s Tier: The title of the tier (like “Platinum,” “Gold,” etc.). Leave this empty if you don’t want to display a tier title.
    • Partner items: Click Add new custom block to add a new Partner item or Add existing custom block to reuse an existing item. Items can be reused across pages. Add unlimited items. Each item has:
      • Heading: The name of the partner.
      • Image: The logo or image.
      • Link: An internal or external link.
      • After filling in the fields for an item, click Create custom block to save the item.

Then save the block:

1.4.19 - Ping-Pong

Usually paired sets of full-width page components that include media, header, description, and call to action arranged horizontally.

Screenshot of the Ping-pong component with block labels


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section title: Displayed as a heading above the item.
  • Section subtitle: Displayed below the heading. This is the sub-heading of the Ping-pong section.
  • Item title: Displayed at the top of the ping-pong block.
  • Item description: Displayed below the title.
  • Item image: Choose from the library or add a new image to be displayed opposite the text.
  • Item image position: Places the image on the left/right side of the page in full-width (desktop) displays. Image will stack above text at narrow widths.
  • Item CTA/Link: Add up to two links. The first will be displayed with “primary” (solid) styling, the second will be “secondary” (outline) styling.

Then save the block:

1.4.20 - Promo Card

A title, headline, description, and link that usually display in the right or left sidebar.

Screenshot of the Promo Card component with block labels


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This field is for administrative purposes only and is never displayed, regardless of the “Display Title” setting. Use this to easily identify the block in the layout builder.
  • Card title: The main title displayed on the promo card.
  • Body: A rich text editor for adding the main content of the card.
  • Icon/Image: Choose an image from the media library or upload a new one to be displayed above the card text. The format of the image you upload affects how it will be displayed:
    • JPG/PNG: Images are cropped to a 3:2 aspect ratio.
    • SVG: Images are not cropped, and will retain their original dimensions. Using SVGs is the recommended approach for icons.
  • CTA: Configure the link and the text for the call to action button at the bottom of the card.

Then save the block:

1.4.21 - Related Articles

Component for displaying related articles within an Article node page and within other pages (i.e. landing pages) using Layout Builder.

Screenshot showing the field titles overlaid on the design


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This title is for administrative purposes only and is never displayed to end users, even if “Display Title” is checked.

  • Section title (required): The heading for this section.

  • Link: An optional link to be displayed near the title.

  • Type: Select how you would like to choose the related articles in the block. Each type has different options:

    Screenshot showing the Related Articles filter options.

    • Article type: Use the Article Type to filter Related Articles.
      • By default, this will allow all Article Types. Choose a type to filter the list to only that type.
    • Locations: Use the Locations field to filter Related Articles.
      • Choose one or more Branch Locations to filter the list of Articles.
    • Tags: Use the Tags field to filter Related Articles.
      • Choose one or more Tags to filter the list of Articles.
    • Manual: Directly specify the Articles to be listed.
      • Use the autocomplete field to add one or more Articles to be displayed.
  • Items count to display: The maximum number of items to display in the list: 3, 6, 9, or 12.

Then save the block:

1.4.22 - Related Events

Component for displaying related events within an event node page and within other pages using Layout Builder.

Screenshot showing the field titles overlaid on the design


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This title is for administrative purposes only and is never displayed, even if “Display Title” is checked.

  • Section title (required): The heading for the related events section.

  • Link: An optional link to be displayed near the section title. This can be a link to a page with more events, for example. As of the December 2024 release, Related Events links can use link attributes.

  • Type: Select how you would like to choose the related events in the block. Each type has different options:

    Screenshot showing the Related Events filter options.

    • Tags: Show upcoming events filtered by related tags.
    • Upcoming: Show upcoming events sorted by date.
    • Locations: Use the Locations field to filter related events.
      • Choose one or more Branch Locations to filter the list of events.
    • Manual: Directly specify the events to be listed.
      • Use the autocomplete field to add one or more events to be displayed.
  • Items count to display: The maximum number of items to display in the list: 3, 6, 9, or 12.

Then save the block:

1.4.23 - Repeat Schedules

Place the Repeat Schedules application in a Layout Builder page.

Repeat Schedules combines data from the Activity, Class, and Session content types into an interactive tool. Learn more about Group Schedules.

Before you can use the Repeat Schedules block, you will need to:

  • Ensure the openy_repeat module is updated to at least 2.2.0.
  • Enable the Repeat (Group) Schedules (lb_repeat_schedules) module at Admin > Extend (/admin/modules).

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Configure the options:

Then save the block:

1.4.24 - Simple Menu

A simple 1-level sidebar menu that can display in either the right or left sidebar area.

Screenshot of the Simple Menu component with block labels


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Displayed if Display title is checked, otherwise, this is for administrative use. This title will serve as the block description in the Block Layout interface.
  • Icon: Optional icon (or small image) to be displayed to the left of the menu title.
  • Links: An unlimited number of internal or external links.

Then save the block:

Additional Information:

The Simple Menu block is a useful way to display a list of links in a sidebar. Menus are a collection of menu links that are used for site navigation. You can create new menus and menu links, reorder links, and disable links provided by modules. For more information about managing menus, refer to the Drupal User Guide.

To further customize the appearance of the menu, you can adjust the theme settings or use CSS to style the block. The administrative toolbar also provides a way to manage menus and their associated links. You can access it under Structure > Menus.

1.4.25 - Simple Schedule

A calendar-based schedule.

The Simple Schedule block pulls content that is added via the Simple Schedules module, along with other Sessions on the site, displaying them in a calendar format. It’s crucial to configure your schedules using the Simple Schedules module before adding this block to your site to ensure content is displayed correctly. This block leverages existing session data and presents it in a user-friendly, calendar-based view.

Coming soon.

Screenshot of the Simple Schedule block


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Location (required): Select the location for which you would like to display scheduled events. This setting determines which sessions are included in the schedule.

Then save the block:

1.4.26 - Simple Text / Table

Allows users to add simple content and responsive tables within a page.

Screenshot of the Table component with block labels


The Table block allows users to add simple content and responsive tables to Landing Pages (Layout Builder content type). It utilizes the Tablesaw library for responsive table functionality.

Designs:

Then save the block:

To configure the Table block, fill in the following content fields:

  • Title (required): This title is for administrative purposes only and is never displayed, even if Display Title is checked.

  • Section title: This title is displayed as a heading above the table and other content.

  • Section subtitle: This subtitle is displayed below the heading.

  • Body: This field provides a full text editor for adding tables, text, images, and other content to the page.

    • Adding a table: Click the Table icon in the editor toolbar. Configure the table options (number of rows/columns, headers, etc.) in the popup window.
      A screenshot of the table icon and properties popup.
    • Editing table properties: Right-click inside the table and select an option from the context menu to modify table properties such as row/column insertion/deletion, cell formatting, and other table-specific settings.
      A screenshot of the table operations menu.

Then save the block:

1.4.27 - Staff Members

Component for displaying simple staff member info cards (with image, name, title) within a page using Layout Builder.

Screenshot showing the field titles overlaid on the design


Designs:

  • Design System
  • Pre-release: [Mobile](../../../../../../assets/img/designs/lb/Staff Mobile.png) | [Desktop](../../../../../../assets/img/designs/lb/Staff Desktop.png)

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section heading: Displayed as a heading above the items.
  • Section subheading: Displayed below the heading.
  • Staff items: Click Add new custom block to add a new Staff item, Add existing custom block to reuse an existing item from another block, or click Duplicate to reuse an entry from the same block. Items can be reused across pages. Add unlimited items. Each item has:
    • Image: Image of the staff member.
    • First name (required)
    • Last name (required)
    • Job title (required)
    • Email: Email address of the staff member.
    • After filling in the fields for an item, click Create custom block to save the item.

Then save the block:

1.4.28 - Statistics

Infographic-like display that highlights relevant statistics to users.

Screenshot of the Statistics component with block labels


Designs:

  • Design System
  • Pre-release: [Mobile](../../../../../../assets/img/designs/lb/Statistics Mobile.png) | [Desktop](../../../../../../assets/img/designs/lb/Statistics Desktop.png)

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This title is for administrative purposes only and is never displayed to users, even if “Display Title” is checked.
  • Section heading: Displayed as a heading above the statistics items.
  • Section subheading: Displayed below the heading.
  • Media: Choose an existing image from the media library or upload a new image. The image will be displayed to the left of the statistics.
  • Section link: Add a link to be displayed below the statistics items.
  • Statistics items: Add as many statistics items as needed by using the Add Statistics Item or Add new custom block button. After adding or editing each item, remember to click Create/Update tab or Create/Update custom block to save your changes. Each item includes the following fields:
    • Number value: The numerical value of the statistic. This field accepts a prefix (e.g., “$100”) and/or a suffix (e.g., “100M”).
    • Description: A description of the statistic.

Then save the block:

1.4.29 - Tabs

Gives users the ability to switch page views by selecting in-page tabs. This component is built using the Paragraphs module and Entity Reference Revisions module.

Screenshot of the Tabs component with block labels


Designs:

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section heading: Displayed as a heading above the item.
  • Section subheading: Displayed below the heading.
  • Tab Item: Add as many Tabs as you like using the Add Tab or Add new custom block button (depending on your version). When you are finished adding or editing each item, be sure to click Create/Update tab or Create/Update custom block to finalize the item. Each item contains:
    • Heading: The heading that will be used to select the tab. This corresponds to the field_title field of the tab_item block content type.
    • Body: The content of the tab. This corresponds to the field_description field of the tab_item block content type.

Then save the block:

1.4.30 - Testimonials

Component for displaying short testimonials or quotes from Y members in an interactive carousel-style format.

Screenshot showing the field titles overlaid on the design


Designs:

  • Design System
  • Pre-release: [Mobile](../../../../../../assets/img/designs/lb/Testimonials Mobile.png) | [Desktop](../../../../../../assets/img/designs/lb/Testimonials Desktop.png)

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): Never displayed, even if “Display Title” is checked. For administrative use only.
  • Section title: Displayed as a heading above the cards.
  • Section subtitle: Displayed below the heading.
  • Item: Click Add new custom block to add a new Testimonial item, or Add existing custom block to reuse an existing item. Testimonial items can be reused across pages. Add up to 4 items. Each item has:
    • Block Description: A label for the Testimonial for administrative use only.
    • Name: The attribution of the testimonial. May get trimmed on mobile after about 20 characters.
    • Testimonial text: The body of the testimonial. May get trimmed on mobile after about 70 characters.
    • Image: An image related to the testimonial. Will use a placeholder image if not used.
    • After filling in the fields for an item, click Create custom block to save the item.

Then save the block:

1.4.31 - Webform

Embed an existing webform on a page.

Screenshot of the Webform component with block labels


Designs:

  • Design System
  • Pre-release: [Mobile](../../../../../../assets/img/designs/lb/Webforms Mobile.png) | [Desktop](../../../../../../assets/img/designs/lb/Webforms Desktop.png)

To use the block:

  • Click the Layout tab at the top of your page
  • Scroll to the location on the page where you want to add a block
  • Click Add block
  • In the sidebar, click Create custom block
  • Choose the block to add.

Fill in the content fields:

  • Title (required): This title is for administrative purposes only and is never displayed, even if “Display Title” is checked.

  • Form title: This title is displayed as a heading above the embedded webform.

  • Form subtitle: This subtitle is displayed below the heading.

  • Webform (required): Choose the Webform to embed on the page from the list of existing forms.

    • Expand Webform settings to access additional webform configuration options. You can use these settings to open, close, or schedule the form.

Then save the block:

1.5 - Paragraphs

Embed text, images, blocks, and interactive components using Paragraphs, the layout-building component of YMCA Website Services.

YMCA Website Services content editors use Paragraphs to create flexible and unique layouts for their pages. Each Paragraph is a self-contained section of content with its own styling, functionality, and fields. Paragraphs are based on the Paragraphs Drupal module.

You can add a Paragraph to a page when you see the Paragraphs field. These Paragraphs are typically placed within one of the four main “Areas” of a content type:

  • Header Area - Used for adding images, page titles, and other introductory content.
  • Content Area - The primary area for your main content.
  • Sidebar Area - Used for related information, such as promotions or links to other content.
  • Bottom Area - Often used for calls to action or other “anchoring” elements at the end of the page.

Choose a paragraph by selecting an area and picking an option from the dropdown.

Not all content types use all four areas. Some content types might use fields directly to populate the Sidebar Area, while others might use an Image field instead of a dedicated Header Area.

Two Ways to Add Paragraphs

Content editors can add Paragraphs to a page using either the inline editor or the admin portal.

Admin Portal

To add a Paragraph to an Area:

  1. Open the desired Area.
  2. Select a Paragraph type from the dropdown. The button is typically labeled “Add [First Paragraph in List]”.
  3. Helper text is usually provided above the dropdown.

The video below provides an example of the functionality of Paragraphs; however, the specific layouts demonstrated are not YMCA Website Services layouts.

Inline Editor

If you’ve upgraded to YMCA Website Services 2.4 or later, you can add a Paragraph from the front-end:

  1. Click the Plus icon in the desired region.
  2. Select a Paragraph type from the pop-up window.

Note: Not all Paragraph types are available for inline editing yet. More Paragraphs will be added to the inline content editor in future releases.

Rearranging Paragraphs

If the initial layout doesn’t meet your needs, you can easily rearrange sections:

  1. Click the cross icon to the left of the Paragraph.
  2. Drag the Paragraph to its new position.

Just drag your paragraphs to rearrange them

Editing Paragraphs

To correct a typo or update content, click the edit button next to the Paragraph. This will open the Paragraph for editing.

Deleting Paragraphs

To remove an unwanted section, click the remove option from the dropdown menu next to “Edit.”

Choosing the Right Paragraph Type

YMCA Website Services offers over 50 Paragraph types out of the box, and customizations by your partner might add even more. This documentation focuses on the standard Paragraph types available with YMCA Website Services and how to use them.

1.5.1 - 1 Column

Embeds a single column of content into a container, with an option to embed reusable content.

Examples

Rose - Without Block

rose–landing-page_1-column-no-block

Rose - With Block

rose–landing-page__1-column-with-block

Carnation - With Custom Block

carnation–landing-page_1-column-with-block|690x186


Areas 1 Column Should Be Used

  • Content Area
  • Sidebar Area
  • Bottom Area

How to Use 1 Column

After selecting “1 Column” from the paragraphs dropdown, you will notice the following fields:

  • Paragraph title (optional)
  • Checkbox (optional, for horizontal rules)
  • Description (required)

Details on each field are below.

  • Paragraph title adds an all-caps heading at the top of your paragraph. This is optional.
  • The checkbox adds dual horizontal rules. Check this only if you’re planning on using the paragraph title.
  • Description (required) - Adds simple text through a text editor. Font color defaults to purple in Lily and Rose.

Custom Block Feature

While the paragraph can be used only with the fields above, 1 column also supports custom blocks of content. For this paragraph type, it’s recommended that users stick with “Simple block” types.

When adding your custom block, use the font-awesome icon class instead of the custom icon image field. In Carnation, the image option tends to get too large.

Learn more about custom blocks ⇒

Read about the Font Awesome icon library ⇒

Advanced

The purple font color for paragraph descriptions can be overridden in Lily and Rose by targeting .paragraph-1c-wrapper .field-prgf-1c-description.

Example:

.paragraph-1c-wrapper .field-prgf-1c-description {
  color: inherit;
}

Content editors who want to edit this CSS can ask their developers to install the CSS Editor module and edit their styles directly from the User Interface.

Content Types that Support This Paragraph

1.5.2 - 2 Columns

Add two equal-width, reusable blocks of content, side-by-side. The left side stacks on top of the right side for mobile. In the Lily theme, the left column is 8 units wide and the right column is 4 units wide.

Examples

Carnation

carnation–landing-page__2-columns

Lily

lily–landing-page__2-columns

Rose

rose–landing-page__2-columns


Areas it Can Be Used

  • Content Area
  • Bottom Area

How it Works

  • Select “Two Columns” from the paragraphs dropdown.
  • Insert a custom block into the Left and Right Column.

Learn more about custom blocks ⇒

Unlike similar paragraphs (such as 1 column paragraph and Grid Content), there is no title field. To add a Title, insert a Simple Content paragraph above your 2 columns paragraph.


There is an optional checkbox to display a horizontal rule above the two columns.

landing-page__2-columns-line-above


If you want to add multiple rows of content with 2 columns, add a new 2 columns paragraph for each set of two you want (e.g., if you have five blocks of content, add three 2 columns paragraphs).

landing-page__2-columns-multi-row


Content Types That Support this Paragraph

1.5.3 - 3 Columns

Add three equal-width, reusable blocks of content side-by-side. Columns stack top to bottom on mobile devices for optimal viewing.

Examples

The 3 Columns paragraph provides a way to display content in a visually appealing and organized manner. Here are a few examples of how it looks in different themes:

Carnation

carnation–landing-page__3-columns

Lily

lily–landing-page__3-columns

Rose

rose–landing-page__3-columns


Areas It Can Be Used

The 3 Columns paragraph can be used in the following areas:

  • Content Area
  • Bottom Area

How It Works

The 3 Columns paragraph allows you to create a row with three custom blocks of content. Here’s how to use it:

landing-page__3-columns-dropdown

  1. Select 3 Columns from the Paragraphs dropdown.

  2. Title: Add an optional title. The title will appear in all caps at the top of the 3 columns section.

  3. Add custom blocks to the Left Column, Center Column, and Right Column fields.

    Learn more about custom blocks ⇒

landing-page__3-columns-options

If you want to add multiple rows of content with 3 columns, add a new 3 Columns paragraph for each set of three blocks you want to display.


Content Types That Support This Paragraph

The 3 Columns paragraph is available for use in the following content types:

1.5.4 - 4 Columns

Add four equal-width, reusable blocks of content, side-by-side. Columns stack left to right on mobile.

Examples

Important: This paragraph does not work out of the box in the Carnation theme. See the “Advanced” section for theme-specific considerations.

Content editors can use Grid Content or Featured Content paragraphs to achieve a similar layout.

Lily

lily–landing-page__4-columns

Rose

rose–landing-page__4-columns


Areas it Can Be Used

  • Content Area
  • Bottom Area

How it Works

  • Select 4 Columns from the Paragraphs dropdown.

  • Title: Optional large, all-caps title displayed at the top of the paragraph.

  • Line Above: Adds a horizontal rule above each column.

    landing-page__line-above

  • Description: A subheader/section description displayed below the title and above the columns. Uses the text editor for styling.

  • Add custom blocks to the First Column, Second Column, Third Column, and Fourth Column fields.

    4 column paragraph options

    Learn more about custom blocks ⇒

Adding Headers to Individual Blocks

Out of the box, the Title field in each custom block renders as plain text. To work around this, add your headers directly within the text editor of the custom block.

See the Advanced section for details about how to address this with CSS.

If you want to add multiple rows of content with 4 columns, add a new 4 Columns paragraph for each row. For example, if you have seven blocks of content, add two 4 Columns paragraphs (the second one will only have 3 columns populated).

Learn more about the link field ⇒

Advanced

Title Field Styling

In all three themes currently in YMCA Website Services (Lily, Rose and Carnation), the Title field’s default styling may appear similar to the body copy. To override this and apply a more prominent style, target the .field-sb-title CSS class in your theme’s stylesheet.

Carnation: Columns Stacking on Desktop

By default, the 4 Columns paragraph may not render correctly in the Carnation theme, with columns stacking vertically instead of horizontally on desktop. To fix this, the .wrapper containing the column elements needs to be changed to .row using CSS.

carnation–landing-page__4-columns

Content Types That Support this Paragraph

1.5.5 - Activity Finder

Embed the Activity Finder program search experience on your website, which helps users pre-filter the activities they want to search for.

A screenshot of the Activity Finder block.
A screenshot showing the Activity Finder block and a detail popup.

See a live example of Activity Finder in our sandbox site.

How it Works

This paragraph type embeds a block. The specific block used determines the functionality and appearance of the Activity Finder. Multiple Activity Finder block types exist, including:

  • Activity Finder Block: (deprecated) Original Activity Finder
  • Activity Finder Search Block: (deprecated)
  • Activity Finder v4: Latest Activity Finder, uses Vue.js.

This paragraph type requires an integration into a CRM. See Program Activity Framework for a list of existing integrations. Any other CRM will require custom developer work.

How you use these paragraphs will depend on how your Association has structured its program data on the CRM and on how you decide to get people to program results.

To start, add the Activity Finder Paragraph or Block to a page.

See Activity Finder Block Configuration for more details.

1.5.6 - All Amenities

Displays a list of branches with amenities.

Warning: This paragraph is deprecated and provides similar functionality to the “Location filter by amenities” paragraph. It is no longer recommended for use by the YMCA Website Services Core Team. Consider using the “Location filter by amenities” paragraph instead.

What It Does:

Shows a list of branches with icons indicating the amenities available at each branch. Includes a checkbox field to filter branches by amenities. This is implemented via the lb_branch_amenities_blocks module.

Areas Where It Can Be Used:

  • Content Area
  • Bottom Area

How to Use It

After selecting “All Amenities” from the paragraphs list, you can change the title that displays above the search checkboxes by entering text in the Title field.

Styling can differ greatly based on the theme. Use of this paragraph in Rose is not recommended.

Supported Content Types

Related Paragraphs

  • Location filter by amenities
  • Locations

1.5.7 - Banner

Add large, full width images to the top of your page, along with a title, optional description and optional link.

Landing page in Carnation on desktop

How to Use a Banner

To add a banner, select Add Banner from the paragraphs dropdown in the Header Area of your content. Then, fill out the following fields:

Banner paragraph fields

  • Title (required): This field adds a headline to your banner. The placement of the title will depend on your theme and customization, but it will typically appear as large, all-caps text.

  • Color (required): The background color for your banner. You typically will not see this color in Lily or Carnation, but in Rose, it will display behind your text. Choose from the list of available options. This references the Color vocabulary.

  • Description (optional): Displays beneath your Title. You have the option to style your text using the text editor, but it’s not as consistent as other places where you typically see the editor.

    Recommendation: Just enter basic text and don’t do anything beyond basic styling, such as bold or underline.

  • Image:

    Banner paragraph image selection

    Use the image library to embed an image. You can upload a new image from your computer or reuse an existing image from your library. The image field is optional, but recommended.

    For recommended image sizes for your YMCA Website Services site, talk to your agency partner.

    How to add/edit images >

  • Link/Button: Add a URL and a link to the button on the page. The button on your banner cannot be styled without custom CSS/code. [Using link/button fields ⇒](../../text-editor/building-buttons)

    Note: If you know a little CSS, you can have your agency partner [install the CSS Editor]( https://www.drupal.org/project/css_editor) module, and you can target .btn.banner-btn to change the default button.

Content Types that Support Banner

1.5.8 - Blog Posts Listing

Add a section with teaser cards that link to blog posts. Includes optional dropdown search fields.

Examples

Carnation

Carnation blog post listing

Lily

Lily blog post listing

Rose

Rose blog post listing

Areas it Should Be Used

  • Content Area
  • Bottom Area

How to Use Blog Posts Listing

  1. From the paragraphs dropdown, add Blog Posts Listing.
  2. Enter a header title for the section in the text field.
  3. Hit Save.

Blog posts listing admin fields

This paragraph allows you to display a listing of blog posts with optional search and filtering capabilities. The appearance and available options might vary based on the theme (Carnation, Lily, Rose).

Content Types that Support Blog Posts Listing

Related/Alternative Paragraphs

1.5.9 - Camp Menu

Add a horizontal menu beneath the Header Area on a camp page.

Examples

Carnation

Carnation camp menu

Lily

Lily camp menu

Rose

Rose camp menu


Areas It Can Be Used

  • Header Area

How It Should Be Used

Before adding the paragraph, create the menu you want to use. You can create a new menu at Admin > Structure > Menu > Add menu (/admin/structure/menu/add).

After creating the menu, add links to it by navigating to Admin > Structure > Menu > [Your Menu] > Add link (/admin/structure/menu/manage/[your-menu-name]/add).

Camp menu paragraph links

Learn More About Link Fields ⇒

To add additional links to your menu, click on the Add Another Item button.

Camp menu add another item button

Once you’re done adding your menu links, scroll down to the Header Area and add the Camp Menu block via Layout Builder. Click Save.

Note - While it is technically possible to position the Camp Menu above your banner image, it is not recommended. The Camp Menu has layout issues on desktop in the Carnation theme, and in all themes it can be hard to distinguish the Camp Menu from your main navigation.


Mobile Considerations for Camp Menu

When a user views your Camp Menu on mobile, the menu doesn’t collapse; it merely shrinks. Menu items either disappear or wrap onto a new line if they do not fit the space.

It’s recommended you limit your menu items to no more than 3 or 4 unless you opt to customize the styling.

Carnation camp menu mobile display


Content Types That Support this Paragraph

1.5.10 - Categories Listing

Embed horizontal cards for program subcategories on a programs page.

Examples

Carnation

Desktop

Categories listing in Carnation on desktop

Mobile

Categories listing in Carnation on mobile

Lily

Categories listing in Lily

Rose

Categories listing in Rose


Areas It Should Be Used

  • Content Area

How To Use It

  1. On a Programs page, go to the content area and click to open it.

  2. Select Categories listing.

    Categories list admin

This paragraph can only be used on programs pages that have subcategories tied to them. If a program has no subcategories tied to it or if it’s used on another content type, it will not work.

Learn more about programs content type ⇒

Learn more about program subcategories content type ⇒


Content Types that Support Categories Listing

1.5.11 - Code

Unformatted, unrestricted text that supports any HTML tag and can be embedded anywhere. Great for embedding iframes, third-party scripts, and other custom HTML.

Examples

YMCA of Central Kentucky / Daxko Schedules iframe

y-example–code__daxko-iframe

YMCA of Middle Tennessee / GroupEx Pro Script

y-example–code__gxp-iframe

Areas It Should Be Used

  • Content Area
  • Sidebar Area
  • Bottom Area

How to Use Code

  • Select “Add Code” from the paragraphs dropdown.

    admin–code__paragraph-dropdown

  • You will see two options: “Add Custom Block” to create a new code block, or an autocomplete field to search for and embed an existing custom block.

  • To search for an existing custom block, type the name of the block in the autocomplete field and click on an option that appears to embed that block.

  • To add a new block, click the “Add New Custom Block” button.

    Learn more about blocks ⇒

  • When you add your block, you will see a blank, unformatted text field. Type your HTML text into this field.

    admin–code__block

    Important Considerations When Using Code Blocks:

    • To use code, you must add HTML tags.
    • Hard returns will be ignored, and text will be printed out in one long string. Use HTML line breaks (<br>) or paragraph tags (<p>) to format your text.
    • Code will not highlight or color-code your HTML. To display code snippets with syntax highlighting, consider using a different paragraph type or a dedicated code highlighting library.

    There is an option to change to a “Full HTML” text editor within the block configuration, which will allow you to make use of the default text editor. However, using this may strip “faulty” or disallowed HTML out of your block and may prevent you from using certain tags. Exercise caution when using the “Full HTML” editor for code blocks.

  • Once you’re done, click the button that either says Add custom block or Update custom block, depending on the option you had selected at first.


Content Types that Support Code

1.5.12 - Date Block

Schedule different sections to show or hide on your pages based on date and time.

Areas Where Date Blocks Can Be Used

  • Header Area
  • Content Area
  • Sidebar Area
  • Bottom Area

How to Use Date Blocks

  1. In the desired content area, choose Add Date Block from the list of paragraphs in the dropdown menu.
  2. You will then see two options: Add New Custom Block or Add Existing Custom Block.

Add New Custom Block

If you are using Date Block for the first time or want to create a new, unique date block:

  1. Choose the Add New Custom Block option.

    Adding a new date block

  2. Enter a descriptive Label for your date block in the Block description field.

    • This label is for administrative purposes and will help you identify the block when reusing it on multiple pages. It is not displayed on the front end of the site.
  3. Enter a Start Date and End Date for your block.

    • The content within the date block will only be visible between these dates, similar to how content types can be scheduled for publishing and unpublishing.

    Date block start and end dates

  4. Add paragraphs to the designated areas to display content Before, During, and After your scheduled dates.

    • Use the corresponding fields and add paragraphs as you normally would.

    Adding content to the date block

  5. If you do not want content to display before, during, or after your specified time period, leave the corresponding field blank.

  6. Click Create custom block to save your date block.


Add Existing Custom Block

To reuse a date block that you have previously created:

  1. Click the Add Existing Custom Block button.

  2. Enter the Label of your block into the autocomplete field.

  3. Select your block from the options to add it to the content area.

    Adding existing content to the date block


Editing a Date Block

To edit a Date Block:

  1. Click Edit next to the paragraph where the Date Block is located.
  2. Click the second Edit button that appears next to the name of your date block.
  3. Make the desired changes within the block.
  4. Click Update Custom Block to save your changes.

Any changes made to a date block will be applied to every page where that block has been added.

Learn more about custom blocks ⇒


Content Types That Support Date Block

1.5.13 - Embedded GroupEx Pro Schedule

Embed the out-of-box GroupEx Pro schedule script on a page with a single click.

Example

An example of the GXP embed paragraph

Areas it Should Be Used

  • Content Area

How it Works

Prerequisite: Requires integration with third-party tool GroupEx Pro.

  • To integrate your GroupEx Pro account:

    1. Go to the admin toolbar.

      Navigating to the GroupEx Pro account settings

    2. Navigate to: YMCA Website Services > Integrations > GroupEx Pro > Group Ex Pro Account Settings.

    3. Add your account number to the designated field.

      Setting the GroupEx Pro account

  • For information on where to find your GroupEx Pro account number, visit groupexpro.com.

Adding the Paragraph to Your Page

  1. Select Embedded GroupEx Pro Schedule from the paragraphs dropdown.
  2. Hit save.

The GXP embed paragraph admin

Content Types That Support Embedded GroupEx Pro Schedule

1.5.14 - FAQ

Create an easy-to-read FAQ or policy section. FAQ adds an accordion tab that expands when users click on it.

Example

An example of the FAQ paragraph


Where it Can Be Used

  • Content Area
  • Sidebar Area

How it Works

  • Select FAQ from the paragraph dropdown

    The FAQ in the Paragraphs dropdown

  • Add a title or a Question into the Question field. This will show as the title of your section. This will be the title of the accordion.

  • Use the text editor to provide an answer/expanded section of content that is revealed when the user clicks on the section title.

    FAQ paragraph fields

    Learn how to use the text editor ⇒


Add Another Section

To add another Question and Answer, click the Add another item button at the bottom of your paragraph.

The “add another” button


Structured Data for SEO

If your FAQ contains Frequently Asked Questions, consider enabling the “FAQ?” option within the paragraph to output them as structured data. This can improve your site’s visibility in search engine results. Ensure the content contains individual sets of questions and answers.

Review Google’s Content guidelines for FAQs for more information.

Only one FAQ paragraph should be added to a page to ensure correct structured data output.

Content Types that Support this Paragraph

1.5.15 - Featured Blog Posts

Display a curated list of blog posts on a page. This paragraph allows you to hand-pick the blog posts you want to highlight.

Examples

This paragraph is rendered differently depending on the theme. Here are some examples:

Carnation

Desktop

Featured blog posts in Carnation on desktop

Mobile

Featured blog posts in Carnation on mobile

Lily

Desktop

Featured blog posts in Lily on desktop

Mobile

Featured blog posts in Lily on mobile

Rose

Desktop

Featured blog posts in Rose on desktop

Mobile

Featured blog posts in Rose on mobile

Usage

When to Use

The Featured Blog Posts paragraph is ideal for:

  • Highlighting specific blog posts that are particularly relevant.
  • Creating a curated resource page of top blog content.
  • Drawing attention to older blog posts that are still valuable.

Areas It Can Be Used

This paragraph can be used in the following areas:

  • Content Area
  • Bottom Area

Configuration

  1. Add a Featured Blog Posts paragraph to the desired content type.
  2. In the Headline field, add a title for the featured blog posts section. This is optional; if left blank, a default title of “Latest news & Updates” will be used.
  3. In the autocomplete field, begin typing the name of the blog post you want to feature.
  4. Select the desired blog post from the suggestions that appear.
  5. Repeat steps 3 and 4 to add additional blog posts.
  6. To add more blog posts, click the Add another item button.
  7. Click the blue Save button at the bottom of the page to save your changes.

Featured blog posts admin

Available Fields

FieldMachine NameRequiredDescription
Headlinefield_prgf_headlineNoTitle of the featured blog posts section.
Blog Postsfield_fblog_postsYesReferences to the blog posts you want to feature. Supports multiple blog posts.

Supported Content Types

The “Featured Blog Posts” paragraph can be added to the following content types:

1.5.16 - Featured Content

Add a section of simple columns onto a page with an optional call-to-action button on the bottom, an optional title, and optional description.

Examples

Carnation

Featured content in Carnation

Lily

Featured content in Lily

Rose

Featured content in Rose


Areas It Can Be Used

  • Content Area
  • Bottom Area

*Note: The styling for Featured Content differs greatly by theme. This documentation notes the differences in styling between each theme.*

Select Add featured content from the paragraphs dropdown. Add an optional headline in the headline field above.

  • Lily/Rose: The headline left-aligns by default.
  • Carnation: The headline center-aligns in Carnation.

Next, add an optional Description using the text editor. Avoid changing your text alignment for your description.

Add an optional link in the link field.

Learn how to use a Link field ⇒


Select the number of columns you would like to have in each row using the style dropdown.

  • Carnation: Due to the card styling in Carnation, this field does not limit the number of cards that will display in a single row. A recommended workaround is to add multiple rows of featured content or use the Grid Content paragraph type.

Advanced users: You can clear the confusion for content editors in Carnation by making the style field an optional field and hiding it in the form display in the UI.

Additionally, you can limit the number of columns to four in the Featured Content’s paragraph settings.

Finally, add content for each column of content using the text editor. To add additional columns click the “Add Another Item” button.

Featured content admin fields

  • Lily/Rose: Adding more columns than what you selected in the “Style” dropdown will create additional rows. Aligning each column’s content is not recommended unless you are not using any other field.

1.5.17 - Featured News Posts

Display a curated list of news posts on a page.

Examples

Carnation

Desktop

Featured News Posts in Carnation on desktop

Mobile

Featured News Posts in Carnation on mobile

Rose

Featured News Posts in Rose


Areas It Can Be Used

  • Content Area
  • Bottom Area

  1. Add a Headline for this section of content in the Title field. This title will appear above the featured news posts.
  2. In the News Posts field, begin typing the name of the news post you want to feature. An autocomplete list will appear.
  3. Click on the desired news post from the autocomplete results.
  4. To add more news posts, click the Add another item button.
  5. Click the Save button to save your changes.

Featured News Posts admin fields

1.5.18 - Gallery

Embed a carousel or slider of images onto a page.

The gallery can play on a loop, and users can click back and forth using the arrows.

You can have a gallery with a simple title. You can also add a description below the headline and/or a call to action button.

Examples

Carnation

Desktop

Gallery in Carnation on desktop

Mobile

Gallery in Carnation on mobile

Lily

Desktop

Gallery in Lily on desktop

Mobile

Gallery in Lily on mobile

Rose

Desktop

Gallery in Rose on desktop


Areas It Can Be Used

  • Header Area
  • Content Area
  • Bottom Area

  1. Once you’ve selected a gallery from the paragraphs dropdown, enter a Headline for the gallery.

  2. Next, if you would like to add a subhead or description below your title, add it below the headline in the Description field.

    Only use basic text formatting on your description, such as bold or italicized text. Avoid using headlines, bullets, or numbered lists in this field.

    Learn more about the text editor ⇒

  3. Optionally, you can add a Link in the link field.

    The Gallery link field

    How link fields work in YMCA Website Services ⇒

  4. Below the link field, you will add your images. Click on the Add images button to select the pictures for your gallery. You can upload an image to the media library, or select multiple images from your library.

  5. Once you’ve uploaded/selected your images, click that blue Add images button at the bottom.

  6. To order your images, hover your mouse over the thumbnail in the “Images” section, and then drag them to reorder. You will see a cross-arrow icon when you’re dragging them around, similar to what you see when you reorder paragraphs.

    Reorder images via drag and drop

  7. To delete a photo from the gallery, click the delete button below the image.

  8. Hit Save at the bottom of the image to save it.


1.5.19 - Grid Content

Embed one or more rows of up to four columns of content - each with a title, icon, description, and link.

Examples

Carnation

Grid content in Carnation

Lily

Grid content in Lily

Rose

Grid content in Rose


Areas It Should Be Used

  • Content Area
  • Bottom Area

How to Use Grid Content

Note on Grid Content: This paragraph’s style will vary greatly depending on your theme. The docs outline how to use the fields.

Select grid content from the list of paragraphs

First, choose Grid Content from the Paragraphs dropdown. You will then see a dropdown with options under Style, determining the number of items per row:

  • 2 items per row
  • 3 items per row
  • 4 items per row

Select a style to choose how many sections/cards you want to display in a row; the more items per row, the narrower they will be.

Examples

2 Items Per Row

Grid content admin with 2 items selected

Grid content example with two items

3 Items Per Row

Grid content admin with 3 items selected
Grid content example with 3 items selected

Next, you will see a button that says Add Grid Columns. Click this button to add individual sections/cards.

For each item you add, you will have the following fields:

Note: If you add more items than your selected style, you will create a new row. For example:

  • 2 items per row style, 3 items added -> two rows of content
  • 3 items per row style, 5 items added -> two rows of content
  • 4 items per row style, 9 items added -> three rows of content

Content Types that Support Grid Content

1.5.20 - Latest Blog Posts

Embed a listing of blog posts with optional filtering by Branch or Camp.

These paragraphs embed a listing of blog posts, sorted by the most recent, in a card design. They utilize a dynamic paragraph that renders blog posts.

  • Latest Blog Posts: Shows the most recent blog posts across your entire site.
  • Latest Blog Posts (Branch): Filters the most recent blog posts by the branch the paragraph is embedded on. For example, if placed on a “Downtown YMCA” page, only “Downtown YMCA” blog posts will be displayed. If placed on a non-branch page, only the headline will be shown.
  • Latest Blog Posts (Camp): Filters blog posts by the camp the paragraph is embedded on. For example, if placed on a “Camp Widjiwagan” page, only “Camp Widjiwagan YMCA” blog posts will be displayed. If placed on a non-camp page, only the headline will be shown.

Areas it Should Be Used

  • Content Area
  • Bottom Area

How to Use Latest Blog Posts

  1. From the paragraphs dropdown, add Latest Blog Posts, Latest Blog Posts (Branch), or Latest Blog Posts (Camp).
  2. Enter a header title for the section in the text field.
  3. Save the paragraph.

Unlike the related Blog Posts Listing, this paragraph does not include filters for searching blog posts.

Content Types that Support Latest Blog Posts

Content Types that Support Latest Blog Posts (Branch)

Content Types that Support Latest Blog Posts (Camp)

Related/Alternative Paragraphs

1.5.21 - Latest News Posts

Embed a listing of news posts with optional filtering by Camp/Branch.

These paragraphs embed listings of news posts, sorted by the most recent, in a row/listing design. There are three variations:

  • Latest News Posts: Displays all the most recent news posts across your entire site.
  • Latest News Posts (Branch): Filters news posts by the branch on which the paragraph is embedded. For example, if placed on a “Downtown YMCA” page, only “Downtown YMCA” news posts will be shown. If placed on a non-branch page, only the headline will be displayed.
  • Latest News Posts (Camp): Filters news posts by the camp on which the paragraph is embedded. For example, if placed on a “Camp Widjiwagan” page, only “Camp Widjiwagan YMCA” news posts will be shown. If placed on a non-camp page, only the headline will be displayed.

Examples

Carnation

Latest news posts in Carnation

Rose

Latest news posts in Rose


Areas to Use

  • Content Area
  • Bottom Area

How to Use Latest News Posts

From the paragraphs dropdown, add the desired “Latest News Posts” paragraph type. Enter a header title for the section in the text field, and save.

Latest news posts admin fields


Content Types that Support Latest News Posts

Content Types that Support Latest News Posts (Branch)

Content Types that Support Latest News Posts (Camp)

Related/Alternative Paragraphs

1.5.22 - Limited Time Offer

Add an anchoring element to the bottom of a page, similar to a small banner. Best for promotional offers.

Example

The limited time offer paragraph

Areas Where It Can Be Used

  • Bottom Area

How to Use Limited Time Offer

Go to the Bottom Area and select Limited Time Offer. Fill in the Title field for your main headline, and if you would like to add a subheader below the title field, use the Subtitle field.

To add a button, use the Link field.

Fields

NameMachine nameRequiredDescription
Titlefield_lto_titleNoEnter title for the Limited Time Offer.
Subtitlefield_lto_subtitleNoEnter subtitle for Limited time offer.
Linkfield_lto_linkNoAdd a link for the Limited Time Offer button.

Content Types that Support Limited Time Offer

1.5.23 - Membership Calculator Paragraph

The Membership Calculator paragraph adds an interactive “membership wizard” to a YMCA Website Services site, allowing users to explore membership options and pricing.

See Membership Calculator and Membership Content Type for more information about related features.

Areas Where It Can Be Used

The Membership Calculator paragraph can be added to these areas of a content page:

  • Content Area
  • Bottom Area

How to Use the Membership Calculator Paragraph

  1. When editing a page, locate the paragraphs dropdown within the desired area (Content or Bottom).
  2. Select Membership Calculator from the dropdown.
  3. No additional configuration is typically needed on the page itself. The calculator pulls its data from configured Membership Content Type items.

1.5.24 - News Posts Listing

Add a filterable section of news posts to a page.

Areas it Should Be Used

  • Content Area
  • Bottom Area

How to Use News Posts

The news posts listing admin

From the paragraphs dropdown, add the News Posts Listing. Enter a header title for the section in the text field and hit Save.

Note: Advanced users can make changes to the exposed fields using the Views module and the paragraphs settings. This requires advanced knowledge of Drupal’s Views and Paragraphs modules.

Content Types that Support News Posts

It is generally not recommended to use the News Post Listing on Branch, Camp or Facility pages due to the availability of the Latest News Posts/(Camp)/(Branch) paragraph.

Related/Alternative Paragraphs

1.5.25 - Promo Card

Add a small individual card to the sidebar of a page with evergreen promotional content, such as links to join pages.

Examples

The Promo Card comes in three default color variations: Carnation, Lily and Rose.

Carnation

Promo card in Carnation

Lily

Promo card in Lily

Rose

Promo card in Rose


Areas It Should be Used

  • Sidebar Area

How to Use the Promo Card

In your sidebar area, select Add Promo Card from the paragraphs list.

The Promo Card has the following fields:

  • Title: (Optional) A large title that appears at the top of the card. (Machine name: field_prgf_title)

  • Headline: (Required) A smaller headline that appears below the title. (Machine name: field_prgf_headline)

  • Description: (Optional) A WYSIWYG text editor field for entering content. Standard text editor options are available. (Machine name: field_prgf_description)

    Learn how to use the Text Editor ⇒

  • Link: (Optional) A link field for adding a call to action. (Machine name: field_prgf_link)

    Learn how to use link fields ⇒


Content Types that Support Promo Card

1.5.26 - Repeat Schedules

Display programs in a schedule view with an optional PDF export.

Sometimes called “Group Exercise” or “Group Schedules”, the Repeat Schedules block provides a similar view to Activity Finder, but focused more on recurring, often drop-in classes.

See Group Schedules for more details, including available block configuration options and a description of the front-end display.

Examples

On the sandbox site.

The Repeat Schedules Paragraph in the Carnation theme.

How to use

To use the Repeat Schedules paragraph:

What fields are where

See Group Schedules Front-end.

1.5.27 - Secondary Description and Sidebar

Add a bottom area element with two columns of reusable content for anchoring a page.

Warning: This element does not work properly in the Carnation theme and is considered deprecated. It may be removed in a future update.

Overview

The Secondary Description and Sidebar paragraph type provides a two-column layout in the bottom area of a page. It allows you to insert reusable content blocks into a left and right column.

Fields

NameMachine NameRequiredDescription
Left Columnfield_prgf_left_column_blockNoBlock reference to: Basic Block, Code Block, Date block or Simple Block. Create a new one or pick up an existed block. Content placed here typically serves as a secondary description for the page.
Right Columnfield_prgf_right_column_blockNoBlock reference to: Basic Block, Code Block, Date block or Simple Block. Create a new one or pick up an existed block. Content placed here typically serves as a sidebar with related information or calls to action.

Example

Carnation

The secondary description and sidebar in Carnation

Lily

The secondary description and sidebar in Lily

Rose

The secondary description and sidebar in Rose

Areas it Should Be Used

  • Bottom Area

How to Use Secondary Description and Sidebar

  1. Insert the paragraph from the dropdown menu into the Bottom Area of your page.

    Secondary description with sidebar admin fields

  2. You will see two fields: Left Column and Right Column.

  3. Within each column, you can select from one of four different custom block types:

    • Basic Block
    • Code Block
    • Date Block
    • Simple Block
  4. You can either add a new custom block or reuse an existing block.

Learn how to use custom blocks >

Note: When reusing blocks in this paragraph type, the icon field may not render correctly. Font Awesome icons might display as plain text. If you need icons, consider using inline images.

1.5.28 - Simple Content

Add a section of basic text onto a page.

Areas It Should Be Used

  • Content Area
  • Sidebar Area
  • Bottom Area

How to Use Simple Content

The Simple Content paragraph allows you to add and format text using the WYSIWYG editor. This provides a flexible way to add basic content to your pages.

  1. From the paragraphs dropdown within the desired area (Content, Sidebar, or Bottom), select Add Simple Content.

  2. A text editor will appear. You can style your text using the editor’s toolbar. This toolbar typically includes options for:

    • Basic Formatting: Bold, Italics, Underline, Strikethrough
    • Alignment: Left, Center, Right, Justify
    • Lists: Bulleted and Numbered
    • Headings: H2, H3, H4, H5, H6
    • Links: Adding and editing hyperlinks
    • Other: Blockquotes, source editing, special characters and more.

    Refer to the Text Editor documentation for details on using the editor toolbar.

Note: In some themes, stacking multiple Simple Content paragraphs directly on top of one another may not provide enough visual separation.

To address this, consider adding:

  • A pair of hard returns (pressing the Enter key twice) at the bottom of your text.
  • A horizontal rule (using the horizontal line option in the text editor toolbar) to visually divide the sections.

All Content Types Support Simple Content ⇒

1.5.29 - Small Banner

A wide, short image with fields for a title, background color, description, and image.

Examples

Carnation

Desktop

Small banner in Carnation on desktop

Mobile

Small banner in Carnation on mobile

Lily

Desktop

Small banner in Lily on desktop

Mobile

Small banner in Lily on mobile

Rose

Desktop

Small banner in Rose on desktop

Mobile

Small banner in Rose on mobile


Areas It Can Be Used

  • Header Area
  • Content Area (1 column only)
  • Bottom Area

How to Use a Small Banner

  1. Select Add Small Banner from the paragraphs dropdown.
  2. Fill out the following fields:
  • Title (required): This field adds a headline to your banner. The placement of the title depends on your theme and customization, but it typically appears as large, all-caps text. The character limit for this field is 255.

  • Color (required): The background color for your banner. In Lily and Rose, this background color displays behind your title and description.

    In Carnation, you will not see the background color unless you add an image.

  • Description (optional): Displays beneath your Title. You can style your text using the text editor; however, it’s not as consistent as other places where you typically see the editor.

  • Image (optional, but recommended): Use the image library to embed an image. You can upload a new image from your computer or reuse an existing image from your library. For best results, consult with your agency partner regarding recommended image sizes for your YMCA Website Services site.

    Note: Image Upload does not work in Rose.

    Note: Unlike the Banner, Small Banners don’t have a specific Link field for buttons without customization.

    To add a button to a small banner, use the Text Editor button tool to create a button in your description field.


Content Types that Support Small Banner

1.5.30 - Social Share Icons

Sharing content on social media.

AddThis services have been deprecated as of 5/31/23, and this block ceased functioning on that date.

This block is no longer functional due to the discontinuation of AddThis services.

See Using AddToAny for a recommended replacement and other options for sharing content.

For integrating social media feeds, also consider the Social Feed Fetcher module.

1.5.31 - Story Card

Add a simple card to the sidebar with a title, headline, and call to action.

The Story Card Paragraph works best with the Lily and Rose themes. It is available, but not themed with a border in Carnation.

Areas it Can Be Used

  • Sidebar Area

How to Use It

  1. In the sidebar area of a content page, select Story Card.
  2. Add a Title and Headline. The Title will be larger than the Headline and display above it.
  3. Add your link in the Link field. Unlike most paragraph types, the link field does not create a button or standalone link; the entire card becomes the link. The link text is required. The link will not stand out like a typical call to action.

To work around this, add a > or another special character to indicate to users that they are clicking on a link.

Recommendations for use with Carnation

While this component is available to use in Carnation, it is not themed with a border as in Lily or Rose. The best practice is to use this paragraph sparingly and only in the following content types:

  • Facility
  • Event

In Carnation, the Story Card works best inside the News Post, Event, and Blog Post paragraphs.

Advanced

Note: In the headline area on Lily and Rose, a large quotation mark will display to the left of your headline. This can be easily disabled using the following CSS:

.story-card .quote svg { display: none; }

Content Types That Support Story Card

1.5.32 - Teaser

Add a wide feature with an image, text, and a call to action.

Overview

The Teaser paragraph is a versatile component designed to highlight key content. It typically includes an image, a title, a brief description, and a call-to-action link. It can be used to promote specific programs, services, or events.

Examples

The appearance of the Teaser paragraph can vary depending on the theme:

Carnation

The teaser in Carnation

Lily

The teaser in Lily

Rose

The teaser in Rose

Areas It Should Be Used

  • Content area

How to Use the Teaser Paragraph

  1. Insert the paragraph: From the content area, select “Add Teaser” from the paragraph dropdown menu.

    Teaser admin fields

  2. Fill in the content fields:

    • Title: Enter the title of the teaser. This should be concise and engaging.
    • Image: Select an image from the image library or upload a new one. Use high-quality images that are relevant to the content.
    • Description: Add a brief description using the Text Editor. Keep the description concise and focused on the key benefits or information.
    • Link: Add an internal or external link. This is the call to action. Use a clear and direct call to action in the link text (e.g., “Learn More,” “Register Now,” “View Details”). The Link field supports adding attributes:
      • URL: The destination URL
      • Title: The link text for the button.
      • Target: Open in a new window.
      • Rel: “Nofollow” or “Sponsored”.
      • Class: Add custom classes if needed.
  3. Save: Save the page to view your Teaser.

Best Practices

  • Use compelling imagery that is relevant to the content.
  • Write concise and engaging titles and descriptions.
  • Use a clear and direct call to action in the link text.
  • Ensure that the linked page provides more detailed information related to the teaser content.

1.5.33 - Webform

Add an existing Webform to a page.

Areas it Should be used

  • Content Area
  • Sidebar Area
  • Bottom Region

How to Use Webform

Prerequisite: You must have your web form created before embedding it onto a page. You can continue to revise and edit your form after embedding, but this process will NOT create a webform for you.

Drupal Webform Tutorials (by Jacob Rockowitz) ⇒

Once you’ve selected Webform from the paragraphs dropdown, select the name of the webform you want to embed onto your page.

Webform paragraph admin fields

Next, you will have the option to open, close, or schedule open/close dates for your webform.

The “Default submission pairs” field allows you to pre-populate certain fields in your webform with default values if users leave them blank. Unless you have advanced knowledge of YAML, it is not recommended to configure this field.

YAML Documentation


Content types that Support Webform

1.6 - Taxonomy, Vocabularies, and Terms

Group pieces of related content together for tagging, filtering, sorting, and grouping.

Taxonomy, in YMCA Website Services, is a system for classifying and organizing website content. It uses organized lists of categories to group content, create folders for Images ( in YMCA Website Services 2.4 and later), and create standard options for dropdown fields. Think of it as a way to tag, filter, sort, and group your content.

Each list of categories is called a Vocabulary, and each individual category within a vocabulary is called a Term. Terms consist of a Term Name and can include additional data or settings specific to that vocabulary (see Vocabularies in YMCA Website Services for details). Taxonomy terms are an entity type

How to Edit Vocabulary Lists

  1. Go to Structure > Taxonomy.
  2. Find the Vocabulary you want to edit.
  3. Click List Terms.

The taxonomy item options

You can rearrange your terms by hovering your mouse over the cross icon and dragging them. This determines the order in which they appear on your website. By default, terms are displayed alphabetically if no specific order is set.

Reordering taxonomy items via drag and drop

Moving a term to the right will “nest” it underneath another term, creating a parent-child relationship. The nested term becomes a “child” of the term above it. This allows you to create hierarchical taxonomies.

Adding/Editing Terms

  1. To edit an existing term, click Edit.
  2. To add a new term, click Add Term.

On the next page, you can add a Name for your vocabulary and an optional Description.

Below those two fields, you can add additional information unique to your vocabulary. The available fields will depend on how the vocabulary is configured.

Term Example - Grey Color

The Color Vocabulary provides a standard list of color options across your website, such as for a background color for your header.

The list of color taxonomy items in a dropdown
To change the shade of grey:

  1. Go to Structure > Taxonomy > Color.
  2. Click List Terms.
  3. Click Edit next to Grey.

Below the name of the Grey term, you’ll find a color widget where you can change your standard shade of Grey across your site.

In this example, you can change the color of the Grey term in the Color Vocabulary using a Color widget.

The field admin for a taxonomy color item

Vocabularies in YMCA Website Services

Vocabularies are lists of categories. How they are used and displayed depends on the specific vocabulary. Here are some common vocabularies in YMCA Website Services:

Amenities

Used for tagging branches with amenities (e.g., “Pool,” “Sauna,” “Gym”). Amenities are displayed on the branch page and can be used as filters on a locations page.

The locations page with a list of amenities

Color

The Color vocabulary provides a list of colors for use across your site, primarily in page headers, small banners, galleries, and banners. Using a standardized color vocabulary ensures brand consistency.

Blog/News Category

These vocabularies are used to tag blog and news posts. Categories are often displayed in the sidebar and as filters in the Blog Post Listing and News Posts Listing paragraphs, respectively.

Media Folders

This vocabulary creates folders for organizing images in the media browser.

View Media Folders tutorial ⇒

Media Tags

This vocabulary creates tags for filtering images (YMCA Website Services 2.3.3 and earlier), documents, and videos in the media browser. Using tags helps you organize and find media assets more easily.

View Image and Document tutorials

1.7 - Images and Documents

The media library stores images and files, allowing you to have custom cropping, focal pointing, folders, and image styles.

Media Items and the Media Library

Core media items include audio, images, documents, and videos. You can add other media types, such as social media posts, through contributed modules. Media items may be files located in your site’s file system or remote items referenced by a URL. Media items are content entities divided into media types (which are entity sub-types); media types can have fields. The media library is a visual user interface for managing and reusing media items. Add media items to content using Media reference fields and the Media library field widget.

An image style is a set of processing steps, known as effects, that can be applied to images. Examples of effects include scaling and cropping images to different sizes. Responsive image styles can associate image styles with your theme’s size breakpoints. This allows serving images sized for the browser width.

Modules that provide media-related functionality include:

  • The core Media module manages media items and media types.
  • The core Media module provides a Media reference field to add media to content entities. The core File and Image modules also provide reference fields. It is recommended to use the Media reference field because it is more versatile.
  • The core Media Library module provides the media library and the Media library field widget. With this module installed, the Media library field widget becomes the default widget for editing Media reference fields.
  • The core Image module provides a user interface for defining image styles. The core Responsive Image module provides responsive image styles. Using the core Breakpoint module and a breakpoint-enabled theme, these responsive styles can serve images sized for the browser.

Video Tutorials

Learn more about media management in the distribution. Some of these videos use older versions of the distribution.

Bulk Upload

Your YMCA website has the ability to upload media (images, documents, videos) in bulk (since 9.2.12 - December 2022).

You can batch/bulk upload from Admin > Content > Media (/admin/content/media) or Media Browser (/admin/content/browser). After uploading media, it will be available from the Media list and browser in any component on your site.

From the Media list

The “Upload media in bulk” button

  • Go to Admin > Content > Media (/admin/content/media)
  • Click Upload media in bulk
  • Choose your media type
  • Drag or choose the media to upload
  • Fill in the required fields in the resulting form.

From the Media browser

The media browser upload dialog with an arrow pointing to the “Upload files” button and the description “Drop multiple files on this button”

  • Admin > Content > Media Browser (/admin/content/browser)
  • Click Add media
  • Choose your media type in the sidebar, then use the Choose Files button to choose or drop files.
  • Fill in the required fields in the resulting form.

1.8 - Webforms

Beyond just a basic contact form, Drupal’s robust webforms features allow you to build interactive webforms with logic-based questions, built-in animation fields, and a submissions manager.

Because this is one of the most well-documented applications in the Drupal community, we recommend using the documentation provided by the maintainer of the Webform module, Jacob Rockowitz.

1.9 - Virtual Y

Virtual YMCA allows members and other authorized users to enjoy exclusive content from their local Y.

After members log in to your website, they can browse a diverse selection of gated content—on-demand videos, written content, and live events—from any device.

Below are links to various videos and documents providing basic setup and management information for your new Virtual Y environment. Choose the format that best suits your learning style.

1.9.1 - Building Blocks & Basics

Virtual YMCA (VY) is based on Open Y and was originally built as an extension for Open Y sites. Therefore, it shares many of the same underlying functionalities and concepts.

Virtual YMCA utilizes the same content editing tools as Open Y. However, the pre-configured features and modules available “out-of-the-box” may differ from a standard Open Y installation. It’s best to review the specific modules enabled in your VY instance, such as the ones provided by the ws_small_y module collection (see below), to understand its capabilities.

Content Types

Virtual YMCA comes with several content types designed for delivering exclusive member experiences. These content types are typically accessible behind a login.

Virtual Y Video

Reach your members even when they’re away from the physical Y. Provide on-demand classes, kids’ activities, and other engaging video content. This is an excellent option for health seekers, families, and active older adults.

Virtual Y Videos can be added individually or through automation using the separate Virtual Y Video Automation application.

Integrates with: YouTube and Vimeo

Live Streams

Stream your popular classes and events to members in real-time. Live Streams are well-suited for events where audience interaction is minimal.

Live Streams can be added individually or scheduled on a recurring basis. Unlike Virtual Events, Live Streams are embedded directly within the Virtual Y site.

Integrates with: YouTube and Vimeo

Virtual Events

Host interactive group fitness classes and other live events with member participation. Virtual Events are ideal for classes with Y instructors and personal or small group training sessions.

Virtual Events can be added individually or on a recurring basis. Unlike Live Streams, users are directed to an external video link for Virtual Events.

Integrates with: Any URL/link, including GoToMeeting, Google Meet, Microsoft Teams, Zoom, Instagram Live, and Facebook

Blog Posts

Provide members with written workouts, recipes, activity suggestions, and other engaging content. Blog Posts are perfect for members who prefer self-guided activities and need inspiration.

Virtual Y Blog Posts can be added via the standard Add Content list or menu within the Drupal interface.

No integrations required.

Small Y Module Collection

The ws_small_y module and its submodules provide a collection of features that customize the appearance and functionality of smaller Y associations. These modules can include enhanced article displays, staff directories, and customized styling. Review the list of enabled modules within the ws_small_y collection on your site to understand the features available.

1.9.2 - Authentication Providers

The authentication options available for gating your content depend on your Customer Management System (CRM). Currently, the following options can be used to control access to content within the Virtual Y website.

Personify

Single Sign-On (SSO)

Requires members to log in using their existing Personify CRM credentials.

Daxko

Single Sign-On (SSO)

Requires members to log in using their existing Daxko CRM credentials.

Note: Daxko API access is required and may incur API usage fees from Daxko. Contact Daxko for details on API access and associated costs.

Barcode Validation

Requires members to enter their barcode. The Virtual Y site validates the barcode against the Daxko system before granting access.

Set up Daxko Barcode Validation.

ReClique

Single Sign-On (SSO)

Requires members to log in using their existing ReClique CORE CRM credentials.

CSV File Uploads

Allows associations to upload a CSV file containing membership information to grant access. Two options are available:

CSV Upload without Email Verification

Upload a CSV file containing member email addresses. The Virtual Y site validates the entered email address against the uploaded list before granting access.

CSV Upload with Email Verification

Upload a CSV file containing member email addresses. The Virtual Y site sends a verification email to the address provided. The member must click the link in the email to gain access.

1.9.2.1 - Daxko Barcode Authentication

Open Y Gated Content (Virtual Y) release 0.13 includes a new authentication provider to support Daxko Virtual Areas. This allows associations using Daxko to set up Virtual Areas that enable members to access Virtual Y content using only their member barcode.

Instructions for setting up Virtual Areas are in Daxko’s documentation. If you need assistance configuring Virtual Areas, Daxko’s support team can assist you with setup: support@daxko.com.

Configuration

  1. Enable Daxko Barcode Virtual YMCA integration.
  2. OPTIONAL (but highly recommended): Configure reCaptcha settings at /admin/config/people/captcha/recaptcha.
  3. Add your validation secret and form URL, and check the help messages at /admin/openy/virtual-ymca/gc-auth-settings/provider/daxkobarcode.
  4. Save your settings.
  5. Set Daxko Barcode as your main authorization plugin in the Virtual YMCA settings: /admin/openy/openy-gc-auth/settings.

Once enabled, the module allows granular configuration of messages that users will receive on the page. You can change “Barcode” to something different, like “Member ID”, and add help text to assist members in finding their ID. It also allows for global help text to direct members to help channels if they’re unable to log in.

The Daxko Barcode configuration form

Once the module is enabled, members will be presented with the appropriately titled field to log in to Virtual Y.

The Virtual Y login page with Daxko Barcode authentication and reCAPCHA enabled

Upon success, the user will be logged in to Virtual Y. Upon failure, the failure state will be returned along with a help message provided by the association.

The Virtual Y login page with an error from a failed authentication

Notes

Members with a Balance Due

Anyone with a balance due in Daxko doesn’t have access to Virtual Y [via Daxko Barcode]. A lot of the accounts with balances are families with memberships who receive state scholarships for child care. The balance in Daxko is the portion the state pays, so it’s a bit of a “fake” balance. Is there any way to allow any ACTIVE member to use [Virtual Y], regardless of whether they have a balance or not?

The fix:

There’s a setting on the Daxko Operations virtual area at Membership > Virtual Area > Virtual Y > Edit that you can check/uncheck for “Block access when balance due.” Unchecking that should let the member access the virtual area.

1.9.2.2 - ReClique SSO Configuration

The ReClique Core API enables check-in access by specifying a member’s email address. The following steps are necessary to fully configure the ReClique Provider for your Virtual Y site.

Acquire ReClique Core API Access

To get started, you will need to perform the following steps in the ReClique CORE portal, while logged in as a YMCA super admin user:

  • Locate and note your YMCA association’s YMCA ID, known within the ReClique CORE documentation as the “Association Slug”.
  • Create a separate user for executing the ReClique CORE authentication API and grant this user API-level access.

In Detail:

  1. Log into the ReClique Core portal using a user with the YMCA super administrator role.

  2. Click Profile in the top-right corner of the CORE portal.

    ReClique Profile

  3. The YMCA ID is the non-numeric part of the “Association Slug” in front of the numeric user ID. Note this value for use in the Verification URL. In this example, the text midtn is the association slug value and is needed for the YMCA ID.

    ReClique Association Slug

  4. Click Users from the navigation menu (Users > Add New User).

    ReClique Users Menu

  5. Select the + Add User / Staff button.

    ReClique Add User Button

  6. Create a stand-alone user for the purpose of executing API calls only. A suggested name is virtual_y, but any suitable name can be used.

  7. Assign this user the API Access role by selecting Use Core API in the Other list of role options.

    ReClique API Access Role

Configure the Virtual Y ReClique Provider

To enable the Virtual Y site to communicate with the ReClique Core API, you’ll need to configure the ReClique provider.

  1. Navigate to the Gated Content Auth Setting Page at Manage > Virtual Y > Virtual YMCA Settings > GC Auth Settings.

    GC Auth Settings Navigation

    The GC Auth Settings page, when loaded, will look like this:

    GC Auth Settings Page

  2. Find the ReClique Provider option and click the Edit Action.

    ReClique Provider Edit Action

  3. Enter Your ReClique Provider Settings.

    The ReClique Provider configuration page allows the specification of permission mappings, settings for accessing the ReClique CORE authentication API, and Email Verification settings.

    ReClique Provider Configuration Page

    1. Specify Permission Mappings

      This is used for User Segmentation. User Segmentation will allow YMCAs to segment content to particular Virtual Y roles based on membership types. Refer to documentation from the Open Y Community for more information about Setting up user segmentation.

      ReClique Permission Mappings

    2. Add ReClique CORE API settings

      Add the values needed to connect to the ReClique Core API.

      ReClique CORE API Settings

      FieldValue
      Verification URLThe API endpoint provided by ReClique to verify member logins. It takes the form https://{Y_ID}.recliquecore.com/api/v1/members/virtual_y/?Email= (This is the Production verification URL).
      Authentication loginThe login for the dedicated user created with ‘Use Core API’ access in the ReClique Core portal.
      Authentication passwordThe password for the dedicated user created with ‘Use Core API’ access in the ReClique Core portal.
      ID field textThe text to be displayed on the Virtual Y login form. The default value is “Enter your Email:”.
    3. Specify the Email Verification options

      This enables a one-time login link to be sent to the member’s email for verification. Here, you can configure the length of time the login link will last before needing to generate another, email verification text, and a message displayed to the member with instructions on how to proceed with logging into the Virtual Y site.

      ReClique Email Verification Options

    4. Specify the Verification Message

      This is the message the member will see when logging in if they are inactive. The phone number must be added at the very least.

      ReClique Verification Message

    5. After configuring the ReClique provider, click Save.

    6. From the GC Auth Settings page, ensure only ReClique Provider is selected and click Save.

Your ReClique Provider is now fully configured and ready for use.

To test, log out from the admin portal. You should now see your new login form configured and ready to accept input from the Home Page.

If a valid email address is entered and the member is active, the member will be allowed access to your gated content (videos, blog posts, virtual meetings).

1.9.3 - Video Support & Hosting

Virtual Y supports embedding videos from the following sources. The supported source depends on the content type:

On-demand Video

  • YouTube
  • Vimeo

Live Stream

  • YouTube
  • Vimeo

Virtual Meeting

  • As a “Join” button
    • Any external link, including Facebook
    • Zoom meetings (embedding is no longer supported)

Video Provider Specifics

Each video provider has its benefits. We’ve provided this list to help you decide where to start.

YouTube

YouTube videos smaller than 1280x720px (aka “720p”) may not display a thumbnail properly in Virtual Y. If you upload a larger (greater than 1280x720px) thumbnail using YouTube’s video editor, that should resolve this issue on Virtual Y (until this issue is resolved).

Setting up a Brand account for your Y is a good first step in using YouTube for your videos.

The requirements for embedding YouTube Live Streams may change often. Previously, this has required having more than 1000 subscribers on your channel or turning on “Monetization”. It may, at times, be more expedient to use Vimeo for Live Streaming.

As of February 2021, YouTube’s stated requirements for Live Streaming are:

To live stream, you need to have no live streaming restrictions in the past 90 days, and you need to verify your channel.

Vimeo

  • Requires a paid plan for typical Y usage.
  • Upload and bandwidth limits based on account type.
  • Truly gated videos with domain-level privacy. Domain restrictions are NOT RECOMMENDED if you plan on sharing your content with other Y’s using Virtual Y’s “Shared Content” feature.
  • To facilitate content sharing, we recommend using the Hide this video from vimeo .com privacy option combined with Enable people to embed this video on any site. Review all of Vimeo’s privacy options.

Most associations have purchased the “Premium” level to get access to unlimited live streaming.

Vimeo private videos do not allow thumbnails to be generated for your site. If you use private videos on Vimeo, you’ll need to upload a thumbnail using the Teaser Image field on the content.

A screenshot of the Teaser Image field

Facebook

Facebook is not recommended for Virtual Y content, as any meeting there will also be listed publicly.

If you choose to host virtual meetings on Facebook, they will need to be publicly listed; otherwise, it is not possible to create a direct link to the event. To get the link to a public video:

  • Click the three dots on the bottom right of the video.
  • Select “Copy Link”.

Zoom

A few notes:

  • If you are creating a recurring Virtual Meeting, please be sure your Zoom meeting recurrence matches the recurrence on the Virtual Y meeting.
  • If your Zoom meeting requires a password, we recommend generating a link with the password embedded in it. This usually looks something like ?pwd=... in the link. Please review Zoom’s updated security settings for more information.
  • Through many tests, we determined that Zoom embeds are unreliable, and support for that feature has been disabled. Zoom links now display as a “Join” button, which should make for a much smoother user experience.

1.9.4 - Go-live Checklist

Here are some things you should check before you go live with your Virtual Y site:

Review Your Content

  • Disable any Virtual Y sections that you’re not using.
    • Ensure that you’ve disabled links to those sections in your Main Navigation.
  • Review and click through Main Navigation and Footer links to ensure they’re all valid.
  • Visit /admin/content and ensure any demo content is deleted or unpublished. This is important to ensure a clean and professional launch.
  • Visit Virtual Y > Event Series and ensure any demo content is deleted.
  • Ensure that Virtual Y content is displaying as you expect.
    • If some content is not displaying, check to ensure all required fields are filled in. While the Description field is not technically required, leaving it empty can sometimes prevent content from displaying.

Review Your Authentication

  • Review and test your Virtual Y Authentication provider.
    • If you’re using the Daxko Barcode provider, ensure you’ve set the Message for login failures at Virtual Y > Virtual YMCA Settings > GC Auth Settings > Edit Daxko barcode provider. This message will be displayed to users if their barcode is invalid.

Final Clean-up

  • If you’re using it, ensure you’ve set up Google Analytics at Configuration > System > Google Analytics.
  • If you’re using any basic authentication to protect the site before it goes live (what Y Cloud calls “Site Lock”), ask your hosting partner to turn it off. Leaving it on will prevent public access to your site.
  • If you’d like to share content with other Ys, review Shared Content and initiate a connection to the Open Y Shared Content server. This allows you to leverage content created by other Ys and share your own.

1.9.5 - FAQs

For up-to-the-minute conversations and info on Virtual Y and its content, join us in the YUSA Slack. Request access to Slack

For even more Virtual Y FAQs, check out Y-USA’s post.

Evaluating VY

  • How do I learn the basics?

I’m in with VY

  • Once you’ve viewed the demo and slide deck, here’s what we suggest:
    • Join the #virtual_ymca Slack channel where you can talk with other Y associations, the YMCA Website Services team, and partners on how to quickly get your Virtual Y experience launched.
    • Not on Slack? Request access.
    • Contact your developer partner or one of our featured partners.
    • If you didn’t find the answer (or the droids) you were looking for, let us know and we’ll point you in the right direction
  • Can I see a live example?
    • Yes. Please contact us and we can provide you with links and information.
  • Can I see a demo?
  • How much will it cost?
    • The Virtual Y code is free, but using it is not. Your costs come with having a developer configure Virtual Y as well as from hosting. Time estimate: <30 hours if you stick close to the default implementation and don’t make customizations. The more you deviate, the higher the cost. Costs will include:
      • Implementation
      • CRM SSO integration
      • Domain name and hosting
      • Training and support (will vary based on team’s comfort working with Drupal)

I’m not on YMCA Website Services

  • Can I use it if I’m not on YMCA Website Services? Yes!
    • Our website is built in WordPress. Will Virtual YMCA integrate with WordPress?
      • Virtual Y is built on YMCA Website Services (Drupal). You would build a stand-alone instance of Virtual Y (see agency partner next steps) that could be linked to from your current site. You can work with an agency of your choice or talk with one of our core partners if your current partner does not develop on Drupal. Time estimate is <30 hours if you stick close to the distribution and don’t customize.
    • What is my next step for Virtual Y if I’m not on YMCA Website Services?
      • Have a conversation with your current developer or contact one of our featured partners. You may work with your current web developer if they know Drupal. If not, one of our partners or Y-USA will likely be more economical.
    • How does my internal developer or agency use Virtual Y?
    • How do I add Virtual Y to my main website’s domain?
      • Ys who don’t have Open Y for their association’s main site can install a standalone Virtual Y site and put on their web address using a subdomain.
      • Example: virtual.ymcaname.org would point to your Virtual Y site. To your members and other website users, it would appear to be part of your site.
  • Where do I ask questions?
  • Can I try it?
    • Yes! You can use it yourself in the Sandbox
    • The login is the same as for the standard YMCA Website Services sandboxes so let us know if you need that information.

Committed to VY - Initial Technical Set-Up

  • I already have an YMCA Website Services site, do I need to upgrade to get Virtual Y?
    • Nope, unless you’re more than a couple of upgrades behind. Our incredible developer team established a structure to allow Ys to obtain Virtual Y without undergoing a full site upgrade, saving both time and $$$. If it has been 12+ months since your last upgrade, we recommend you proceed to keep your site current with the latest features and security. This will reduce future upgrade costs (it’s more expensive to update a site that is multiple versions behind) and help prepare you for Drupal 9, which was released in February 2021.
  • Drupal CMS (Video)
  • Software requirements
  • There’s not much here for technical documentation. What’s up?
  • Implementation
  • Which CRMs is Virtual Y compatible with?
    • Personify
    • Daxko
    • CSV authentication available for ActiveNet and other CRMs
    • Avocado (Salesforce)
    • Y-USA’s Nationwide Membership database
    • ReClique Core
    • If your CRM is not listed, we have a workaround solution where you can upload a CSV file of your active members’ email addresses into your Virtual Y site to grant your Virtual Y visitors access to your content. As long as you can export a basic spreadsheet of your active members, your data is likely compatible with Virtual Y.
  • Will there be impacts to the domain?
    • There should not be any impact from your domain if you already use YMCA Website Services. If you do not use YMCA Website Services, you can create a subdomain of your choosing, such as virtualy.yourassociationname.org where virtualy is the subdomain.
  • What Web Browsers are compatible with Virtual Y?
  • User Activity Logs Documentation
  • Setting up Google Analytics for Virtual Y (web)

Committed to VY - Content Editors

  • Does Virtual Y come with content?
    • There is demo content for you to test with, but you need to create and post your own content via the platforms mentioned in the next question. Some Ys have shared their content for all to use.
  • Which platforms can I use to host my content for Virtual Y?
    • Virtual Y works* with:

      • YouTube - hosted and livestream
      • Vimeo - hosted and livestream
      • Zoom - livestream
      • Zoom, GoToMeeting and Teams - video conferences
      • Blogs - any content you post
    • *Note: “Works with” means technically functional. Each video provider service, such as YouTube, manages its own terms of use, which will guide what’s okay and what’s not.

  • For Vimeo, is a specific account level needed to host videos to stream/pass through Virtual Y?
    • Many associations have been buying the Premium level to get access to unlimited livestreaming. Again, the YMCA Website Services Team has no control over Vimeo’s terms of use, and Vimeo’s terms of use are subject to change at any point without prior notice.
  • Can we keep our YouTube videos unlisted on our channel but still have them play in our Virtual Y?
    • Yes.
  • Can we use Facebook video links?
    • No. Due to restrictions/limitations enforced by Facebook, private videos or videos from a private group cannot be embedded on an external (non-Facebook) site. This means the only option would be to use publicly-facing Facebook Live video within Virtual Y, which can be seen by anyone on Facebook, not just your members. This weakens the case for paying for exclusive access to Virtual Y as a member, and YMCA associations were not interested in YMCA Website Services pursuing this type of Facebook integration.
  • Can I host Les Mills classes on our Y’s YouTube channel?
    • Unfortunately, Les Mills licensing does not cover recording the class for rebroadcasting.
  • Can we use Y360 videos?
    • Y360 videos are owned exclusively by Y360 and then licensed by Ys. A Y would need to obtain explicit permission from them for usage within Virtual Y. Additionally, YMCA Website Services would first have to build a new integration to accept those videos as on-demand content, because Y360 uses a video hosting service other than YouTube or Vimeo.
  • Music Licensing
    • How does music licensing work with this platform?
      • Music licensing copyrights and restrictions originate with the video platform used (e.g., YouTube, Vimeo) so you need to follow those guidelines. Be very careful to investigate whether the music you use within your branches is OK on livestream workouts.
    • Is YouTube strict about licensing?
      • YES. Do not put your Y at risk.
  • How do I learn the basics of content editing:
  • Editing your content categories listings via Drupal taxonomies
  • Adding new content to VY:
  • Image Guidelines
  • Setting up your Virtual Y
  • Virtual Y Experience Map & Rollout Plan

Live Streaming

Shared Content

Y-USA’s Role

  • I just heard Y-USA is building a Virtual Y platform. What if I’m already building this with a developer?
    • Virtual Y is open source software built by the YMCA Website Services. Because this software is open source, it is free for any YMCA to download and use. The Y-USA’s Y Cloud platform uses the Virtual Y module as a plug-and-play standalone micro-site that YMCA Website Services created. Y-USA’s Y Cloud provides Virtual Y as Software-as-a-Service (SaaS) that includes hosting, maintenance and general support of the Virtual Y stand-alone microsite for a low monthly fee. Y-USA provides this as an opt-in option to any YMCA that may be interested. For any further questions, you can contact Y-USA at ycloud@ymca.net
  • What’s the difference between Y-USA’s work on Virtual Y and what other partners are doing?
    • There is no significant customer-facing difference between Y-USA’s Virtual Y SaaS solution and other partners’ hosting solutions. The functionality should work as expected in both deployment models.

Marketing

  • Will there be an opportunity for shared content?
    • Yes. Cross-association content sharing is available now, both for use and for you to contribute your content.
  • Do associations have access to analytics for Virtual Y?
    • Yes, there is a tracking log within the admin menu that displays when a user logs in, as well as which pieces of content they view. This allows you to gauge what is most popular with your members. The information can be sorted and exported for ease of use.
  • Will there be a marketing toolkit?
    • Ys are responsible for marketing virtual offerings. We encourage associations to share helpful tips on what marketing tactics have worked best for them on the YMCA Website Services message board, and YMCA Website Services Slack
  • Do you have slides or a pitch deck I can use?

Virtual Y - Taking it to 11

1.9.6 - 1-on-1 Meetings

Enable direct, secure, scheduled person-to-person calls inside your Virtual Y site.

This module is distributed as part of the YCMA Virtual Experience Platform (Virtual Y). Review the README for more technical information.

Initial Configuration

  1. Go to Admin > Extend (/admin/modules) and enable the Virtual Y 1on1 Meeting (openy_gc_personal_training) module.
  2. Go to Admin > Virtual Y > 1on1 Meeting > Settings (/admin/virtual-y/personal_training/settings) and enter signals.cibox.tools:8091 as the Signaling PRL. This is the address of the signaling server that facilitates the connection between participants.
  3. Go to Admin > People (/admin/people) and add the Virtual YMCA Editor role to the user profile of any users who will create meetings.
    • NOTE: The admin user will also need to have this role set. This role grants the necessary permissions to manage 1-on-1 meetings.
  4. Also at Admin > People (/admin/people), add the Virtual trainer role to at least one user. This role identifies users as trainers within the system.
  5. If you are starting a new site, log in as a Virtual Y member at least once. This ensures that member accounts are properly initialized.
  6. Go to Admin > Virtual Y > 1on1 Meeting (/admin/virtual-y/personal_training) and you should be able to see a dashboard with links to add a 1on1 meeting.
    • If you receive an Access denied error, be sure to check that you have the Virtual YMCA Editor role as noted in step 3. This is the most common cause of this error.

Creating a 1on1 Meeting

  1. Go to Admin > Virtual Y > 1on1 Meeting (/admin/virtual-y/personal_training). This is the central management interface for 1-on-1 meetings.
  2. Choose to add a single 1on1 meeting or a series and fill in the form. When creating a series, be sure to configure the recurrence options appropriately.

Add 1-on-1 Meeting Form

Joining a 1on1 Meeting

  1. Once a 1on1 meeting is created, the customer and trainer will see a card for the call in the Virtual Y dashboard. The dashboard provides a convenient overview of upcoming meetings.
    1-on-1 Meeting Card on Dashboard
  2. Both the Trainer and Customer should open this card, join the meeting, provide their names, and proceed with the call. Ensure that both participants have a stable internet connection and working audio/video devices for the best experience.

1.9.7 - Add/Edit Video

View a video of this process.

Adding a New Video

There are multiple ways to add a new video, depending on the type of site you’re working with:

  • Y Sites: Navigate to “Content” and click the blue “Add Content” button. Select “Virtual Y Video.”
  • Standalone Virtual Y Sites: Go to “Virtual Y” -> “Videos” -> “Add Video.”
  • From the Main Content Tab: You can also add a new video directly from the main “Content” tab.

Video Details

  • Title and Description: Add a title and description for your video. These will be displayed below the video player.

Media Tab

  • Selecting Your Video: In the “Media” tab, click “Select videos.”
    • New Videos (Default): This option is for uploading new videos.
      • Video Name: Name your video file the same as your content title for easy identification.
      • Video URL: Copy and paste your video URL into the “Video URL” field.
        • Supported Platforms: This field supports Vimeo and YouTube URLs.
        • URL Format: Use the main URL from your browser’s address bar. You do not need embed code or special URLs.
      • Other Fields: The “Media Tags,” “Directory,” “Revision Log Message,” and “URL Alias” fields can usually be ignored.
    • Previously Uploaded Videos: If you are reusing a video you’ve already uploaded, go to the “Select Videos” tab and choose the desired video.

Additional Options

  • Level (if applicable): Select a level for your video, such as for an on-demand class.

    • Add/Edit Levels: You can add or edit the default levels by going to “Structure” -> “Taxonomy” -> “Virtual YMCA Level” -> “List terms.”
  • Instructor Name (if applicable): Type in the instructor’s name.

  • Category: Choose a category for your video by typing it in and selecting from the dropdown. Only one category can be assigned per video.

  • Equipment: If your video features the use of equipment (e.g., exercise equipment in a workout video), type the name of the equipment and select it from the list. To add multiple items, click “Add another item.”

    • Configure Equipment List: You can configure the available equipment options by going to “Structure” -> “Taxonomy” -> “Virtual YMCA Equipment” -> “List terms.”
  • Duration: Add your video’s length in seconds in the “Duration” field.

  • Featured Video: To feature your video on the Virtual Y homepage, click the “featured” checkbox.

Saving

  • Click the blue “Save” button to save your video.

1.9.8 - How to change the Login page photo

Please follow these steps if you wish to customize the photo users will see when they log into the Virtual Y site.

To update the image before the user logs in:

  1. Log into the site as a Site Owner.

  2. Go to Manage > Content (click directly on Content, not one of its sub-menus).

  3. In the content grid, find “Virtual YMCA Login” and click the Edit button for that row.

  4. Expand the “Header Area”.

  5. Click the Edit button next to the “Banner” row.

    A screenshot highlighting the Title, Header Area, and Edit button

  6. Expand the “Image” section. Locate the current image and click the Remove button underneath it (not the Edit button).

    A screenshot of the Image field with the Remove button highlighted

  7. Re-expand the “Image” section and click the Select Images button.

  8. If the desired image is not already in the system, click the Upload images link to add it.

  9. If the image is already in the system, select it and click Select media.

    A screenshot of the Select Images popup

  10. Scroll to the bottom of the page and click Save.

    A screenshot of the save button

If you also want to modify the image the user sees after they log in, repeat the steps above, but in step #3, find “Virtual YMCA” instead of “Virtual YMCA Login”.

1.9.9 - Image Guidelines

Virtual Y uses Drupal’s Image Styles concept to allow you to upload a single image but display it in several ways. Image Styles automatically resize, crop, or otherwise manipulate images on display. This allows for consistent image presentation across the site, regardless of the original image dimensions. Because of this, there are no strict image dimensions required for images in your Virtual Y site.

We can, however, provide guidance on what images work best with the image styles used on the site:

  • Use high-resolution images if possible, but compress them using a tool like TinyJPG or ImageOptim to ensure they are no more than 1-2MB. Large image files will slow down page load times.
  • Use landscape-orientation images with a 4:3 or 16:9 ratio. These are common formats, so often no cropping is necessary.
  • Square images are NOT recommended, as they are often cropped in unexpected ways.
  • Images are sometimes cropped from the top and bottom, so ensure faces or other focal points are in the vertical center of the image. This will help prevent important content from being cropped out.

When including images for “Meta” (preview) purposes, such as for social media sharing, images should be at least 1080px in width.

1.9.10 - Live Chat

Enable group chat functionality on your live stream events.

This module is distributed as part of the YCMA Virtual Experience Platform (Virtual Y). Review the openy_gc_livechat README for more technical information.

The Virtual Y live chat window displaying a conversation between two users.

Initial Configuration

  1. Go to Admin > Extend (/admin/modules) and enable the Virtual Y Livechat (openy_gc_livechat) module.
  2. Go to Admin > Virtual Y > Virtual YMCA Settings > Livechat Settings (/admin/openy/virtual-ymca/gc-livechat-settings). Review the settings and modify them if necessary.
  3. Go to Admin > People > Roles > Add role (/admin/people/roles/add) and add a role entitled Virtual Trainer if it does not exist.
    • Assign this role to any user who should have the ability to disable chat.
    • NOTE: The admin user will also need to have this role set.

Joining a Live Chat

  1. Visit any Live Stream event. At the time that the event starts, a Live Chat button will appear below the video.

    The Virtual Y Live Chat button

    • The button will not be visible before the event start time. To allow attendees to join before the meeting, set the start time to a few minutes before your actual start.
  2. All participants can enter the chat, set their name, and chat throughout the entire Live Stream event.

    A dialog with “Specify your name” in a modal popup. In the upper right an arrow points to an icon with people and a gear to open this setting.

Moderating a Live Chat

  • At any point during a chat session, users with the Virtual Trainer role have the ability to disable the chat using the Disable Chat button.

    The Virtual Y chat window with an arrow pointing to a button labeled “Disable Chat”.

  • Users will see a message saying “Instructor disabled chat for users”.

    A screenshot with the text “Instructor disabled chat for users”

  • Chat can be restarted using the Restart Livechat button on the event page, next to the chat icon.

    A chat icon and the text “Restart livechat”

  • Disabling chat will remove the history of that chat from the server.

Chat History

  • Each Livestream saves its history for a certain amount of time.
    • The default is 30 days and can be configured in the Live Chat Settings (/admin/openy/virtual-ymca/gc-livechat-settings).
  • Chat history is saved and can be viewed at Admin > Virtual Y > Virtual Meeting Chat Logs (/admin/virtual-y/chats).

Troubleshooting

  • If the chat button is not appearing, or the dialog displays “Chat is not available” or “Chat is not working at the moment,” you will need to check with your development partner to ensure the Livechat service is properly configured on your server.

    A dialog with the message “Sorry, chat is not working at current moment”

1.9.11 - Logging

Introduced in Virtual Y 0.7, the “Open Y Virtual YMCA Log” module generates logs to record user behavior on Virtual Y sites. This module is part of the Open Y distribution and helps track user activity for reporting and analysis.

To enable the module, visit the Extend page on your site (/admin/modules), or ask your partner for assistance. You will need appropriate administrative permissions to access the Extend page.

Once the Log module is enabled, you’ll see two new items in the Virtual Y menu (/admin/config/virtual-ymca):

Logs

A screenshot of the Virtual Y menu with Logs selected

The Virtual Y Logs page (/admin/config/virtual-ymca/logs) displays searchable and filterable individual user activity. Additionally, individual log items can be removed. This allows administrators to review and manage user activity data directly within the Drupal interface.

Activities that are currently being tracked include:

  • User login
  • User views content

The Open Y team is working to add additional logging functionality as they gather requirements. If you have additional logging requirements for your reporting, please contact the YMCA Website Services team with as much detail about your requirements as possible. Providing detailed use cases helps the team prioritize and implement relevant logging features.

Logs Archives

As of Virtual Y 1.1, log archives can be generated on-demand via Virtual Y > Logs > Export Log Records (/admin/config/virtual-ymca/logs/export).

While logging begins immediately, log archives (prior to VY 1.1) should appear on the first day of the month following when logging is enabled. Log archives will be available as .gz files. The archive stores data indefinitely, but the log itself then deletes out the previous month’s info out of the database to start collecting data for the current month. This ensures efficient storage and data management.

  • Virtual Y > Logs stores ONLY the current month’s records
  • Virtual Y > Logs > Logs Archives keeps monthly archives indefinitely, in the format virtual-y-logs-2021-01.csv.gz

The log archive process depends on Drupal’s cron task, so you’ll need to ensure that cron is running periodically on your site. The cron task is responsible for automatically generating and archiving the log files. You can configure cron jobs through your hosting provider or using Drupal modules like Automated Cron.

To extract .gz files:

Extracting files on Mac:

  • The system’s Archive Utility should work to extract files. If that fails…
  • (Easy) Download Keka or The Unarchiver, install, and use it to extract the file.
  • (Advanced) Open a Terminal window and navigate to the directory where the .gz file is located, then run gunzip my_log_file.csv.gz. Replace my_log_file.csv.gz with the actual name of your archive file.

Extracting files on Windows:

  • Use 7-Zip to extract the .gz file.
  • Open the extracted .csv file with Excel or Google Sheets.

Extracting files online (without a separate download):

Translating timestamps

Your Virtual Y log archives may include times in the created column that look like 1606839555. This is a format called “Unix epoch time”, representing the number of seconds that have elapsed since January 1, 1970 (midnight UTC/GMT). You can convert it to a human-readable format in a few ways:

  • Visit https://www.epochconverter.com/ and paste in a value
  • In Excel/Google Sheets:
    • Use the formula = (A1/86400) + DATE(1970,1,1), substituting the correct cell for A1. This formula divides the Unix timestamp by the number of seconds in a day (86400) and adds it to the base date of January 1, 1970.
    • Right-click on the column, select “Format Cells”, then choose a Date format. This will display the converted timestamp in a readable date and time format.

1.9.12 - Managing Footer Links

Your standalone Virtual Y site may have a block with social media links at the bottom of the page. These links can be customized for many social media services.

Getting to the Block Editor

Your site may have a “Quick Edit” icon (a tiny pencil) that appears when you hover over the section with the links. If so, click the pencil, then Edit.

A screenshot of the Quick Edit menu

OR

If you don’t see the Quick Edit option, you can navigate to the Block editor via the admin menu at Structure > Block Layout > Custom Block Library > Edit Footer Social Block.

A screenshot of the menu sequence to edit Footer links

Editing the Block

In the Block editor, you will see a Content field containing links to your social media sites.

  1. Add a new item to the bulleted list.
  2. Select the text you want to use for the link.
  3. Click the link icon.

A screenshot of the Footer links content editor

  1. Select the text you want to link, or double-click an existing link to modify it.

  2. In the URL field, add the complete URL to the social media site.

  3. Edit the Title field to something more descriptive; this will be used as the title attribute for accessibility.

  4. Open the Advanced section and update the CSS classes field to select the correct icon. Be sure to copy the entire code snippet below for the icon you want. These CSS classes use Font Awesome icons.

    • Facebook: fa fa-facebook
    • Twitter: fa fa-twitter
    • YouTube: fa fa-youtube
    • Instagram: fa fa-instagram
    • Vimeo: fa fa-vimeo
    • Many other options (ensure you select a free icon).

    Note: The available icons may depend on the version of Font Awesome included with your site theme.

A screenshot of the “Edit Link” dialog

When you are finished, click Save.

1.9.13 - Shared Content

Requirements | Getting Started | Fetching Shared Content | Publishing Shared Content | FAQ

Released in 0.12, Virtual Y’s Shared Content module allows Y’s to share their content with other associations/branches and to pull shared content to use on their own site.

Requirements

Open Y Gated Content Module

  • While Shared Content is supported in Open Y Gated Content >=0.12, we recommend that you use version 1.0 or greater for the best support.

Hosted Videos

  • Any YouTube video that works in Virtual Y will be sharable.
  • Vimeo videos that use the “Only on sites I choose” privacy setting should not be shared. Please review the Vimeo Privacy Settings Overview for full details. If you plan to share content on Vimeo, we recommend:
    • Who can watch? - “People with the private link” OR “Hide this video on vimeo.com”
    • Where can this be embedded? - “Anywhere”

Getting Started

To start sharing content, you need to get your site ready.

Enable the modules

On the Drupal Extend page (/admin/modules), enable Virtual Y Shared Content. If your site is hosted on a managed hosting environment, this step is either already done for you or will need to be done by your hosting partner.

A visual depiction of the sequence to install the Virtual Y Shared Content module

Accept any other required modules if asked.

Connect your site to the Open Y server

In order to share content, you’ll first need to register your site with the Open Y shared content server:

  • Go to Virtual Y > Shared Content > Source Servers (/admin/virtual-y/shared-content/server)
  • Use the List additional actions arrow () under Operations then Edit

A visual depiction of the above menu sequence to configure source servers

On the following page, simply Save the form. Once you’ve saved the form and your site is able to contact the server, the Source Token will be populated.

A screenshot of the source server form

New connection requests are reviewed periodically and are approved by the Open Y team to prevent abuse. Please allow up to two business days for approval, or email ycloud@ymca.net with the URL of your site to request approval.

Fetching Shared Content

Once you are connected to the server you may, at any point, Fetch content from the server:

  • Go to Virtual Y > Shared Content > Source Servers (/admin/virtual-y/shared-content/server)
  • Fetch content from the Open Y server.

Your site will fetch Virtual Y blog posts and Virtual Y Videos from the server. In each list you may:

  • Preview content using the button on the right.
  • Check the box to the left of any content you’d like to use on your site.
  • Fetch to my site to download the new content.

A screenshot of the shared content fetching flow described above

As of Virtual Y 1.6.1 (released in December 2021) the fetched content list will show items in different states:

  • Bold items are new to the server since your last visit.
  • Greyed out items have already been added to your site.

Also in VY 1.6.1, content can be fetched directly from the preview.

A screenshot depicting the “Fetch to my site” button

Publishing Shared Content

You can share your own content to other Y’s in the Movement too!

  • Create your Video or Blog post as usual.
  • To share a single item:
    • expand the Shared Content options on the sidebar of the content edit page,
    • then check “Available to share”.

A screenshot of the “Available to share” option

  • To share multiple items, visit the Content list (/admin/content) then:
    1. Check the Update this item checkbox.
    2. In the Action dropdown, select Share to Virtual Y.
    3. Use the Apply to selected items button.

FAQ

Why can’t another Y see my shared content?

New connection requests are reviewed periodically and are approved by the Open Y team to prevent abuse. Please allow up to two business days for approval, or email ycloud@ymca.net with the URL of your site to request approval.

Can I share content before my site is live?

If your site is in a “pre-live” mode and is somehow restricted from being publicly accessible (sometimes called “Site Lock” or “HTTP Auth”) you will not be able to share content. Please wait until your site is live to share content.

1.9.14 - Software Requirements

Open Y Sites

  • Open Y version 2.0 or newer.
  • The ability to install Virtual YMCA modules.

Virtual Y Standalone Site

Hosting

Tech stack required:

  • Ubuntu Server (local or Cloud environment) with 2CPU and 2GB of RAM minimum.
  • Server configured with LAMP stack (Linux/Apache/MySQL/PHP).
  • PHP 7.4+ (PHP 8.1+ is recommended)
  • Composer

Recommended Hosting Solutions:

  • Digital Ocean – Cost-effective. For self-installs.
  • OneEach Technologies – Mid-range. For Ys with developer partners.
  • Acquia/Pantheon/Platform.sh – Enterprise. For large YMCAs.

SSL (Security Certificate)

A security certificate authenticates that you own your website and displays a lock icon in the user’s web browser. Most modern browsers require SSL certificates. SSLs are widely available from a large number of reputable providers.

Domain Name (Website Address)

Only required for standalone Y sites. Can be set up with its own unique web address (i.e., virtualymcatn.org), a unique directory within your existing site (ymcamidtn.org/virtual) or as a subdomain of your existing site (virtual.ymcamidtn.org).

Requirements for each of these setups are unique. Contact your developer partner or the Open Y community for help with your setup.

Sign-In Integration

CRMs with Full Integration:

  • Daxko
  • Personify
  • Salesforce (Coming Soon)

Other CRMs:

  • Upload a .csv file of emails to your server to use the manual sign-in experience.

1.9.15 - User Segmentation

User segmentation is a feature within Virtual Y that allows you to categorize your users. This enables you to:

  • Diversify your membership strategy.
  • Organize your Virtual Y content into categories such as fitness, wellness, and family enrichment.

Set Up User Segmentation

  1. In your Drupal toolbar, hover over Virtual Y and click Virtual YMCA Settings.

  2. Click the AUTH Settings tab. A list of authentication method options appears. If your desired authentication method isn’t listed, install it from the Extend menu.

    A screenshot of the the Virtual Y settings tabs with “AUTH Settings” highlighted

  3. Click Edit on the authentication method you want to use. User segmentation settings are located in the Permissions Mapping field at the top of the page.

  4. In the membership field, carefully type or paste the name of a membership type from your CRM that you want to grant access to Virtual Y. Then, use the dropdown to select the appropriate access level for users with that membership type.

    A screenshot of the “Permissions Mapping” dialog

  5. To add more membership types, click the Add one more button until all desired membership types are listed.

  6. To remove a membership type: Delete the membership name from the field and select None as the Virtual Y role. Then, scroll to the bottom of the page and click the blue Save button. The empty line should then disappear from your mapping list.

Add a New Role

You might need to add roles beyond the default three included in Virtual Y. While you can, keeping the number of roles to five or fewer is recommended, as managing content and avoiding fragmentation becomes more difficult with more roles.

If you’re unfamiliar with Drupal roles, consult with your agency partner for help customizing your Virtual Y roles.

  1. Click People in the Drupal toolbar.

  2. Select the Roles tab.

    A screenshot of the People tabs with Roles highlighted

  3. Click the blue Add Role button.

  4. Enter the name of your new role in the field.

    A screenshot of the Role Name field

    Note: The Machine Name for your role must begin with virtual_y_, or it won’t be included in the permissions mapping table. To ensure this, either name your official role “Virtual Y [Desired Role Name]” or click the small Edit button link next to the Machine Name and edit the text.

    A screenshot showing the Role name and Machine-readable name fields

1.10 - Content Editing Basics

Adding New Content

To add new content:

  1. Select the Content tab in the administration toolbar at the top of the page.

    The content link in the admin menu

  2. Click the Add New Content button.

  3. On the next page, select the type of content you want to add. Learn About Content Types ⇒

    • Fields marked with a red asterisk are required. You must complete these fields to save the content.
    • To save the content as a draft, deselect the Published checkbox near the bottom of the page.
  4. Click the Save button.

Searching for Content

You can find content to edit in two ways:

  • Front-end: Navigate to the page on your live site (what your users see). If you’re logged in and have edit permissions, you’ll see the following tabs:

    • View
    • Edit
    • Revisions
    • Delete

    In-page Edit tab

    Click the Edit tab to edit the content.

  • Content administration page:

    1. Select Content in the administration toolbar. This opens the Content administration page.

    2. Use the text field on the left to search by title.

    3. To narrow your results, filter by:

      • Content type
      • Published status
      • Language

    Content type filtering

    1. Click the Edit button on the right side of the row to make changes.
    2. If you’re unsure whether you’ve found the correct content, click the title to view it.

Deleting Content

You can delete content in these ways:

  • Click the Delete tab when viewing the content.
  • Click the Delete tab when editing the content.
  • Select Delete from the dropdown menu on the Content administration page.

You can also delete content in bulk:

  1. On the Content administration page, select the checkboxes next to the content you want to delete.

  2. Select Delete content from the dropdown menu above the results table.

  3. Click Apply to Selected Items.

    Warning: This action is irreversible. Be sure you’re deleting the correct content.

Open Y Fields

Each content type has different fields, but they generally fall into these categories:

Unformatted/String Text

These are single-line text boxes, such as page titles. Simply enter text into the box.

Title field

Unformatted Textbox

A larger box that allows line breaks, paragraphs, and longer amounts of text.

Select one of the available options. You might need to click a button to apply or submit your selection.

Multiselect Fields

Locations field

Similar to a dropdown, but you can select multiple options by holding Control (Windows) or Command (Mac) and clicking the selections.

WYSIWYG/Formatted Text Editor

A text editor that styles your text visually and allows you to add links and embed different types of media.

More on the Text Editor ⇒

Autocomplete Field

A text field with a circle on the right that’s used for searching content, blocks, or taxonomy terms.

  1. Type what you want to enter.
  2. Select from the options that appear below the field. The results narrow as you type.

Category field

Links/Button Fields

These typically appear as a single box with two fields inside and add a link onto a page, often as a button:

  • URL: The link destination.
  • Link Text: The call to action that’s displayed.

Link field

The URL field supports relative URLs for links on your site (e.g., /join for http://myymca.org/join) and full URLs for links on other sites (e.g., http://someotherymca.org/join). You can also search for content by title and select it, like in other autocomplete fields.

Some link fields contain an Attributes section that you can expand to add attributes to your link:

A screenshot depicting the Attributes section with ID, Target, and Class fields.

  • ID: Identifies the link in the page’s HTML and can be targeted by anchor links. More on anchor/jump links.

  • Target: Determines how the link opens:

    • New Window _blank: Opens the link in a new tab or window.
    • Same Window _self: Opens the link in the same tab or window.
  • Class: Applies a CSS class to the link for styling.

Image Fields/Image Library

You can add, edit, and upload images any time you see a tab with “Image” in the title. To use the media browser, click the button in the image field.

More on Using the Image Library ⇒

Cloning Content

You can clone content using the Clone button on many pages:

or on the Content list in the site administration:

After selecting Clone, you’ll see a screen asking which entities you want to clone. Generally, you can leave the checkboxes as they are, as changing the options could cause unintended consequences.

At the bottom of the options, select Take ownership if you want your user account to own the new content, then click Save.

1.11 - Demo Content

The distribution comes with demo content to help kick-start your site building.

Two sets of demo content are available for the distribution:

These modules also contain significant boilerplate migration code that a developer would need to migrate content from an older Drupal site or different CMS into the distribution.

Demo content is also installed on the Sandboxes.

1.12 - Membership

Guide prospective members through the join process.

The distribution offers a couple of ways to present membership options to visitors and direct them to the appropriate membership management system (MMS) for signup.

Methods for Informing Visitors

The two primary methods for informing visitors about membership options involve:

  1. Membership Content Type: This content type allows you to create individual pages detailing specific membership offerings. These pages can be linked to from other areas of your site.
  2. Membership Calculator Paragraph: This paragraph type, when added to a page, creates an interactive wizard that guides users through selecting a membership. See Membership Calculator Paragraph and Membership Content Type for more information.

Every membership management system will have different ways of linking for members to complete their registration. Here are a few we know about. If you have tips for an MMS not listed here, feel free to leave them in the comments.

Daxko Operations

Navigate to: Membership > Membership Types > Edit > Online Settings. This provides the deep link to the specific membership types.

A screenshot showing the General Information screen of Daxko Operations

1.12.1 - Membership Calculator

This application provides an interactive “membership wizard” with location and pricing options. It is the default membership experience for attracting new members.

The Membership Calculator is bundled with the distribution in the openy_calc module.

As of August 2024, the Membership Calculator has an updated design with improved functionality and user experience. The improved design also responds to the selected colorway and page styles.

Configuring the Calculator

The Membership Calculator uses Membership content items. These must be created for the Membership Calculator to function.

  1. Create a Membership node for each membership type your Branch or Association offers.

  2. Inside each Membership node, add a Membership Info Paragraph with the details of that membership at each of your Locations. This paragraph includes fields for:

    • Location: A reference to an existing Branch content type.
    • Link: The URL a member is directed to for signing up for the membership at the selected location.
    • Join Fee: The one-time fee to join.
    • Monthly Rate: The recurring monthly membership fee.

The Membership Calculator presents a three-step process:

  1. Membership Type
  2. Primary Location
  3. Summary

Membership Type

This step displays the Title, Image, and Description of each published Membership node. This information is pulled directly from the corresponding Membership content items.

A screenshot of the Membership Calculator Type step.

Primary Location

This step shows a map with radio buttons, enabling members to select their preferred primary location. All locations listed in the YMCA Website Services Location Filter Settings (see the Troubleshooting section below) are included in the list.

A screenshot of the Membership Calculator Location step.

Summary

This final page displays a link for members to continue their registration or a message stating that the selected membership is unavailable at the chosen location. The summary includes:

  • The selected branch location.
  • The selected membership type.
  • The monthly rate and join fee, if applicable.
  • A button to proceed to the registration link, if a membership is available at the selected location.

A screenshot of the Membership Calculator Summary step displaying a price.
A screenshot of the Membership Calculator Summary step indicating no membership is available.

Placing the Calculator on a page

Once configured, the Membership Calculator can be placed on a page using:

Troubleshooting

If the second step of the Membership Calculator does not display any locations, navigate to Administration > YMCA Website Services > Settings > YMCA Website Services Location Filter Settings. Ensure that all Branches you want to include in the location search are selected.

A screenshot displaying the Location Filter settings.

1.12.2 - Membership Framework

This application is built on Drupal Commerce and provides advanced options for building a membership journey.

The Membership Framework is distributed in the openy_memberships repository and must be added and installed on top of the base distribution. We recommend working with your development partner if you wish to go this route.

Check out the Membership Framework sandboxes for a demonstration.

Membership Landing Pages

To get started with the Membership Framework, you will first need to create a number of landing pages.

The examples below use Paragraphs. Similar pages can be created using Layout Builder blocks and the Membership Framework custom block.

Membership Builder

  1. Go to /node/add/landing_page

  2. Title: Membership Builder

  3. Layout: Two Columns with left sidebar

  4. Header Area: Add a “Small banner” paragraph and fill in the fields.

  5. Content area: Add a “Memberships” paragraph (it has pre-filled fields).

  6. Sidebar Area: Add a “Block Container” paragraph with the “Memberships Desktop Sidebar” skin.

    • Block_ref: Choose “Paragraph container” with the “Memberships Menu Container” title.
  7. Sidebar Area: Add “Simple content” with the “Memberships Button” skin and link to the builder:

    <p><a class="btn btn-primary" href="/membership-builder"><span class="text">JOIN THE Y</span></a></p>
    
  8. Sidebar Area: Add a “Sidebar Menu” with the “Memberships Sidebar Menu” skin to create your Memberships Menu with these items:

    • Membership Types
    • Member Benefits
    • Discounts
    • Corporate Wellness
    • Free Trial

    A screenshot of memberships menu settings page.

  9. Sidebar Area: Add a “Block container” with the “Memberships Feature card” skin. Use the “Feature Card” block type with any content allowed in this block.

  10. Save the landing page.

Membership Types

  1. Go to /node/add/landing_page
  2. Title: Membership Types
  3. Layout: Two Columns with left sidebar
  4. Header Area: Add a “Small banner” paragraph and fill in the fields.
  5. Content Area:
    • Add a “Simple content” paragraph with the “Membership Simple Content” skin and text.
    • Add a “Membership Types Listing” with the “Membership Types” skin.
  6. Sidebar Area: Follow the same steps for the “Membership Builder” page.
  7. Save the landing page.

Member Benefits

  1. Go to /node/add/landing_page

  2. Title: Member Benefits

  3. Layout: Two Columns with left sidebar

  4. Header Area: Add a “Small banner” paragraph and fill in the fields.

  5. Content Area: Fill the area with content. An example is shown in the next screenshot.

  6. Sidebar Area: Follow the same steps for the “Membership Builder” page.

  7. Save the landing page.

    A screenshot of the member benefits landing page creation.

Discounts

  1. Go to /node/add/landing_page

  2. Title: Discounts

  3. Layout: Two Columns with left sidebar

  4. Header Area: Add a “Small banner” paragraph and fill in the fields.

  5. Content Area: Fill the area with content. An example is shown in the next screenshot.

  6. Sidebar Area: Follow the same steps for the “Membership Builder” page.

  7. Save the landing page.

    A screenshot of the discounts page creation.

Corporate Wellness

  1. Go to /node/add/landing_page

  2. Title: Corporate Wellness

  3. Layout: Two Columns with left sidebar

  4. Header Area: Add a “Small banner” paragraph and fill in the fields.

  5. Content Area: Fill the area with content. An example is shown in the next screenshot.

  6. Sidebar Area: Follow the same steps for the “Membership Builder” page.

  7. Save the landing page.

    A screenshot of the corporate wellness page creation.

Free Trial

  1. Go to /node/add/landing_page
  2. Title: Free Trial
  3. Layout: Two Columns with left sidebar
  4. Header Area: Add a “Small banner” paragraph and fill in the fields.
  5. Content Area: Add “Simple content” with a description.
  6. Content Area: Add a “Webform” with the “Memberships Free Trial Webform” skin and the “Memberships Free Trial” webform.
  7. Sidebar Area: Follow the same steps for the “Membership Builder” page.

Membership Products

  1. Go to /admin/commerce/products

  2. Click on + Add product, then choose Membership.

  3. You’ll see these fields:

    • Title
    • Description
    • Add-ons (used in specific cases, skip for default setup)
    • Total Available
  4. Subfields:

    • Related Add-on (skip for default functionality)
    • Age groups (select age groups, usually Adults, Youth, Seniors)
    • Total Available (number of people allowed for the age group selected above for the membership product. You can add multiple groups by clicking “Add another item” for Family memberships)
    • Total Free (designed for cases where extra people are allowed in the membership, but with an additional fee. Fill with the same value as Total Available for default functionality)
  5. Branches in the product: Use if a membership is specific to a branch. If “None” is selected, the membership will appear for all branches.

    A typical setup is shown in the following screenshot:

    A screenshot of the product creation display.

  6. Click on the “Save and add variations” button (or go to the “Variations” tab if editing a previously created product).

    A typical setup for variations of a membership is shown in the following screenshot:

    A screenshot of a product variations configuration.

1.13 - Schedules

The distribution provides two applications for managing schedules at your YMCA.

Under the hood, these applications use the Activity/Class/Session Content Types and the YMCA Sync module to import content from an external API. These components together comprise the “Program Event Framework,” which is highlighted in a case study on drupal.org.

1.13.1 - Activity Finder

Provides an interactive tool to help members find and book activities.

Activity Finder combines data from the Activity, Class, and Session content types into an interactive tool that can be used with Paragraphs or Layout Builder pages.

Out-of-the-box, YMCA Website Services’s Activity Finder integrates with Daxko, ActiveNet, and Personify. Configuring these integrations is mostly user-friendly, but often is supported by a partner development team. Any other CRM will require custom developer work.

See the Program Event Framework developer docs for a full list of integrations.

Block configuration

When you add the Activity Finder block to a page, you have a number of options. These are in addition to the configuration at Admin > YMCA Website Services > Settings > Activity Finder Settings (/admin/openy/settings/activity-finder). See the Activity Finder module README for more information.

  • Location & Category Filters - Restrict this block to show sessions from only certain Locations or Categories. ‘Limit’ will show only the specified options. ‘Exclude’ will remove the specified options. Generally, you should choose either Exclude or Limit, not both.
    • Limit by location - Only show sessions at specific locations in the results.
    • Exclude by location - Remove sessions at specific locations from the results.
    • Limit by category - Only show sessions related to specific Program Subcategories in the results.
    • Exclude by category - Remove sessions related to specific Program Subcategories from the results.
  • Legacy mode - Shows some data as it was in the previous version of Activity Finder (v3):
    • Disables bookmark functionality on the results screen.
    • Doesn’t display the age indicator in the result card of activities.
    • Changes the days + times wizard step. Displays only days of week, but not times of each day (doesn’t support DaysTimes filter).
  • Weeks filter - Changes the Day/Time filter to use custom defined Week filters.
    • This requires setting the Weeks configuration in the Activity Finder settings (/admin/openy/settings/activity-finder).
      Activity Finder Weeks configuration.
    • Note: Only sessions that have “Camp” in the title or room fields will return for this filter.
  • Additional filters - These filters are off by default, but can be enabled in the Block Configuration.
    Activity Finder additional filters
    • Start Month - Filters based on the month in the Session Time field.
    • In Membership - Shows Sessions that have In membership checked.
    • Duration - The length of the Session. This is configurable in the Activity Finder settings (/admin/openy/settings/activity-finder) and defaults to:
      • Single day
      • Multi-day (up to 5 days)
      • Weekly (up to 3 weeks)
      • Monthly (up to 5 weeks)
      • Season (up to 12 weeks)
      • School year (~9 months)
      • Full year
  • Hide Home Branch info block - Disables functionality related to the user’s selected home branch.
  • Background image - An image that’s displayed in the background of the banner above Activity Finder.

The Activity Finder block configuration.

Front-end

Once the Activity Finder Paragraph or Activity Finder Layout Builder Block has been added to a page, users can see its content.

A set of screenshots illustrating the Activity Finder application with items labeled as per the following descriptions.

Filters

  • Schedules - Filters by a number of facets, which are configurable in the Block Configuration or Activity Finder settings.
    • Age(s) - Filters based on the Min Age and Max Age. Age ranges are configurable in the Activity Finder settings (/admin/openy/settings/activity-finder).
    • Day(s) & Time(s) - Filters by the time of date on specific days of the week. This filter has no configuration.
    • Weeks - Replaces date/time filter when Weeks filter is selected in the Block Configuration. See configuration requirements above.
  • Activities - Program Subcategory filters grouped by Program.
  • Locations - Location filters grouped by Content type.

See Block Configuration for more detail on other available filters.

Results

The filtered results in the Activity Finder app are a list of Sessions that meet the given filter criteria.

Each row of results contains:

  • The Session Title.
  • The Session Time, which contains a date, days of the week, and times.
  • The Session Location.
  • The Session Min/Max Age.
  • The Member Price and Non-member price.
  • An indication of the number of spots available, from the Initial Availability field.

Clicking on the row will bring up a pop-up with further details:

  • The Session Description.
  • A “Learn more” link and “Register” button which both go to the URL in the Session Registration Link field.

Additional topics

Allowing UTM codes in Activity Finder

UTM codes can be used to track the effectiveness of marketing campaigns. Activity Finder uses query strings as filters, but as of version 4.2.0 it will also maintain UTM codes in the URL.

Activity Finder begins with a number of preset arguments, and those can be modified at Admin > YMCA Website Services > Settings > Activity Finder Settings (/admin/openy/settings/activity-finder) in the Allowed Query Arguments field.

A screenshot of the Activity Finder settings, focused on the “Allowed Query Arguments” field

Once those settings are saved, you can visit an Activity Finder page with UTM codes attached, for example:

https://example.com/activity_finder?step=results&selectedAges=24&selectedLocations=1541437&selectedActivities=2786027,2786083&utm_source=promotional_member&utm_medium=email&utm_content=button_register_now&utm_campaign=fall_group_swim_lessons_2021

and see that the codes are maintained as the filters are changed.

1.13.2 - Group Schedules

Displays daily group exercise classes with filters and a PDF download.

Sometimes called “Group Exercise” or “Group Schedules”, the Repeat Schedules block provides a similar view to Activity Finder, but focuses on recurring, often drop-in classes. You can see an example of this on our sandbox site.

Developers can find more information in ynorth-project/openy_repeat and Program Event Framework.

As of August 2024, the Schedules have an updated design with improved functionality and user experience. The improved design will also respond to the selected colorway and page styles.

Using Group Schedules

Block Configuration

After you add the Paragraph or Block to a page, configure the options:

  • PDF Schedule link - a link to a manually generated PDF as an alternative to the automatically generated one.
  • Clear All link - where the user is directed when they use the “Clear all” link.
  • Limit by category - choose categories with autocomplete to only show certain categories.
  • Filters - choose the filters that show up in the sidebar. The available filters are:
    • by category
    • by class name
    • by instructor name
  • Limit by Location - choose a location to only show events from that location.
  • Display instructor - controls whether the instructor’s name is displayed.
  • Display end time
  • Categories Exclude - exclude any programs that are tagged with specific categories.
  • PDF only view - only show the PDF link and not the schedule.

Front-end

Data from Sessions, Classes, and Activities are all used to form the Repeat Schedules. Here’s what shows up where. Fields are noted with their relationships, so session.class.activity.title means “the title of the Activity referenced by the Class referenced by the Session”.

Fields used in the table view:

A diagram listing the relationships between the fields in the Repeat Schedules table and their names.

Fields used in the popup view:

A diagram listing the relationships between the fields in the Repeat Schedules modal and their names.

1.13.3 - Simple Schedules

The PEF Schedules module allows Ys to create and manage schedules with a simple, calendar-based view powered by FullCalendar.

YCloudYUSA/y_pef_schedule

See PEF Schedules for installation instructions. Also reference the README.md file in the module for additional information.

Once you install the PEF Schedules module, you will be able to build schedules and add sessions via a calendar-based builder.

Before you start

Create schedule groupings

The Schedule editor allows Content Editors to create Sessions on a WYSIWYG calendar interface. As described in the PEF data model, Sessions require Classes, which reference Activities, which reference Program Subcategories, which require Programs.

flowchart LR
    subgraph "PEF Relationships"
        direction LR
        Session -- requires --> Class
        Class -- references --> Activity
        Activity -- references --> PS
        PS -- requires --> Program
        PS["Program Subcategory"]
    end

You will need to create at least a Class and Activity to start adding events to the calendar. Go to Admin > Content > Add Content (/node/add) to start adding items.

If you have preexisting content for any of these content types you can use them here. You may first need to configure the Activity Color for existing Activities.

Activity colors

PEF Schedules adds a new Color field to Activities which is used to style the categories on the calendar.

An example of different colored Activity labels

The Color field takes a hex value (#XXXXXX where X is a hexadecimal character (0-9, a-f)). We recommend using colors from the Brand Standard Color Wheel. The default color is configurable in the Calendar Settings. We recommend selecting dark tones from the color wheel as the item titles are displayed with white text.

Calendar settings

Settings for the calendar are configurable at Admin > YMCA Website Services > Settings > Schedules calendar settings (admin/openy/settings/schedules-calendar). This form is managed by the \Drupal\y_pef_schedule\Form\FullCalendarSettingsForm.

Options include:

  • Slot settings - These relate to creating events on the calendar.
    • Slot Duration - The default length of each time slot. This setting defines the length of each time slot in the calendar (e.g., 00:30:00 for 30 minutes). Must be in the format of HH:MM:SS.
    • Snap Duration - The default granularity to which events “snap” when clicking and dragging on the calendar. This setting determines the granularity of time slot selection and event dragging (e.g., 00:30:00 for 30 minutes). Must be in the format of HH:MM:SS.
    • Slot Label Interval - The interval between time labels on the calendar’s time axis. This setting specifies the interval between time labels displayed along the calendar’s axis (e.g., 01:00 for every hour). Must be in the format of HH:MM.
  • Time Settings - These help make the calendar display more relevant to your user’s needs.
    • Min Time - The earliest time that is visible on the calendar view. Enter the earliest time in HH:MM:SS format that you want to be visible in the calendar’s view. This setting helps to limit the view to specific hours, making the calendar more relevant to the user’s needs.
    • Max Time - The latest time that is visible on the calendar view. Enter the latest time in HH:MM:SS format that you want to be visible in the calendar’s view. This time represents the cutoff point at which the calendar view will stop displaying events for the day.
  • Default Color - Enter the default color for activities in the calendar. Enter the color in hexadecimal string format #XXXXXX where X is a hexadecimal character (0-9, a-f).

Manage schedules

Once everything is configured, you can start managing schedules. See a list of available schedules at Admin > Content > Schedules Calendar (admin/openy/branch-schedules). Click on one of the options to open the editable schedule.

A description of the options available when managing the schedule.

When in the schedule, you can:

  • Click Download PDF to download a PDF of the current display.
  • Click Legend to open the legend, then click items in the legend to filter the view.
  • Use the Week/Day buttons to filter and change the view or page between weeks/days.
  • Click anywhere in the calendar to add a session.
  • Click on an existing item to view its details and edit.
  • Drag from the middle of an item to change its time.
  • Drag from the bottom of an item to change its duration.

Create sessions

When creating a session from the schedule, you’ll see a simplified version of the Add Session (/node/add/session) form.

The options available when creating a session.

  • Enter a Title (required).
  • Select a Class from the dropdown (required).
  • Enter a Room and/or Instructor (optional).
  • Choose a Location (required).
  • Add a Session Description (optional).
  • Set a Start date/time and End date/time (required). The time values will determine when on each day the session happens. The dates will determine the start and end of its recurrence if it happens across multiple days.
  • Set the Days on which the Session recurs during the duration of the dates set above (required).

Display schedules

Once content is added to the schedule, you have several options for showing it to users:

  1. Place the Simple Schedule block on any Layout Builder page. This block adds a calendar view of a Branch schedule to a page. Configure the block by selecting the desired schedule.
  2. All items added via the Simple Schedule will be shown in Activity Finder or Group Schedules. Follow the directions on those pages to configure the respective components and add them to a page.
  3. Download the schedule PDF and upload it somewhere on your site.

2 - How-to

These guides will help you quickly accomplish common tasks.

How-to guides are directions that take the reader through the steps required to solve a real-world problem. How-to guides are goal-oriented.

Diátaxis guide to technical documentation

Our guides are always evolving. If you have a request for a guide, or if you find an issue with an existing guide, please get in touch.

These guides provide step-by-step instructions to accomplish specific tasks within the system. They are designed to be practical and goal-oriented, helping you quickly achieve your desired outcome.

The following formatting conventions are used in How-to guides:

  • Numbered lists: Indicate sequential steps.
  • Code snippets: Display code or configuration examples.
  • Screenshots: Provide visual guidance.
  • Callouts: Highlight important information or warnings.

2.1 - How to Avoid Outdated Configuration

Managing configuration across versions of a module can result in unexpected challenges.

Sometimes, in the process of making successive configuration changes, we need to maintain old configuration files so that outdated update hooks can still run successfully for sites that are running a module that might be many releases behind.

When a new update runs into an error like:

Configuration ______ depends on the ______ configuration that will not exist after import.

the error most often means that some configuration that’s expected in a prior update hook has been removed from the codebase. This can also happen when configuration schema changes.

In order to enable our modules to move quickly and minimize the need for developers to stop their update process at important versions, we have come up with a process of retaining “outdated” configuration when necessary. This often involves creating a new directory to house the older configuration files.

Overview

This process results in a configuration directory that looks like this:

config/
├── 1.0/
│   └── a.bunch.of.yml
├── 1.3/
│   └── some.different.yml
├── install/
│   └── the.regular.yml
└── optional/
    └── other.optional.yml

Here are a few examples of this process in action:

Fixing an Update Hook

When you encounter this error, follow these steps:

  1. Identify the culprit: Find the version of the module where the failing update hook was committed.
  2. Isolate the code: Checkout or download the old version of the module to a separate working directory.
  3. Preserve the config: Copy all the configuration files that are being imported in that update hook into a new directory, such as config/outdated/x.x.x. Name the directory to clearly indicate the module version that the configuration pertains to. Consider creating a README.md file inside this directory to document its purpose and the specific module version it supports.
  4. Adapt the path: Modify the $path line in the failing update hook, changing /config/optional to /config/outdated/x.x.x.
  5. Test thoroughly: Commit these changes and test them thoroughly to ensure the update hook now runs successfully and doesn’t introduce regressions.

Warning Signs

While the error message described above is the most direct indicator of an issue, it’s better to prevent these errors proactively.

Watch out for changes in these types of files:

  • core.entity_form_display.block_content.*.default.yml
  • core.entity_view_display.block_content.*.default.yml

Consider also using the Configuration Update module to identify configuration changes between the default configuration and the active configuration on your site.

Adding or removing major features or fields can also lead to this type of error. Be particularly cautious when:

  • Removing configuration entities.
  • Changing configuration schema (e.g., renaming properties, changing data types).
  • Introducing dependencies on new modules in configuration.

2.2 - How to customize your locations map

YMCA Website Services includes robust mapping functionality defined in the openy_map subproject. Maps are typically displayed on the /locations page using the Location Finder component and are highly customizable.

Here are a few common customizations:

Changing Map Options

By default, content types have these labels on the map:

  • Branch = YMCAs
  • Camp = Camps
  • Facility = Facilities

Screenshot showing map labels

These labels can be customized in the Drupal administration pages to better suit your YMCA’s member-focused terminology. To do so:

  1. In the Admin Menu, go to YMCA Website Services (or Open Y on prior versions) > Settings > Map Settings.

  2. In the Branch/Camp/Facility Content Type sections, you can:

    • Edit the label names.
    • Show or hide the content type on the Locations page.
    • Set the filter to be on or off by default.
    • Set the map icon.

    Branch content type settings

  3. Edit each content type as needed, then Save the form.

  4. Reload /locations to see your changes.

Adding Additional Location Types

You can add new content types to the map with a few steps. This may require some trial and error, so be sure to work in a testing environment first. The Field UI module must be enabled to do this through the Drupal admin UI.

  1. Create a new content type via Structure > Content types > Add content type.

  2. Add these existing fields to the content type:

    • field_location_coordinates - Required
    • field_location_address and field_location_phone - Suggested for display on the map and location teasers.
    • field_location_amenities - If the location should be searchable with the Amenities search.
  3. Set up the Teaser display on the new content type:

    • Navigate to Manage display then Teaser.
    • Update these settings to match the Branch Teaser display at /admin/structure/types/manage/branch/display/teaser.
  4. Go back to the Map Settings at admin/openy/settings/openy_map and configure the options for your new location type.

2.3 - How to install Cachet (the official Y Font)

Cachet, the Y’s primary font, should be used for all internal and external materials whenever possible.

From YMCA Link:

Typography is an important element of our brand identity. Cachet and Verdana, the only two fonts used on YMCA collateral, help provide our words with a distinctive look and welcoming feel. And Cachet, as our primary font, should be used for all internal and external materials whenever possible.

To help Ys incorporate the Cachet font into their online applications, Y-USA is now licensing the web font version of Cachet for all YMCAs. Previously, Ys could only access the desktop version of the font from the Brand Resource Center (BRC).

Visit the BRC to:

For developers

YMCA development partners can take advantage of a custom module which allows for automation of this process. Get in touch or reach out in #developers on the YUSA Slack for more details.

For site builders

Once you’ve downloaded the WOFF files, you’ll need to add them to your site. These instructions mirror the walkthrough in this video.

These steps leverage the @fontyourface module. Ensure this module and the @fontyourface - Local Fonts module are enabled before proceeding.

  • Visit Admin > Extend and ensure the “@fontyourface” and “@fontyourface - Local Fonts” modules are enabled.
  • Visit Admin > Appearance > @font-your-face > Custom Fonts
  • Click + Add Custom Font and add each of the Cachet font files you downloaded above with the following settings:
LabelFont FamilyFont StyleFont WeightFont ClassificationFont File
Cachet Extra LightCachetNormal300Sans SerifCachetW05-ExtraLight.woff
Cachet BookCachetNormal400Sans SerifCachetW05-Book.woff
Cachet MediumCachetNormal500Sans SerifCachetW05-Medium.woff
Cachet BoldCachetNormal700Sans SerifCachetW05-Bold.woff

Add_custom_font|591x500

  • After you’ve added each font, Enable them.

Custom_Font|690x156, 100%

  • Your site should now use the Cachet font in headers and other areas. Usage is dependent on the YMCA Website Services theme you choose.

2.4 - How to integrate with social media

Embedded social feeds or posts can help share your message with users.

Social media is a great platform for communicating with your community, and it’s often helpful to embed feeds or posts on a page to share topical content with users.

The distribution has used several methods over the years to add social content to sites, but all of them are dependent on the specific platforms maintaining open APIs. Unfortunately, many social networks are now locking down and restricting their APIs.

How to embed social content on your website

Currently, we recommend using embed codes from the specific platform to embed social posts or feeds on your YMCA Website Services website.

Find the embed code

Each platform has its own way of doing embeds. For posts, you can often find an “Embed” button in the options or share menu. For feeds, you often need to use a separate builder. Here are some options we’ve found:

Note: Social platforms may break these embeds at their whim. Use at your own risk.

Embeds using Paragraphs

  • Navigate to a content page on your site, then click Edit.
  • Add a Code Paragraph to the section where you’d like to do the embed.
  • Paste in the embed code generated above.
  • Save the page.

Embeds using Layout Builder

  • Navigate to a content page on your site, then click Layout.
  • Add a Code Block to the section where you’d like to do the embed.
  • Paste in the embed code generated above.
  • Save the block, then Save layout on the page.

Alternatively, try Social Feeds Fetcher

The Social Feeds Fetcher module allows your site to import social media content for syndication. This module fetches social feeds from Facebook, Twitter, and Instagram, and aggregates them into a content type.

To configure fetching:

  1. Open the configuration page at /admin/config/social_feed_fetcher_settings or Configuration > Web Services > Social Feed Fetcher Settings.
  2. Select the checkbox for your chosen social networks and add additional settings. Every social network has its own API and requires different configuration.
  3. When all settings are completed, click Run Cron. The import is started, and if the configuration is correct, items will appear in the content list.

The Social Feed Fetcher module includes the following features:

  • Social Post Content Type: A content type specifically designed for social media posts, including fields for the post text, link, image, and platform.
  • Views Integration: Provides a pre-configured View to display and administer social post content at /admin/social-posts.
  • Field Mapping: Maps fields from social media APIs to the Social Post content type fields.

How to share content from your site to social media

All mobile browsers — Firefox, Edge, Safari, Chrome, Opera Mini, UC Browser, Samsung Internet — make it easy to share content directly from their native platforms.

UX Considerations for Web Sharing

Using AddToAny

According to their introductory blog post:

AddToAny is the perfect drop-in replacement for AddThis.

A screenshot of the AddToAny popup.

The AddToAny module is included in the YMCA Website Services distribution. It is not enabled out of the box, but if you need to supplement native platforms’ sharing services, here’s how:

  • Go to Admin > Extend (/admin/modules) and enable the AddToAny module.
  • Configure the module at Admin > Configuration > Web Services > AddToAny (/admin/config/services/addtoany)

Full documentation on AddToAny is available on Drupal.org and AddToAny’s Drupal Sharing Customization.

AddToAny with Layout Builder

To integrate AddToAny with the Layout Builder Design System:

  • Set the following configuration options for AddToAny:
    • Icon size: 36 pixels

    • Service Buttons: Change to any number of standalone service buttons that you would like.

    • Additional JavaScript: Add this code to have the buttons follow the configured colorway:

      a2a_config.icon_color = "var(--wsPrimaryColor),white";
      
    • Save the configuration

  • Add the AddToAny share buttons to the default Layout Builder display.
    • Edit a single Page Layout or the Content Type Layout.
    • Decide where to add the share block. We recommend the right side of the footer, above or below the “Stay Connected” block, but any section of the page would work.
    • In Layout Builder, Add block, then choose All system blocks > AddToAny share buttons.
      • Set a Title like “Share this”.
      • Choose to Display title.
      • Leave other configuration as their defaults.
      • In the Style settings, expand Spacing and add a top or bottom margin of 32px to ensure the block is spaced properly from the block above or below it.
  • Save the Block and the Layout.

A screenshot of the AddToAny share block in the footer of a page.

Using AddThis

The Social Share Icons paragraph and the AddThis module ceased functioning on May 31, 2023, with the discontinuation of AddThis services.

2.5 - How to migrate content into Layout Builder

Migrating to Layout Builder can seem daunting, but we have resources to help.

Before you start your migration, we recommend you:

How long do I have?

Layout Builder components for YMCA Website Services were developed and released throughout 2023. The initial plan was to support Paragraphs-based components for one year after the Layout Builder components were completed, after which they would no longer be supported. Site owners can begin migrating their content at any time. After the deprecation of Paragraphs components, they will not “disappear”, but the YMCA Website Services core team will no longer support them.

As of October 2023, the timeline is:

  • December 2023 - Layout Builder components are considered “feature complete.”
  • 2024 - Refinement and bug fixing of Layout Builder components; basic bug fixing only for Paragraphs components.
  • December 2024 - End of support for Paragraphs components.

Site owners are encouraged to plan a migration of their content to Layout Builder in 2024, after which they will be responsible for maintaining Paragraphs components.

(Timeline is subject to change based on community feedback and priorities.)

Plan your migration

The migration from Paragraphs to Layout Builder is not a small one, but it can be done in manageable pieces and spread out over time if necessary. We recommend working with a partner agency to assist you through the process.

TIP: As you work through the migration, the new pieces of your site will look different than others. Help members through the process with some messaging in an Alert or news post letting them know that things will be changing.

Decide where to start

If you’re doing your migration throughout your regular business, without starting from scratch (sometimes called a “lazy migration”), it helps to identify a strategy for planning the migration. These are a few possible strategies:

A campaign or goal

If you have an upcoming marketing campaign, you could build one or a few brand new Landing Pages with Layout Builder to try out the process. This way, you’re easing both your editors and members into the new designs without getting too deep.

If you have a natural pause in events (maybe over a holiday) or a big series coming up, you could use that as the break point for new events. Old events don’t necessarily have to be converted to the new design, as they’re not often viewed after their date has passed.

A section of the site

Maybe you want to ease into the process with some lesser-used pages, or maybe you want to change the home page and top-level menu items to show off the new designs right from the outset. Either way, you can decide on a section and carve off a few pages at a time.

A content type

Events or News articles are a good option to try out the new designs, although you’ll need to ensure any Landing Pages that display lists of that content are also updated. Branch pages can be converted one by one without changing their listing on the Locations page.

Prepare your content

Once you know what you’re going to move, you’ll want to get the content ready to migrate. Most text will need to be copied and pasted to the new pages (this is a great opportunity for review), but images and documents can be re-used from the Media Library.

It could be helpful to print or screenshot pages (Firefox can capture a full-page screenshot) and then annotate them to decide how each section of the page will map to its Layout Builder component. You could even use the Wayback Machine to save a snapshot of the page.

Component mapping

While the exact mappings are up to each site’s content editors, here are some possible mappings from Paragraphs to Layout Builder. Note that available Layout Builder components may vary based on your specific YMCA Website Services configuration.

Paragraph
The Layout Builder component it maps to.
1 Column
2 Columns
3 Columns
4 Columns
Secondary Description and Sidebar

These paragraphs can be replicated using 1-4 column Layouts

Activity Finder

Activity Finder

All Amenities

Branch Amenities

Banner
Small Banner

Banner

Blog Posts Listing
Featured Blog Posts
Featured News Posts
Latest Blog Posts
Latest News Posts
News Posts Listing

Articles Filter, Articles Listing, Featured Articles

Camp Menu

Camp Menu

Categories Listing

TBD (To Be Determined - consult with the YMCA Website Services team or a partner agency for the best alternative)

Code

Code

Date Block

None (Functionality may be achievable with a custom block or a combination of other components)

Embedded GroupEx Pro Schedule

Due to changes in the GroupEx Pro embed functionality, we recommend moving to a Code block.

FAQ

Accordion

Featured Content
Story Card

Cards or Grid CTA

Gallery

Carousel

Grid Content

Grid CTA or Icon Grid

Limited Time Offer

Banner (small variant) or Alert

Membership Calculator Paragraph

Membership Calculator

Promo Card

Promo Card

Simple Content

Table or WYSIWYG/Text Block

Social Share Icons

Deprecated

Teaser

Ping-pong

Webform

Webform

Build it

Once you have a plan, go build it! Use the Layout Builder documentation to help you through the process. Building each page might look something like this:

  • Create a new, unpublished, Landing Page (with Layout Builder).
  • Add blocks and content to the new page.
  • Ensure the URL Alias of the new page matches that of the old page.
  • Un-publish the old page and publish the new page.
  • Test out the new page in a new browser, an incognito window, or your phone or tablet.

Get help

If at any point in this process you need help, be sure to reach out to our community. The functionality is always being improved, and we have a wide variety of developers and builders from other Ys who are happy to help.

2.6 - How to perform a content audit

Content audits help get an overview of how your site is structured and can assist with migrations, SEO analysis, and more.

Doing a content audit is a useful first step in planning a migration or a larger content strategy initiative. A content audit helps you understand the current state of your website, identify areas for improvement, and make informed decisions about your content.

You can use our content audit template and watch our walkthrough on the May Monthly Call to get started. Then follow these steps:

Audit

List all current website pages in a spreadsheet, organized by menu section or information architecture.

  • This will give you a visual overview of how your site is structured.
    • Be sure to audit your Drupal Admin back end for unpublished pages that can be removed or deleted!

Review

Visit each page and review the content.

  • Identify key pages and content types.
  • Locate content that is outdated, duplicated, needs further review, or could benefit from consolidation.
  • Find content gaps and identify what might be missing.
  • Identify commonly used page components (i.e., Cards, Carousels, Accordions).
  • Note the text formats being used. Text formats are managed by the core Filter module and define how text is filtered and displayed. See the Managing text filters and text formats help topic for more information.

Additional Resources

For more information on content audits, check out these resources:

2.7 - How to set up a Layout Builder site

Before you build content with Layout Builder, you (or your development partner) must install and configure your site.

Install and Prepare

  1. Install YMCA Website Services 10.3.0 or higher.

    • If you are starting a new site, follow the distribution install instructions.
    • If you are starting with an internal toolchain, run composer require ycloudyusa/yusaopeny at the root of the project.
  2. Go to Admin > Configuration > Basic site settings and configure the website name and slogan.

Enable Layout Builder Modules

The core functionality of the Layout Builder features is packaged inside the Y Layout Builder module (y_lb). This module is required by the profile and comes with it out of the box.

Layout Builder modules might be disabled by default. The complete list of available components is available in y_lb/composer.json. There are two different methods to enable them:

  1. To install only selected modules: Go to Admin > Extend (/admin/modules) and enable only the components that you choose to use.
  2. To install all the modules: Go to Admin > YMCA Website Services > Extend > Install (/admin/openy/extend/list). Check the box for Layout Builder, then Install.

Configure Layouts & Listings

Layout Builder relies on a system of Layout Defaults and Layout Overrides. An important concept to understand from these pages is:

Once a Layout is overridden on an entity, that entity will not be impacted by changes to Layout Defaults.

When building Landing Pages, you will override the Default Layout for every page by placing content blocks. For this reason, it is important that you configure the desired defaults before building pages.

Landing Pages

You will use the Landing Page (with Layout Builder) content type to build landing pages.

  • Configure its content type styles at /admin/structure/types/manage/landing_page_lb/display first. Configure:

    • Colorway
    • Border style
    • Border radius
    • Text/button alignment
    • Button position
    • Button fill

Locations

You will use the Branch, Camp, and Facility content types to build pages that contain the contact and amenity details for each location.

  • For new sites, you may set the Use Layout Builder checkbox to be true by default at /admin/structure/types/manage/branch/fields/node.branch.field_use_layout_builder.

  • Configure the default layout and settings for each type on their corresponding layout settings pages:

    • Branch: /admin/structure/types/manage/branch/display
    • Camp: /admin/structure/types/manage/camp/display
    • Facility: /admin/structure/types/manage/facility/display
  • Create a locations page with the URL alias /locations using Location Finder.

Events

Enable Events with Layout Builder (ws_event) to use Events with Layout Builder.

  • Configure its default layout and settings at admin/structure/types/manage/lb_event/display.
  • Create an events listing page with the URL alias /events using Events Views & Filters.

Articles

Enable Articles with Layout Builder (y_lb_article) to use Articles with Layout Builder.

  • Configure its default layout and settings at /admin/structure/types/manage/article_lb/display.
  • Add an article listing page with the URL alias /news using Article Views & Filters.

Activity Finder

Enable openy_node_session, openy_node_program, openy_node_category, openy_node_activity, and openy_node_class to set up the Program Event Framework (PEF) if you plan to use Schedules or Activity Finder on the project.

Then require and enable yusaopeny_activity_finder to use Activity Finder.

Canadian YMCAs

See How to use the Canadian Colorway for Layout Builder.

Configure Permissions

By default (as of September 2024), Layout Builder content is only editable by the Administrator user. In order for Layout Builder to be used by the Contributor or Editor Roles (or any custom roles), a number of permissions must be set. To get started, go to Admin > People > Permissions (/admin/people/permissions).

This list contains the relevant permissions for using Layout Builder in the YMCA Website Services distribution (out of the box). Assign permissions to roles on your site based on your individual content workflows.

  • In this Permissions Section
    • assign these permissions.
  • Layout Builder - These permissions allow users to use “layout overrides” (aka the “Layout tab”), which is how pages are composed with Layout Builder.
    • Either give permission for all content types:
      • Configure any layout - will give permission to edit layouts for ALL content types
    • Or give permission to only specific content types:
      • Content - {Content Type}: Configure all layout overrides
    • Create and edit content blocks is required for anyone who needs to build Layout Builder pages.
  • Block content - These permissions allow users to create, edit, delete, or revert specific block types.
    • Either give permission for all block types:
      • Administer block content
    • Or, give permissions to only specific block types:
      • {Block type}: {View/Edit/Delete/Revert} content block
  • Add other necessary permissions for managing content:
    • Entity Browser
      • Access Media Directories: Field widget pages
      • Access Media Directories: Standalone pages
    • Media Directories UI
      • Access to Media Directories browser
    • Contextual Links
      • Use Contextual Links
  • Node - These permissions allow users to create, edit, delete, or revert the Layout Builder content types.
    • Either give permission for all content types:
      • Administer content
    • Or give permission for only specific content types:
      • {Content Type}: {Create/Edit/Delete/Revert} {Own} content
      • For example:
        • Landing Page (Layout Builder): Create new content
        • Landing Page (Layout Builder): Delete any/own content
        • Landing Page (Layout Builder): Edit any/own content

2.8 - How to set up a site with the Small Y template

The Small Y template is a set of modules and themes tailored to the needs of Small YMCAs.

What is the Small Y template?

The Small Y template is a pre-configured set of modules and themes designed to meet the specific needs of Small YMCAs. It provides a lightweight and user-friendly solution for small organizations requiring a simple and effective website. The Small Y template is based on the YMCA Website Services distribution and built using Y Layout Builder.

A fully functional sandbox environment showcasing the Small Y template is available at https://small-y-stable.y.org/demo-ui-kit.

Key Features and Differences

Simplified Theme

The Small Y template incorporates updates to the Layout Builder design system, a collaborative effort between VML and the YMCA of the USA. A visual representation of the new theme is available as a mockup in Figma.

Essential Modules

The Small Y template is built with a curated selection of modules that are essential for a basic YMCA website. This streamlined approach simplifies setup and maintenance while minimizing the website’s overall footprint.

Key modules and features included:

Additional modules and features from the main distribution can be added via the Drupal admin interface as needed.

Features Contributed to the Main Distribution

Several features developed for the Small Y Template have been incorporated into the main YMCA Website Services distribution, benefiting all users:

  • The Partners/Sponsors block now supports the division of partners into multiple tiers.
  • The Simple Text/Table block provides more consistent responsive table styling.
  • An additional Utility Menu has been added to the Header, allowing content editors to include extra links in the header’s top-right corner.
  • Events Listings and Articles Listings now include a Number of items field to control the number of displayed items.
  • Alerts feature a new set of styles aligned with the colorway color scheme.

Small Y Specific Features

The Small Y template includes features tailored to simplify setup and maintain content consistency for small organizations:

  • Limits have been implemented on the number of items for the main menu and various components.

  • Breadcrumbs are automatically enabled on all pages.

  • The Banner block offers additional variants, each compatible with the colorway color or a grey background:

    • Tall - Designed for use as the primary hero banner on a page.
    • Sub-page chevron - Suitable as a secondary banner.
    • Sub-page chevron (no media) - A secondary banner option without media.
    • Sub-page frame - A secondary banner that uses dark text on a white background.
    • Promo - A smaller banner option for use on pages needing a call to action with no media.

    A screenshot of the banner variants listed above.

  • Ping-pong blocks can be added to sections using the Ping-pong Section content block. This simplifies adding alternating content blocks with section-level formatting, rather than formatting each block individually.

    • When adding a Ping-pong Section, two sets of options can be configured under Styles > Y Styles:
      • Image Alignment - Choose whether the image starts on the left or right.
      • Background colors - Select a colorway, white, or grey background for items within the section.

    The Y Style options for ping-pong blocks.

  • Statistics blocks have been redesigned, and include the option for grey or colorway backgrounds.

  • Grid CTA blocks now have CTA buttons positioned between the subheading and the items. Icon Grid blocks position the CTA below the items.

Install the Small Y template

The Small Y template can be installed using either the YMCA Website Services Installation wizard or the command line.

  • Installation Wizard: This web-based tool provides a guided, step-by-step process for setting up a new YMCA website.
    • During the installation process, select “Small Y” as the Installation Type.
  • Command line
    • Execute the following Drush command:

      drush -vy si openy openy_configure_profile.preset=small_y openy_theme_select.theme=openy_carnation openy_terms_of_use.agree_openy_terms=1 install_configure_form.enable_update_status_emails=NULL --account-name=admin --site-name='YMCA Website Services'
      

Build Your Site

After installing the Small Y template, you can begin building your site by adding content and configuring the layout. Refer to How to set up a Layout Builder site for detailed instructions.

2.9 - How to track & analyze user actions

Google Analytics

YMCA Website Services uses the Drupal contrib Google Analytics module to enable Google Analytics tracking on your YMCA Website Services site. The Google Analytics module adds a JavaScript tracking code to every page.

To get started, you should first create a GA property. Use the Analytics Help for assistance.

Configuration

Configuration is done at the standard module configuration page: /admin/config/services/google-analytics.

The Google Analytics module settings include:

  • Web Property ID: Your Google Analytics account number.
  • What are you tracking?: Options include “Single domain”, “One domain with multiple subdomains”, and “Multiple top-level domains”.
  • List of top-level domains: Only relevant if you are tracking “Multiple top-level domains”.
  • Visibility: Settings for adding tracking to specific pages and/or roles.
  • Links and downloads: Options for tracking outbound links, mailto links, telephone links, and file downloads.
  • File extension list: A comma-separated list of file extensions to track as downloads.
  • Privacy: Options for anonymizing visitor IP addresses.
  • Custom variables: Settings for custom dimensions and metrics.
  • Custom code snippets: Allows you to add custom JavaScript code snippets.
  • Cache: Options for locally caching the Google Analytics JavaScript file.
  • Debug: Loads the debugging code of Google Universal Analytics.

See the Google Analytics module README for more details.

Google Analytics Version Compatibility

In the 9.2.11 release in November 2021, YMCA Website Services added support for Google Analytics 4. If your site has been updated to YMCA Website Services 9.2.11 or greater AND the google_analytics module has been updated to 4.x you should be able to use GA4. Otherwise you’ll need to stick with GA3.

Search Tracking with Google Analytics

Prerequisites

  • A Google Analytics account to track your site should be created.
  • The Google Analytics contrib module should be enabled and configured to use an existing GA account.

Steps

  1. Log in to the Google Analytics account configured to track your YMCA Website Services site.

  2. Click the Admin button in the bottom right corner of the main screen.

    Google Analytics Main Screen

  3. Click View Settings.

    Google Analytics View Settings

  4. Scroll to the “Site Search Settings” section and enable the “Site Search Tracking” switch.

    Google Analytics Site Search Settings

  5. Fill the query parameter field with q, query values and click Save.

  6. Reports about the search tracking can be found on the main screen in Behavior → Site Search Section.

    Attention: Data processing latency for search tracking reports is 24-48 hours (see Google’s support doc).

Data Layer

See also the Data Layer module README.

The Data Layers module outputs data on the page in a JSON format. By default, it will output properties (langcode, vid, name, uid, created, status, roles) and related taxonomy for any node, user, or any route-based entity.

A limited set of properties are available via the Data Layers configuration form at /admin/config/search/datalayer (langcode, vid, name, uid, created, status, roles).

Adding additional properties can be done through the use of hook_datalayer_meta().

/**
 * Implements hook_datalayer_meta().
 */
function my_module_datalayer_meta() {
  return array(
    'property',
  );
}

It will be added to the page as:

{
  "entityProperty": "whatever the value is"
}

Altering which properties will be output can be done via hook_datalayer_meta_alter().

/**
 * Implements hook_datalayer_meta_alter().
 */
function my_module_datalayer_meta_alter(&$properties) {
  // Override module norm in all cases.
  unset($properties['entityUid']);

  // Specific situation alteration...
  $type = FALSE;
  if ($obj = _datalayer_menu_get_any_object($type)) {
    if ($type === 'node' && in_array(['my_bundle', 'my_nodetype'], $obj->type)) {
      // Remove author names on some content type.
      if ($key = array_search('name', $properties, TRUE)) {
        unset($properties[$key]);
      }
    }
    elseif ($type === 'my_entity_type') {
      // Remove some property on some entity type.
      if ($key = array_search('my_property', $properties, TRUE)) {
        unset($properties[$key]);
      }
    }
  }
}

Adding additional data can be done using datalayer_add().

/**
 * Add data to the data layer.
 */
function _my_module_myevent_func($argument = FALSE) {
  if ($argument) {
    datalayer_add([
      'drupalMyProperty' => $argument,
      'userAnotherProperty' => _my_module_other_funct($argument),
    ]);
  }
}

To alter the data to be output use hook_datalayer_alter().

/**
 * Implements hook_datalayer_alter().
 */
function my_module_datalayer_alter(&$data_layer) {
  // Make the title lowercase on some node type.
  if (isset($data_layer['entityBundle']) && $data_layer['entityBundle'] === 'mytype') {
    $data_layer['entityLabel'] = strtolower($data_layer['entityLabel']);
  }
}

Cross-domain Tracking

This configuration enables cross-domain tracking (also known as “cross-domain measurement”) to work through internal redirects like those in Membership Calculator (that use TrustedRedirectResponse).

When enabled, cookies matching any configured tag will be added to any redirect destination matching a configured domain. For example, a redirect to https://example.com will be transformed to https://example.com/?_gl=.....

This process is illustrated well by Analytics Mania:

A diagram illustrating the successful user flow of a cookie from one domain to another, via analyticsmania.com

Analytics provides code that does this automatically with standard <a> links, but this module is required to enable similar functionality with “server-side” links/redirects.

NOTE: Configuration and testing of analytics is required outside the scope of this module, refer to [GA4] Set up cross-domain measurement for more information.

Successful cross-domain tracking also requires the destination application to retain the passed query strings and load them into the corresponding tracking property.

Requesting cross-domain tracking support

Many Customer Relation Management (CRM) systems and Member Management Systems integrate with YMCA websites. Those systems often need guidance on how to maintain cross-domain tracking support.

Entrance to the CRM/MMS often involves multiple redirects which may drop the required query strings.

When discussing cross-domain support with your vendor, we recommend requesting:

Please support passing query strings/parameters through redirects, specifically maintaining the _gl parameter.

You may also need to request that your GTM/GA code be added to the CRM/MMS to report back these parameters.

Configuration

  1. Enable the “YMCA Website Services Cross-domain Tracking (XDT)” module at Administration > Extend, or via Drush:

    drush en openy_xdt
    
  2. Configure the module at Administration > YMCA Website Services > Settings > Cross-domain Tracking Settings (/admin/openy/settings/xdt).

    • The cookie defaults to the standard for GA4 but can be modified for use with different systems.
    • The module will not have any effect until a domain is configured. Add the domains of any external sites where you would like to enable tracking.

2.10 - How to leverage structured data

Structured data helps the machines reading your site - search engines, AI models, and more - understand your content.

Adding structured data can enable search results that are more engaging to users and might encourage them to interact more with your website

Why add structured data to a page (Google)

The distribution (as of version 10.3.0) leverages the community contributed Schema.org metatag module and custom code to integrate structured data into many content types. You can test if your page is outputting structured data by using the Schema.org Validator or Google’s Rich Results Test.

Once your site is updated, structured data will be automatically generated 🎉 with no additional work from content editors.

Articles

The Article (Layout Builder) content type implements the Article Schema as per Google’s Article structured data docs.

Articles have three options for the Type, which map to their appropriate Schema:

Customizing Articles

This mapping is set in code (y_lb_article_metatags_alter in y_lb_article.module), but all other settings are configurable via the Metatag configuration (/admin/config/search/metatag/node__article_lb).

Branches

The Branch content type implements the LocalBusiness Schema as per Google’s Local business structured data docs.

Any time the Branch Hours are updated, that content will also be reflected in the Structured Data that’s read by search engines.

Customizing Branches

The mapping is configurable in the Metatag configuration (/admin/config/search/metatag/node__branch). Hours configuration uses the Open Y Hours_metatag tokens.

FAQs

The Accordion Layout Builder Block has an option to implement the FAQPage Schema as per Google’s FAQ structured data docs.

If an Accordion section contains Frequently Asked Questions, check the FAQ? checkbox to output them as structured data.

Tips for writing good FAQ content:

  • Ensure the content contains individual sets of questions (“How old does my child need to be to swim at the YMCA?”) and answers (“The YMCA offers swim classes starting at age 3 and the pool is open to children of all ages with parental supervision”).
  • Only one FAQ should be added to a page. If more than one is added, only the first will be output to the structured data. See Google’s Content guidelines for FAQs for more information.

Customizing FAQs

Due to the complexity of the FAQ data, the structured data is managed entirely in code and is not customizable via the Drupal admin. If you need specific customizations, please post your ideas in Slack or suggest them on the Roadmap for the core team to discuss and implement.

Other Metatags

The distribution also includes metadata configuration for each content type, which can be found in the Metatag configuration (/admin/config/search/metatag). Refer to the Metatag module documentation for more information.

Homepage Metatag Overrides

On some sites, the homepage may have unique metadata requirements. The homepage metatags can be overridden in the “Front page” metatag configuration.

For sites that use Layout Builder, it may be necessary to disable the Front Page metatag settings so that the Landing Page (Layout Builder) tags can be used instead.

  1. Go to /admin/config/search/metatag/front
  2. Scroll to the bottom of the form.
  3. Uncheck Active and Save the settings.

Once you have changed the settings, check the metadata of the homepage with a tool like Social Share Preview to ensure the correct data is being output.

2.11 - How to use the Canadian Colourway for Layout Builder

With a few clicks, Canadian YMCAs can use their own set of brand-compliant, accessible styles.

YMCA of the USA has partnered with YMCA Canada to create a brand-compliant and accessible colorway for use by Canadian YMCAs. This allows Canadian YMCAs to easily implement their specific branding requirements within the YMCA Website Services platform.

The logo and header from an example Canadian YMCA page

Designs

The colorway is packaged as the Canada Layout Builder Colorway module on Drupal.org and is included with the full YMCA Layout Builder package. The ws_colorway_canada module provides colorways, logos, and banner styles approved by YMCA Canada. It also depends on the y_lb (YMCA Layout Builder) and responsive_favicons modules.

The Canada Layout Builder Colorway includes the lb_hero_canada submodule, which provides helper functionalities for the Canada variations of the Hero Banner block type.

Explore the designs and components in Figma:

Colorways

Four buttons with the four Y Canada color options
Canadian Color schemes

The Canadian Colorway package includes four options for content type or page-level colorways: Y Canada Blue, Y Canada Purple, Y Canada Green, and Y Canada Black. Each colorway uses the same three primary colors - dark red, lighter red, and grey, along with a highlight color of blue, purple, green, or black.

Banners

Examples of the 4 Canadian banner variations

The Canadian Colorway for Banners package contains 4 banner variations that utilize the unique Y Canada chevron:

  • Black
  • Red
  • White
  • Short (no image, title and subtitle only)

Canadian banner variations in the Layout Builder style picker

These can be selected in the Y Styles selector for each banner on your site.

Y Canada sites can also use the existing “Overlay” Banner style as it does not utilize any YUSA-specific styling.

Setup

Enable the required modules

To enable the Canadian colorway:

  1. Visit Admin > Extend (admin/modules).
  2. Enable the following modules (search for Canada):
    • Layout Builder - Canadian Colorway (ws_colorway_canada)
    • Y Layout Builder - Canada Colorway for Banner (lb_hero_canada)

Alternatively, enable the modules via drush:

drush en ws_colorway_canada lb_hero_canada -y

Configure Site Defaults

After enabling the new colorway, follow these steps to ensure the new colorways are used across your site:

  1. Set the default layout styles to use the Canadian colorway of your choice.
  2. For any existing demo content and pages:
    • Set the page colorway to one of the new “Y Canada” options.
    • Change the banner style to one of the new Y Canada Styles.

Hide YUSA Styles

Y Canada site developers may want to hide the existing YUSA styles to prevent unintentional usage. While there isn’t a configuration option for this, custom CSS can achieve this:

#edit-ws-design-settings-colorway .form-item-ws-design-settings-colorway:has(div[class*="colorway-ws"]),
#drupal-off-canvas .form-item-appearance-ws-style-ws-style-option-hero-banner:not(:has(input[value*="canada"])) {
  display: none;
}

2.12 - How to use two-factor authentication

Enhance your site’s security by enabling multi-factor authentication (MFA) for user roles.

Multi-factor authentication (MFA), also known as two-factor authentication (2FA or TFA), provides an extra layer of security for your site. It can be enabled for specific roles, such as administrators, while allowing other users to log in with just a username and password.

The community-contributed TFA module is the recommended way to implement MFA.

Requirements

The TFA module requires the PHP OpenSSL extension, which is typically included in modern PHP stacks. You can verify its installation by running:

php -i | grep openssl

To install the TFA module and its soft dependency, use Composer:

composer require drupal/tfa drupal/real_aes

Installation and Configuration

  1. Install the module: Use the command-line instructions above, or install via the Extend page /admin/modules.

  2. Encryption Key and Profile: Follow the instructions in the TFA module’s README file for your branch:

    These files will walk you through setting an encryption key and an encryption profile.

  3. Enable TFA: Go to Admin > Configuration > People > TFA (/admin/config/people/tfa) and enable the module.

  4. Configure Roles: After enabling TFA, you can require it for specific roles on your site.

    A screenshot showing “Roles required to set up TFA” with checkboxes for each role on the site.

Basic Authentication and MFA

It is important to note that enabling TFA does not disable basic username/password authentication. Users without the roles required to use TFA will continue to log in as normal. Users with roles that do require TFA will first enter their username/password, and then will be prompted for their MFA code.

Security Considerations

  • Basic Authentication for Web Services: Be aware that modules like Basic Authentication use HTTP Basic Authentication, which transmits usernames and passwords in plain text (though base64 encoded). While Basic Authentication provides a way for web services to authenticate, it is crucial to secure the connection using HTTPS (SSL/TLS) to encrypt the transmission and prevent eavesdropping. Consider using other authentication methods, like OAuth, for improved security where possible.

  • Permissions: The core User module allows users to register, log in, and log out, and administrators to manage user roles and permissions. The core Ban module allows administrators to ban certain IP addresses from accessing the site. Ensure that permissions are properly configured for each role to maintain a secure environment. Grant permissions only to trusted roles, especially those with security implications. Periodically review the permissions assigned to each role at Admin > People > Permissions (/admin/people/permissions).

3 - Content Structure

Welcome to the Content Structure documentation.

Here you can find technical descriptions of content entities and fields used by YMCA Website Services site builders. The YMCA Website Services core team has established specifications for fields and created naming conventions to help developers maintain and upgrade their sites alongside the YMCA Website Services development timeline.

Key Concepts

  • Content Entity: A fundamental unit of content, such as a page, article, or block.
  • Field: A specific data element within a content entity, like a title, body, image, or date.
  • Content Type: A pre-defined structure for content entities, specifying the available fields and their configuration.
  • Module: A collection of code that extends Drupal’s functionality, potentially introducing new content types, fields, or other features. See Extending and Altering Drupal.
  • Small Y: Refers to a specific set of modules within the YMCA Website Services ecosystem designed for smaller YMCA branches, as detailed in the Small Y module README.

Content Entities

Content entities are the building blocks of your website’s content. Each content type has a defined set of fields. Here are some commonly used content entities in YMCA Website Services:

  • Article: Used for news, announcements, and blog posts. Often includes fields for title, body, image, and publication date. (See also: ws_small_y/modules/small_y_articles/small_y_articles.info.yml)
  • Landing Page: Designed for creating visually appealing and informative pages. Offers flexible layouts and various content areas. (See also: openy_node_landing.info.yml)
  • Promotion: Used to highlight special offers, events, or campaigns. Typically includes fields for title, description, image, and link. (See also: ws_promotion.info.yml)
  • Branch/Facility: Represents a physical YMCA location, including address, hours, amenities, and social links. (See also: ws_small_y/modules/small_y_branch/small_y_branch.info.yml, y_facility.info.yml)
  • Camp: Content type for YMCA Camps, including integration with Layout Builder. (See also: y_camp/y_camp.info.yml)

Fields

Fields store specific data within content entities. Here are some common field types used in YMCA Website Services:

  • Text: Stores text content, with options for plain text, formatted text, and summaries.
  • Image: Uploads and stores images, with options for alt text and display settings.
  • Link: Stores URLs and link text.
  • Date: Stores dates and times.
  • Entity Reference: Establishes a relationship between one entity and one or more other entities. For example, a “Related Articles” field can link an article to other relevant articles.
  • Boolean: Stores true/false values (e.g., a “Featured” checkbox).
  • List (Options): Allows users to select a value from a predefined list.

Modules and Content Structure

Several modules contribute to the content structure of YMCA Website Services:

  • Y Layout Builder (y_lb): Provides a base for layout building functionalities.
  • Small Y (ws_small_y): Offers customizations for smaller YMCAs. See Small Y module README.
  • Layout Builder Restrictions: Allows administrators to restrict the available blocks and layouts within the Layout Builder.
  • Branch Modules (lb_branch_*_blocks): Provide specific block types for displaying branch-related information, such as amenities, hours, and social links.
  • Staff Members (lb_staff_members_blocks & ws_small_y_staff): Modules for displaying staff members.

Configuration Management

Configuration is managed through YAML files, which define the structure, data types, and translatability of content. See the Configuration API for details.

Additional Resources

3.1 - Blocks

What are Blocks?

Blocks are boxes of content rendered into a specific area, or region, of a web page. Blocks are placed and configured specifically for each theme, allowing for customization of content display and layout. Think of them as reusable content containers.

What are Content Blocks?

Content blocks are a specific type of block, where you can edit the content directly through the administrative interface. You can define one or more block types and attach fields to each block type, enabling structured content creation for blocks. Content blocks can be placed just like blocks provided by other modules.

What is the Block Description?

The block description is an administrative label for a block, which is displayed in the administrative interface to help identify the block. It is not displayed to site visitors on the live website.

What is the Block Title?

The block title is the heading that is optionally displayed to site visitors when the block is placed in a region. The visibility of the title can be configured within the block’s settings.

Managing Blocks

The Block module allows you to place existing blocks in regions of your installed themes and configure various block settings, such as title visibility, and user roles. The Block Content module allows you to manage custom block types and create/edit their content.

Additional Resources

3.1.1 - Basic

A simple block with a description. This block type is commonly used for displaying basic content on a website. It offers a single WYSIWYG field for content creation.

Fields

NameMachine nameRequiredDescription
Contentfield_block_contentYesWYSIWYG field without summary. Allows rich text formatting.

3.1.2 - Block Menu

The Block Menu implements a custom block type with links. Blocks are boxes of content rendered into a region of a web page. Content blocks are blocks whose content you can edit, placing them like blocks provided by other modules. The block description is an identification name for a block, shown in the administrative interface but not displayed on the site. The block title is the heading optionally shown to site visitors when the block is placed in a region.

Fields

NameMachine nameRequiredDescription
Menu Linksfield_menu_block_linksYesThe menu links to be displayed in the block.
Colorfield_menu_block_colorYesSelect the background gradient color for the menu block.
Text colorfield_menu_block_text_colorYesSelect the text color for the menu block.

3.1.3 - Branch Amenities

A block displaying a list of amenities for the current branch.

Fields

NameMachine nameRequiredDescription
Branch amenitiesfield_branch_amYesUses a custom formatter to display a list of amenities within a Paragraph block. This field is a boolean to indicate if the amenity is available. Hidden from content managers by default.
Linkfield_sb_linkNoA link to display at the bottom of the block. Allows for adding attributes like target, rel, and class.
Titlefield_sb_titleNoA title to display at the top of the block.
Icon classfield_icon_classNoA Font Awesome icon name, e.g., flag, car, or info. This overrides the image icon. See Font Awesome for available icons.
Section Titlefield_section_titleNoSection heading
Section Subtitlefield_section_subtitleNoSection subheading
Imagefield_imageNoImage for the block. Uses the amenities_image image style.

3.1.4 - Custom Simple

A simple block with a body, title, icon and link.

Fields

NameMachine nameRequiredDescription
Iconfield_iconNoIcon for the block.
Icon classfield_icon_classNoProvide a “Font Awesome” icon name, e.g. flag, car, info. Overrides image icon. See available icons here.
Bodyfield_sb_bodyNoEnter the main body text for the block. Supports basic HTML.
Linkfield_sb_linkNoAdd a link to the block. Provide a full URL.
Titlefield_sb_titleNoTitle to display at the top of the block. If left blank, no title will be displayed.

3.1.5 - Flexible

The Flexible block provides a way to display content from a referenced node.

Fields

NameMachine nameRequiredDescription
Node referencefield_node_refYesProvide a reference to a Node. The content of the referenced node will be displayed in the block.

3.2 - Content Types

Welcome to the YMCA Website Services Content Types documentation.

In terms of YMCA Website Services, content types are “bundles” of a “node” entity within the Drupal Framework. For more low-level documentation, refer to drupal.org.

YMCA Website Services ships with a set of content types to simplify site usage. While the number of content types isn’t restricted and developers can add more, the goal is to ensure that the shipped list of content types is covered by the YMCA Website Services upgrade path.

Understanding Content Types

  • Content Entity: A content entity is an item of content data like text, images, or files. Content entities are grouped into entity types, which are further divided into entity sub-types to allow for variations in how the entities are used and displayed.
  • Fields: Data within content entities is stored in individual fields. Each field holds a specific data type (formatted text, plain text, images, etc.) Fields can be single or multiple-valued.
  • Reference Field: A reference field stores a relationship between one entity and one or more other entities.
  • Formatter: A formatter determines how a field is displayed.
  • Widget: A widget determines how a field is edited.

Managing Content Structure

Several core modules are used to manage content structure:

  • Node, Comment, Content Block, Custom Menu Links, User, File, Image, Media, Taxonomy, and Contact modules: Provide content entity types.
  • Field UI module: Provides a user interface for managing fields and their display on entities.
  • Layout Builder module: Provides a user interface for configuring the display of entities.
  • Filter, Responsive Image, and Path modules: Provide settings and display options for entities and fields.

3.2.1 - Activity

The Activity content type is used for adding Activities to the site. Activities are typically associated with Programs and Classes.

Fields

NameMachine nameRequiredDescription
Titledrupal's defaultYesTitle of the activity item. This is the standard Drupal title field.
Program Subcategoryfield_activity_categoryYesA reference field for selecting the program subcategory to which the activity belongs. This field connects the Activity to a specific subcategory within the broader program structure.
Content AreaField groupA field group to organize the main content of the Activity.
Descriptionfield_activity_descriptionNoTextarea for the description/body of the activity. This field uses a WYSIWYG editor (like CKEditor) for rich text formatting, but does not support a summary field.

URL pattern

This content type uses the following URL pattern:

/programs/[node:field_activity_category:entity:field_category_program:entity:title]/[node:field_activity_category:entity:title]/[node:title]

Explanation:

  • /programs/: Indicates that this is part of the Programs section of the site.
  • [node:field_activity_category:entity:field_category_program:entity:title]: This part of the URL is dynamically generated from the title of the Program to which the activity subcategory is associated.
  • [node:field_activity_category:entity:title]: This is dynamically generated from the title of the Activity Category.
  • [node:title]: This part is dynamically generated from the title of the Activity node itself.

3.2.2 - Alert

The Alert content type is used for displaying timely information in a banner across the site. Unlike most content types, you don’t use Alert to create pages. Instead, Alerts display as a rendered entity, as a section of content on other pages, either just below the header or above the footer.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the alert, which will display as the headline.
Background colorfield_alert_colorYesReference field for choosing a term from the “Color” vocabulary.
Text colorfield_alert_text_colorYesReference field for choosing a term from the “Color” vocabulary. For accessibility, stick to using either black or white.
Icon colorfield_alert_icon_colorNoReference field for choosing a term from the “Color” vocabulary. Leave empty to hide the icon.
Placementfield_alert_placeYesSelect list field (singular) for choosing placement:
  • Header
  • Footer
Descriptionfield_alert_descriptionYesTextarea for the main body of the alert with WYSIWYG (What You See Is What You Get) editor, without summary. Sentences should be short and minimally styled in this section.
Linkfield_alert_linkNoInternal or external link. Adds a button with a call to action to the alert on the right. The button color defaults to black.
Referencefield_alert_belongsNoEntity reference with autocomplete to any node. Reference to a node (branch, camp, landing page, etc.) where the alert will be displayed.

URL pattern

Content type uses the following pattern: /alert/[node:title].

3.2.3 - Article

The Article content type is used for creating blog posts, news items, and press releases on the site.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the article item. This field utilizes the core text field type. See TextItem.php for more information.
Sub-titlefield_article_subtitleNoSub-title of the article item.
Locationsfield_article_locationYesReference field to branch and camp nodes. Allows multiple values.
Categoryfield_article_categoryNoReference field for choosing terms from the “Blog Category” vocabulary. Allows multiple values.
Meta Tagsfield_meta_tagsNoA meta tags field that allows providing structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites. This utilizes the Metatag module.
Typefield_article_typeYesSelect list field with the following options for choosing the article type:
- News Item (default)
- Blog Post
- Press Release
Imagefield_article_imageNoImage field for the article item. Entity reference to a Media bundle.
BodybodyNoText area for the main content of the article. This field uses a WYSIWYG editor and does not include a summary field.
Contentfield_contentNoFilter list of available Layout Builder components. This field enables the arrangement of content using configurable layouts.
Related Contentfield_article_relatedNoReference field for selecting related Article nodes. Allows multiple values.

URL patterns

The Article content type uses the following URL patterns:

  • /blog/[node:title]
  • /news/[node:title]
  • /press-release/[node:title]

3.2.4 - Blog

The Blog Post content type is used for adding blog posts to the site.

Fields

NameMachine nameRequiredDescription
TitleDrupal’s defaultYesTitle of the blog item.
Locationsfield_blog_locationYesReference field to branch and camp nodes. Allows multiple values, enabling association with multiple locations.
Categoryfield_blog_categoryNoReference field for choosing terms from the “Blog Category” vocabulary. Allows multiple values, categorizing blogs under several topics.
Meta Tagsfield_meta_tagsNoAllows providing structured metadata and Open Graph meta tags for social networking sites like Facebook, Pinterest, and LinkedIn, enhancing SEO and sharing.
StylesField group
Stylefield_blog_styleYesSelect list field with multiple options for choosing a style:
- Story Card
- Photo Card
- News Card (default)
- Color Card
Background colorfield_blog_colorNoBackground color for the teaser, used when the “Color Card” style is selected.
Text colorfield_blog_text_colorNoText color for the teaser, used when the “Color Card” style is selected.
Content AreaField group
Imagefield_blog_imageNoImage field for the Blog item. Entity reference to a Media bundle, allowing selection of pre-uploaded images.
Descriptionfield_blog_descriptionNoTextarea for the description/body with WYSIWYG editing capabilities and no summary field.
Contentfield_contentNoA Paragraph embed field that allows adding various flexible content modules from a predefined list of paragraph types.
Sidebar AreaField group
Related contentfield_blog_relatedNoReference field for choosing related Blog nodes. Allows multiple values for cross-linking content.
Contentfield_sidebar_contentNoA Paragraph embed field that allows adding various flexible content modules to the sidebar, from a predefined list of paragraph types.

URL pattern

This content type uses the following URL pattern:

/blog/[node:title]

3.2.5 - Branch

The Branch content type is used for adding and managing branch locations on the site. Each branch can have detailed information, including address, contact details, hours of operation, and associated content.

Fields

NameMachine nameRequiredDescription
TitleDrupal’s defaultYesTitle of the branch item. This is the main identifier for the branch.
Neighborhoodfield_location_areaNoA taxonomy reference field using the “Area” vocabulary. This allows you to categorize branches by geographical area or neighborhood.
Coming Soonfield_location_stateNoA checkbox field to indicate if the branch is still in development or not yet open to the public.
Temporary URLfield_location_temp_urlNoA link field to provide a temporary page URL (e.g., a blog post or announcement) if the branch is coming soon and doesn’t have a permanent page yet.
Meta Tagsfield_meta_tagsNoA meta tags field allows you to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites. This helps with SEO and social sharing.
ContactField group
Addressfield_location_addressYesAn address field that allows you to add detailed location information. This field stores:
  • Address
  • City
  • State
  • Zip Code
Branch Coordinatesfield_location_coordinatesNoInput for providing the latitude and longitude information.
Phonefield_location_phoneYesInput for providing the branch’s phone number.
Faxfield_location_faxNoInput for providing the branch’s fax number (if applicable).
Emailfield_location_emailNoInput for providing the branch’s email address.
Directionsfield_location_directionsNoA link field for adding a directions link (e.g., to a Google Maps page or other online mapping service).
Branch HoursField group
Branch Hoursfield_branch_hoursParagraphA paragraph field to indicate the branch’s hours of operation. This allows for flexible scheduling, including different hours for different days.
Day of the weekfield_branch_hours_dayNoA select list with the following values:
  • sunday|Sunday
  • monday|Monday
  • tuesday|Tuesday
  • wednesday|Wednesday
  • thursday|Thursday
  • friday|Friday
  • saturday|Saturday
Start/End Timefield_branch_hours_timeNoA text field with a description “e.g. 9am - 5pm, closed.” This field stores the opening and closing times for a specific day.
Header AreaField group
Contentfield_header_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This allows you to customize the header area of the branch page.
Content AreaField group
Contentfield_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This is the main content area of the branch page.
Bottom AreaField group
Contentfield_bottom_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This allows you to add content to the bottom area of the branch page.

URL pattern

The Branch content type uses the following URL pattern:

/locations/[node:title]

3.2.6 - Camp

The Camp content type is used for adding camp information to the site.

Fields

NameMachine nameRequiredDescription
TitleDrupal’s defaultYesTitle of the camp item.
Menu linksfield_camp_menu_linksYesLink field with multiple values, that should have the Title and Link field. Based on it, we will complete the Camp Menu.
Meta Tagsfield_meta_tagsNoA meta tags field allows us to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites.
ContactField group
Addressfield_location_addressYesAn address field that will provide the ability to add details about the locations. Details to be completed:
- Address
- City
- State
- Zip Code
Camp Coordinatesfield_location_coordinatesNoInput for providing the latitude and longitude information.
Phonefield_location_phoneYesInput for providing the phone information.
Faxfield_location_faxNoInput for providing the fax information.
Emailfield_location_emailNoInput for providing the email information.
Directionsfield_location_directionsNoA link field for adding the directions link.
Header AreaField group
Contentfield_header_contentNoA paragraph embed field that will allow us to add various flexible content modules from the predefined list of paragraph types.
Content AreaField group
Contentfield_contentNoA paragraph embed field that will allow us to add various flexible content modules from the predefined list of paragraph types.
Bottom AreaField group
Contentfield_bottom_contentNoA paragraph embed field that will allow us to add various flexible content modules from the predefined list of paragraph types.

URL pattern

This content type uses the following URL pattern:

/camps/[node:title]

3.2.7 - Class

The Class content type is used for adding Classes to the site.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the class item.
Activityfield_class_activityNoA reference field for selecting the activity the class belongs to. This field references a taxonomy term from the “Activity” vocabulary.
Meta Tagsfield_meta_tagsNoA meta tags field that allows you to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites. This helps with SEO and social sharing.
Header Area
Contentfield_header_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This allows for rich and structured content within the header.
Content Area
Descriptionfield_class_descriptionNoText area for the class description/body, using a WYSIWYG editor. A summary is not available for this field.
Contentfield_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This is the main content area for the class.
Sidebar Area
Contentfield_sidebar_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This is for content that will appear in the sidebar of the class page.
Bottom Area
Contentfield_bottom_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This is for content that appears at the bottom of the class page, often used for calls to action or related links.

Note: Fields marked as “Field group” are not actual fields but are used to group the fields in the table for better readability.

URL pattern

The Class content type uses the following URL pattern:

/programs/[program-category]/[activity-category]/[class-title]/class-times

Example:

/programs/adult-programs/yoga/beginner-yoga-class/class-times

Explanation:

  • /programs: Base path for program content.
  • [program-category]: The title of the program category, derived from the field_class_activity reference field to the Activity taxonomy term, which in turn references the Program taxonomy term: [node:field_class_activity:entity:field_activity_category:entity:field_category_program:entity:title].
  • [activity-category]: The title of the activity category, derived from the field_class_activity reference field to the Activity taxonomy term: [node:field_class_activity:entity:field_activity_category:entity:title].
  • [class-title]: The title of the class node: [node:title].
  • /class-times: A fixed suffix for the class times page.

3.2.8 - Event

The Event content type is used for adding and managing events on the site.

Fields

LabelMachine NameRequiredDescriptionField SettingsNotes
Titledrupal’s defaultYesTitle of the event.
Sub-titleN/ANoSubtitle of the event.Plain text
Locationsfield_event_locationYesReference field to branch and camp nodes. Allows multiple values.Address for the event; can be either a branch or a non-branch location.
Categoryfield_event_categoryNoReference field for choosing terms from the “Event Category” vocabulary. Allows multiple values.
Meta Tagsfield_meta_tagsNoAllows providing structured metadata and Open Graph meta tags for social networking sites like Facebook, Pinterest, and LinkedIn.
Imagefield_event_imageNoImage for the event. Entity reference to a Media bundle.Media
Datefield_event_dateYesUses Drupal’s built-in date/time fields.
Add to Calendarfield_add_to_calendar_linkNoLink to add event to calendar.Link
BodybodyNoTextarea for the event description with WYSIWYG editor, without summary.
Contentfield_contentNoFilter list of available layout builder components.
Related Contentfield_event_relatedNoReference field for choosing related Event nodes. Allows multiple values.

URL pattern

The Event content type uses the following URL pattern:

/event/[node:title]

3.2.9 - Facility

Facility content type is used for adding facilities on the site.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the facility item.
Neighborhoodfield_location_areaNoA taxonomy reference field using the Area Vocabulary(area).
Typefield_facility_typeNoA taxonomy reference field using the “Facility Type” vocabulary.
Facility Branchfield_facility_locNoAn entity reference field to reference the related Branch node.
Meta Tagsfield_meta_tagsNoA meta tags field allows us to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites.
ContactField group
Addressfield_location_addressNoAn address field that will provide the ability to add details about the locations. Details to be completed:
  • Address
  • City
  • State
  • Zip Code
Facility Coordinatesfield_location_coordinatesNoInput for providing the latitude and longitude information.
Phonefield_location_phoneYesInput for providing the phone information.
Faxfield_location_faxNoInput for providing the fax information.
Emailfield_location_emailNoInput for providing the email information.
Directionsfield_location_directionsNoA link field for adding the directions link.
Facility Hoursfield_branch_hoursNoThe facility hours.
Facility Holiday Hoursfield_branch_holiday_hoursNoAny special holiday hours for the facility.
Content AreaField group
Contentfield_contentNoA paragraph embed field that will allow us to add various flexible content modules, from the predefined list of paragraph types.
Sidebar AreaField group
Contentfield_sidebar_contentNoA paragraph embed field that will allow us to add various flexible content modules, from the predefined list of paragraph types.

URL pattern

Content type is using the following pattern:

/facility/[node:title]

3.2.10 - Landing Page

The Landing Page content type is used for creating landing pages on the site.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the landing page item.
Layoutfield_lp_layoutYesSelect list with the options:
  • one_column_clean|One Column - Full width
  • one_column|One Column
  • two_column|Two Columns
  • two_column_fixed|Two Columns with fixed sidebar (sticky at the top)
Meta Tagsfield_meta_tagsNoA meta tags field allows us to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites.
Header AreaField group
Contentfield_header_contentNoA paragraph embed field that allows you to add various flexible content modules from the predefined list of paragraph types.
Content AreaField group
Contentfield_contentNoA paragraph embed field that allows you to add various flexible content modules from the predefined list of paragraph types.
Sidebar AreaField group
Contentfield_sidebar_contentNoA paragraph embed field that allows you to add various flexible content modules from the predefined list of paragraph types.
Bottom AreaField group
Contentfield_bottom_contentNoA paragraph embed field that allows you to add various flexible content modules from the predefined list of paragraph types.

URL pattern

The content type uses the following pattern:

[node:title]

3.2.11 - Landing Page (Layout Builder)

Landing Page content type is used to add Landing Pages to your website using Layout Builder widgets.

This page is managed with Layout Builder. You may want to uncheck “Published” before creating a page, use the “Layout” tab to build the content, then Publish when the page is complete. See our User Guide for help. You can also use the “Save and edit layout” button to stay in Layout Builder after saving.

Fields

LabelMachine NameRequiredDescriptionField SettingsNotes
TitletitleYesTitle of Landing PageThis is used as the administrative title and may also be displayed on the page, depending on your Layout Builder configuration.
MetadataField group
Meta descriptionfield_meta_descriptionNoShort text used for metatags and cardsText (plain, long)A brief and concise summary of the pages content that is a maximum of 160 characters in length.
Meta imagefield_meta_imageNoMedia image reference for use in metatags and cardsEntity reference (Media image)Choose or upload an image to be used as a thumbnail for social sharing and preview cards.
Meta tagsfield_meta_tagsNoProvided by Metatag module. Advanced meta tag configuration.This section should not be edited unless you are familiar with meta tags.

URL pattern

This content type uses the following pattern by default: [node:title]

3.2.12 - Membership

The Membership content type is used for adding membership information to the site.

Fields

NameMachine nameRequiredDescription
TitleDrupal’s defaultYesTitle of the membership item.
Descriptionfield_mbrshp_descriptionYesTextarea for the description/body with WYSIWYG, without summary.
Imagefield_mbrshp_imageYesMedia field to upload the image.
Membership infofield_mbrshp_infoParagraphParagraph to indicate the location where the membership is available and the URL.
Locationfield_mbrshp_locationNoSelect list with locations (branches). Single value.
Linkfield_mbrshp_linkNoLink field to provide the membership redirect URL.
Join Feefield_mbrshp_join_feeNoDollar value for how much someone has to pay to join.
Monthly Ratefield_mbrshp_monthly_rateNoDollar value for the monthly fee of the membership.

URL pattern

The content type uses the following pattern for its URLs:

/membership/[node:title]

3.2.13 - News

The News Post content type is used for adding news posts to the site. News posts are typically displayed in a list or grid format, with the most recent posts appearing first.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the news item. This field is a standard Drupal title field.
Locationsfield_news_locationYesReference field to branch and camp nodes. Allows multiple values, enabling you to associate the news item with multiple locations.
Categoryfield_news_categoryNoReference field for choosing a term from the “News Category” vocabulary. Allows multiple values, enabling categorization of the news item.
Meta Tagsfield_meta_tagsNoA meta tags field that allows you to provide structured metadata and Open Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites.
Content AreaField group
Imagefield_news_imageNoImage field for the News item. Entity reference to a Media bundle. This allows you to select an existing image from the media library.
Descriptionfield_news_descriptionNoText area for the description/body with WYSIWYG (What You See Is What You Get) editor, without summary option.
Contentfield_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types.
Sidebar AreaField group
Related contentfield_news_relatedNoReference field for choosing related News nodes. Allows multiple values to link to other relevant news items.
Contentfield_sidebar_contentNoA paragraph embed field that allows you to add various flexible content modules to the sidebar from a predefined list of paragraph types.

URL pattern

This content type uses the following URL pattern:

/news/[node:title]

The [node:title] token is replaced with the title of the news item, with spaces replaced by hyphens. For example, a news item with the title “New Branch Opens” would have the URL /news/new-branch-opens.

3.2.14 - Program

The Program content type is used for adding Programs to the site.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the program item.
Meta Tagsfield_meta_tagsNoA meta tags field allows us to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites.
Header AreaField group
Iconfield_program_iconNoAn image field, supporting .svg for uploading the program icon.
Imagefield_program_imageNoAn image field, for uploading the program image.
Colorfield_program_colorNoReference field for choosing a term from the “Color” vocabulary.
Contentfield_header_contentNoA paragraph embed field that allows adding various flexible content modules from a predefined list of paragraph types. If this field is not empty, the image and icon are not displayed on the page.
Content AreaField group
Descriptionfield_program_descriptionNoText area for the description/body with WYSIWYG, without summary.
Contentfield_contentNoA paragraph embed field that allows adding various flexible content modules from a predefined list of paragraph types.
Sidebar AreaField group
Contentfield_sidebar_contentNoA paragraph embed field that allows adding various flexible content modules from a predefined list of paragraph types.

URL pattern

This content type uses the following URL pattern:

/programs/[node:title]

3.2.15 - Program Subcategory

The Program Subcategory content type is used for adding program subcategories to the site.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the program subcategory item.
Programfield_category_programYesA reference field for selecting the program. This establishes the parent program for the subcategory.
Meta Tagsfield_meta_tagsNoA meta tags field that allows you to provide structured metadata and Graph meta tags for Facebook, Pinterest, LinkedIn, and other social networking sites. This helps with SEO and social sharing.
Header AreaField group
Imagefield_category_imageNoAn image field for uploading the category image. This image is typically displayed in the header area of the subcategory page.
Colorfield_category_colorNoReference field for choosing a color term from the “Color” vocabulary. This allows you to visually distinguish subcategories.
Contentfield_header_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This allows for rich and dynamic content within the header area.
Content AreaField group
Descriptionfield_category_descriptionNoA textarea for the description/body of the subcategory, using a WYSIWYG editor and without a summary field.
Contentfield_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This is the main content area of the subcategory page.
Sidebar AreaField group
Contentfield_sidebar_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This is the content that will appear in the sidebar of the subcategory page.
Bottom AreaField group
Contentfield_bottom_contentNoA paragraph embed field that allows you to add various flexible content modules from a predefined list of paragraph types. This allows you to add content to the very bottom of the subcategory page. This could be calls to action, related content, or other supplemental information.

URL pattern

This content type uses the following URL pattern:

/programs/[node:field_category_program:entity:title]/[node:title]

This means that the URL will be constructed using the title of the parent program and the title of the subcategory itself. For example, if the parent program is “Youth Programs” and the subcategory is “Summer Camp”, the URL would be /programs/youth-programs/summer-camp.

3.2.16 - Promotion

Promotions are timed pieces of content that allow content editors the flexibility to create a single item that can be placed in multiple locations on the site, without having to duplicate or manage content in multiple locations. This content type is typically not displayed on its own page.

Fields

NameMachine nameField typeRequired?Description
TitletitleText (plain)YesThe main title of the promotion.
Subtitlefield_subtitleText (plain)NoA secondary title or short description displayed below the main title.
CTA / linkfield_linkLinkNoA call-to-action link that directs users to a specific page or external resource.
Descriptionfield_promo_descriptionText (formatted, long)NoA longer description providing more details about the promotion. This field supports rich text formatting (e.g., bold, italics, lists, links).
Imagefield_promo_mediaEntity referenceYesAn image associated with the promotion. This is an entity reference to a media item.
Pagesfield_promo_visibility_pagesText (plain, long)NoA list of internal page paths where the promotion should be displayed. Use relative paths. One path per line. Use <front> for the front page.
Promotion Categoryfield_promo_categoryEntity referenceNoA category that classifies the promotion (e.g., “New Product,” “Sale,” “Event”). This is an entity reference to a taxonomy term.
Promotion Priorityfield_promo_priorityList (text)YesDetermines the order in which promotions are displayed. Options might include “High,” “Medium,” and “Low.”
Promotion visibility statefield_promo_visibility_stateList (text)YesControls whether the promotion is visible or hidden. Options may include “Published”, “Unpublished”.

URL pattern

Promotions are generally embedded within other pages and do not have their own dedicated URL. Therefore, no URL pattern is defined for this content type.

3.2.17 - Session

The Session content type is used for adding Sessions to the site. Sessions typically represent events, classes, or other scheduled activities.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the session item.
Classfield_session_classYesA reference field for selecting the program subcategory or type of session. This allows you to categorize sessions.
Session InfoField group--
Descriptionfield_session_descriptionNoTextarea for the description/body of the session. Uses a WYSIWYG editor (like CKEditor) without a summary field.
Genderfield_session_genderNoSelect List with Gender options: Coed, Male, Female. This allows you to specify if the session is intended for a specific gender or is coeducational.
Online registrationfield_session_onlineNoBoolean field (checkbox) that determines if a “Register Now” button/link is displayed for the session.
Ticket requiredfield_session_ticketNoCheckbox field to indicate that a ticket is required to attend the session.
Min Agefield_session_min_ageNoInput field for adding the minimum age allowed to participate in the session.
Max Agefield_session_max_ageNoInput field for adding the maximum age allowed to participate in the session.
Registration linkfield_session_reg_linkNoA link field containing the URL for session registration. This is used if online registration is handled by a third-party system.
MembershipField group--
In membershipfield_session_in_mbrshNoBoolean field (checkbox) that indicates whether the session is included in a membership package.
Member pricefield_session_mbr_priceNoInput field for specifying the price for members.
Non Member Pricefield_session_nmbr_priceNoInput field for specifying the price for non-members.
LocationField group--
Locationfield_session_locationYesA reference field for selecting the branch or camp where the session is held. This should link to a location content type.
Physical Locationfield_session_plocationNoA reference field for selecting the specific facility (e.g., room, gym) within the branch or camp where the session takes place. This should link to a facility content type.
TimeField group--
Exclusionsfield_session_exclusionsNoA date field that identifies specific dates on which the session will not be held, even if it’s normally scheduled. Supports multiple values. Should be a single date field with the ’end date’ option enabled. Its widget should be adjusted to not show period end date, but show period end time (to keep period start/end date equal).
Timefield_session_timeParagraphSession schedule defined using a Paragraph content type.
Date & Timefield_session_time_dateNoA Drupal date/time field. Should be a single date field with both ’end date’ and ’end time’ options enabled.
Daysfield_session_time_daysNoCheckboxes with the following values:
  • sunday|Sunday
  • monday|Monday
  • tuesday|Tuesday
  • wednesday|Wednesday
  • thursday|Thursday
  • friday|Friday
  • saturday|Saturday
Supports multiple values, allowing you to select all days on which the session occurs.

URL pattern

No dedicated URL pattern is defined for the Session content type by default. The intention is that this content type may not be directly accessed by end-users via a dedicated URL.

3.2.18 - Social Post

The Social Post content type is used for adding social media posts to the site. Social Posts are typically fetched from social networks using a module like the Social Feed Fetcher.

Fields

NameMachine nameRequiredDescription
Titledrupal’s defaultYesTitle of the social post content item.
IDfield_idYesPost ID in the social network. This is a system field used by the post fetcher to identify the social post.
Imagefield_sp_imageNoImage field for saving the post image. Supports jpg, png, and gif formats.
Linkfield_linkNoContains the link to the original post on the social network.
Platformfield_platformYesThe name of the platform where the post was imported from (e.g., Facebook, Twitter, Instagram).
Postfield_postYesThe text content of the post. May contain HTML markup.
Postedfield_postedYesThe date and time when the post was originally posted on the social network.

URL pattern

The content type uses the following URL pattern:

/social_post/[node:title]

3.3 - Layout Builder

These custom block types exist to support page building with Layout Builder. Blocks are boxes of content rendered into a region of a web page. Content blocks are blocks whose content you can edit.

Global Fields

These fields are reused across many of the below components.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section headingfield_section_headingText (plain)No1H2
Section subheadingfield_section_subheadingText (plain, long)No1H3

Accordion

Expandable pairs of question/answer or header/section fields.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Accordion itemfield_block_itemEntity referenceNoUnlimitedBundle: accordion_item
FAQ?field_is_faqBooleanNo1If this section contains Frequently Asked Questions, check this box to output them as structured data…

Accordion Item

  • Machine name: accordion_item
LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_titleText (plain)Yes1H4
BodybodyText (formatted, long, with summary)Yes1WYSIWYG

Branch Amenities

Display of all amenities available at a branch location.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Amenity namefield_amenity_nameEntity referenceYesUnlimitedTaxonomy

Cards

Flexible card-style components that allow up to 4 cards to display across a page depending on the chosen layout.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Section linkfield_ctaLinkNo1
# of columnsfield_columnsList (text)Yes1
Card itemsfield_block_itemEntity referenceNo4Bundle: card_item

Card Item

Machine name: card_item

The Card item block is referenced by the Cards block.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_titleText (plain)Yes1H4
Imagefield_mediaEntity referenceNo1
Topic tagfield_topic_tagEntity referenceNo1Bundle: blog_category, news_category
Descriptionfield_bodyText (plain, long)No1
Linkfield_ctaLinkNo1

A full-width display with multiple sets of a header, description, and call to action overlaid on top of an image.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Carousel itemsfield_block_itemEntity referenceNo6Bundle: carousel_item

Machine name: carousel_item

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_titleText (plain)No1H4
Imagefield_mediaEntity referenceYes1
Descriptionfield_descriptionText (formatted, long)No1
Linkfield_ctaLinkNo1

Code

  • Machine name: ws_code_block
  • Project: ws_code_block
  • Designs: This block provides no additional presentation outside of the embedded content.

Embed unfiltered HTML code in a page.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Codefield_codeText (formatted, long)Yes1Text format: “Code”

Grid CTA

Sets of content with a headline, description, and link displayed in 2 to 4-item wide rows, with the option to include icons or images.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Grid CTA section linkfield_section_cta_linkLinkNo1A link button to be displayed below the grid content
# of columnsfield_columnsList (text)Yes1Allows 2-4 columns, defaults to 4.
Grid itemfield_block_itemEntity ReferenceYes4Bundle: grid_item

Grid Item

Machine name: grid_item

The Grid Item block is referenced by the Grid CTA component.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_titleText (plain)No1H4
Descriptionfield_descriptionText (formatted, long)No1
Mediafield_mediaEntity referenceNo1
Linkfield_ctaLinkNo1

Hero Banner

A full-width, almost full-height display with a header, description, and call to action overlaid on an image.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_headingText (plain)Yes1H2
Descriptionfield_descriptionText (formatted, long)No1
Mediafield_mediaEntity referenceNo1Bundle: Image, Local Video, Video
Linkfield_linkLinkNo1

Partners

List of multiple partner / sponsor logos.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Partner itemsfield_partner_itemsEntity reference revisionsNoUnlimitedBundle: lb_partner_item

Partner Item

Machine Name: lb_partner_item

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_item_headingText (plain)Yes1H4
Imagefield_item_imageEntity referenceYes1

Ping-pong

Usually paired sets of full-width page components that include media, header, description, and call to action arranged horizontally.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Headingfield_item_headingText (plain)No1H4
Descriptionfield_item_descriptionText (formatted, long)No1WYSIWYG
Linkfield_item_linkLinkNo2The first will use the primary style and the second, secondary.
Imagefield_item_imageEntity referenceNo1
Image positionfield_item_image_positionList (text)Yes1Places the image on this side of the page in the full-width display. Image will stack above text at narrow widths.

Promo Card

A title, headline, description, and link that usually display in the right or left sidebar.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Titlefield_titleText (plain)Yes1
BodybodyText (formatted, long, with summary)No1
Imagefield_imageEntity referenceNo1Bundle: Image
Linkfield_linkLinkNo1

Component for displaying related articles within a page.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3

Component for displaying related events within a page.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3

Simple Content

Allows users to be able to view responsive tables within a page.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
BodybodyText (formatted, long, with summary)No1Allows for responsive tables to be placed in the body.

Simple Menu

A simple 1-level sidebar menu that can display in either the right or left sidebar area.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Iconfield_iconEntity referenceNo1Bundle: Image
Linksfield_linksLinkYesUnlimited

Staff

Displays simple staff member info cards with image, name, title, email

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Staff itemsfield_staff_itemsEntity reference revisionsNoUnlimitedBundle: lb_staff_item

Staff Item

Machine name: lb_staff_item

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Namefield_item_nameText (plain)Yes1H4
Imagefield_item_imageEntity referenceYes1If no image uploaded, utilize default
Job titlefield_item_job_titleText (plain)Yes1
Emailfield_item_emailText (formatted, mailto)Yes1Clicking on email should open users default email client

Statistics

Infographic-like display that highlights relevant statistics to users.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
# of columnsfield_columnsList (text)Yes1
Section linkfield_ctaLinkNo1
Statistics itemfield_block_itemEntity referenceNoUnlimitedBundle: statistics_item

Statistics Item

Machine name: statistics_item

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Number valuefield_subtitleText (plain)Yes1
Descriptionfield_descriptionText (plain)No1

Tabs

Gives users the ability to switch page views by selecting tabs across the top of the page instead of having to navigate to a new page.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Tab itemfield_block_itemEntity referenceNoUnlimitedBundle: tab_item

Tab Item

Machine name: tab_item

The Tab Item block is referenced by the Tabs block.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Headingfield_headingText (plain)Yes1H4
Bodyfield_descriptionText (formatted, long)No1WYSIWYG

Testimonials

Display of short testimonials or quotes.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Section heading(inherit)H2
Section subheading(inherit)H3
Testimonial itemsfield_testimonial_itemsEntity reference revisionsNo4Bundle: lb_testimonial_item

Testimonial Item

Machine Name: lb_testimonial_item

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Namefield_item_nameText (plain)Yes1Firstname, LastnameH4
Imagefield_item_imageEntity referenceYes1If no image uploaded, utilize default
Quotefield_item_quoteText (plain)Yes1

Webform

Embed an existing webform on a page.

LabelMachine NameTypeRequiredCardinalityHelp textField SettingsNotes
Form title(inherit)
Form subtitle(inherit)
Webformfield_webformWebformYes1

3.4 - Media

What are Media Items?

Core media items include audio, images, documents, and videos. You can add other media types, such as social media posts, through the use of contributed modules. Media items may be files located in your site’s file system or remote items referenced by a URL. Media items are content entities, and they are divided into media types (which are entity sub-types); media types can have fields. Refer to the Content Structure documentation for more information on content entities and fields.

What is the Media Library?

The media library is a visual user interface for managing and reusing media items. Add media items to content using Media reference fields and the Media library field widget.

What is an Image Style?

An image style is a set of processing steps, known as effects, that can be applied to images. Examples of effects include scaling and cropping images to different sizes. Responsive image styles can associate image styles with your theme’s size breakpoints. This allows serving images sized for the browser width.

Overview of Managing Media

The following modules provide media-related functionality:

  • Media items and media types are managed by the core Media module.
  • The core Media module provides a Media reference field to add media to content entities. The core File and Image modules also provide reference fields. It is recommended to use the Media reference field because it is more versatile.
  • The core Media Library module provides the media library and the Media library field widget. With this module installed, the Media library field widget becomes the default widget for editing Media reference fields.
  • The core Image module provides a user interface for defining image styles. The core Responsive Image module provides responsive image styles. Using the core Breakpoint module and a breakpoint-enabled theme, these responsive styles can serve images sized for the browser.

See the related topics listed below for specific tasks.

Additional Resources

3.4.1 - WYSIWYG View Modes

The following view modes are available for embedding media assets within a WYSIWYG editor, such as CKEditor 5. These view modes offer different display options for media assets, allowing content creators to choose the most appropriate presentation for their content.

View Modes

NameMachine nameDescription
Fullembedded_fullDisplays the media asset at its full width within the available container.
Halfembedded_halfDisplays the media asset at half its original width, typically with alignment options (left or right) to control its placement.
Linkembedded_linkDisplays a simple link to the media asset, directing the user to the original file.

Bundle Details

The display of each media asset type (Image, Video, Document) varies depending on the selected view mode. The following outlines the specific rendering for each bundle:

Image

  • Full & Half View Modes: Images are displayed using the <img> tag with appropriate CSS classes applied for styling and responsiveness. The specific classes may vary depending on the theme and styling configuration.
  • Link View Mode: A hyperlink (<a> tag) is generated, pointing to the original image file. The link includes target="_blank" to open the image in a new tab or window.

Video

  • Full & Half View Modes: Videos are displayed as embedded video players, likely using the <video> tag or an <iframe> to embed from a video hosting platform. Appropriate CSS classes are applied for styling.
  • Link View Mode: A hyperlink (<a> tag) is generated, pointing to the original video file. The link includes target="_blank" to open the video in a new tab or window.

Document

  • Full & Half View Modes: Documents are displayed using an <iframe> tag. The src attribute of the <iframe> points to a service like Google Docs Viewer, which renders the document within the iframe. Replace URL with the actual URL of the document. Appropriate CSS classes are applied for styling.

    <iframe src="//docs.google.com/gview?url=URL&embedded=true" frameborder="0"></iframe>
    
  • Link View Mode: A hyperlink (<a> tag) is generated, pointing to the original document file. The link includes target="_blank" to open the document in a new tab or window.

3.5 - Paragraphs

Welcome to YMCA Website Services Paragraphs.

Paragraphs are content components, aligning with component-based design principles. Within the YMCA Website Services architecture, paragraphs are based on the Paragraphs Drupal module. This module enables the creation of Paragraphs entities.

The core idea is to provide a user-friendly widget for adding predefined content blocks directly within a page or other content item, without needing to reference external entities. It’s important to note that paragraphs are not intended as reusable content types. For reusable content, consider using blocks or other entities within Drupal.

Paragraphs enhance the user experience by offering a convenient and structured way to build content. They allow content editors to create unique layouts for their pages. Each paragraph represents a distinct content section, complete with its own styling, functionality, and fields.

Here’s a breakdown of key aspects:

  • Paragraphs Module: Facilitates the creation of paragraph entities within Drupal.

  • Component-Based Design: Paragraphs align with the principle of building interfaces from independent, reusable components.

  • User Experience (UX): Paragraphs are designed to make content creation more intuitive and efficient.

  • Non-Reusable Types: Paragraphs are not designed to be reused across multiple content items. Instead, look at Drupal blocks or entities.

  • Paragraphs Types: Paragraphs are pre-defined sets of fields that are made available to the content editors. These are configured under Structure > Paragraphs Types.

To get started with Paragraphs:

  1. Install the Paragraphs module.
  2. Create Paragraphs types.
  3. Add a Paragraph field to a content type.
  4. Begin creating content and adding paragraphs.

3.5.1 - 1 Column

The 1 Column paragraph type allows you to create a single-column layout within your content.

Fields

NameMachine nameRequiredDescriptionNotes
Line Abovefield_prfg_display_line_aboveNoDisplay a line above the column.
Columnfield_prgf_1c_columnNoEnter the main content for the single column. This field typically supports rich text.
Paragraph Titlefield_prgf_1c_titleNoEnter a title to display at the top of the 1-column paragraph.
Paragraph Descriptionfield_prgf_1c_descriptionNoEnter a description to display below the paragraph title.

3.5.2 - 2 Columns

The 2 Columns paragraph type allows you to create a paragraph with two columns for content. This is useful for displaying related information side-by-side or creating visually appealing layouts.

Fields

NameMachine nameRequiredDescriptionNotes
Line Abovefield_prfg_display_line_aboveNoDisplay a horizontal line above the columns.
Left Columnfield_prgf_2c_leftNoContent for the left column.Supports text, images, and other embedded content.
Right Columnfield_prgf_2c_rightNoContent for the right column.Supports text, images, and other embedded content.

3.5.3 - 3 Columns

The 3 Columns paragraph type allows you to create a paragraph with three distinct columns of content. This paragraph type is useful for displaying information in a structured and visually appealing manner.

Fields

NameMachine nameRequiredDescriptionNotes
Line Abovefield_prfg_display_line_aboveNoDisplay a line above the column.
Left Columnfield_prgf_3c_leftNoEnter the content for the left column.
Center Columnfield_prgf_3c_centerNoEnter the content for the center column.
Right Columnfield_prgf_3c_rightNoEnter the content for the right column.
Paragraph Titlefield_prgf_titleNoEnter a title to display at the top of the 3 columns paragraph.

3.5.4 - 4 Columns

The 4 Columns paragraph type allows you to create a content block with four columns of information. This is useful for displaying related content side-by-side.

Fields

NameMachine nameRequiredDescriptionNotes
Line Abovefield_prfg_display_line_aboveNoDisplay a line above the column.Use this to visually separate this paragraph from the content above it.
First Columnfield_prgf_4c_1stNoEnter the content for the first column.Supports text, images, and other embedded content.
Second Columnfield_prgf_4c_2ndNoEnter the content for the second column.Supports text, images, and other embedded content.
Third Columnfield_prgf_4c_3rdNoEnter the content for the third column.Supports text, images, and other embedded content.
Fourth Columnfield_prgf_4c_4thNoEnter the content for the fourth column.Supports text, images, and other embedded content.
Buttonfield_prgf_4c_buttonNoButton with link to display under the 4-column paragraph.Use this to add a call to action or link to more information related to the content.
Paragraph Titlefield_prgf_titleNoEnter a title to display at the top of the 4-column paragraph.This provides a clear heading for the entire paragraph.
Paragraph Descriptionfield_prgf_descriptionNoEnter a description to display under the 4-column paragraph title.Use this to provide context or an overview of the content within the four columns.

3.5.5 - All Amenities

This paragraph displays a list of amenities, typically in a table view. It’s useful for showcasing available features or services.

Fields

NameMachine nameRequiredDescription
All amenitiesfield_field_prgf_amnts_viewNoPredefined reference to a view that displays all amenities. Configure this view to control which amenities are shown and how they are formatted.
Titlefield_prgf_titleNoEnter the title that will be displayed at the top of the paragraph. This provides context for the list of amenities.

Important Considerations:

  • View Configuration: The “All amenities” field relies on a pre-existing view. Ensure this view is properly configured to display the desired amenity information.
  • Paragraph Usage: This paragraph type is generally intended for use within a larger page structure, like a landing page or a branch details page.
  • Alternative: Consider using “Branch Amenities” block if you want to show the amenities for the current branch.

3.5.6 - Banner

The Banner paragraph type is used to display eye-catching content, often at the top of a page or section. It typically includes a headline, description, image, and a call to action link.

Fields

NameMachine nameRequiredDescriptionNotes
Headlinefield_prgf_headlineYesThe main heading of the banner. This should be concise and attention-grabbing.Plain text, maximum 255 characters
Colorfield_prgf_colorYesA reference field that allows you to select a color from the “Color” vocabulary. This color is often used as a background or accent color for the banner.Choose a term from the “Color” vocabulary
Imagefield_prgf_imageNoAn entity reference to a media image. This image should be visually appealing and relevant to the banner’s content.Single value
Descriptionfield_prgf_descriptionNoA WYSIWYG field where you can add descriptive text to the banner. Use this to provide more context or details about the banner’s topic. It is recommended to avoid using a summary for this field.
Linkfield_prgf_linkNoA link field that stores both internal and external links. Use this to direct users to relevant pages or resources. This can be a call to action.Use for internal and external links

3.5.7 - Blog Posts Listing

This paragraph is dynamic and renders the latest blog posts, utilizing exposed filters for enhanced content discovery. It’s based on the openy_prgf_blog_listing module.

Key Features:

  • Filtering: Allows users to filter blog posts based on:
    • Location
    • Category
    • Text (Search Keywords)
  • Sticky at Top: Supports the “sticky at top” functionality to highlight important posts.
  • Ordering: Orders blog posts by published date, displaying the newest posts first.
  • Views Integration: Leverages Drupal’s Views module for flexible content display and filtering. The exposed filters are part of the View configuration.
  • Infinite Scroll: Supports the views_infinite_scroll module for a better user experience.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block that provides the blog post listing. It should have a default value and ideally be hidden in the form display to prevent accidental modification. The view should be configured to use exposed filters for Location, Category, and Text.

Module Dependencies:

  • openy_prgf_blog_listing
  • views_infinite_scroll

Related Paragraphs:

3.5.8 - Branches Popup (All)

This dynamic paragraph renders the locations selection popup, based on the current node. It’s typically used to allow users to select a branch or location from a popup window. This selection can then influence other elements on the page, such as filtering schedules or classes.

Relates to:

  • [Schedule search list](Schedule search list.md)
  • [Classes Listing](Classes Listing.md)

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block that provides the location selection options. It should have a default value configured and is typically hidden in the form display to prevent direct user modification. This field is the key to connecting the paragraph to the actual location data.

Usage

This paragraph is often used in conjunction with other paragraphs and blocks to create a location-aware experience. For example, it might be used on a page with a schedule search to allow users to filter the schedule by location.

The openy_branch_selector module is often used to provide the functionality for selecting and saving a user’s preferred branch. The selected branch can then be used to pre-populate location filters and customize the user’s experience.

The specific appearance and behavior of the popup are determined by the view/block referenced in the field_prgf_block field. This allows for a high degree of customization to match the specific needs of the site.

3.5.9 - Branches Popup (Class)

This dynamic paragraph renders the location selection popup based on the current node. It’s typically used to allow users to select a location from a list of branches.

Relates to:

  • [Class Sessions](Class Sessions.md)
  • [Class Location](Class Location.md)

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to a View or a Block plugin. This field should have a default value configured and is typically hidden in the form display for content editors.

3.5.10 - Categories Listing

This is a dynamic paragraph that renders all published categories associated with the current program page.

It typically includes a “sticky at the top” option and orders items based on their published date (newest at the top).

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. This field should have a default value and is typically hidden in the form display.

Note: The Categories Listing paragraph type displays taxonomy terms. Taxonomy terms are categorized under: plain text, number, reference, date and time and general.

3.5.11 - Class Location

This dynamic paragraph renders the location’s “class location” view mode based on the location URL query parameter with a valid ID. This paragraph is typically used on class pages to display location-specific information.

Context:

  • This paragraph is used to display location information, such as address, phone number, and hours, for a specific class.
  • The “class location” view mode defines how the location information is displayed.

Relates to [Branches Popup (Class)](Branches Popup (Class).md).

  • When the page has a location parameter, the Branches Popup paragraph will make an “Edit” link on this paragraph visible. That link triggers the Branches Popup to open, allowing the user to select a different location.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. Should have a default value and should be hidden in the form display. This field determines which block is rendered within the paragraph. The referenced block provides the actual content and formatting for the location information. Consider using a view block to display dynamic content related to the location.

3.5.12 - Class Sessions

This dynamic paragraph renders class session instances based on the URL query parameter location with a valid ID.

Relates to [Branches Popup (Class)](Branches Popup (Class).md).

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. Should have a default value and should be hidden in form display.

Displayed Table

The following fields are displayed in a table format:

  • Location: Displayed unless &location=% is present in the URL, in which case it is hidden.
  • Time + Date
  • Registration: A link to the registration page.
  • Details:
    • Online registration information
    • Ticket requirement status
    • Membership eligibility
  • Age: Minimum and maximum age range for the class.

Use Cases

These use cases describe the behavior of the Class Sessions paragraph in different scenarios, specifically regarding location filtering.

Class Page WITHOUT Location Popup

Use case 3: Class page WITHOUT location popup

Location Specified in URL
  1. 1 Location in specified URL

    • When a Class page without a location popup is opened.
    • And the URL contains location=%.
    • The system skips any existing cookie values.
    • The class session results are filtered based on the location specified in the URL.
    • A location teaser is displayed in the sidebar.
Preferred Branch Empty or Selected, No Location in URL
  1. 2 Preferred branch is empty and no location in URL or Preferred branch is selected and no location in URL

    • When a Class page without a location popup is opened.
    • And either:
      • No preferred branch is selected.
      • A preferred branch is selected, but the URL does not contain location=%.
    • The class session results include all branches.
    • “All locations…” is displayed in the sidebar.

Class Page WITH Location Popup

Use case 4: Class page WITH location popup

Location Specified in URL
  1. 1 Location in specified URL

    • When a Class page with a location popup is opened.
    • And the URL contains location=%.
    • The system skips any existing cookie values.
    • The class session results are filtered based on the location specified in the URL.
    • A location teaser is displayed in the sidebar.
    • The location teaser in the sidebar includes an “Edit” link that opens the location popup.
Preferred Branch Empty or Selected, No Location in URL
  1. 2 Preferred branch is empty and no location in URL or Preferred branch is selected and no location in URL

    • When a Class page with a location popup is opened.
    • And either:
      • No preferred branch is selected.
      • A preferred branch is selected, but the URL does not contain location=%.
    • The class session results include all branches.
    • “All locations…” is displayed in the sidebar.
    • The location popup is displayed, unless only one location is associated with the class.

3.5.13 - Classes Listing

Displays published classes and provides filtering options.

The Classes Listing paragraph displays all published classes, grouped by activity.

The Classes Listing Filters provide a filter form with the following fields:

  • Location
  • Program
  • Sub-program
  • Activity

Relates to [Branches Popup (All)](Branches Popup (All).md).

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. A default value should be set, and this field should be hidden in the form display.

Use Cases

Use case 1: Classes Listing paragraph on a Program subcategory page WITHOUT location popup paragraph

1.1 Preferred branch is selected and no location in URL

  • When I open a Program subcategory page with the Classes Listing paragraph WITHOUT a location popup on the page.
  • And I have a preferred branch set (via cookie).
  • And I don’t have location=% in the URL.
  • Then the filter by location should be pre-defined based on the cookie value.
  • And the results should be filtered accordingly.

1.2 Preferred branch is empty and no location in URL

  • When I open a Program subcategory page with the Classes Listing paragraph WITHOUT a location popup on the page.
  • And I don’t have a preferred branch set (cookie is empty).
  • And I don’t have location=% in the URL.
  • Then the filter by location should show “All”.
  • And the results should be shown for all branches.

1.3 Location specified in URL

  • When I open a Program subcategory page with the Classes Listing paragraph WITHOUT a location popup on the page.
  • And I have location=% in the URL.
  • Then the preferred branch cookie should be ignored, regardless of its value.
  • And the filter by location should show the branch from the URL.
  • And the results should be filtered accordingly.

Use case 2: Classes Listing paragraph on a Program subcategory page WITH location popup

2.1 Preferred branch is selected and no location in URL

  • When I open a Program subcategory page with the Classes Listing paragraph WITH a location popup on the page.
  • And I have a preferred branch set (via cookie).
  • And I don’t have location=% in the URL.
  • Then the location popup shouldn’t be shown.
  • And the filter by location should be pre-defined based on the cookie value.
  • And the results should be filtered accordingly.

2.2 Preferred branch is empty and no location in URL

  • When I open a Program subcategory page with the Classes Listing paragraph WITH a location popup on the page.
  • And I don’t have a preferred branch set (cookie is empty).
  • And I don’t have location=% in the URL.
  • Then the filter by location should show “All”.
  • And the results should be shown for all branches.
  • And the location popup should be shown.

2.3 Location specified in URL

  • When I open a Program subcategory page with the Classes Listing paragraph WITH a location popup on the page.
  • And I have location=% in the URL.
  • Then the preferred branch cookie should be ignored, regardless of its value.
  • And the location popup shouldn’t be shown.
  • And the filter by location should show the branch from the URL.
  • And the results should be filtered accordingly.

3.5.14 - Code

The Code paragraph type allows you to embed code snippets, or even embed content from other websites such as YouTube videos. It leverages the Code block type for its functionality.

Fields

NameMachine nameRequiredDescription
Codefield_prgf_code_blockYesBlock reference to a Code block. You can create a new Code block directly from the paragraph edit screen, or select an existing one from the library. The Code block will determine the actual content displayed.

3.5.15 - Featured Blog Posts

The “Featured Blog Posts” paragraph type displays a listing of featured blog posts. It utilizes the openy_prgf_featured_blogs module.

Fields

NameMachine NameRequiredDescription
Headlinefield_prgf_headlineNoHeadline of the banner. This is a simple text field.
Blog Postsfield_fblog_postsYesMultiple values. A reference field that links to Blog posts. The blog posts are sourced from nodes of the “Blog” content type.

Module Information

  • Module: openy_prgf_featured_blogs
  • Description: Provides a dynamic paragraph that renders a featured blog posts listing.
  • Dependencies:
    • drupal:field
    • drupal:node
    • openy_node_blog:openy_node_blog
    • openy_prgf:openy_prgf
    • paragraphs:paragraphs

Templates

The appearance of this paragraph can be customized via Twig templates. The following templates are used by default, and can be overridden in your theme:

  • themes/contrib/openy_rose/templates/paragraph/paragraph--featured-blogs--default.html.twig
  • themes/contrib/openy_lily/templates/paragraphs/paragraph--featured-blogs--default.html.twig
  • themes/contrib/openy_carnation/templates/paragraph/paragraph--featured-blogs--default.html.twig

3.5.16 - Featured Content

The Featured Content paragraph type is used to create dynamic listings of content with various grid layouts. It’s part of the openy_prgf_featured_content module.

Fields

NameMachine nameRequiredDescription
Headlinefield_prgf_headlineNoHeadline of the featured content.
Descriptionfield_prgf_descriptionNoText area for the description/body with WYSIWYG, without summary.
Linkfield_prgf_linkNoLink field that supports internal and external URLs.
Stylefield_prgf_grid_styleYesSelect list defining the number of items per row: 2: 2 items, 3: 3 items, 4: 4 items.
Column descriptionfield_prgf_fc_clm_descriptionNoMultiple values. Text area for column descriptions with WYSIWYG, without summary.

3.5.17 - Featured Highlights

The Featured Highlights paragraph type provides a way to display specific content blocks in a grid layout, with options for 2, 3, or 4 blocks per row.

Fields

NameMachine nameRequiredDescription
Titlefield_prgf_titleNoOptional paragraph title displayed above the grid of blocks.
Stylefield_prgf_grid_styleYesDetermines the number of blocks displayed per row. A select list with the following values: 2: 2 items per row, 3: 3 items per row, 4: 4 items per row.
Featured Highlights blockfield_prgf_block_ref_unlimYesReferences blocks to be displayed in the grid. You can create a new block or select an existing block. Allowed block types: Featured Highlight Block, Basic Block, Simple Block, and Date block. The “Featured Highlight Block” provides a title, link, image, and description for each item.

3.5.18 - Featured News Posts

The Featured News Posts paragraph type displays a set of news articles. It allows content editors to highlight timely and relevant news items on a page. This paragraph leverages the openy_prgf_featured_news module.

Fields

NameMachine nameRequiredDescription
Headlinefield_prgf_headlineNoHeadline for the featured news section. This will appear above the linked news posts.
News Postsfield_fnews_postsYesMultiple values. References existing News posts (nodes of type “News”). The referenced news posts will be displayed in this section.

Usage

  1. When creating or editing a page or content type that supports paragraphs, select the “Featured News Posts” paragraph type.
  2. Enter a “Headline” for the section (optional).
  3. In the “News Posts” field, select one or more existing News posts. Use the autocomplete functionality to search for news posts by title.
  4. Save the paragraph and the parent content.

The selected news posts will now be displayed on the page, under the specified headline. The display of each news post will use the “teaser” view mode.

3.5.19 - Gallery

The Gallery paragraph type is used to display a collection of images, often with accompanying text and links.

Fields

NameMachine NameRequiredDescription
Headlinefield_prgf_headlineYesHeadline of the gallery. Plain text.
Descriptionfield_prgf_descriptionNoWYSIWYG field without summary. Allows for rich text formatting to describe the gallery.
Linkfield_prgf_linkNoLink field for internal and external URLs. Can be used to link to more information.
Imagesfield_prgf_imagesNoEntity reference to media images. Supports multiple images in the gallery.

3.5.20 - Grid columns

This paragraph type is used for the field_grid_columns within the Grid Content paragraph. It defines the structure and fields for individual columns within a grid layout.

Fields

NameMachine nameRequiredDescription
Descriptionfield_prgf_grid_clm_descriptionNoTextarea for the column’s description or body content. Supports WYSIWYG editing, but does not include a summary field.
Headlinefield_prgf_clm_headlineNoHeadline for the grid content within the column.
Iconfield_prgf_clm_iconNoEntity reference to a media asset, typically an image. Recommended to allow uploading of SVGs for scalability.
Icon classfield_prgf_clm_classNoInput field for adding Font Awesome icon classes (e.g., flag, car, info). Overrides the image specified in the Icon field.
Linkfield_prgf_clm_linkNoLink field that supports both internal and external URLs.

3.5.21 - Grid Content

The Grid Content paragraph type is used to create grid layouts within stories.

Fields

NameMachine nameRequiredDescription
Stylefield_prgf_grid_styleYesSelect list with the following values: 2: 2 items per row, 3: 3 items per row, 4: 4 items per row. This determines the number of columns in the grid.
Contentfield_grid_columnsParagraphGrid columns. This field references the Grid columns paragraph type, allowing you to add individual columns to the grid.
Descriptionfield_prgf_grid_clm_descriptionNoTextarea for the column description/body. Supports WYSIWYG editing, but without a summary option.
Headlinefield_prgf_clm_headlineNoHeadline for the grid content column.
Iconfield_prgf_clm_iconNoEntity reference to a media asset, typically an SVG image. Allows uploading of new SVG files.
Icon classfield_prgf_clm_classNoInput field for adding Font Awesome icon classes (e.g., flag, car, info). This will override the image Icon.
Linkfield_prgf_clm_linkNoLink field that supports both internal and external URLs.

3.5.22 - Group Schedules

This is a dynamic paragraph that renders group schedules from the GroupEx Pro system. It leverages the openy_prgf_group_schedules module. This paragraph type allows content editors to embed schedules directly within content, providing users with up-to-date class and activity information.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block that displays the GroupEx Pro schedule. A default value should be set and is configurable in the form display.

3.5.23 - Latest Blog Posts

This paragraph is a dynamic element that displays the most recent blog posts. It’s designed to showcase content that is promoted to the front page.

Key features:

  • Sticky at the top: This ensures the most important blog posts remain visible.
  • Order: Items are ordered by published date, with the newest posts appearing first.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesThis field holds a block reference to the view/block that provides the blog post listing. It is intended to have a default value set and is typically hidden from the form display to simplify content creation and prevent accidental modification of the listing source.

3.5.24 - Latest Blog Posts (Branch)

This dynamic paragraph renders the latest blog posts associated with a specific branch. It displays posts in chronological order, with the newest posts at the top, and utilizes the “sticky at the top” option to highlight important content.

Functionality

This paragraph type automatically filters and displays blog posts based on the branch context in which it is placed. For example, if this paragraph is added to a “Downtown YMCA” branch page, it will only display blog posts associated with the “Downtown YMCA” branch. If placed on a non-branch page, only the headline will be visible.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. This field should have a default value and be hidden in the form display. It determines the view or block used to render the blog posts.

3.5.25 - Latest Blog Posts (Camp)

This paragraph dynamically renders the latest blog posts associated with a specific camp. It displays posts in reverse chronological order (newest first).

Functionality

  • Filtering: Displays only blog posts associated with the current camp. If placed on a non-camp page, only the title will render.
  • Ordering: Blog posts are ordered by published date, with the newest posts appearing at the top.
  • Styling: Blog posts are displayed in a card format.

Usage

This paragraph is typically used in the content area or bottom area of a Camp page to showcase relevant blog content. To use it, select “Latest Blog Posts (Camp)” from the paragraphs dropdown, and enter a header title.

Supported Content Types

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. This field should have a default value and is typically hidden in the form display.

3.5.26 - Latest News Posts

This paragraph type dynamically renders the latest news posts. It is typically used to display news promoted to the front page, ordering them by published date with the newest at the top. The “sticky at the top” option can be used to highlight certain posts.

This paragraph leverages a block reference to display content.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesA block reference to a view or block. A default value should be configured, and the field should be hidden in the form display. This block will contain the actual list of news posts.

3.5.27 - Latest News Posts (Branch)

The “Latest News Posts (Branch)” paragraph type is a dynamic element that displays the most recent news articles associated with a specific branch location. It’s designed to highlight timely and relevant information, ensuring that users are presented with the newest content first.

This paragraph automatically orders news items by their published date, with the most recent articles appearing at the top. Additionally, it utilizes a “sticky at the top” feature, which can be configured in the associated View to keep specific, important news posts prominently displayed.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesThis field is a block reference to a View block that lists news posts. The View should have a default value set and is typically hidden in the form display to simplify content editing. The view should filter by branch.

Module Dependencies

This paragraph type is provided by the openy_prgf_news_branch module, which has the following dependencies:

  • field: Part of Drupal core.
  • node: Part of Drupal core.
  • openy_loc_branch: Open Y Branch Location module.
  • openy_node_news: Open Y News Node module.
  • openy_prgf: Open Y Paragraphs base module.
  • paragraphs: Paragraphs module for creating structured content.
  • plugin: Part of Drupal core.
  • user: Part of Drupal core.
  • views: Part of Drupal core.
  • views_infinite_scroll: Views Infinite Scroll module for paginating results.

3.5.28 - Latest News Posts (Camp)

This paragraph type dynamically renders the latest news posts associated with a specific camp. It displays news articles in reverse chronological order (newest first) and can utilize a “sticky” option to highlight certain posts at the top of the list.

Functionality

This paragraph is designed to be placed on a Camp page. When placed on a Camp page, it will display only news posts associated with that specific camp. If placed on a non-Camp page, it will display only the title (if one is configured).

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block that displays the news posts. A default value should be configured for this field, and it should typically be hidden in the form display to prevent accidental modification.

3.5.29 - Limited Time Offer

This Paragraph type is used to add a limited-time offer section to a page, often the home page, and is based on a Landing Page Content Type.

Fields

NameMachine nameRequiredDescription
Subtitlefield_lto_subtitleNoEnter the subtitle for the limited-time offer.
Linkfield_lto_linkNoAdd a link for the limited-time offer.
Titlefield_lto_titleYesEnter the title for the limited-time offer.

3.5.30 - Location finder

This paragraph describes the Location finder paragraph type, which renders a block.

The Location finder block displays locations such as branches, camps, and facilities using a map and associated views. It may also include a filter block. For the Location finder block and Location finder filter block, see the Open Y Map documentation.

Fields

NameMachine nameRequiredDescription
Location finderfield_prgf_location_finderNoBlock reference to the location_finder block. It should have a default value and be hidden in the form display. This block renders the location map.

3.5.31 - Location Finder Filters

This paragraph renders the Location Finder map with pins and filters. It allows users to filter locations displayed on the map based on tags or other criteria.

Fields

NameMachine nameRequiredDescription
Location Finderfield_prgf_location_finderNoBlock reference to the location_finder block. This field should have a default value and be hidden in the form display to prevent direct user modification.
Tags Stylefield_prgf_lf_tags_styleYesDetermines the style of tags used for the map tags filter. Options include:
- Checkboxes (default)
- Multiselect widget with checkboxes.

3.5.32 - Membership Information Paragraph

This document describes the “Membership Information” paragraph type, which is used to display membership details such as location, link, fees, and rates. This paragraph is intended for use in the Membership content type.

Fields

NameMachine nameRequiredDescription
Locationfield_mbrshp_locationNoSelect list with locations (branches). Single value.
Linkfield_mbrshp_linkNoLink field to provide the membership redirect URL.
Join Feefield_mbrshp_join_feeNoDollar value representing the one-time fee to join.
Monthly Ratefield_mbrshp_monthly_rateNoDollar value representing the recurring monthly membership fee.

3.5.33 - Microsites Menu

This paragraph type provides a microsites menu block.

Fields

NameMachine nameRequiredDescription
Menu Blockfield_prgf_block_refYesBlock reference to the view/block. Create a new one or select an existing menu block. See the Blocks documentation for more information.
Hide Main Menufield_prgf_ms_menu_hide_menuNoDetermines whether to hide the main website menu when this microsites menu is displayed.

3.5.34 - News Posts Listing

This dynamic paragraph renders the latest news posts and utilizes exposed filters, allowing users to refine the displayed content.

The available filters are:

  • Location
  • Category
  • Text

The News Posts Listing also features a “sticky at the top” option, ensuring important news remains visible. Items are ordered by published date, with the newest posts appearing first. This functionality relies on the Views module.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the View block. This should have a default value configured in the Paragraph type and hidden in the form display.

3.5.35 - Program Registration (Daxko)

This paragraph renders the Programs Search Block.

The Programs Search Block provides a form to search programs from Daxko.

Related topics: Daxko

Important: The Daxko and Program Registration (Daxko) configurations must be set up before the Program Registration paragraph will work.

Configuration settings are located at /admin/config/development/daxko/programs-search. You must have the administer daxko permission to configure these settings. See the Daxko settings documentation for more information on configuring the connection to Daxko.

Fields

NameMachine nameRequiredDescription
Program registration blockfield_prgf_reg_blockNoBlock reference to the programs_search_block block. Should have a default value and should be hidden in the form display.

3.5.36 - Promo Card

The Promo Card is a Paragraph type used to create promotional content. It is often used in sidebars or other secondary areas of a page.

Fields

NameMachine nameRequiredDescription
Titlefield_prgf_titleNoOptional title for the Promo Card. Displayed above the Headline.
Headlinefield_prgf_headlineYesHeadline of the Promo Card. Displayed below the Title.
Descriptionfield_prgf_descriptionNoA WYSIWYG field for the main content of the Promo Card. Does not support summaries.
Linkfield_prgf_linkNoA link field for internal and external links. Supports a call to action.

3.5.37 - Schedule search form

This paragraph renders the session instance filters for the [Schedule search list](Schedule search list.md). It provides a dynamic form allowing users to filter session instances based on various criteria. The form is rendered using the SchedulesSearchFormBlock plugin, which utilizes the SchedulesSearchForm form.

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. This field stores a reference to a block, typically a view or another block, that provides the search form. It should have a default value and should be hidden in form display. The default value should be the schedules_search_form_block plugin.

Usage

This paragraph is typically used in conjunction with the [Schedule search list](Schedule search list.md) paragraph to provide a filtering mechanism for session instances. It is rendered using the SchedulesSearchFormBlock plugin.

Technical Details

  • Plugin ID: schedules_search_form_block
  • Class: Drupal\openy_schedules\Plugin\Block\SchedulesSearchFormBlock
  • Form: Drupal\openy_schedules\Form\SchedulesSearchForm

3.5.38 - Schedule search list

This dynamic paragraph renders the session instances based on URL parameters and/or filters from the [Schedule search form](Schedule search form.md).

Relates to [Branches Popup (All)](Branches Popup (All).md).

Fields

NameMachine nameRequiredDescription
Blockfield_prgf_blockYesBlock reference to the view/block. Should have a default value and should be hidden in the form display.

Use Cases

Use Case 1: Schedule search list paragraph on a page WITHOUT a location popup paragraph

1.1 Preferred branch is selected and no location in URL
  • When I open the Schedule search list page WITHOUT a location popup on the page
  • And I have a preferred branch
  • And I don’t have location=% in the URL
  • Then the filter by location should be predefined based on the cookie
  • And the results should be filtered
1.2 Preferred branch is empty and no location in URL
  • When I open the Schedule search list page WITHOUT a location popup on the page
  • And I don’t have a preferred branch
  • And I don’t have location=% in the URL
  • Then the filter by location should show “All”
  • And the results should be shown for all branches
1.3 Location specified in URL
  • When I open the Schedule search list page WITHOUT a location popup on the page
  • And I have location=% in the URL
  • Then we skip the cookie, whether it is empty or exists
  • And the filter by location should show the branch from the URL
  • And the results should be filtered

Use Case 2: Schedule search list paragraph on a page WITH a location popup

2.1 Preferred branch is selected and no location in URL
  • When I open the Schedule search list page WITH a location popup on the page
  • And I have a preferred branch
  • And I don’t have location=% in the URL
  • Then the location popup shouldn’t be shown
  • And the filter by location should be predefined based on the cookie
  • And the results should be filtered
2.2 Preferred branch is empty and no location in URL
  • When I open the Schedule search list page WITH a location popup on the page
  • And I don’t have a preferred branch
  • And I don’t have location=% in the URL
  • Then the filter by location should show “All”
  • And the results should be shown for all branches
  • And the location popup should be shown
2.3 Location specified in URL
  • When I open the Schedule search list page WITH a location popup on the page
  • And I have location=% in the URL
  • Then we skip the cookie, whether it is empty or exists
  • And the location popup shouldn’t be shown
  • And the filter by location should show the branch from the URL
  • And the results should be filtered

3.5.39 - Secondary Description and Sidebar

The Secondary Description and Sidebar paragraph type is designed for content layouts featuring a left column (secondary description) and a right column (sidebar). Both columns utilize blocks for flexible content placement.

Fields

NameMachine NameRequiredDescription
Left Columnfield_prgf_left_column_blockNoA block reference field for the left column, often used for a secondary description. You can select from existing blocks or create a new one. Supported block types: Basic Block, Code Block, Date Block, or Simple Block.
Right Columnfield_prgf_right_column_blockNoA block reference field for the right column, typically used as a sidebar. You can select from existing blocks or create a new one. Supported block types: Basic Block, Code Block, Date Block, or Simple Block.

Note: Blocks provide a modular way to organize and display content within the columns. Consider using Basic Blocks for standard text and media, Code Blocks for displaying code snippets, Date Blocks for event dates, and Simple Blocks for streamlined content elements. You can create these blocks in the “Blocks” section of the administrative interface. The “Block Content” module allows you to manage block types and content blocks. The block description is an identification name for a block, which is shown in the administrative interface and not displayed on the site. The block title is the heading that is optionally shown to site visitors when the block is placed in a region.

3.5.40 - Session Time

The Session Time paragraph is used within the Session content type to define the schedule for a session. It allows you to specify the date and time range, as well as the days of the week the session repeats.

Fields

NameMachine nameRequiredDescription
Date & Timefield_session_time_dateNoThis field uses the Datetime Range module to create a date/time field with start and end date/time options. This defines the period when the session is active. For example, January 1, 2024, to January 1, 2025.
Daysfield_session_time_daysNoCheckboxes to select the days of the week the session repeats. Available options: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday. If a date range and a day are selected, the session will occur on that day of the week within the specified date range.
Session time overridefield_session_time_overrideNoUse this field to override the session time to text.

3.5.41 - Simple Content

The Simple Content paragraph type is used for adding formatted text to pages. It provides a WYSIWYG editor for rich text input.

Fields

NameMachine nameRequiredDescription
Contentfield_prgf_descriptionYesWYSIWYG editor for formatted text content.

3.5.42 - Small Banner

The Small Banner paragraph type is used to display banner content in a compact format.

Fields

NameMachine nameRequiredDescriptionNotes
Colorfield_prgf_colorYesReference field for choosing a color from the “Color” vocabulary.Used for the banner’s background color.
Headlinefield_prgf_headlineYesHeadline of the Small Banner.Plain text, maximum 255 characters.
Imagefield_prgf_imageNoEntity reference to a media image.Single value. Recommended image dimensions: [TBD].
Descriptionfield_prgf_descriptionNoWYSIWYG field for the banner’s description, supports rich text formatting.No summary option. Use sparingly to maintain a clean banner appearance.

3.5.43 - Social Post Listing

This paragraph type renders the latest social posts imported from social networks and displays them in a masonry grid. It leverages a View block to select and format the posts.

Fields

NameMachine nameRequiredDescription
Titlefield_prgrf_sl_titleNoTitle for the social posts block. This is a plain text field.
Descriptionfield_prgrf_sl_descriptionNoDescription for the social posts block. This field supports longer text and can be used for introductory content.
Social Listfield_prgrf_sl_blockNoReference to a View block. This block is configured to select social posts and display them.

Details about the Social List (field_prgrf_sl_block) View Block:

  • View: social_posts_view
  • Block Display: social_posts_block
  • This view selects nodes of the social_post content type.
  • The view provides an administrative interface at admin/social-posts to manage social posts.
  • The view displays the platform, ID, post content, and posted date for each social post.

3.5.44 - Social Share Icons

This paragraph type was used to add social media share icons, leveraging the AddThis service.

Important: The AddThis service has been deprecated as of May 31, 2023. This paragraph type no longer functions. See Using AddToAny for its replacement.

See more How to configure AddThis

Fields

NameMachine nameRequiredDescriptionNotes
Titlefield_prgrf_sl_titleNoBlock title.You can add text here if your block needs a title.
Descriptionfield_prgrf_sl_descriptionNoBlock Description.You can add text here if your block needs a description.
Blockfield_prgrf_sl_blockYesSelect a social sharing plugin.

3.5.45 - Story Card

The Story Card is a Paragraph type designed for use in sidebars, featuring a title, headline, and a link that turns the entire card into a call to action. This paragraph type is commonly used to highlight specific information or direct users to related content.

Fields

NameMachine nameRequiredDescription
Titlefield_prgf_titleNoTitle of the Story Card.
Headlinefield_prgf_headlineYesHeadline of the Story Card. A quotation mark will be displayed to the left of your headline in the Lily and Rose themes.
Linkfield_prgf_linkNoLink field that stores an internal or external URL. The entire card becomes the link, so use link text that encourages users to click.

Usage Notes

  • Themes: The Story Card Paragraph renders with specific styling in the Lily and Rose themes, including a border. It may not have the same visual emphasis in other themes like Carnation.

  • Best Practices: To enhance usability, consider adding a > or other special character to the link text to visually indicate it’s a clickable link.

  • Content Types: Story Cards are primarily designed for use in the sidebar region of content types, including:

    • Landing Page
    • News Post
    • Blog Post
    • Facility
    • Program
    • Program Subcategory

Advanced

  • Custom CSS: To disable the quotation mark in the headline area (Lily and Rose), use the following CSS:

    .story-card .quote svg {
      display: none;
    }
    

3.5.46 - Teaser

The Teaser paragraph type is used to create visually engaging previews of content, often linking to more detailed information. It typically includes a title, image, short description, and a link.

Fields

NameMachine nameRequiredDescription
Titlefield_prgf_titleNoThe title of the teaser. This is often displayed prominently.
Imagefield_prgf_imageNoA reference to a media image. This field accepts a single image to visually represent the teaser content.
Descriptionfield_prgf_descriptionNoA WYSIWYG field (What You See Is What You Get) allowing formatted text input for a brief description of the teaser content. A summary is not supported for this field.
Linkfield_prgf_linkNoA link field that stores internal and external URLs. This allows the teaser to link to other content within the site or external resources.

Usage

Teaser paragraphs are commonly used on landing pages, content hubs, and in listing pages to promote specific articles, products, or sections of a website. They provide a concise overview and encourage users to explore further. The field_prgf_link will take the user to the page that the Teaser is promoting.

Best Practices

  • Image Dimensions: Use appropriately sized images to ensure optimal display and page load times.
  • Concise Descriptions: Keep descriptions brief and focused on highlighting the key benefits or features of the linked content.
  • Clear Call to Action: The link text should clearly indicate the destination and encourage user interaction (e.g., “Read More,” “Learn More,” “View Details”).

3.5.47 - Webform

This is a paragraph type used for embedding webforms within content. It allows you to add existing webforms to a page.

Prerequisites

  • You must have already created your webform using the Webform module before embedding it. This paragraph type does not create a new webform.
  • Consider reviewing the Drupal Webform Tutorials (by Jacob Rockowitz) for comprehensive guidance on creating and managing webforms.

How to Use the Webform Paragraph

  1. Add the Webform Paragraph: Select “Webform” from the available paragraph types when editing a content item.

  2. Select the Webform: Choose the desired webform from the “Embedded Webform” field. This field displays a list of available webforms created using the Webform module.

    Webform paragraph admin fields

  3. Configure Webform Status: Use the “Webform status” field to control the webform’s availability:

    • Open: Allows users to submit the webform.
    • Closed: Prevents new submissions. Existing submissions remain accessible.
    • Scheduled: Set open and close dates for the webform.
  4. Default Webform Submission Data (Optional): The “Default webform submission data (YAML)” field allows you to pre-populate webform fields with default values.

    • Enter YAML code to define the default values.
    • This is useful for providing guidance or setting common values for users.
    • Consult the YAML specification for correct syntax.

Fields

NameMachine nameRequiredDescription
Embedded Webformfield_prgf_webformNoWebform entity reference field. Select the webform you want to embed.
Default webform submission data (YAML)field_prgf_webform_default_dataNoYAML code to pre-populate webform fields with default values.
Webform statusfield_prgf_webform_statusNoControls the availability of the webform. Options: Open, Closed, or Scheduled.

Content Types That Support Webform

3.6 - Taxonomy

3.6.1 - Amenities

This vocabulary is used to categorize branch amenities. It is used to tag Branch content.

Machine name: amenities

To manage the available amenities, navigate to: admin/structure/taxonomy/manage/amenities/overview.

3.6.2 - Area

The Area vocabulary is used to categorize location areas on the site. This vocabulary is used by the Location Branch and Facility content types to classify the areas they serve. Areas can represent neighborhoods, regions, or any other relevant geographical or logical division.

Machine name: area

Details:

  • This vocabulary is implemented as a taxonomy.
  • Terms within this vocabulary are referenced by the field_location_area field on the Location Branch and Facility content types.
  • Consider using a hierarchical structure for your Area taxonomy to allow for more granular categorization (e.g., Continent > Country > Region > City > Neighborhood).
  • When creating terms, ensure that the names are clear, concise, and representative of the area they describe. Use title case for term names (e.g., “Downtown”).

Related Content Types:

3.6.3 - Blog Category

This is a vocabulary that will be used for adding blog categories on the site. A vocabulary is a set of taxonomy terms. Taxonomy terms are used to classify website content.

Machine name: blog_category

Definition: A vocabulary for categorizing blog posts. Individual categories are known as terms.

See also:

3.6.4 - Color

This is a vocabulary used for adding colors. It is typically used as a reference field in other content types, such as Paragraphs.

Machine name: color

Fields

NameMachine nameRequiredDescription
Namedrupal's defaultYesColor name.
Colorfield_colorYesColor selector. This usually provides a color picker interface.

3.6.5 - Facility Type

This is a vocabulary used for categorizing facilities on the site, specifically for the Facility content type.

Machine name: facility_type

3.6.6 - Media Tags

This vocabulary is used for adding media tags, which allow you to structure your media assets library. These tags are crucial for organizing, searching, and managing your media files effectively within the system.

Machine name: media_tags

Media tags, when applied correctly, enhance the discoverability and reusability of your media assets. They provide a controlled vocabulary for categorizing different types of media, such as images, videos, audio files, and documents. This categorization enables efficient filtering and sorting within the media library.

Consider the following benefits of using media tags:

  • Improved Search: Users can quickly locate specific media assets by searching for relevant tags.
  • Enhanced Organization: Media assets are neatly categorized, making it easier to browse and manage the library.
  • Content Relationships: Tags can define relationships between different media items, showcasing related content.
  • Workflow Automation: Automate media processing tasks based on assigned tags.

Best Practices

  • Consistency: Use consistent tagging practices across all media assets.
  • Specificity: Choose the most specific tags that accurately describe the media.
  • Relevance: Ensure that tags are relevant to the content of the media asset.
  • Hierarchy: When creating tags, it’s important to have a hierarchy so that filtering and searching can find all of the related tags.

By implementing a well-defined media tagging strategy, you can significantly improve the usability and effectiveness of your media asset library.

3.6.7 - News Category

This vocabulary is used for categorizing news articles on the site. Taxonomy terms are grouped into vocabularies. This vocabulary provides a predefined set of categories for news content, ensuring consistency and facilitating content organization and filtering.

Machine Name: news_category

Description:

  • Used to classify news content.
  • Terms within this vocabulary can be used to create lists of related articles, filter news feeds, and improve site navigation.
  • Allows content editors to assign one or more categories to each news item.

Usage:

  1. The news_category vocabulary is used with a “Taxonomy term” reference field attached to the “News” content type.
  2. When creating or editing a news article, users can select relevant categories from the available terms in this vocabulary.

See Also:

4 - Development

Welcome to the development corner of the YMCA Website Services distribution. This section contains resources and guidelines for developers, QA engineers, and YMCA associations involved in the development and maintenance of YMCA Website Services.

For YMCA Associations

For Developers

For QA Engineers


Community Guidelines

Best Practices

Getting Started with YMCA Website Services Development

Whether you are just getting started with YMCA Website Services or need to test a feature in a stable environment, the YMCA Website Services Core Team maintains a number of Sandboxes that you can use.

Processes & Components

Environment Setup

Contributing to YMCA Website Services

Working with Existing Functionality

Adding and Removing Functionality

Dependency Management

Decoupling YMCA Website Services

Ongoing Maintenance

Releases

Update Processes & Notices

These documents are for old versions of YMCA Website Services but may contain useful information for troubleshooting future update issues.

4.1 - Onboarding

Welcome to YMCA Website Services

List of migrated repositories/projects

In 2022, maintenance of the distribution moved from Open Y LLC to Y-USA. With this, repository locations have changed:

How to start developing YMCA Website Services

To get a copy of the latest development version of the distribution, follow the steps in the YUSA OpenY README.

YMCA Website Services has a modular structure. If you plan changes to a specific component, create a Pull Request/Merge Request in the respective project or repository, based on the component’s composer.json data.

To test a specific component, create a PR to yusaopeny and add a reference in composer.json of YMCA Website Services so the build system starts using the updated component.

QA sandboxes for YMCA Website Services

The YMCA Website Services core team manages sandboxes for various configurations of the distribution. These sandboxes facilitate evaluation, QA, and issue investigation.

How to start developing Virtual Y

Get started with the README

QA sandboxes for Virtual Y

How to start developing Membership Framework

Get started with the README

QA sandboxes for Membership Framework

How to start developing Activity Finder

Activity Finder is installed with the distribution by default.

Get started with the README

QA Sandboxes for Activity Finder

4.2 - 3rd-party dependencies

YMCA Website Services’s system requirements generally track those of Drupal with some occasional more opinionated recommendations. YMCA Website Services leverages many other open source frameworks including, but not limited to, the ones listed below. These dependencies are reviewed periodically for new features and deprecations.

General Requirements

Supported versions may differ based on your Drupal version. Refer to Drupal’s documentation for specific version compatibility.

Recommended for advanced functionality, but not required:

  • Apache SOLR search server
    • Version 4.9.1 and version 8 have been tested for Activity Finder. Other versions are works in progress.

For high load/performance sites

See also Drupal’s recommendations for managing site performance and scalability.

For development

See our installation instructions for a full walkthrough of these tools.

Software libraries and frameworks

4.3 - Acceptance Testing

YMCA Website Services is a large distribution with a significant number of modules, components, subsystems, and business processes. Therefore, we must take appropriate steps to ensure the stability of major functionality during development.

For automated tests, we have created a General Checks template on GitHub. Every developer should follow this template to get review approval from the YMCA Website Services core team. However, General Checks are for testing functionality related to the current proposed change only and are not intended for Regression Testing.

For regression testing, Behat tests are provided automatically on each build by the YMCA Website Services community.

Every pull request should include a testing plan before being released into YMCA Website Services. This plan should cover the testing of all workflows and functionality to ensure they continue to work with any new code or changes implemented. Conflicts can occur between elements of YMCA Website Services, Drupal modules, and Drupal core. Pull request testing plans increase productivity and decrease the effort required for manual Acceptance Testing of upcoming releases. The testing plan should cover specific features and functionality that are likely to cause regression issues post-release or post-upgrade to the latest version of YMCA Website Services after the new code is implemented.

Example of a testing plan: If the Drupal core is updated, gather all Drupal core Release Notes since the last core upgrade for YMCA Website Services and analyze the important issues fixed.

For example, if you are upgrading from version 8.4.0 to 8.4.4:

This means that the following systems should be tested:

  • Multilingual
  • PostgreSQL support
  • Migration
  • Taxonomy
  • CKEditor
  • Composer

This list can be extended by analyzing the YMCA Website Services distributions’ important parts that depend on the subsystems listed above. Spending time on every module with a taxonomy dependency is not required, but testing at least one impacted module to ensure it is still working post-implementation is essential. If a Behat test is already created for the subsystem in a list, a manual test can be skipped if the build is not failing due to the module or element covered in the associated Behat test.

How to choose which modules to test: Modules can be randomly selected from the list of impacted systems, or one of the oldest modules in an impacted system. Older modules that have not received recent or regular updates are more likely to have regression issues caused by a minor change.

The oldest modules (contrib modules) with dependencies from the above list should also be updated. However, to improve productivity, initiate these updates only if there is a security issue or a module has stopped working because the subsystems are being updated within an upcoming release. If a module update creates more issues than the older version of said module, it is better to keep the old module and fix the associated regression bug.

Tip: A new module version usually contains a bug fix, so adding a patch from Drupal.org to the YMCA Website Services distribution’s composer.json is preferred to releasing the distribution. Remember to create a follow-up task for updating the module after the release.

After creating a list of modules that could introduce regression issues, following the Quick-start section of the modules’ README files (usually shipped with modules) is highly recommended.

Example for the location_finder.

If a module has no Quick-start or Acceptance testing section in its README, testing at least one place where the module’s functionality should be working is essential. Adding these manual test steps as a follow-up task ( new issue) or creating a Pull Request with changes to the README in the YMCA Website Services repository is highly recommended. For performance, adding step-by-step how-to instructions to the respective modules’ README.md file is highly recommended. Writing a couple of lines of documentation takes only a few minutes and will greatly help others with future contributions and changes.

Optionally, adding a Drupal tour for the how-to instructions created in the README will benefit future YMCA Website Services users and developers. Having a tour for the business functionality is highly recommended to ship with the component, creating in-site visual guided documentation and helping to decrease the time for Acceptance testing.

Lastly, adding Behat tests to the system will ensure functionality is tested on every pull request and every CI build in the future.

Rule

Every release of YMCA Website Services since 8.1.9 should include a list of subsystems changed in the release for the community to be aware of possible regressions on their end.

4.4 - Anti-spam Protection

To protect YMCA Website Services customers, anti-spam protection based on CAPTCHA and Google reCAPTCHA is included in the YMCA Website Services core. This solution leverages the CAPTCHA and reCAPTCHA Drupal modules.

Understanding CAPTCHA and reCAPTCHA

  • CAPTCHA: A challenge-response test used to determine whether the user is human. It blocks form submissions by spambots, which are automated scripts that post spam content. The CAPTCHA module provides this feature to virtually any user-facing web form.
  • reCAPTCHA: A free service from Google that protects your website from spam and abuse while letting real people pass through with ease. It uses an advanced risk analysis engine and adaptive CAPTCHAs to keep automated software from engaging in abusive activities on your site.

Configuration

  1. Install and Enable Modules: Install both the CAPTCHA module and the reCAPTCHA module. Enable them in the Extend administration page (/admin/modules).
  2. reCAPTCHA Settings: Configure reCAPTCHA settings at /admin/config/people/captcha/recaptcha. You’ll need a Site key and a Secret key.
  3. Get API Keys: Register your website at the reCAPTCHA Admin console to obtain your Site key and Secret key.
  4. Enter API Keys: Input the Site key and Secret key into the reCAPTCHA settings form.
  5. CAPTCHA Settings: Configure where you want the CAPTCHA/reCAPTCHA to appear on your site at /admin/config/people/captcha.

Additional Spam Protection

In most cases, the above configuration protects you from most spam. However, human-entered spam may require additional protection.

  • Blacklist Logic: Implement blacklist logic to block email domains frequently used in spam messages.
  • Protected Submissions Module: Consider using the Protected Submissions module to harden all submissions on a site with a list of stop words and per-language settings.

Virtual Y Use Case

For Virtual Y, the simple_recaptcha module is used to address caching issues and may be suitable in similar cases. The standard CAPTCHA + reCAPTCHA module combination has sometimes presented reliability issues. Replacing those modules with “Simple reCAPTCHA” may resolve those issues.

4.5 - Code of Conduct and Best Practices

The YMCA Website Services community aims to build from the methods and best practices of other open-source projects, such as the Drupal community and the Drupal Ukrainian community.

Bylaws

For the OpenY distribution, we have a Terms of Use and Participant Agreement.

Development

To understand how we use and develop technologies, refer to the documents below:

JavaScript Code Standards

4.6 - Code Review Quality Best Practices

This document supplements our Code of Conduct and Best Practices. It provides technical and in-depth guidelines for specific cases discussed during code quality reviews by the YMCA Website Services team. All code should be reviewed by 1-2 developers before being merged into the YMCA Website Services codebase.

General Rules

Components in YMCA Website Services (modules, themes, or other code structures) should be reusable and atomic whenever possible. Bundle all features, content types, settings, and styles to create cohesive components.

  1. General naming conventions
    1. Features module naming
      1. openy_${entity_type|abbr}_${entity_bundle|abbr}_${feature|optional}
        1. Example: openy_node_blog_feature
        2. openy_prgf_sc_feature -> OpenY Paragraph Simple Content (name within yml)
    2. Fields naming (<=20 chars)
      1. field_${entity_type|abbr}_${entity_bundle|abbr}_{name|abbr}
        1. Example: field_prgf_sc_body
    3. All descriptions are mandatory!
  2. Module naming conventions - Choose the name from this list, depending on the context:
    1. ${project_name|abbr}_${business_name|abbr} - when the code looks like legacy and has specifics that are not ready to be open-sourced.
    2. openy_${business_name|abbr} - when the code is ready to be extracted to an OpenY package.
    3. ${business_name} - when the code is so abstract that it has no connection to OpenY and is ready to be hosted on Drupal.org as an independent project.

Code Sharing

To support community reuse, the MODULE-NAME should relate to the module’s business logic. Avoid creating modules by abstracting them out of the business context. Modules shared to Drupal.org from past projects were shareable because they represented a feature tied to a business need. For example:

  • personify - module for SOAP related methods for working with Personify API
  • acrypt - Asymmetric crypt algorithm

and so on.

PHP

Return Early Pattern

To improve readability in functions and methods, return early if simple conditions can be checked at the beginning of a method:

<?php

function foo($bar, $baz)
{
    if ($foo) {
        // logic goes here
        return $calculated_value;
    } else {
        return null;
    }
}
?>

Returning early reduces indentation and cognitive load.

<?php

function foo($bar, $baz)
{
    if (!$foo) {
        return null;
    }

    // logic goes here
    return $calculated_value;
}
?>

Define Early Pattern

When a condition aims to change a variable’s value without additional logic, define the variable early and change it based on conditions, avoiding if else elseif structures.

Before:

<?php
if ($a == 'hello') {
 $text = 'Welcome to site';
}
else {
 $text = 'Register please';
}
?>

After:

<?php
$text = 'Register please';
if ($a == 'hello') {
 $text = 'Welcome to site';
}
?>

Null Checks with isset()

isset() verifies if a variable is set and not null. Additional verification against NULL is unnecessary.

Before:

<?php
...
'video' => (isset($feed['profile_media_videos']) || $feed['profile_media_videos'] != NULL) ? $feed['profile_media_videos'] : '',
...
?>

After:

<?php
...
'video' => (isset($feed['profile_media_videos'])) ? $feed['profile_media_videos'] : '',
...
?>

Dependency Injection

Use dependency injection instead of calling methods from services statically for decoupled and easier-to-upgrade code in Drupal 8+.

See the Drupal API Overview of the Dependency Injection Container and Services.

Before:

<?php
...
$node = Drupal::entityTypeManager()->getStorage('node')->load($result->getField('nid')->getValues()[0]);
...
?>

After:

<?php
...

$node = $this->entityTypeManager->getStorage('node')->load($result->getField('nid')->getValues()[0]);
...
?>

Creating Meaningful Log Messages

Write meaningful log messages with proper context to provide useful logging for site managers.

Before:

<?php
...
        if($type == 'program') {

          if ($feed['profile_media_videos'] != NULL || $feed['profile_media_images'] != NULL) {
          \Drupal::logger('272')->notice($type);
...
?>

After:

<?php
...
        if($type == 'program') {

          if ($feed['profile_media_videos'] != NULL || $feed['profile_media_images'] != NULL) {
          \Drupal::logger('form_import')->notice("FORM IMPORT: type is $type");
...
?>

Maintaining an Upgrade Path

Add all configuration changes to appropriate hook_update_N functions to update existing environments. We suggest using the Config Importer and Tools package for working with hook_update_N.

Install Files

openy.install in Profile

Place updates related to the distribution in general and not specific to any feature in this file.

  • Enable/Disable module
  • General configs

openy_*.install in Modules

If you update a configuration for a specific feature, put the updates in the appropriate module’s install file.

Config Management

Revert Only Specific Property from Config

This is the preferred method for updating configurations, resulting in fewer conflicts when upgrading customized YMCA Website Services instances.

You can update only part of the full config with the Config Importer module.

Use the openy_upgrade_tool.param_updater service to update a specific property in config:

  1. Find the module where your config lives.
  2. Create a new hook_update_N in the openy_*.install file.
  3. Add the update code to that hook (for example):
<?php
$config = drupal_get_path('module', 'openy_media_image') . '/config/install/views.view.images_library.yml';
$config_importer = \Drupal::service('openy_upgrade_tool.param_updater');
$config_importer->update($config, 'views.view.images_library', 'display.default.display_options.pager');
?>

Where:

  • $config variable contains the path to the config file.
  • views.view.images_library - config name
  • display.default.display_options.pager - config specific property (you can set value from a nested array with variable depth)

Revert Full Configs

This method involves extensive config file manipulation and increases upgrade time.

Use the openy_upgrade_tool.importer service to update a full config or several configs from a directory:

<?php
$config_dir = drupal_get_path('module', 'openy_media_image') . '/config/install';
$config_importer = \Drupal::service('openy_upgrade_tool.importer');
$config_importer->setDirectory($config_dir);
$config_importer->importConfigs(['views.view.images_library']);
?>

Where:

  • $config_dir - path to directory with config files
  • views.view.images_library - config name

You can also update several configs from a directory:

<?php
$config_importer->importConfigs([
  'views.view.images_library',
  'views.view.example_view',
]);
?>

JavaScript Includes

JavaScript Includes Example

4.7 - Colorways

What goes into making the selectable colorways in Layout Builder.

CSS Variables

Base Variables

We start by defining a base set of colors based on the “Y Color Wheel and Neighbored Color Zones” from the “Websites & Platforms Style Guide”, available in the YMCA Brand Resource Center. These colors are used to create the color palettes available in the Layout Builder.

A color wheel with labels corresponding to the official YMCA colors.

Note: RGB variable values are not complete color definitions and must be wrapped in rgb{a}(), like background-color: rgb(var(--ylb-color-rgb-red-dark), 0.5);. This allows you to control the opacity of the color.

:root {
    --ylb-color-red-dark: #a92b31;
    --ylb-color-rgb-red-dark: 169, 43, 49;
    --ylb-color-red: #ed1c24;
    --ylb-color-rgb-red: 237, 28, 36;
    --ylb-color-red-light: #f15922;
    --ylb-color-rgb-red-light: 241, 89, 34;
    --ylb-color-orange-dark: #dd5828;
    --ylb-color-rgb-orange-dark: 221, 88, 40;
    --ylb-color-orange: #f47920;
    --ylb-color-rgb-orange: 244, 121, 32;
    --ylb-color-orange-light: #fcaf17;
    --ylb-color-rgb-orange-light: 252, 175, 23;
    --ylb-color-green-dark: #006b6b;
    --ylb-color-rgb-green-dark: 0, 107, 107;
    --ylb-color-green: #01a490;
    --ylb-color-rgb-green: 1, 164, 144;
    --ylb-color-green-light: #20bdbe;
    --ylb-color-rgb-green-light: 32, 189, 190;
    --ylb-color-blue-dark: #0060af;
    --ylb-color-rgb-blue-dark: 0, 96, 175;
    --ylb-color-blue: #0089d0;
    --ylb-color-rgb-blue: 0, 137, 208;
    --ylb-color-blue-light: #00aeef;
    --ylb-color-rgb-blue-light: 0, 174, 239;
    --ylb-color-purple-dark: #5c2e91;
    --ylb-color-rgb-purple-dark: 92, 46, 145;
    --ylb-color-purple: #92278f;
    --ylb-color-rgb-purple: 146, 39, 143;
    --ylb-color-purple-light: #c6168d;
    --ylb-color-rgb-purple-light: 198, 22, 141;
    --ylb-color-white: #FFFFFF;
    --ylb-color-rgb-white: 255, 255, 255;
    --ylb-color-light-grey-1: #f2f2f2;
    --ylb-color-rgb-light-grey-1: 242, 242, 242;
    --ylb-color-light-grey-2: #e7e7e7;
    --ylb-color-rgb-light-grey-2: 231, 231, 231;
    --ylb-color-light-grey-3: #cccccc;
    --ylb-color-rgb-light-grey-3: 204, 204, 204;
    --ylb-color-grey-1: #636466;
    --ylb-color-rgb-grey-1: 99, 100, 102;
    --ylb-color-grey-2: #4F4F4F;
    --ylb-color-rgb-grey-2: 79, 79, 79;
    --ylb-color-grey-3: #3F4042;
    --ylb-color-rgb-grey-3: 63, 64, 66;
    --ylb-color-dark-grey-1: #2F2F2F;
    --ylb-color-rgb-dark-grey-1: 47, 47, 47;
    --ylb-color-dark-grey-2: #231F20;
    --ylb-color-rgb-dark-grey-2: 35, 31, 32;
    --ylb-color-black: #000000;
    --ylb-color-rgb-black: 0, 0, 0;
}

Colorway Variables

Each colorway is built upon four core colors derived from the base color palette:

  • PrimaryColor: The main color for the colorway.
  • SecondaryColor: A complementary color to the primary.
  • TertiaryColor: Another complementary color, providing additional visual interest.
  • PartnerColor: A contrasting color, often used for buttons and calls to action.

These four colors are used to style the majority of page elements. Each variable is prefixed with ws to denote “Website Services”. RGB versions of these colors are also provided for use with rgba() styles.

In addition to the main colors, five more variables are used to define the YMCA logo gradients:

  • LogoChevronDark
  • LogoChevronMid
  • LogoChevronLight
  • LogoTriangleDark
  • LogoTriangleLight

Important: These Logo variables should only be used for styling the YMCA logo. They are not intended for use in other page components. The Canadian Y logo does not change colors, and therefore these extra colors are not needed for Canadian colorways.

Here’s a complete list of the colorway variables:

--wsPrimaryColor
--wsPrimaryColorRGB
--wsSecondaryColor
--wsSecondaryColorRGB
--wsTertiaryColor
--wsTertiaryColorRGB
--wsPartnerColor
--wsPartnerColorRGB
--wsLogoChevronDark
--wsLogoChevronMid
--wsLogoChevronLight
--wsLogoTriangleDark
--wsLogoTriangleLight

These variables are typically defined by referencing the base color variables. Here’s an example of a complete colorway definition:

:root {
  --wsPrimaryColor: var(--ylb-color-blue-dark);
  --wsPrimaryColorRGB: var(--ylb-color-rgb-blue-dark);
  --wsSecondaryColor: var(--ylb-color-blue);
  --wsSecondaryColorRGB: var(--ylb-color-rgb-blue);
  --wsTertiaryColor: var(--ylb-color-blue-light);
  --wsTertiaryColorRGB: var(--ylb-color-rgb-blue-light);
  --wsPartnerColor: var(--ylb-color-purple-dark);
  --wsPartnerColorRGB: var(--ylb-color-rgb-purple-dark);
  --wsLogoChevronDark: var(--ylb-color-blue-dark);
  --wsLogoChevronMid: var(--ylb-color-blue);
  --wsLogoChevronLight: var(--ylb-color-blue-light);
  --wsLogoTriangleDark: var(--ylb-color-purple-dark);
  --wsLogoTriangleLight: var(--ylb-color-purple-light);
}

Logo Colors

To ensure consistency and minimize code duplication, the YMCA logo is divided into six distinct sections, each styled individually:

  • the
  • chevron
  • ymca
  • triangle
  • registeredtm
  • areas-of-impact

The chevron and triangle sections use radialGradient elements, taking advantage of the wsLogo variables mentioned above. The other sections are styled using the standard colorway variables. Each section is a path element with a unique id and a color defined using the fill property.

The YMCA logo with labels corresponding to the colors used in each component as described in text below.

  • #logo-the uses --wsSecondaryColor
  • #logo-chevron uses a gradient composed of (from top to bottom) --wsLogoChevronLight, --wsLogoChevronMid, and --wsLogoChevronDark
  • #logo-ymca uses --wsPartnerColor
  • #logo-triangle uses a gradient composed of (from left to right) --wsLogoTriangleLight and --wsLogoTriangleDark
  • #logo-registeredtm uses --wsPartnerColor
  • #logo-areas-of-interest uses --wsSecondaryColor

Y Styles

Each “Y Styles” option activates a specific CSS library, as defined in y_lb.ws_style_option.yml. These libraries can be overridden by a custom theme, allowing for further customization (see the Drupal documentation on Overriding Theme Functions for details).

4.8 - Composer

It’s crucial to keep your composer.lock file synchronized with your composer.json file. Here’s how:

  • After any changes to composer.json: Ensure you update the composer.lock file.

  • Update a specific package: Use the composer update command, which automatically updates the composer.lock file.

    composer update drupal/metatag
    
  • Force update the composer.lock file: Use composer update --lock to regenerate the composer.lock file based on the dependencies defined in composer.json. This is useful if you suspect the lock file is out of sync.

    composer update --lock
    

For comprehensive information, refer to the official Composer documentation:

https://getcomposer.org/doc/01-basic-usage.md

4.9 - Composer Version Constraints for YMCA Website Services

In 2020, due to changes in Drupal core release management and demand from YMCA Website Services customers to improve upgrade path flexibility and stability, the YMCA Website Services team added extended composer version constraints to our composer.json. This allows for greater flexibility and stability when upgrading the YMCA Website Services platform.

Examples from composer.json:

  • "drupal/ckeditor_bootstrap_buttons": "^1.2 || ^2.0.0", - This line means the project is compatible with version 1.2 and any subsequent 1.x versions starting from 1.2. It also indicates that version 2.0.0 has been tested and that any stable 2.x versions starting from 2.0.0 are allowed.
  • "drupal/custom_formatters": "^3.0 || ^3.0@beta", - This indicates testing with the 3.0 beta of custom_formatters and allows any 3.x version starting from 3.0 once it is released as stable.

By having multiple OR (||) conditions, we provide developers with information on which versions can be used for upgrades. In some cases, the latest stable version of a dependency might be incompatible with other functionalities. Using older versions is a valid strategy while other functionalities are being upgraded to be compatible.

For example, if custom_formatters version 3.0 is incompatible with any YMCA Website Services dependencies at the time of its release, a developer can select an older beta version to proceed with the upgrade.

To select a specific version of a dependency during an upgrade of YMCA Website Services, add the dependency and its version alongside YMCA Website Services in the composer require step.

For example, from the upgrade documentation:

composer require YCloudYUSA/yusaopeny:NEW_VERSION_HERE --no-update
composer update --prefer-dist --with-dependencies --prefer-stable --no-suggest

To change a dependency version:

composer require YCloudYUSA/yusaopeny:NEW_VERSION_HERE --no-update
composer require drupal/custom_formatters:3.0@beta1

You can change any dependency version without upgrading YMCA Website Services by running the composer require command for specific dependencies and then running the Drupal Update DB routines.

Check the official Composer documentation about version constraints and updating Drupal modules with Composer.

It’s important to note that many YMCA Website Services modules and themes specify core version requirements in their .info.yml files. These constraints define the compatible Drupal core versions for each component.

For Example:

core_version_requirement: ^10 || ^11

This example indicates that the module is compatible with Drupal 10 and 11. When managing dependencies with composer, you must ensure that the version constraints defined in the .info.yml files are respected.

4.10 - Contributing

The YMCA Website Services distribution is open source, and we welcome contributions from the YMCA Movement, the Drupal community, and beyond. Be sure to check our Community Resources for how to get in touch and our Roadmap to see if your request is already in progress.

Issues

If you have a support request, you’ve found a bug, or you have a feature request, you can start in our primary repository, YCloudYUSA/yusaopeny:

If you are able to pinpoint the issue to a specific piece of functionality, you can open an issue on the appropriate module.

When submitting issues, please refer to the CONTRIBUTION.md file in the Blazy module for guidelines on submitting issues and bug reports.

Pull Requests

We use the GitHub “Fork and pull model” for community contributions. If you have some time to make a contribution to the project, here are the steps that will help you:

  • Create a fork of YCloudYUSA/yusaopeny.
  • Commit & push changes into your fork.
  • Create new Pull Request.
  • Write steps for review. In this way maintainers can go through steps on build to verify your fix/feature.
    • Ensure steps for review added to README.md file in a module’s/project’s directory if it makes sense to check them on regular basis. Often this is needed for crucial parts of the system which is main business functionality of the component. Example of super simple steps for review see in Quickstart section of location_finder module, please.
  • Wait for a CI build and ask maintainers for review.

Important: make sure your git email is associated with account on drupal.org, otherwise you won’t get commits there.

When submitting patches, please refer to the CONTRIBUTION.md file in the Blazy module for guidelines on submitting patches.

Merge Requests

Modules on Drupal.org follow their Merge Request process. The Drupal Wiki has in-depth documentation on these processes:

Drupal.org credits

If you would like to get drupal.org credits for your contribution:

  • Create issue on drupal.org
  • Link drupal.org issue to GitHub Pull Request
  • Specify in GitHub Pull Request link to drupal.org issue
  • Once PR has been merged, reviewer will close drupal.org issue with appropriate credits.

4.11 - Create & Use New View Modes

As with any other entity in Drupal, when rendering it in different contexts, you might want to have specific view modes.

Here you can find instructions on how to add new view modes into the embedded entity form on the YMCA Website Services distribution.

Create a New View Mode

  1. Go to the ‘View modes’ page: Structure > Display modes > View modes (or visit the URL: /admin/structure/display-modes/view).

    View Modes in Menu

    View Mode Types

  2. Create a new view mode: click the ‘Add view mode’ button and select an entity type (or visit the URL: /admin/structure/display-modes/view/add).

    Add View Mode - First Way

    Alternatively, after each entity type, you can see ‘Add new {Name} view mode’ and click on it.

    Add View Mode - Second Way

  3. Select “Media” and then give a name to your new view mode (or visit the URL: /admin/structure/display-modes/view/add/media).

    Creating View Mode

Use the View Mode

  1. Go to Configuration > Text editor embed buttons (or visit the URL: /admin/config/content/embed).

    Using View Mode

    View Mode Using List

  2. Ensure you enable the new view mode in “Allowed Entity Embed Display plugins” and click “Save” at the bottom of the page.

    Enable View Mode

4.12 - Daxko

Relates to: Program Registration (Daxko)

Configuration setting at /admin/config/development/daxko

Account configuration must be set up before the Program Registration paragraph will work.

GroupEx Pro

There are three methods of integrating GroupEx Pro with your YMCA Website Services site, ordered from most to least complex/customizable:

  • API integration
  • Embedded schedules
  • Responsive schedule link

GroupEx PRO APIs

YMCA Digital Services, with the help of YMCA of the North, has developed and adopted a Syncer for Repeat Application, which helps migrate from the GroupEx PRO Public API to the Daxko Group API v1 and pulls data from GroupEx PRO to the Program Event Framework.

See open-y-subprojects/openy_daxko_gxp_syncer for how to configure the Syncer.

Embedded schedules

This replaces the deprecated Embedded GroupEx Pro Schedule Paragraph.

Embed code for GroupEx Pro schedules can be found in your GroupEx Pro admin interface.

  1. Look for the “New embed” toggle.

    Screenshot showing “New Schedule” and other options in the GroupEx Pro admin.

  2. Expand the options and choose any filters or colors that you prefer.

  3. Disable the “Fixed Header” option.

    Screenshot showing “Schedule Hosting LInk / Embedded Code for New Schdule” from Daxko

  4. Copy the resulting code. It will look similar to the following, substituting 000 for your own account number and adding any location or category filters as needed:

```
  1. Navigate to your YMCA website.

  2. Follow the directions to add a Code Paragraph or a Code Block.

  3. Paste the embed code into your block.

  4. Save the paragraph/block and the page.

If the pasted code does not appear on the page, ensure your site is updated with this change to enable direct copy/pasting of embed codes.

While the incoming code is controlled by Daxko/GroupEx Pro, many changes can be made with CSS. Try the CSS Editor module (≥2.0.1), which is bundled with the distribution, or work with your development partner to make customizations.

GroupEx Pro also provides direct links to the schedule page. These can be found in the “New Embed” section. Simply copy the link and add it to any link field or button on your site.

4.13 - Decoupled (external) projects

Inventory of external modules available via Composer

Check all GitHub for the tag openy-decoupled to discover more decoupled projects.

GitHub Hosted

  1. YCloudYUSA/yusaopeny_block_modal - Implements a simple block with a body and title that will be used to display modal windows.
  2. YCloudYUSA/yusaopeny_memberships - Membership Framework for OpenY and Drupal.
  3. YCloudYUSA/yusaopeny_prgf_sidebar_menu - SideBar menu for referencing menu blocks and using in SideBars across different pages.
  4. YCloudYUSA/yusaopeny_activity_finder - Activity Finder app
  5. YCloudYUSA/yusaopeny_loc_finder - Extended Location Finder. Note: The repository name (yusaopeny_loc_filter) does not match the link text (yusaopeny_loc_finder). Please verify that this is the correct repository.
  6. Open-Y-subprojects/reqclique_gxp_sync - Reqclique Group Exercise Sync
  7. open-y-subprojects/virtual_y_signaling_server - Signalling server for Virtual Y
  8. open-y-subprojects/openy_daxko_gxp_syncer - Daxko GroupEx PRO v1 API Syncer into Program Event Framework
  9. open-y-subprojects/ynorth_gxp_spots_proxy - Availability Spots Cache Proxy for Groupex PRO embed API Syncer into PEF
  10. open-y-subprojects/openy_node_alert - Alerts APP for YMCA Website Services
  11. open-y-subprojects/openy_focal_point - YMCA Website Services Focal Point routines
  12. open-y-subprojects/shared_content_server - Shared Content Server
  13. ynorth-projects/openy_node_session - YMCA Website Services Node Session
  14. ynorth-projects/openy_repeat - Repeat API for PEF. Schedules APP built in Vue.js
  15. ynorth-projects/openy_pef_gxp_sync - Groupex Pro Embed/OpenY Syncer into PEF
  16. ymcatwincities/ymca_sync - Syncer backend core
  17. ymcatwincities/media_entity_document - Media Entity Document
  18. ynorth-projects/openy_prgf_session_table - if you need to present couple of Sessions in a table view without using any complex app like Schedules or Activity Finder

Drupal.org Hosted

  1. drupal/upgrade_tool - YMCA Website Services Upgrade Tool
  2. drupal/paragraph_skins - Skins component from OpenY. Decoupled from ymcatwincities/paragraph_skins.
  3. drupal/openy_autocomplete_path - YMCA Website Services Autocomplete Path. Works in Drupal 8 only. Removed from 9.* YMCA Website Services releases.

Decoupling Mind-Map

YMCA Website Services decoupling

4.14 - Decoupling components as independent modules

History

In 2019, the YMCA Website Services team started decoupling major components to streamline distribution and simplify support. This involved separating components into independent modules, making them easier to manage and update.

Communication started in the Community Board - Ejecting modules from OpenY distro as independent projects.

The decoupling process is ongoing. See the index of decoupled projects.

In 2021, the YMCA Website Services core team faced coupling blockers in the distribution during the upgrade from Drupal 8 to Drupal 9.

To formalize the ongoing development and maintenance strategy, the YMCA Website Services core team shared its decoupling plan with the wider community in mid-2021.

This document elaborates on those processes and provides guidelines for decoupling components.

Policy

  • Every new component or sub-project of YMCA Website Services should be developed in its own repository - either on GitHub or Drupal.org.
  • The decoupled project could be:
  • GitHub should be used when there is no strategy to make a component or project available for the wider Drupal community; that is, when it is tied to YMCA business and unlikely to be leveraged by somebody else.
  • Drupal.org should be used when the component could be useful to projects outside of YMCA Website Services. This allows for broader community contribution and usage.

Process

Creating a new decoupled component

  1. Create a new GitHub/Drupal.org repository.
  2. Work on getting an initial release with at least beta version stability. This ensures the component is reasonably tested and ready for use.
  3. Create a composer.json file for the component to be able to start using it via composer. See Virtual Y for an example. The composer.json file defines the dependencies and other metadata for the component.
  4. Make it available for the public via packagist.org or Drupal.org as a release. Ensure podarok is added as a co-maintainer to the respective system. This allows others to easily find and use the component.
  5. Suggest adding to YMCA Website Services by opening an issue. This initiates the process of including the component in the main distribution.
  6. If approved, create a Pull Request adding it as a dependency in composer.json.
  7. Ensure this component is enabled in any of the packages maintained in the YMCA Website Services profile installation. This makes the component active by default in new installations.
  8. Ask for review and release, according to the release plan. This ensures the component is properly integrated and released to the community.

Decoupling an existing component of YMCA Website Services

Follow the steps above, but with these additional considerations:

  • After creating the repo, filter the selected component by running git filter-branch --subdirectory-filter ... from the latest development branch of the YMCA Website Services profile. This keeps credits of work done for this component as a part of the Code of Conduct.
  • After separating the code, ensure the ejected code is not duplicated in the YMCA Website Services profile. Remove duplicated code in the same Pull Request in which you add the new dependency. This avoids redundancy and potential conflicts.

Examples

Updating a module on Drupal.org

  • Use git filter-branch to get a history of changes.
  • Change the git origin to the Drupal.org project.
  • Create a new branch and push the code to Drupal.org.
  • Create and push a tag to Drupal.org. Create a release on Drupal.org.
  • Update composer.json in this distribution with a new tag.

Decoupling a module from YN to Drupal.org

Example: paragraph_skins

git clone git@github.com:YCloudYUSA/yusaopeny.git decouple
rm -rf decouple_copy && cp -a decouple decouple_copy
cd decouple_copy
git filter-branch --subdirectory-filter docroot/modules/contrib/paragraph_skins
git clean -dfx
git remote remove origin && git remote add origin git@git.drupal.org:project/paragraph_skins.git
git pull origin 8.x-1.x --allow-unrelated-histories
# Resolve conflicts if applicable.
git push origin production:8.x-1.x
# Create tags and release on Drupal.org

Decoupling a module from YMCA Website Services to YMCA Website Services Subprojects

Request a repository for the module. Example: shared_content_server

git clone git@github.com:YCloudYUSA/yusaopeny.git decouple
rm -rf decouple_copy && cp -a decouple decouple_copy
cd decouple_copy
git filter-branch --subdirectory-filter docroot/profiles/contrib/openy/modules/custom/SOME_MODULE_HERE
git clean -dfx
git remote remove origin && git remote add origin git@github.com:Open-Y-subprojects/SOME_MODULE_HERE.git
git push origin production
# Create composer.json on the decoupled repository. Example: https://github.com/YCloudYUSA/yusaopeny_activity_finder/blob/4.x/composer.json
git clone git@github.com:ynorth-projects/distribution.git yn-distribution
# Update composer json for distrubution. See below

Example for Activity Finder

References

4.15 - Dependencies in Drupal info.yml

In order to generate composer.json files for Drupal projects, Drupal.org uses specific rules defined in a module’s info.yml file. These dependencies are used to manage the module’s external libraries and Drupal core module requirements.

Declaring Dependencies

If your module depends on another Drupal module, you should declare it in your module’s info.yml file using the following format:

dependencies:
  - drupal:webform

This tells the packager to include drupal/webform as a Composer dependency for your module. The Drupal.org packaging system resolves drupal:webform to the correct package name and version.

You can find the correct Drupal.org project shortname to use for dependency declarations on the project page near the bottom. For example, the Webform project is webform. The corresponding composer package name is drupal/webform.

Incorrect Dependency Declaration

If you were to specify a dependency like this:

dependencies:
  - whatevernameyouwish:webform

The Drupal.org packaging routine will automatically correct it to drupal:webform during the packaging process.

Soft Dependencies (Drupal Core Only)

There may be situations where you want to express a dependency for Drupal core to manage during module installation and enabling, but not require Composer to manage it. This is sometimes referred to as a “soft dependency”. In such cases, you can use the simplified format:

dependencies:
  - webform

In this scenario:

  • Composer will not include any dependency.
  • Drupal core will require that the webform module be present in the codebase before your module can be enabled. Drupal will check for the existence of the module when resolving dependencies during module installation.

This approach is useful when a module’s functionality degrades gracefully if another module is not present, but is enhanced if it is.

4.16 - Deprecating and removing components

Occasionally, old code is deprecated from the YMCA Website Services codebase. To minimize disruption to existing sites, we use the following process:

  1. Decide: Before removing components from the distribution, we gather feedback from the community to protect active projects from having components accidentally removed. We accomplish this via messaging in the YMCA Website Services Slack channel and discussion on monthly calls.
  2. Deprecate: Once a decision is made, we notify users that the feature will be removed soon. The deprecated component is moved from the YMCA Website Services package group to the YMCA Website Services (Deprecated) package group. For example, see Deprecate Daxko Program Registration Paragraph. Deprecation notices are posted in point and quarterly releases of YMCA Website Services.
  3. Uninstall: Before removing code, components should be uninstalled via an update hook in the distribution, and any hard dependencies should be removed. Uninstalls must occur at least one point (fix) release after the deprecation notice.
  4. Remove: Complete removal of the component from the codebase or composer.json should happen at least one quarterly (feature) release after the deprecation notice.

Additionally, the following housekeeping steps should be taken when deprecating a component:

  1. Add the release where the deprecated component has been uninstalled to the important versions document in the Wiki.
  2. Decouple the code to external GitHub repositories with all history of commits, marked as openy-decoupled, and archive the repository.

UX/CX for deprecated components

To deliver a high-quality upgrade path and keep the distribution on the leading edge of technologies, we occasionally replace old and aged components with new ones for a better User Experience (UX) and Content Experience (CX).

To achieve deprecations, we have a policy that aims to provide a comfortable migration path for all components of the distribution.

  1. When we create a component that will replace an old one, we must introduce a period of overlap when both components are available in the system for some time (typically 6-18 months). This allows users time and resources to migrate from the old component to the new one before it is removed from the distribution. See the Activity Finder v3 to v4 migration.

  2. Deprecated components are moved to the deprecated modules group in the list of modules at Admin > Extend. Also, we add lifecycle and lifecycle_link to the documentation in every deprecated module to provide enough information for the community. See Deprecate openy_gxp.info.yml.

  3. All titles of deprecated components in the Content Editing interface should be renamed to add the suffix (deprecated) to help Content Managers daily avoid choosing an old component and using a new one.

    Naming Example

  4. For most content components, an automated migration path is expensive and sometimes impossible. Therefore, we have a “lazy migration” practice in our community, which puts the responsibility of migration on Content Managers and Strategists. Once new components are available in the distribution, all editors should start using them and rebuild old pages by replacing old components with new ones. After the communicated timeframe (6-18 months), old components are removed from the distribution. However, if an association needs it, the component will be available as an independent—but unsupported—project. A 3rd-party agency or developer can support it as long as needed.

  5. After the communicated timeframe (6-18 months), the Core team will remove the component from the distribution and keep it in an independent project for archival reasons. Usually, the project is marked as archived/obsolete to clarify that it is not supported and is possibly insecure.

  6. If the normal timeframe (6-18 months) is not achievable due to unforeseeable circumstances, the Core team will add proper notifications and tutorials for the community to help migrate comfortably in a shorter time. See the GroupEx Pro API deprecation notice.

4.17 - Development FAQ

YMCA Website Services Developer FAQ

Local Development

Getting started with a local environment

To start developing, you need to obtain the latest YMCA Website Services codebase. See the openy-project repository for the full process. This includes instructions for setting up your local environment and configuring your development tools.

This video tutorial will walk you through how to initiate a local development environment.

The YMCA Website Services team has pre-built environments and walkthroughs using either Vagrant and VirtualBox or Docker and Docksal. Choose the method that you’re most comfortable with and get started!

Gathering information about your local environment

To best troubleshoot issues, it’s helpful for the YMCA Website Services team to have as much information about your environment as possible. Before you ask for help, watch this tutorial on how to gather that information. This video explains how to collect relevant details about your setup, such as operating system, software versions, and configuration settings.

Debugging with Xdebug in your local

The Docksal project maintains detailed information for using Xdebug with VSCode, PHPStorm, and more. This documentation covers installation, configuration, and usage of Xdebug with popular IDEs for efficient debugging of your code.

Contributing

Who should I specify for review?

We have a best practice to get at least 2 independent reviews before merging code. Please request a review from the YMCA Website Services Lead Technical Architect (Andrii Podanenko, @podarok) and somebody else (from your team or another YMCA Website Services partner).

Who is responsible for merging?

The YMCA Website Services Lead Technical Architect (Andrii Podanenko, @podarok) is responsible for final approval, merging, and release management on the YMCA Website Services project.

What labels in PRs should I use?

[Link to Labels documentation]

What milestone should I specify?

[Link to Milestones documentation]

Why I can’t add labels or specify milestones?

All of these require you to be granted Contributor access to the YMCA Website Services GitHub repository. Contact the YMCA Website Services Lead Technical Architect (Andrii Podanenko, @podarok) to get access. Labels are usually set by the YMCA Website Services Core Team.

Why are the steps for review in Pull Requests so important?

When you send your code for review our team must know both how to review the code and what to test to verify the functionality. You are the only source of truth for how to check functionality. Adding steps for review will help the reviewer and QA team to verify that the issue is resolved.

Why should I add a reference to the GitHub issue in my PR description?

As we are a community-led project, there may be a long time between creating an issue and resolving it in a Pull Request. The reviewer should be able to understand the context and possible discussion around the issue to be resolved with your PR. The more context we have, the better and faster we can review the request.

In what format should I add commits, should I add internal Jira task ID or GitHub issue?

It is important to make commit messages with some sort of sense for the human to read them when digging back in history. Adding any task identifications from the project management system is allowed.

What is the “DeepCode” bot?

The DeepCode bot is an automated, machine learning code review system that analyzes a large number of GitHub repositories. It can be useful for finding common issues before human reviews. It is helpful, but not always necessary to fix issues found by the DeepCode bot because sometimes it flags false positives. If you see a comment, be sure to read the report. If the report makes sense, then fix the issue suggested by the bot.

Build Automation & CI

What CI processes does YMCA Website Services have in place?

To get a fully working YMCA Website Services site for the code change you are about to push for review there is a build generating system installed for the YMCA Website Services GitHub repository that automatically generates a dedicated temporary website with your changes applied.

Why are some builds created automatically and some not?

By default, builds are configured for trusted users, so if you are getting a message from the bot like

“Can one of the admins verify this patch? Use “o+k to test” or ‘’t+est this please” for manual build execution."

then your username is not in the allowlist and somebody from the YMCA Website Services Core Team can comment to initiate a build for you. Contact @podarok to get your build generated or your name added to the allowlist.

How do I create a build for my PR?

If you are on the allowlist then simply create a Pull Request from your fork to the YMCA Website Services repository. After up to 30 minutes you’ll receive comments with links to the generated site builds.

When are builds deleted from the server?

Usually, you have a day for the build to be wiped out from the server. If there is an upcoming deadline and many PRs are coming in, the lifetime could be significantly shorter, down to a couple of hours.

Who should I contact to get logs from the build server?

Andrii Podanenko @podarok or Dima Danylevskyi @danylevskyi

What should I do if tests fail?

If you have any concerns with reports generated by the code checkers that are used in YMCA Website Services ask YMCA Website Services Lead Technical Architect Andrii Podanenko to get them resolved. The majority of these systems are works-in-progress and it is helpful to have feedback on them.

How do I install YMCA Website Services on Pantheon hosting

See request from a community. The solution is described in Pantheon’s documentation on nested docroots. We suggest that you maintain your own composer.json with the specified web-root directory, as described in the Pantheon examples.

Upgrade Troubleshooting

See Upgrading to a new version of the distribution for full instructions.

Config is missing

Occasionally, configuration will get removed or otherwise go missing in the upgrade process. For instance, the list of colors could go missing in the Layout Builder styles pane.

A screenshot with missing colors.

Usually, these changes are resolved by update hooks that import new config, but on occasion, these too can fail or break. In that case, we have a few options for resolving the issue:

  1. Re-run the most recent related update hook.
  2. Import the config with drush.
  3. Import the config with the Drupal UI.

The first step in any of this troubleshooting is to try to find the offending config. In this case, searching your codebase for “text-color” might lead you to this config file in y_lb. Now, we can try a few things…

NOTE: These methods could damage your site if not tested. Please take a backup before proceeding.

Re-run an update hook

Often, searching an adjacent .install file can get you an existing update hook to import the missing configuration. In our example case, y_lb_update_9001 imports the one settings file that we’re looking for. It doesn’t matter that the hook is old, if we re-run it, it will import the file in its current state in our file system.

To re-run the update hook (via gist):

drush php-eval "\Drupal::moduleHandler()->loadInclude('y_lb', 'install'); y_lb_update_9001();"

Understanding this command:

Import config with drush

Suppose the target config exists mostly on its own, or you wish to import the entire config of a module (due to a failed install, for instance). In that case, you can use drush config:import with --partial and --source pointing to a module directory, relative to the Drupal root. In this case:

drush config-import --partial --source=modules/contrib/y_lb/config/optional/

Be aware that all configs in that directory will be imported. Targeting a single config file with drush is impossible, although you could also temporarily move the config to its own directory.

Import config with the UI

Another way to import a single configuration file is with the Drupal “Config Synchronization” admin pages. To import a single item:

  • Go to Admin > Configuration > Development > Config Synchronization > Import > Single item (admin/config/development/configuration/single/import).
  • Choose the Configuration type (if you are unsure, choose “Simple Configuration”)
  • Paste in the configuration from the file and click Import.

4.18 - Drupal 10 update

The update from Drupal 9 to 10 is easier than some, but still comes with some challenges.

The distribution core team has gone through these steps to ensure as smooth of a transition as possible. If your site is up-to-date and using no additional dependencies you may be able to skip right to the update, but otherwise you’ll want to review these steps.

Resources

Review Important Versions

Step through the distribution’s important versions until you reach 9.2.13.0. You should be running the latest Drupal 9.5.x before you begin the upgrade to 10.

Pre-checks

  1. CKEditor
    1. If any custom/contrib modules are used, CKE5 should likely be done AFTER your D10 upgrade
    2. Contrib checks will NOT be found in the next step, be sure to check these manually
  2. Dependency cleanup
    1. Modules not installed, but in composer.json should be cleaned up to prevent unwanted dependency issues in trying to update.
  3. Admin theme
    1. If your website uses a deprecated admin theme, you should migrate to the Claro theme and test the admin experience. If necessary you can keep the deprecated theme as a contrib package but that is not recommended and won’t be supported by the distribution.

Upgrade Report

  • Install Upgrade Status
    • fin composer show drupal/core | grep versions
    • fin composer require --dev drupal/core-dev:[copy version above] --update-with-all-dependencies
    • fin composer require drupal/upgrade_status
    • fin drush en upgrade_status
  • Run the report
    • /admin/reports/upgrade-status
  • Check if the website is using custom CKEditor plugins with CKEditor Plugin Report

Keep / Kill

  • Based from the report above, determine which modules (if any) could be removed without impacting the site
  • From the remaining, review if the module
    • Has a D10 ready version
    • Has a D10 ready Fork/Patch
    • Has been abandoned
  • Itemize based on the above with notes of efforts to continue using the modules

Custom Modules and Themes

Patches

  • Review patches in composer.json. Review any that are no longer applying or may be duplicated by the distribution.
  • Carefully review and re-roll custom patches.

Update

At this point you should be ready to update to the latest version of the distribution:

  • Edit the ycloudyusa version in your project root composer.json: "ycloudyusa/yusaopeny":"^10.3",
  • Run composer update
  • If errors occur, review the conflicts, check out the known issues, and attempt to resolve them.
  • Re-run the previous steps until they complete successfully
  • Run drush updb, review the updates, and run them.

Smoke Tests

We recommend reviewing critical functionality after the update to ensure any custom functionality still works.

Troubleshooting

Composer Issues

Composer can be … tricky. To resolve composer conflicts:

  • If specific modules conflict, try requiring them directly to get more information about the conflict.
  • Make good use of composer why and composer why-not

Update Hook Conflicts

If you run into an error like this:

> [notice] Update started: y_lb_update_9011

> [error] Configuration core.entity_view_display.node.lb_event.featured depends on the core.entity_view_mode.node.featured configuration that will not exist after import.

you may be able to resolve it yourself.

Breaking down the error message:

  • core.entity_view_mode.node.featured is missing, which is blocking y_lb_update_9011 from installing core.entity_view_display.node.lb_event.featured

  • We need to figure out where core.entity_view_mode.node.featured should be coming from, so we can search our code for that.

    • Use the “Find in files” command in your IDE to search docroot/modules, or
    • from the command line:
    ╰─ grep -rI "core.entity_view_mode.node.featured"
    ./contrib/ws_event/config/optional/core.entity_view_display.node.lb_event.featured.yml:    - core.entity_view_mode.node.featured
    ./contrib/y_lb_article/config/optional/core.entity_view_display.node.article_lb.featured.yml:    - core.entity_view_mode.node.featured
    
    • Looking at those files in the codebase, they are identical, so we could manually import them from either module. Let’s do it.
  1. Add an update hook to your own custom module like this example.

    // This goes in mymodule.install as the next update hook.
    // Increment the number accordingly.
    function mymodule_update_9000() {
        $path = \Drupal::service('extension.list.module')->getPath('ws_event') . '/config/optional';
        /** @var \Drupal\config_import\ConfigImporterService $config_importer */
        $config_importer = \Drupal::service('config_import.importer');
        $config_importer->setDirectory($path);
        $config_importer->importConfigs([
            'core.entity_view_mode.node.featured',
        ]);
    }
    
  2. Use hook_update_dependencies to ensure this new update runs before the failing one.

    // This also goes in mymodule.install.
    function mymodule_update_dependencies() {
      $dependencies['y_lb'][9011] = [
        'mymodule' => 9000,
      ];
    }
    
  3. Re-run drush updb.

  4. If you run into other missing configs, add them to the list to be imported in update hook and re-run updb.

  5. Consider backporting your customization which led to the challenge of doing this upgrade in order for it to be covered and tested by distribution developers.

4.19 - Drupal Core Dependencies Version Flexibility

:::caution This document is no longer actively maintained. The information it contains may be outdated. :::

To update the version of Drupal being used on your site independently of YMCA Website Services, see the official Drupal documentation: Updating Drupal Core via Composer.

Important: The openy/composer.json file may set Drupal core version constraints. Always review these constraints before updating Drupal core. These constraints define the compatible Drupal core versions for the YMCA Website Services distribution.

Working with Drupal Core Versions (Example: Drupal 9)

In the February 2021 release, YMCA Website Services tagged Drupal core versions 9.0.x and 9.1.x as allowed dependencies.

Composer, by default, installs the latest stable version that satisfies the defined constraints. Therefore, executing the following command:

composer create-project YCloudYUSA/yusaopeny-project:dev-9.2.x-development OPENY --no-interaction

will typically install YMCA Website Services with the latest stable 9.1.x Drupal core version (subject to the constraints in composer.json).

Pinning to a Specific Drupal Core Version

If you need to stay on a specific Drupal 9.0.x stable core version (e.g., for compatibility reasons), use the following commands:

composer create-project YCloudYUSA/yusaopeny-project:dev-9.2.x-development OPENY --no-interaction
cd OPENY
composer require drupal/core:~9.0.7

In this example, 9.0.7 represents the specific Drupal core version you want to use for your YMCA Website Services instance. Replace this with your desired version number.

Module Version Constraints

Refer to Composer-version-constraints-for-Open-Y for information about module version constraints within the Open Y distribution. This document provides guidance on how module versions are managed and constrained within the YMCA Website Services ecosystem.

4.20 - Drupal-SA-CORE-2018-004 Security Update

This document is archived but may contain useful information for troubleshooting future updates. For updated upgrade steps, visit How to upgrade YMCA Website Services.


This document provides instructions for applying the security fix described in Drupal core’s SA-CORE-2018-004 security advisory to your OpenY site.

The OpenY team suggests two options:

  • Apply a patch: Use this method for a quick resolution.
  • Upgrade Drupal core (or OpenY): This is a more comprehensive solution but may require more planning and testing.

Applying the patch is recommended to address the security issue promptly. You can then schedule a Drupal core or OpenY upgrade for a later date.

How to Apply the Patch

The following instructions are for patching OpenY releases 8.0.1 - 8.1.10, which correspond to Drupal cores 8.2.x, 8.3.x, and 8.4.x.

  1. Access your server via SSH:

    Log in to your production server environment via SSH and navigate to the docroot folder of your site codebase. If you followed a standard OpenY installation tutorial, your site is likely located in either /var/www/html or /var/www/openy.

    • If your site is located in /var/www/html:

      ssh -l root YOUR_SERVER_DOMAIN_NAME
      cd /var/www/html
      
    • If your site is located in /var/www/openy:

      ssh -l root YOUR_SERVER_DOMAIN_NAME
      cd /var/www/openy
      
  2. Download the patch:

    Download the appropriate patch file.

    wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/SA-CORE-2018-004.patch
    
  3. Back up the files to be patched:

    Before applying the patch, create backups of the files that will be modified. This allows you to revert the changes if necessary.

    sudo cp docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php /var/backups/RequestSanitizer.php
    sudo cp docroot/core/modules/file/src/Element/ManagedFile.php /var/backups/ManagedFile.php
    
  4. Test the patch:

    Run the following command to test if the patch can be applied successfully:

    patch -p1 --dry-run < SA-CORE-2018-004.patch
    

    You should see the following output:

    # patch -p1 --dry-run < SA-CORE-2018-004.patch
    checking file core/lib/Drupal/Core/Security/RequestSanitizer.php
    checking file core/modules/file/src/Element/ManagedFile.php
    

    If the output is different, stop and seek assistance. A failed dry-run indicates a problem applying the patch, and applying it anyway could break your site.

  5. Apply the patch:

    If the dry run was successful, apply the patch with the following command:

    patch -p1 < SA-CORE-2018-004.patch
    

    You should see the same output as in the dry run. Your site is now patched.

    Important: Clear all caches after applying the patch. This can be done via the Drupal UI or using Drush: drush cr

  6. (Optional) Commit changes to your Git repository:

    If you are using Git for version control, add the patched files to your repository and commit the changes.

    git add docroot/core/modules/file/src/Element/ManagedFile.php docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php
    git commit -m "Apply SA-CORE-2018-004 security patch"
    git push
    

Patching a DigitalOcean OpenY Installation

If you installed OpenY on a DigitalOcean server (droplet) using a tutorial, these steps provide a simplified patching method.

  1. Log in to the Drupal admin UI:

    Access your site’s admin interface by navigating to /user/login.

  2. Access the DigitalOcean console:

    Log in to the DigitalOcean cloud console at digitalocean.com and find the “Access Console” option in the dropdown menu for your OpenY droplet.

    DigitalOcean Access Console

  3. Log in to the console:

    A popup window with a black screen will appear, prompting for login credentials. Use root as the username and the password generated during droplet creation.

  4. Run the one-line script:

    Execute the following command in the console. This script automatically applies the patch:

    bash < <(curl -s https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/runSA-CORE-2018-004.sh)
    

    After the script completes, you should see the message OpenY was patched.

    Important: Clear all caches after applying the patch. This can be done via the Drupal UI or using Drush: drush cr

4.21 - Google Custom Search Configuration

YMCA Website Services release 8.2.4 introduces Google Custom Search (aka Google Programmable Search Engine) for the website. This feature allows you to integrate a custom search engine powered by Google, providing enhanced search capabilities for your website.

Enabling the module

Fresh installations

The search feature is automatically included in the Extended installation type. If you chose the Standard installation, refer to the Existing websites section for instructions on enabling the search feature.

During a fresh YMCA Website Services website installation via the web interface, the third-party integration step allows you to specify a Google Search ID. Providing the ID during this step configures the search feature to be up and running immediately.

Existing websites

If you are upgrading an existing YMCA Website Services website, the search feature is not automatically enabled. You must manually enable it.

To enable the search feature:

  1. Log in as an administrator (or a user with the administrator role).
  2. Navigate to the YMCA Website Services Extend page (Admin menu > YMCA Website Services > Extend > Install, or /admin/openy/extend/list).
  3. Locate the YMCA Website Services Google Search package.
  4. Tick the checkbox next to the package name.
  5. Submit the form to install the package.

After installation, the necessary modules are enabled, and a search field should appear in the website header. During installation, the module automatically creates a Landing page for search results and configures the header search form to point to this page.

Configuring the Google Search module

After enabling the module, you need to configure it with your Google Search Engine ID:

  1. Access the Google Search settings form (Admin menu > YMCA Website Services > Settings > Google Search settings, or /admin/openy/settings/google-search).
  2. Locate the Google Search ID field.
  3. Enter your Google Search ID (refer to the following section for instructions on obtaining your Search Engine ID).
  4. Submit the form to save the configuration.

Obtaining your Search Engine ID

To obtain your Google Search Engine ID:

  1. Go to https://cse.google.com/.
  2. Register for an account if you don’t already have one, and log in.
  3. Create a new Search Engine. Google provides detailed instructions on how to do this in their official documentation. The basic steps are:
    1. Click “New Search Engine”.
    2. Specify the domain of your website (e.g., www.example.com).
    3. Specify a name for the Search Engine (e.g., example.com).
    4. Click “Create”.
  4. Once the Search Engine is created, you will be redirected to its configuration page. The Search engine ID is displayed on this page. Copy this value.
  5. Paste the Search engine ID into the YMCA Website Services Google Search configuration form.

Configuring the Search Engine look and feel

To configure the look and feel of your Search Engine:

  1. Go to the Look and feel section of the Search Engine in the Google Programmable Search Engine control panel.
  2. In the Layout tab, select the Full width option and click Save.

If you do not select the Full width option, the search results may display in a popup window on your website.

Dealing with Ads

New Google Programmable Search Engines use the Free Edition (with ads) by default. As YMCAs are non-profit organizations, you can switch to the Non-profit Edition of the CSE, which allows you to disable ads.

If you are already registered as a Non-profit in Google:

  1. Go to the CSE Control Panel.
  2. Select the search engine you want to change.
  3. Click Overview then Ads.
  4. Toggle the Show Ads option to off.

The Google Custom Search Engine can also be integrated into pages using Layout Builder:

  1. Disable the old search page (if applicable):
    • Go to /search.
    • Edit the page.
    • Uncheck Generate automatic URL alias in the sidebar and delete /search.
    • Uncheck Published and Save to un-publish the page.
  2. Create a new Landing Page (Layout Builder):
    • Go to node/add/landing_page_lb.
    • Set the Title to “Search”.
    • Uncheck Generate automatic URL alias and set the alias to /search.
      • If you encounter an error using the /search alias, remove the existing one at Admin > Configuration > Search and metadata > URL aliases.
    • Check Published and Save and edit layout.
  3. Add a Small Banner to the header (optional): Use a Small Banner block to add a title, such as “Search”, to the top of the page.
  4. Add the search results code to the page:
    • In the Body section, click Add block and choose Code Block.

    • In the Code field, add the embed code from the CSE configuration. You may need to add an outer div to fit your page layout. For example:

      <div class="paragraph paragraph--type--google-search py-4">
        <script async src="https://cse.google.com/cse.js?cx=[your_search_engine_id]"></script>
        <div class="gcse-search"></div>
      </div>
      

      Replace [your_search_engine_id] with your actual Search Engine ID.

    • Save layout and check the page.

  5. Update the Google Search settings:
    • Go to Admin > YMCA Website Services > Settings > Google Search settings (/admin/openy/settings/google-search).

    • Set the Search page id to the node ID (nid) of your new “Search” Landing Page.

    • Alternatively, update the configuration using Drush:

      drush cset openy_google_search.settings search_page_id <nid>
      

      Replace <nid> with the actual node ID.

  6. Test the search box: Verify the search box in the Layout Builder page header functions correctly and displays results on the new search page.

Advanced setup

Google provides comprehensive documentation on advanced search features: Google Custom Search Developers documentation

You can configure the custom search engine to include multiple domains, which is useful if your association manages multiple websites (e.g., different websites for different camps).

You can also restrict the search to specific parts of a website by using URL patterns like example.com/blog/*. For more information, see Update sites in your search engine.

Refinements and facets

Use Refinements to narrow the scope of search

Refinements allow users to filter search results based on predefined categories.

Refinements are displayed as tabs on the search results page. You can configure the content of each tab in the “Search features > Refinement” section of the Custom Search Control Panel.

Example: Creating a “Blog” tab:

  1. In the Control panel, go to Search features > Refinements.
  2. Click Add.
    1. Set the name of the refinement to Blog.
    2. Select Search only the sites with this label for How to search sites with this label?.
    3. Click Ok.
  3. Go to Setup.
  4. Find Sites to search, click Add.
    1. Add example.org/blog/* in the text field.
    2. Select Blog in the Label dropdown.
    3. Select Include just this specific page or URL pattern I have entered.
    4. Click Save.

This configuration adds a “Blog” tab to the search results page, displaying only blog entries related to the search term.

Promotions

Use Promotions to highlight specific pages in search results

Information for developers

Google Custom Search Developers documentation

Enabling via Drush

To enable the module on existing websites, run the following Drush command:

drush en openy_google_search

Configuring the module via Drush

When installing YMCA Website Services using Drush, you can set the Search Engine ID using the following command:

drush site-install openy \
   --account-pass=password \
   --db-url="mysql://user:pass@host:3306/db" \
   --root=/var/www/docroot \
   openy_configure_profile.preset=extended \
   openy_theme_select.theme=openy_rose \
   openy_third_party_services.google_search_engine_id="01234567890123456789:abcdefgh"

The openy_third_party_services.google_search_engine_id parameter sets the Search Engine ID (01234567890123456789:abcdefgh in the example). Replace the example ID with your actual Search Engine ID.

To set the Search Engine ID on an already installed website, use the following Drush command:

drush config-set openy_google_search.settings google_engine_id "01234567890123456789:abcdefgh"

Replace 01234567890123456789:abcdefgh with your actual Search Engine ID.

4.22 - GroupEx PRO quick start

This document has been moved to ynorth-projects/openy_pef_gxp_sync. This repository contains the code to synchronize data between GroupEx Pro and the Open Y platform.

4.23 - How to Contribute Large Features (Back-porting, etc.)

These are our best practices for back-porting large features into YMCA Website Services and contributing code for others to use.

Summary

  • The YMCA Website Services core team is excited for you to contribute to the distribution for all to benefit from.
  • There’s a lot that goes into back-porting your code – details below.
  • These steps ensure that we are collaborating while continuing to support YMCA Website Services in a sustainable way.

Before getting started, please keep these notes in mind:

  • Back-porting requires a process called decoupling. This is where your developers remove any hard-coded variables or dependencies on any integration from your website code. This makes it so the feature you wish to contribute can work for anyone in the broader Y movement. For example, anything that ties into Personify APIs will have to have those hooks replaced with Program Event Framework so that it could function with any CRM source that a YMCA Website Services site might be using.
  • This decoupled code will then need to be thoroughly tested to ensure it can function when not relying on any fee-based, or non-secure, technology or systems.
  • Once the decoupling is complete, the YMCA Website Services core team will need to review every line of code before it goes into the distribution. This helps us ensure it won’t break any of the other elements of YMCA Website Services and that the code is 100% secure. As of 2019, we have 3 templates in YMCA Website Services that work across mobile, desktop, and tablet breakpoints. We need to test new features/code across all these templates to make sure nothing breaks across hundreds of possible use-case scenarios. For example, adding a schedule block to a location landing page using the Carnation template when on the mobile breakpoint that is powered by ActiveNet through Program Event Framework.
  • Once a feature is in YMCA Website Services, someone must pay to maintain that code. Does this code rely on any other Drupal modules to function? What if there’s an update to that module? That update needs to be tested to ensure it’s compatible with the now contributed code – and if it breaks, we have to write new code to fix it. What if there’s a security patch that involves the contributed code? We would then have to spend time applying the patch, etc.
  • Is your customization a new feature or a replacement of existing YMCA Website Services functionality/UX? We prefer you have A/B testing data demonstrating that your customization is a clear improvement over the current YMCA Website Services experience. There are many ways to run AB tests, so please consult with the YMCA Website Services team on your hypothesis, method, and success criteria to ensure that the results are valid and reliable.

Steps/process for back-porting code into YMCA Website Services:

Most problems have at least a generic component and can be approached in part through abstracted development.

We recommend beginning development with an eye toward these “abstracted” solutions - providing configuration instead of static templates, solving root causes instead of using local patches, using generic language instead of client specific. This will ensure that your features are easily contributed even before you begin this process.

  1. List each customization/feature you want to contribute to YMCA Website Services.

    • It’s plausible that there are portions of your code that it might not make sense to put into the distribution, either because it’s duplicative to what YMCA Website Services already has, or it might be cost-prohibitive to decouple it from your site for back-porting.
    • In the early days of YMCA Website Services, we were less stringent on this step. As long as there was no security or technical risk, we accepted any contribution into YMCA Website Services. This led to some problems, such as having two nearly identical paragraph types called Blog Post and News Post. These were contributed by two different associations. This caused significant confusion until we resolved the issue with the launch YMCA Website Services 2.0, where we deprecated some of this functionality.
    • You can start this process by taking an inventory of all your customizations that you feel would be good to backport into the distribution.
    • The deliverable of this step is a list of each independent feature you think it makes sense to contribute.
  2. Prioritize your list.

    • Rather than taking a ‘big bang’ approach of decoupling and back-porting all your features into YMCA Website Services, it is a better practice to take a bite-size approach, doing one feature at a time. This is because it can be cost and time intensive and expensive to decouple and backport your code into the distribution if you do it all at once.
    • As a guide, YMCA Website Services uses the following prioritization method: Demand for feature (1 to 3 with 1 being high), Impact/Benefit to Ys and visitors (1 to 3 with 1 being high), Effort to build/maintain (1 to 5 with 1 being extra low and 5 being extra high). The sum of these gives us a ‘score’ for each feature which helps us prioritize.
    • This will also help you decide how much, or little, of your back-porting you want to fund as you’ll be able to get a clear feature-by-feature time estimate for the work required.
    • The deliverable will be a prioritized list of the features that you want to contribute.
  3. Share your prioritized list with YMCA Website Services, and align roadmaps before spending money and time on decoupling.

    • There might be things the YMCA Website Services core team is already working on that are similar and would be finished before your decoupling would be complete, thus it would not be the best use of your funds to decouple/backport that feature.
    • There may be information the YMCA Website Services team has based on talks with other Ys that influence your demand/impact scores and thus your prioritization.
    • We might have technical knowledge that influences your effort scores as well.
    • This is when timelines will start to emerge on when your code would be available in the distribution.
  4. Decoupling.

    • Your developers and the YMCA Website Services team should align on best practices for code. At a high level, our best practices can be reviewed here: Development FAQ and How we release code.
    • When you are ready to begin the decoupling work, let us know, and we can either talk to you here, on Slack, or even set up a conference call if it would be helpful for you.
    • You would then start the technical/dev work of decoupling the features you wish to contribute back into YMCA Website Services.
    • You would test all of your decoupled code to ensure that these features work when no longer reliant on any paid or non-secure technology or partners.
    • The deliverable from this step is code that works in your own dev environment independent of any other Y association-specific code/technology.
  5. Contribute your code: Pull Requests (PRs).

    • Code gets submitted to YMCA Website Services for review via a process called a Pull Request.
    • The YMCA Website Services lead technical architect sees the code, runs it through automated test cases, and provides feedback on any issues detected that may cause problems for other portions of YMCA Website Services code.
    • Sometimes, the feedback from the YMCA Website Services lead technical architect requires re-work from the original developer making the PR before the code is accepted into the distribution. See Submitting Patches or Issues in the Blazy module documentation for tips on how to write good pull requests.
  6. Release.

    • The features contributed from you get scheduled into one of the YMCA Website Services quarterly releases, and we make sure you get ample credit for your contribution.
    • The movement then benefits from your contribution!
  7. Ongoing improvements, maintenance, etc.

    • Over time, you might want to make enhancements to your site due to analytics or other data inputs from customers and team members.
    • It would be great if you made those same enhancements to the now-decoupled version of your code that exists in YMCA Website Services if you feel it makes sense.
    • If you identify any bugs or issues over time on your site that involve code that was contributed to YMCA Website Services, it would be awesome if you fixed that code and contributed the fix via a Pull request (step 5 above).

To be clear, all of the above is only required if you want to get your code into the core YMCA Website Services distribution. You could always take your code as is, ensure any PII or secure information is scrubbed, and post it to your own GitHub repository – however it would be difficult for others to use this code as is if it hasn’t at least been decoupled. If you take this approach, please be sure to remove references to OpenY from the code so that the GitHub search engine does not confuse it with core YMCA Website Services. Further, please review the YMCA Website Services license agreement to make sure you are in alignment with GPL and Open Source sharing best practices.

4.24 - How to Develop Themes in YMCA Website Services

Developing Themes

Each YMCA Website Services theme was developed independently, either by the YMCA Website Services Core Team or by a partner for a specific Y and then contributed back. You can see demos of each theme on the Sandboxes.

Each theme has its own dependencies and build processes. Refer to the README file within each theme’s project for specific instructions.

Theme Inventory

As of December 2021, themes have been decoupled from the YMCA Website Services profile and exist as independent projects on Drupal.org.

Carnation

Lily

Rose

4.25 - Important versions for upgrade path

YMCA Website Services development moves quickly. This document highlights important versions that should not be skipped when upgrading your sites. Understanding the upgrade path ensures a smoother transition and avoids potential issues.

Determining your upgrade path

Example: If you are on YMCA Website Services 8.1.2 and want to upgrade to YMCA Website Services 8.2.8.5, you should follow these steps:

  1. Upgrade 8.1.2 to 8.1.13.1
  2. Upgrade 8.1.13.1 to 8.2.2.1
  3. Upgrade 8.2.2.1 to 8.2.7.3
  4. Upgrade 8.2.7.3 … and so on.

These supplemental documents provide more detailed information for specific upgrade scenarios:

Important Versions

The following versions are crucial milestones in the YMCA Website Services upgrade path. Pay close attention to the notes for each version to ensure a successful upgrade.

  • 8.1.13.1 - Optional, use this version if you have a lot of customized code and encounter issues with 8.2.2.1.

  • 8.2.2.1 - Critical. This is a mandatory step for all sites. After upgrading to this version, drush entup will no longer function. This version marks the migration to the core media subsystem. Upgrading your site to this version first is essential for proper media management in later versions.

  • 8.2.7.3 - Recommended. This is a very stable Drupal 8-based YMCA Website Services release with numerous updates to contributed modules. It’s one of the final Drupal 8-based versions before the upgrade to Drupal 9 core. From versions 8.2.7.0 and 8.2.7.1, multiple version constraints were introduced in composer.json, allowing developers to select between minimum or latest dependency versions for a more secure and flexible upgrade path.

  • 9.2.8.0 - A Drupal 9 version that is required in the upgrade path before moving to 9.2.8.1+. This version includes Drupal Core 9.0-9.1 and disables deprecated components.

  • 9.2.10.0 - This version removes several unused modules from the distribution, streamlining the codebase.

  • 9.2.11.3 - Last Open Y release based on Drupal core 9.3.*.

  • 9.2.11.4 - A technical release of YMCA Website Services with no functional differences compared to 9.2.11.3.

  • 9.2.13.0 - Important pre-Drupal 10 release. This is the last Drupal 9 release. Before upgrading to Drupal 10 and entering the Layout Builder era, it is highly recommended to uninstall the geysir, openy_inline_editing, quickedit, and rdf modules as a best practice.

  • 10.2.14 - A Drupal 10/9 release. When upgrading to this version, consider the following recommendations:

    1. Upgrade to the latest Drupal 9 core using version 10.2.14 of the distribution (released in June 2023): 10.2.14 Release.
    2. Upgrade all contributed modules and libraries to their latest Drupal 9-compatible versions using composer update.
    3. Utilize tools like drupal-rector, drupal-check, and PHPCS to prepare custom modules and themes for Drupal 10 compatibility.
    4. Upgrade to Drupal 10 and perform thorough regression testing to identify and resolve potential bugs. Update drupal/core-* projects in composer.json, then run composer update.
    5. Upgrade all contributed modules on the Drupal 10 site to their latest versions using composer update.
  • 10.3.0.1 - Drupal 10/9 release that precedes the introduction of new demo content and the initial replacement of Paragraphs with Blocks for a native Layout Builder experience.

  • 10.3.1 - Drupal 10/9 release that introduces new demo content and initiates the replacement of Paragraphs with Blocks for a native Layout Builder experience. A significant number of dependencies were also updated in this release.

  • 10.3.2 - Introduced recurring event support in the Event Content Type, which necessitates an automated migration between date_range and smart_date fields. If possible, update to this version during the upgrade process.

  • 10.3.2.3 - Introduced before 10.1 and 10.2 Drupal core. Also upgraded openy_map. This version ensures we support removed modules pre 10.1 for contrib modules.

Refer to Version Constraints practices for YMCA Website Services for more information on managing dependencies.

Known Issues

If you encounter an issue where composer installs an incorrect version of drupal/core for your chosen YMCA Website Services version, use the following command to downgrade:

composer require drupal/core-recommended:9.5.9

Run this command from your docroot. Replace 9.5.9 with the correct core version you need.

4.26 - Install Solr site search

YMCA Website Services leverages Apache Solr for a few features:

Prerequisites

Before you begin, ensure that you have:

  • A running Apache Solr server, version 6.4 or higher is recommended (refer to Apache Solr for installation instructions).
  • The YMCA Website Services Search API module installed and enabled.
  • Administrative access to your Drupal site.

Quick Start / Upgrade path

  1. Log in as admin.

  2. Go to admin/modules and enable the YMCA Website Services Search API module.

    image

  3. Approve the next step for enabling Database Search.

    image

  4. Go to the Search API configuration page admin/config/search/search-api.

  5. Verify that the “OpenY Database Search” server is enabled.

  6. Visit “Search content” index.

    image

    TIP: Admins can enable the Solr search and switch the index between servers.

  7. Index content by clicking “Index now”.

    image

  8. Go to the homepage and search for any keyword.

    image

  9. Verify search results are displayed correctly.

Starting from the YMCA Website Services installer

  • Find the Select search service step displayed during the YMCA Website Services installation.
  • Choose from one of these options during installation:
    • None
      • Nothing happens if the user chooses this option; search modules are displayed after installation.
    • YMCA Website Services Google Custom Search
      • Google Custom Search configuration form is displayed if the user chooses this option.
      • The YMCA Website Services Google Search module is enabled after installation and ready to use.
    • YMCA Website Services Search API
      • Search API backend options are displayed in this case with the following options:
        • Database
          • The YMCA Website Services Search API module is enabled after installation. The database search API server is enabled. The search is ready to use after content indexation.
        • Solr
          • Additional installation step with Solr configuration form is displayed in this case and user can specify all params for Solr connection. The YMCA Website Services Search API module is enabled after installation, Solr search API server is enabled. The search is ready to use after content indexing (if the correct Solr settings were used).

Switch from database search backend to Solr backend

Watch a video tutorial on how to switch an existing site from the database backend to a Solr server. This requires a Solr server to be configured in your environment.

  • Edit the “Solr search” server from the Search API configuration admin/config/search/search-api.
  • Add the configuration information for your Solr server. Refer to Drupal’s Search API Solr project for troubleshooting connection information.
  • Save the server and observe that Search API has successfully connected to your server.
  • Edit the “Search content” index and change the “Server” field to the newly configured “Solr Search” index.
  • Visit the “Search content” index and click “Index now” to re-index the content.

Solr search can be used with Layout Builder, and requires a few extra steps.

Configure Solr to index the new content types

In order for Solr to index the new content types, they need to be added to the index.

  1. Enable the YMCA Website Services Search API (openy_search_api) module if not already enabled.

  2. Go to Admin > Configuration > Search and metadata > Search API, then Edit the Search content index. (/admin/config/search/search-api/index/search_content/edit)

  3. Configure Solr to index the Layout Builder content types:

    • Scroll down, expand Configure the Content datasource, and check the content types that should be indexed for search.
      Configure the content datasource options
    • Save the form.
  4. Configure how Solr indexes the Layout Builder content types:

    • From the Search API configuration, open the dropdown for the Search content index and choose Fields.

      The fields option in the options dropdown of the Search API configuration

    • To the right of the Rendered HTML output field options, choose Edit.

    • For each newly added content type, switch “Don’t include the rendered item” to the right view mode.

      Choose the view mode for each content type.

      • In general, new Layout Builder specific content types will use the “Default” view mode, while older Layout Builder-compatible content types should use the “Full content” view mode.
        Content typeView mode
        Article (LB)Default
        BranchFull
        Event (LB)Default
        CampFull
        Camp SubpageFull
        FacilityFull
        Landing Page (LB)Default
        ProgramFull
        Program SubcategoryFull
    • Save the page.

  5. Once your changes have been saved, re-index the content to see the changes reflected in search results.

Set up a Layout Builder search page

  1. If you have an existing site, disable the old search page:

    • Go to /search.
    • Remove the URL alias by unchecking Generate automatic URL alias in the sidebar then deleting /search.
    • Uncheck Published and Save to un-publish the page.
  2. Create a new Landing Page (Layout Builder) (node/add/landing_page_lb):

    • Set the Title to “Search”.

    • Ensure Generate automatic URL alias is unchecked in the sidebar and set the alias to /search.

      • If that alias results in an error, you can remove the old one at Admin > Configuration > Search and metadata > URL aliases
    • Check Published then Save and edit layout.

  3. Add a Small Banner to the header with a title for the page, like “Search”.

  4. Add the search results block to the page:

    • In the Body section, Add block, then expand All system block and choose Content search block from the Paragraph Blocks section.
    • Optionally, choose to hide the title or change the number of items to display.
    • Save layout and check your page.
  5. Change the Search API config to use your new page:

    • Go to Admin > YMCA Website Services > Settings > Search API settings (/admin/openy/settings/search-api) and set the Search page id to the node id of your new page.

    • Or, change the config with drush:

      drush cset openy_search_api.settings search_page_id <nid>
      
  6. Test the search box in the Layout Builder page header to ensure the new configuration works as expected.

Legacy Solr Support

The contrib Search API Solr module supports a broad swath of Solr versions, but occasionally old versions are dropped from support in the main module. If, when enabling YMCA Website Services Search API, you encounter errors that your version of Solr is out of date, you may need to enable the Search API Solr Legacy module. As of January 2022, Search API Solr Legacy supports Solr 3.6 through 6.4.

The error message when using an old version of Solr may look something like this:

Notice: Undefined index: 4.x in Drupal\search_api_solr\Controller\SolrConfigSetController->getConfigFiles()

4.27 - Install SSL Certificate

Web Security and YMCA Website Services

As many parties have moved to Encrypt the Web, https sites and SSL certificates have shifted from a “nice to have” to a necessity.

If you’re running YMCA Website Services on a managed platform, you most likely have SSL already configured. If you choose to manage YMCA Website Services on your own, you’ll have to install a certificate.

Let’s Encrypt is “a free, automated, and open certificate authority (CA), run for the public’s benefit. It is a service provided by the Internet Security Research Group (ISRG).” Certbot is “a free, open source software tool for automatically using Let’s Encrypt certificates on manually-administrated websites to enable HTTPS.”

Certbot maintains detailed documentation for installing SSL certificates on a variety of systems. Simply visit Certbot’s instructions wizard and follow the instructions to configure your server.

4.28 - Installation With Drush

You can use the drush site-install command to quickly set up the OpenY distribution.

The basic syntax is:

drush site-install openy --account-pass=password --db-url="mysql://user:pass@host:3306/db" --root=/var/www/docroot

This command uses the complete YMCA Website Services profile preset and the YMCA Website Services Rose theme.

To specify a different profile preset or theme, use the openy_configure_profile.preset and openy_theme_select.theme variables:

drush site-install openy --account-pass=password --db-url="mysql://user:pass@host:3306/db" --root=/var/www/docroot openy_configure_profile.preset=extended openy_theme_select.theme=openy_rose

Explanation of parameters:

  • openy: Specifies the installation profile to use (OpenY).
  • --account-pass=password: Sets the administrator password. Replace "password" with a secure password.
  • --db-url="mysql://user:pass@host:3306/db": Defines the database connection details.
    • user: Database username.
    • pass: Database password.
    • host: Database host.
    • 3306: Database port (default MySQL port).
    • db: Database name.
  • --root=/var/www/docroot: Specifies the Drupal root directory. Adjust this to the correct path on your server.
  • openy_configure_profile.preset=extended: Selects the “extended” installation preset.
  • openy_theme_select.theme=openy_rose: Selects the “openy_rose” theme.

4.29 - Module Development

Module Content Removal

When deleting an entity where plugins or services of the removing module are used, content removal should be done in the hook_uninstall() function of that module. This ensures that no orphaned data or references remain in the system after the module is uninstalled.

Example:

See openy_prgf_camp_menu.install for an example of how to implement this. The hook_uninstall() function in this file removes paragraphs before the module uninstall to avoid errors related to missing services used in the camp menu block.

Creating a New Module

When creating a new module on Drupal.org, ensure the following:

  1. Add all current maintainers: Properly credit and involve all individuals actively contributing to the module.
  2. Add a module template: This template provides essential information and resources for users. Use the following HTML snippet and customize it for your module:
<table class="views-view-grid" bgcolor="#d4efcc">
  <tr>
    <td>
      <h2>🇺🇦</h2>
    </td>
    <td>
      This module is maintained by Ukrainian developers. Please consider
      <a href="https://supportukrainenow.org">supporting Ukraine</a> in a fight for their freedom and the safety of Europe.
    </td>
  </tr>
</table>

<!-- Edit this section with a short intro to the module -->
This component/module allows you to ... when using the
<a href="https://github.com/YCloudYUSA/y_lb">YMCA Layout Builder</a> package.

<!-- Leave this section as is -->

<ul>
  <li>
    Read our
    <a href="https://github.com/YCloudYUSA/yusaopeny#installation">instructions for getting started</a>.
  </li>
  <li>
    <a href="https://ds-docs.y.org/docs/">Search our documentation</a> for
    assistance.
  </li>
  <li>
    <a href="https://ds-docs.y.org/community/">Review our Community Resources</a>
    for more information.
  </li>
</ul>

<h3 id="project-requirements">Requirements</h3>

This project is meant to be used with the
<a href="https://www.drupal.org/project/openy">YMCA's Website Service distribution</a>.

4.30 - One-Click Install How-To

This walkthrough is outdated and is in the process of being updated. Consider using the resources below instead.

Installing YMCA Website Services on a DigitalOcean Droplet

These steps outline how to install YMCA Website Services on a DigitalOcean droplet.

  1. Create a new Ubuntu 16.04 LTS x64 droplet. Choose a region close to your location.

    DigitalOcean Droplet Creation

    Use a 2GB droplet or more powerful option, if needed. Do not use the 1GB option as YMCA Website Services may fail on it.

  2. Log in to the droplet via SSH.

  3. Execute the one-click install script. Run the following command as the root user:

    curl -Ls http://bit.ly/initopeny | bash -s
    

    This command will run for approximately 10 minutes.

  4. Access the installation URL. Upon completion, you should see a message similar to:

    Open http://127.0.0.1/core/install.php to proceed with OpenY installation.
    
  5. Open the provided URL in your browser. Access this link from your droplet’s IP address, not from this document. Then proceed with the YMCA Website Services installation.

    For example, if your droplet’s IP address is 192.0.2.0, you would access http://192.0.2.0/core/install.php.

Enjoy!


Installing the Latest Beta Release

To install the latest beta release of YMCA Website Services 2.0, modify the command in step 3:

curl -Ls http://bit.ly/initopeny | bash -s beta

Troubleshooting

If you encounter any issues, please report them in the issue queue:

https://github.com/YCloudYUSA/yusaopeny/issues

4.31 - Open Y Analytics Sunset

Preamble

On January 28, 2020, the Open Y initiative introduced an anonymous analytics module, openy_analytics. This module was designed as a free, opt-in/opt-out solution, allowing the Core Team to gather statistics from Open Y sites regarding the usage frequency of various components.

The primary goal was to collect data that would inform decision-making and enhance our understanding of component demand within the Open Y ecosystem.

Recently, the Open Y Core Team decided to sunset this functionality and remove both the openy_analytics and openy_update modules from the Open Y distribution due to low usage. This sunsetting reduces the server load on Open Y instances and allows us to archive the analytics server.

How to Opt-Out of the Analytics Subsystem

To opt-out, navigate to YMCA Website Services -> Terms and Conditions within your YMCA Website Services site instance and uncheck the Optional Permissions checkbox.

Terms and Conditions Checkbox

After submitting the form, your site will no longer transmit anonymous data. If the checkbox was already disabled, no action is needed, as you had not previously opted in.

Deprecation Details

The uninstall and deprecation process was implemented in Pull Request #2537.

The openy_analytics module was part of the Analytics package. This package, as described in openy.packages.yml, aimed to “integrate the website with analytic systems and capture website statistic.” It included modules like google_tag and google_analytics to configure integrations with Google Analytics or Google Tag Manager.

4.32 - Participant Agreement

YMCA Website Services PARTICIPATION AGREEMENT

This YMCA Website Services Participation Agreement (this “Agreement”) is between YMCA of the USA (“YUSA”), and participating YMCA member associations in the United States (“Member Associations”). YUSA has received license rights from the National Council of Young Men’s Christian Associations of the United States of America, an Illinois not-for-profit corporation (“National Board”) to provide the Platform (as defined below) to you.

The purpose of the YMCA Website Services community is to collectively advance YMCA web and online experiences to better serve the YMCA mission. The terms of this Agreement govern your use of YMCA Website Services’s open-source digital content management system. This system facilitates the sharing of National Board brand-compliant website templates, tools, applications, and related digital assets (“Platform”). The community provides a collaborative environment for individuals to positively interact and participate in the Platform. These guidelines address the standards and expectations of those contributing to and participating in the YMCA Website Services community. They are meant to help our YMCA community grow and thrive. Your participation in YMCA Website Services means that you agree to the following guidelines and to the YMCA Website Services Terms of Use.

YMCA BRAND ASSETS

No right is granted by this Agreement to use or license the YUSA brand assets. YMCA brand assets, which include, but are not limited to YMCA trademarks, trade dress, logos and other indicia of origin, are owned and controlled by YUSA. YUSA provides the Platform to you under license from YUSA. Accordingly, neither YUSA nor any Member Association shall, either directly or indirectly, at any time do any act or thing contesting the validity of YUSA’s trademarks or its rights thereto.

Only Member Associations in the United States will have access to use any YUSA brand assets included in YMCA Website Services. All use by Member Associations must be in compliance with YUSA brand standards and guidelines as established by the National Board. YUSA is a third party beneficiary to this Agreement, with the right to enforce each of the terms of this Agreement with respect to YMCA Website Services and you. YMCA Website Services shall send copies of all notices due to you under this Agreement to each of you and YUSA.

BEING A MEMBER OF OUR COMMUNITY

  • Participation: YMCA Website Services will be at its best if each member participates in the community. There are many different ways you can participate, including through using the platform, presentations, forums, summits, emails, calls, etc. We encourage your active participation to the extent you feel you are able and willing. YUSA may publicly disclose your participation in the project.

  • Contribution: YMCA Website Services encourages Members to contribute to the enhancement, editing, and building of YMCA Website Services. To ensure valuable contributions to the community, YMCA Website Services encourages Members to stay familiar and up-to-date with the YMCA Website Services roadmap, as well as new features in active development. When you make changes that improve YMCA Website Services features, please contribute those back to the community by ensuring they are re-useable and decoupled.

  • Collaboration: YMCA Website Services encourages Members to collaborate across the YMCA community to share costs and efforts on building new capabilities.

  • Transparency: Customizations of code provided by YMCA Website Services for your website will likely increase the initial fees, support, and upgrade costs for your website. When modifying or redistributing code, you must include a notice giving credit to YMCA Website Services for the portion of the YMCA Website Services code you use.

  • Promotion: YMCA Website Services encourages Members to share their expertise and YMCA Website Services experience to expand its reach and accessibility to experienced and new members alike. There will be many opportunities for members to support YMCA Website Services and its marketing and messaging initiatives.

Reporting Problems

If you believe someone has violated the YMCA Website Services Community Guidelines, or have any questions or concerns, please contact YUSA through the YMCA Website.

4.33 - Patch YMCA Website Services

Here you can find instructions on how to patch a YMCA Website Services distribution used in your project.

When to Patch YMCA Website Services

  • If you’ve found a bug and created a patch for YMCA Website Services on GitHub.
  • If you’ve developed a new feature that would benefit YMCA Website Services and created a Pull Request (PR) to the YMCA Website Services repository.
  • If you want to use a feature that has been added to YMCA Website Services but isn’t yet included in a released version.

How to Patch YMCA Website Services via Composer

If you followed the instructions in docs/Development/Start new YMCA Website Services project and your composer.json is configured correctly, follow these steps:

  1. Create a patch link using the Pull Request ID:

    https://patch-diff.githubusercontent.com/raw/YCloudYUSA/yusaopeny/pull/XXX.patch
    

    Replace XXX with the number of the pull request you want to use.

  2. Add a patches section to the extra section of your composer.json file:

    "extra": {
        "installer-paths": {
          ...
        },
        "enable-patching": true,
        "patches": {
            "YCloudYUSA/yusaopeny": {
                "Patch description": "https://patch-diff.githubusercontent.com/raw/YCloudYUSA/yusaopeny/pull/XXX.patch"
            }
        }
    }
    
    • Patch description: A brief description of what the patch does. This helps you remember the purpose of the patch later.
    • https://...XXX.patch: The patch link created in step 1.
  3. Run composer update:

    This command applies the patch to your project.

  4. Verify the Changes:

    Check that the changes from the patch are present in your YMCA Website Services installation.

  5. Enjoy!

4.34 - Profile custom configuration

The distribution supplements the Drupal install process with a number of custom additions.

There are many YAML configuration files at the root of the profile. Some are standard Drupal configuration, and others are YMCA Website Services specific.

Basic .yml files

The following files are very common and can be found in many Drupal modules:

  • openy.info.yml ( documentation) - Defines YMCA Website Services as a profile and defines its name and dependencies. See openy.info.yml file located in the /docroot/profiles/contrib/yusaopeny/ directory.
  • openy.libraries.yml ( documentation) - Defines global YMCA Website Services Drupal asset libraries.
  • openy.permissions.yml - Defines global YMCA Website Services permissions.
  • openy.services.yml ( documentation) - If you are introducing a service that is needed by all (or the majority of) YMCA Website Services modules, add it here and store the service class file in the openy/src directory.

YMCA Website Services specific .yml files

There are also a few configurations related to the YMCA Website Services installation process and the YMCA Website Services package system:

  • openy.installation_types.yml
  • openy.themes.yml
  • openy.packages.yml

YMCA Website Services packages

The YMCA Website Services package system introduces a new level of abstraction, shifting from the Drupal standard module level to packages. Packages represent complete YMCA Website Services features, which could include multiple modules. A package is a declaration of a group of several modules. You can enable and disable a package, which means the whole set of the associated Drupal modules are enabled or disabled.

This approach provides a convenient way of managing YMCA Website Services features.

The YMCA Website Services system module provides a page where the enabled and available packages are listed and can be installed/uninstalled. See the YMCA Website Services Extend page (at /admin/openy/extend).

YMCA Website Services Installation types

When an YMCA Website Services site is installed, there is also another abstraction level - the installation type - which groups packages.

The hierarchy is as follows:

  • installation type
    • package
      • module
      • module
    • package
      • module
      • module
      • module
    • package
      • module
  • installation type
    • package
      • module

openy.installation_types.yml

openy.installation_types.yml defines the high-level presets available during website installation.

File structure:

standard:
  name: Standard
  packages:
    - alerts
    - editorial
    - news
    - seo
    - webform

extended:
  name: Extended
  packages:
    - alerts
    - analytics
    - ...

complete:
  name: Complete/Developer
  hidden: true
  packages:
    - activenet
    - ...

Each installation type has a machine name which is a key of the top-level items.

Properties of installation types:

  • name (required) - A human-friendly name of the installation type.
  • packages (required) - A list of YMCA Website Services packages that are associated with the installation type. The packages are listed when a website is installed via the web-interface.
  • hidden (optional) - If the installation type must be hidden when a website is installed via the web interface.

If an YMCA Website Services site is installed using the web interface, there is a step where the installation type can be selected.

If an YMCA Website Services site is installed using Drush, then the installation type can be specified by an optional argument for the drush site-install command ( Installation with Drush):

drush site-install openy \
  --db-url="mysql://user:pass@host:3306/db" \
  --root=/docroot \
  openy_configure_profile.preset=extended

openy.packages.yml

Packages are defined in openy.packages.yml. This file is placed in the root of the profile, and it’s automatically detected and used by the YMCA Website Services installation process.

File structure

blog:
  name: "Blog"
  description: "Blog package provides a set of modules to maintain and create different blog post listings."
  help: '<p>Using Blog package you can create and maintain blog posts and create flexible listings of blog posts. Watch a video below to learn more about blog anatomy.</p>
  <iframe width="560" height="315"
               src="https://www.youtube.com/embed/Vg1fy29DhdQ"
               frameborder="0" allow="autoplay; encrypted-media"
               allowfullscreen></iframe>'
  modules:
    - openy_node_blog
    - openy_prgf_blog_listing
    - openy_prgf_featured_blogs
    - openy_prgf_blog_branch
    - openy_prgf_blog_camp
    - openy_prgf_blog_latest
    - openy_txnm_blog_category

camps:
  name: "Camps"
  description: "Camps package provides a set of modules to maintain camps and add them to the location finder page."
  help: '<p>Using Camps package you can create and maintain Camps and extend location finder page to include them.</p>'
  modules:
    - openy_prgf_camp_menu
    - openy_loc_camp

Each package has a machine name which is a key of the top-level items.

Properties of packages:

  • name (required) - A human-friendly name of the package.
  • description (required) - A short description of the package features to show up on the YMCA Website Services Extend page.
  • help (required) - An HTML markup for the installation via web interface. It contains a help message that pops up when the package name is clicked on the Select installation type step.
  • modules (required) - A list of Drupal modules that are associated with the package. When the package is installed/uninstalled, the associated modules are installed/uninstalled respectively. When a website is installed via the web interface, all the available packages are listed there but split into two groups - the ones that are to be installed (associated with the selected package) and all the rest.

openy.theme.yml

The file defines which YMCA Website Services themes are available for installation when a website is being installed.

If an YMCA Website Services site is installed using Drush, then the theme can be specified by an optional argument for the drush site-install command ( Installation with Drush):

drush site-install openy \
  --db-url="mysql://user:pass@host:3306/db" \
  --root=/docroot \
  openy_configure_profile.preset=extended \
  openy_theme_select.theme=openy_rose

4.35 - Program Event Framework

A robust set of content types and syncer modules that build interactive tools to help members find and book activities.

“Program Event Framework” (PEF) refers to the entire ecosystem of content and modules in YMCA Website Services that work together to build Activity Finder, Group Schedules, and more. PEF provides a structured approach to managing program-related content, ensuring consistency and ease of use.

Content Types

These content types provide the containers for PEF content in Drupal:

  • Program - Represents a high-level program (e.g., “Swimming”, “Camps”).
  • Program Subcategory - Represents a specific subcategory within a program (e.g., “Lap Swimming” within “Swimming”).
  • Activity, Class, Session - Represents the individual activities, classes, and sessions offered.

Syncers

These modules provide integrations to pull content from external systems into the content types listed above. They automate the process of importing data from various platforms into the YMCA Website Services ecosystem.

Displays

These modules and features display the content entered into the content types, allowing users to discover and engage with programs and activities.

Data Model

The network of data structures in PEF can be complex. This diagram illustrates the relationships between the main content types and their key fields.

---
title: PEF Relationships
---
erDiagram
    program {
        entityRefTerm field_program_color
        paragraph field_content
        paragraph field_header_content
        paragraph field_sidebar_content
        textFormattedLong field_program_description
        entityRefMedia field_program_icon
        entityRefMedia field_program_image
        layout layout_builder__layout
        meta field_meta_tags
        bool field_use_layout_builder
    }
    program_subcategory {
        paragraph field_bottom_content
        entityRefTerm field_category_color
        paragraph field_content
        paragraph field_sidebar_content
        textFormattedLong field_category_description
        paragraph field_header_content
        entityRefMedia field_category_image
        layout layout_builder__layout
        meta field_meta_tags
        entityRefProgram field_category_program
        bool field_use_layout_builder
    }
    program_subcategory }|--|| program : field_category_program
    activity {
        textFormattedLong field_activity_description
        entityRefProgSub field_activity_category
    }
    activity }o--|| program_subcategory : field_activity_category
    class {
        entityRefActivity field_class_activity
        paragraph field_bottom_content
        paragraph field_content
        textFormattedLong field_class_description
        paragraph field_header_content
        meta field_meta_tags
        paragraph field_sidebar_content
    }
    class }o--|| activity : field_class_activity
    session {
        listText field_activity_type
        entityRefClass field_session_class
        textFormattedLong field_session_description
        dateRange field_session_exclusions
        listText field_session_gender
        numberInt field_availability
        bool field_session_in_mbrsh
        textPlain field_session_instructor
        entityRefLoc field_session_location
        numberInt field_session_max_age
        listText field_session_max_grade
        numberDec field_session_mbr_price
        numberInt field_session_min_age
        listText field_session_min_grade
        numberDec field_session_nmbr_price
        bool field_session_online
        entityRef field_session_plocation
        numberInt field_productid
        link field_session_reg_link
        textPlain field_session_room
        paragraph field_session_time
        numberInt field_wait_list_availability
    }
    session }|--|| class : field_session_class
    session ||--o{ session_time_paragraph : field_session_type
    session_time_paragraph {
        dateRange field_session_time_date
        listText field_session_time_days
        textPlain field_session_time_override
    }
    branch {

    }
    camp {

    }
    facility {

    }
    session }o--|| branch : field_session_location
    session }o--|| camp : field_session_location
    session }o--|| facility : field_session_location
    session }o--|| facility : field_session_plocation

More information on how this data is displayed in each component will be added soon.

4.35.1 - Activity Finder

Provides an interactive tool to help members find and book activities.

Activity Finder combines data from the Activity, Class, and Session content types into an interactive tool that can be used with Paragraphs or Layout Builder pages.

YCloudYUSA/yusaopeny_activity_finder is bundled as a “decoupled application” that ships with the YMCA Website Services distribution.

Out-of-the-box, YMCA Website Services’s Activity Finder integrates with Daxko, ActiveNet, and Personify. Configuring these integrations is mostly user-friendly, but often is supported by a partner development team. Any other CRM will require custom developer work.

See the Program Event Framework developer docs for a full list of integrations.

Block configuration

When you add the Activity Finder block to a page, you have a number of options. These are in addition to the configuration at Admin > YMCA Website Services > Settings > Activity Finder Settings (/admin/openy/settings/activity-finder). See the Activity Finder module README for more information.

  • Location & Category Filters - Restrict this block to show sessions from only certain Locations or Categories. Limit will show only the specified options. Exclude will remove the specified options. Generally you should choose either Exclude or Limit, not both.
    • Limit by location - Only show sessions at specific locations in the results.
    • Exclude by location - Remove sessions at specific locations from the results.
    • Limit by category - Only show sessions related to specific Program Subcategories in the results.
    • Exclude by category - Remove sessions related to specific Program Subcategories from the results.
  • Legacy mode - Shows some data as it was in the previous version of Activity Finder (v3):
    • Disables bookmark functionality on the results screen.
    • Doesn’t display the age indicator in the result card of activities.
    • Changes the days + times wizard step. Displays only days of week, but not times of each day (doesn’t support DaysTimes filter)
  • Weeks filter - Changes the Day/Time filter to use custom defined Week filters.
    • This requires setting the Weeks configuration in the Activity Finder settings (/admin/openy/settings/activity-finder). Activity Finder Weeks configuration.
    • Note: Only sessions that have Camp in the title or room fields will return for this filter.
  • Additional filters - These filters are off by default, but can be enabled in the Block Configuration. Activity Finder additional filters
    • Start Month - Filters based on the month in the Session Time field.
    • In Membership - Shows Sessions that have In membership checked.
    • Duration - The length of the Session. This is configurable in the Activity Finder settings (/admin/openy/settings/activity-finder) and defaults to:
      • Single day
      • Multi-day (up to 5 days)
      • Weekly (up to 3 weeks)
      • Monthly (up to 5 weeks)
      • Season (up to 12 weeks)
      • School year (~9 months)
      • Full year
  • Hide Home Branch info block - Disables functionality related to the users selected home branch.
  • Background image - An image that’s displayed in the background of the banner above Activity Finder.

The Activity Finder block configuration.

Front-end

Once the Activity Finder Paragraph or Activity Finder Layout Builder Block has been added to a page, users can see its content.

A set of screenshots illustrating the Activity Finder application with items labeled as per the following descriptions.

Filters

  • Schedules - Filters by a number of facets, which are configurable in the Block Configuration or Activity Finder settings.
    • Age(s) - Filters based on the Min Age and Max Age. Age ranges are configurable in the Activity Finder settings (/admin/openy/settings/activity-finder).
    • Day(s) & Time(s) - Filters by the time of date on specific days of the week. This filter has no configuration.
    • Weeks - Replaces date/time filter when Weeks filter is selected in the Block Configuration. See configuration requirements above.
  • Activities - Program Subcategory filters grouped by Program.
  • Locations - Location filters grouped by Content type.

See Block Configuration for more detail on other available filters.

Results

The filtered results in the Activity Finder app are a list of Sessions that meet the given filter criteria.

Each row of results contains:

  • The Session Title.
  • The Session Time, which contains a date, days of the week, and times.
  • The Session Location
  • The Session Min/Max Age
  • The Member Price and Non-member price
  • An indication of the number of spots available, from the Initial Availability field.

Clicking on the row will bring up a pop-up with further details:

  • The Session Description
  • A Learn more link and Register button which both go to the URL in the Session Registration Link field.

Additional topics

Allowing UTM codes in Activity Finder

UTM codes can be used to track the effectiveness of marketing campaigns. Activity Finder uses query strings as filters, but as of version 4.2.0 it will also maintain UTM codes in the URL.

Activity Finder begins with a number of preset arguments, and those can be modified at Admin > YMCA Website Services > Settings > Activity Finder Settings (/admin/openy/settings/activity-finder) in the Allowed Query Arguments field.

A screenshot of the Activity Finder settings, focused on the Allowed Query Arguments field

Once those settings are saved, you can visit an Activity Finder page with UTM codes attached, for example:

https://example.com/activity_finder?step=results&selectedAges=24&selectedLocations=1541437&selectedActivities=2786027,2786083&utm_source=promotional_member&utm_medium=email&utm_content=button_register_now&utm_campaign=fall_group_swim_lessons_2021

and see that the codes are maintained as the filters are changed.

4.35.1.1 - Adding Activity Finder to your site

Both v4 and v3 can coexist as independent applications on your site, displaying the same data sourced from the Program Event Framework within Open Y.

Open Y Components for Activity Finder v3 and v4

The screenshot above illustrates the Open Y components listed for both Activity Finder v3 and v4.

Activity Finder v3 (Deprecated)

To implement the v3 Activity Finder, you’ll need to create two interconnected landing pages: one for the Activity Finder itself (deprecated) and another for the Activity Finder Search (deprecated).

Activity Finder v3 Landing Pages

Examples:

Activity Finder v3 Search Landing Pages

Examples:

Activity Finder v4

To implement the v4 Activity Finder, you only need to create one landing page and add the Activity Finder component to it.

Activity Finder v4 Landing Page

Sandbox Examples:

4.35.1.2 - Bootstrap version support for Activity Finder

The Carnation theme utilizes Bootstrap v4.6. To accommodate this, the Activity Finder v4 module includes a “Bootstrap version” setting located at /admin/openy/settings/activity-finder.

Activity Finder Bootstrap Version Setting

The Rose and Lily themes use Bootstrap v3, while the Carnation theme is built with Bootstrap v4. Setting the “Bootstrap version” to “4” ensures that the Activity Finder v4 result page displays correctly on tablet screens within the Carnation theme.

Activity Finder v4 Results on Tablet - Bootstrap v4

Activity Finder v4 Results on Tablet - Bootstrap v4 (Continued)

4.35.1.3 - Configuring Solr for Activity Finder

To install Open Y with Activity Finder v4, use the following command:

composer create-project ymcatwincities/openy-project build --no-interaction --prefer-dist

This command retrieves the latest stable version of Open Y (Drupal) along with the latest stable version of Activity Finder v4. Proceed with the standard installation, ensuring you enable demo content as outlined in the provided tutorials. For streamlined setup, choose either the Extended or Custom installation profile (Custom via Drush).

Once YMCA Website Services (formerly Open Y) is installed, enable Activity Finder v4 with these Drush commands:

# Solr 8.8.1, Activity Finder v4
drush en -y search_api_solr_legacy openy_prgf_activity_finder_4 || true
drush en -dvy openy_prgf_af4_demo || true

After enabling the modules, visit /admin/config/search/search-api to download the config.zip file. This ZIP archive contains the pre-configured Solr server settings for Open Y.

image

Hint: The Open Y module infrastructure is compatible with Solr versions 8 up to 8.8.1. Activity Finder v4 is specifically tested against Solr 8.8.1. Refer to the Drupal.org documentation for instructions on installing Solr. Note that Solr versions prior to 7.7 are End of Life (EOL). The Open Y team is actively working on upgrading support for newer Solr versions.

Install the downloaded configuration as a separate core on your Solr 8.8.1 server. Extract the contents of config.zip into the conf directory of your new Solr core.

image

After extracting the configuration, verify that the core name defined in the core.properties file matches the Solr Server configuration within Open Y.

image

You can find the Solr server configuration dropdown at /admin/config/search/search-api.

image image

Alternatively, you can configure Solr via Drush. Replace ${SOLR_CORE_IS_HERE} with the actual name of your Solr core in the commands below:

# Solr 8.8.1, Activity Finder v4

drush cset -y search_api.server.solr backend_config.connector_config.host 127.0.0.1 -y
drush cset -y search_api.server.solr backend_config.connector_config.core ${SOLR_CORE_IS_HERE} -y
drush cset -y search_api.server.solr backend_config.connector_config.solr_version 8 -y
drush search-api-mark-all -y
drush sapi-i -y

After executing these commands, confirm that the Solr server is enabled and indexed at /admin/config/search/search-api.

If you installed Open Y with demo content, create a landing page featuring the Activity Finder v4 component. The openy_prgf_af4_demo module automates this process. Enable it using Drush:

# Solr 8.8.1, Activity Finder v4
drush en -dvy openy_prgf_af4_demo || true

Enabling this module automatically creates the /activity-finder-v4 landing page.

image

Visiting /activity-finder-v4?step=results or clicking the suggested buttons displays activities, filters, and other features included in Activity Finder v4.

With the Open Y demo content, the Activity Finder v4 page should resemble the following:

image

Explore these sandboxes for examples:

Activity Finder v3 is also installed when choosing the Custom installation profile with demo content. It can be accessed via the /activity-finder URL.

Explore these sandboxes for Activity Finder v3 examples:

Development SOLR 8 Installation

Refer to the Solr Docker readme for details: https://github.com/docker-solr/docker-solr/blob/master/README.md

mkdir solr8
sudo chown 8983:8983 solr8
docker run -v "$PWD/solr8:/var/solr" -p 8984:8983 --name d9_sandbox_rose_custom solr solr-precreate d9_sandbox_rose_custom
# stop docker and remove created container
# unpack solr_8.x_config.zip into data/d9_sandbox_rose_custom/conf/

docker run -v "$PWD/solr8:/var/solr" -p 8984:8983 --name d9_sandbox_rose_custom solr solr-precreate d9_sandbox_rose_custom

To configure Open Y to use Solr 8.x, change the address port to 8984.

Rebuild and reindex the index information. Verify that Activity Finder v4 functions correctly.

4.35.2 - PEF Schedules

The PEF Schedules module allows Ys to create and manage schedules with a simple, calendar-based view. It leverages the FullCalendar library for a rich, interactive experience.

YCloudYUSA/y_pef_schedule

The “PEF Schedules” module provides a calendar-based interface for creating and managing branch schedules. It integrates with the Open Y platform, allowing for seamless schedule creation and display.

Key Features:

  • Calendar-Based Interface: Utilizes the FullCalendar library for an intuitive drag-and-drop scheduling experience.
  • Branch Schedules: Allows administrators to create and manage schedules for different branches.
  • Configuration Options: Settings include configurable time intervals for calendar slots, event snapping granularity, and slot label intervals.
  • Integration with Open Y: Works with existing Open Y content types like Activities and Classes.
  • Display Options: Schedules can be displayed using the Simple Schedule block, Activity Finder, or Group Schedules.
  • PDF Export: Option to download schedules as PDF documents.

Configuration

The module provides settings for customizing the calendar’s appearance and behavior:

  • Slot Duration: Defines the length of each time slot (e.g., 00:30:00 for 30 minutes).
  • Snap Duration: Determines the granularity of time slot selection and event dragging (e.g., 00:15:00 for 15 minutes).
  • Slot Label Interval: Specifies the interval between time labels displayed along the calendar’s axis (e.g., 01:00:00 for every hour).
  • Min Time: The earliest time visible on the calendar (e.g., 04:00:00).
  • Max Time: The latest time visible on the calendar (e.g., 23:00:00).
  • Default Color: Sets the default color for activities displayed on the calendar, using a hexadecimal color code (e.g., #3788d8).

These settings can be accessed at Admin > YMCA Website Services > Settings > Schedules calendar settings (/admin/openy/settings/schedules-calendar).

Block Content Type

The module introduces a new block content type:

  • Simple Schedule: Provides a calendar view of a branch schedule.

Menu Links

The module adds the following menu links:

  • Schedules Calendar: Located under Admin > Content, allows administrators to select a branch and view its schedule.
  • Schedules calendar settings: Located under Admin > YMCA Website Services > Settings, provides access to the module’s configuration settings.

Dependencies

  • drupal:openy_repeat
  • drupal:colorapi

Repeat Schedules Paragraph

The “Repeat Schedules” paragraph type provides additional configuration options for displaying schedules:

  • Display instructor: A boolean field to show or hide the instructor’s name in the schedule display.
  • Display end time: A boolean field to show or hide the end time in the schedule display.
  • Categories exclude: Allows excluding specific activity categories from the schedule display.
  • Filter: Allows filtering content by category, class name, or instructor name.

Templates

  • branches-list.html.twig: Template for displaying a list of branches with links to their respective schedules.
  • block--lb-simple-schedule.html.twig: Template for rendering the Simple Schedule block.

Additional Information

For installation instructions and usage details, refer to the following resources:

The Y PEF Schedule module provides a calendar functionality for scheduling events. It includes a Vue.js component, fullcalendar-app, to display and interact with the calendar.

Requirements

Installation

composer require ycloudyusa/y_pef_schedule
drush en y_pef_schedule lb_simple_schedule
  1. Install as you would normally install a contributed Drupal module. For further information, see Installing Drupal Modules.
  2. Enable the module by navigating to Admin > Extend (/admin/modules) in your Drupal admin interface, then enabling "Y PEF Schedules Admin tool" and "LB Simple Schedule".

Configuration

  1. Configure the calendar settings at Admin > YMCA Website Services > Settings > Schedules calendar settings (/admin/openy/settings/schedules-calendar)
  2. Go to Admin > Content > Schedules Calendar (/admin/openy/branch-schedules) and select a branch.

After choosing a branch, you can view the calendar. The calendar features include:

  1. Viewing events in weekly or daily format.
  2. Viewing the main information of the event (by clicking on the event).
  3. Creating a new event (using the Session Content Type).
  4. Updating existing events.
  5. Downloading the schedule in PDF format.
  6. Filtering results by categories.

Showing the calendar on a page

Once you have added sessions to a calendar, you can add the calendar block to a Layout Builder page to display on the site. Ensure the "LB Simple Schedule" is enabled first.

  1. Edit the Layout of a Layout Builder page (Branch, Landing Page, etc).
  2. Create or find a section, then Add Block.
  3. Choose Add custom/content block then Simple Schedule.
  4. Add a Title and choose a Branch to populate the calendar.
  5. Save the block and the page.

Customization

A few options are available for advanced customization of the calendar.

Retrieving Events

The module provides controllers to handle AJAX requests for fetching events. To create a custom request, use the following route in your JavaScript code:

axios.get(&#39;/fullcalendar-api/get-event-data-date-range/{location}/{start}/{end}/{category}&#39;)
  .then(response =&gt; {
    const events = response.data;
    // Process the received events as needed
  })
  .catch(error =&gt; {
    console.error(&#39;Error fetching events:&#39;, error);
  });

Replace {location}, {start}, {end}, and {category} with the appropriate values.

Creating Events

The fullcalendar-app component allows users to create events interactively. When a date is clicked, a modal form is displayed for users to enter event details such as title, category, time, and date.

To customize the form or extend the functionality, refer to the Vue.js component documentation and customize the handleDateClick and createEvent methods in the fullcalendar-app component.

Troubleshooting

Known issues

  1. After creating a series of events, it is created, but only one event is displayed in the calendar, the page must be refreshed to see the correct data
  2. The color is fixed to the session and not to the category
  3. PDF format is A3

4.35.3 - Traction Rec Integration

Instructions for configuring and importing data from Traction Rec into the Program Event Framework.

The Traction Rec Integration module (ycloudyusa/openy_traction_rec) facilitates data synchronization between Traction Rec and the Program Event Framework (PEF). This integration allows you to import program and event data from Traction Rec into your Drupal website.

Configuration and Import

Module Details

This module provides YMCA Website Services integration with the Traction Rec CRM.

Installation

Require this module:

composer require ycloudyusa/openy_traction_rec

Then enable the necessary modules and submodules:

drush en openy_traction_rec openy_traction_rec_import openy_tr_activity_finder

Usage

The main module itself provides only API that helps fetch data from TractionRec. More specific functionality is provided in submodules:

  • YMCA Website Services Traction Rec: PEF import provides PEF migrations.
  • YMCA Website Services Traction Rec: Activity Finder extends YMCA Website Services Activity Finder with the new fields and logic.

See modules/openy_traction_rec_import/README.md for details on how to import content once configuration is complete.

Configuration

Create a Connected App in Salesforce

  1. Create a new private key and X509 certificate, customizing the subj options in the command to suit your organization. (See the manual for openssl-req to understand the options here.)
    openssl req -x509 -noenc -sha256 -days 365 \
     -keyout traction_rec.key \
     -out traction_rec.crt \
     -subj &#34;/C=US/ST=Illinois/L=Chicago/O=My YMCA/OU=Org/emailAddress=youremail@example.com&#34;
    
    • The email address in the certificate does not need to match the email on the Connected App.
    • The certificate must be renewed yearly (or after the set number of --days). We recommend you set a reminder in order to prevent unwanted failures.
  2. In Salesforce > Setup > App Manager, create a New Connected App.
    • Set a Name and Email.
      • The Contact Email is not used for authentication.
    • Check Enable OAuth Settings
      • Set the callback url as the base URL of your site
      • Check Use digital signatures and upload the X509 certificate (.crt) created above.
      • Ensure the app has the following Selected OAuth Scopes
        • Full access (full)
        • Manage user data via APIs (api)
        • Manage user data via Web browsers (web)
        • Perform requests at any time (refresh_token, offline_access)
      • Check these options:
        • Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
        • Issue JSON Web Token (JWT)-based access tokens for named users
      • Uncheck all other options in the OAuth section.
    • Save the Connected App
  3. Once the app is saved, you will need to get the Consumer Details:
    • In the "My Connected App" screen that appears once you save (or via Setup > App Manager), click Manage Consumer Details.
    • Save the Consumer Key and Consumer Secret for the next step.
  4. Create a Profile OR Permission Set to assign permissions to your app. We recommend using a Permission Set as those are the option recommended by Salesforce.
    1. Your Traction Rec support team should be able to deploy the Traction Rec Activity Finder Permission Set from their dev1 instance. If this Permission Set is deployed, proceed straight to the User creation step. To create a Permission Set from scratch:
      • Setup > Users > Permission Sets > New
      • Fill in the Label as you wish, and leave License as --None--
      • In the new Permission Set, open Object Settings.
      • In the very long list of Object Settings, do the following for each of the 10 Objects listed below:
        • Find the object and click to open it. In the configuration screen for each Object:
          • Under Object Permissions, mark Read as Enabled.
          • Under Field Permissions, mark Read Access on the header field to provide access to all fields.
        • Save the Object Settings and search for the next one.
      • Finally, review the summary of access permissions and ensure Read access is provided for each of the necessary objects.
    2. Create a Profile:
      • You must do this before creating a user.
      • Setup > Users > Profiles > New
      • When asked what Existing Profile to clone from, select Standard User or Standard Platform User. Be sure to note the User License connected to the target profile.
      • In the very large configuration screen, click Edit, then:
      • Save those changes.
  5. Create a new User with the new Profile or Permission Set:
    • Setup > Users > New User
      • User License - The option under which you created the Profile in the previous step, or Salesforce.
      • Email - A working email that you will use to receive login verifications.
      • Username - This is not your email and must be unique across all Salesforce Organizations. This is the name that will be used in the Drupal connection below. If you enter a preexisting username, you will receive this error: > Error: Duplicate Username. > The username already exists in this or another Salesforce organization. Usernames must be unique across all Salesforce organizations. To resolve, use a different username (it doesn't need to match the user's email address).
      • Assign the User to the Profile you created above, or a Permission Set that has the necessary permissions.
        • Under Permission Set Assignments, click Edit Assignments
        • Find the Permission Set you created in the prior step, select it, click Add, then Save.
  6. Confirm your Connected App, Profile, and User are connected:
    • Go to Setup > Apps > Connected Apps > Manage Connected Apps and choose your new app. Assign the Profile or Permission Set that contains your new user if it does not already show under the relevant section.
      • Click Manage Profiles or Manage Permission Sets
      • Search for your Profile or Permission Set and Save.
    • In the Connect App Detail, click Edit Policies:
      • Under OAuth Policies > Permitted Users choose Admin approved users are pre-authorized.
      • Check Issue JSON Web Token (JWT)-based access tokens.
      • Save the Connected App details.

When the process is complete, you should have the following relationships between the User, Permission Set OR Profile, and Connected App:

  • the API User should be assigned the Permission Set OR Profile.
  • the Connected App should be assigned the same Permission Set OR Profile.

Review all of these steps carefully. Missing any of them can result in an inability to query the API.

Salesforce permissions

The Salesforce integration Permission Set OR Profile should have read access to all fields in the following objects:

  • Course Options
  • Courses
  • Course Session Options
  • Course Sessions
  • Locations
  • Products and Discounts
  • Program Categories
  • Program Category Tags
  • Programs
  • Sessions

If using a Profile, it should also have the following Systems Permissions:

  • Apex REST Services
  • View Restriction and Scoping Rules
  • Update Consent Preferences Using REST API

Configure the connection in Drupal

  1. Go to Admin > Configuration > System > Keys (/admin/config/system/keys) and create a new key to store the private key created above.
    • Add key
    • Add a Key name and Description
    • Choose Key Type: "TractionRec JWT Private Key"
    • Choose the Key provider depending on your configuration. See Managing Keys for details.
    • Configure the chosen provider then Save the key.
  2. Go to Admin > YMCA Website Services > Integrations > Traction Rec > Traction Rec auth settings (/admin/openy/integrations/traction-rec/auth) to configure the keys & secrets provided by Traction Rec.
    • Add the Consumer key and Consumer Secret from Manage Consumer Details in Salesforce.
    • Add the User connected to the Connected App.
      • This is the Username of the User, not the Contact email.
    • Enter a Login URL.
      • This will most likely be https://login.salesforce.com
    • Set the Services base URL and REST API Base URL as per their descriptions.
      • Ensure the REST API Base URL responds to curl -I with a 200 response. Replace URLs like *.lightning.force.com with *.my.salesforce.com because the lightning url may result in a redirect, which will cause an authentication error, like ([@&#34;message&#34;:&#34;Session expired or invalid&#34;,&#34;errorCode&#34;:&#34;INVALID_SESSION_ID&#34;]).
    • Set the Community URL based on the publicly accessible registration links.
      • This may be something like https://my-ymca.my.site.com
      • The URL can be found in Salesforce under Setup > Digital Experiences > All Sites.
    • Choose the key as configured above.

Mapping

The TractionRec importer pulls data from many Traction Rec Objects (see TractionRec.php for the full queries):

Object Mapping

The fetcher outputs these files:

  • classes.json - from Courses
    • Maps to both Activities and Classes. Since TREC does not have this distinction, information in the resulting Activities and Classes in Drupal is duplicated.
  • locations.json - from Locations
    • This file is unused, but Locations map to Location via the Session import.
  • program_categories.json - from Program Category Tags
    • Maps to Program.
  • programs.json - from Programs
    • Maps to Program Subcategory.
  • sessions.json - from Course Options
    • Maps to Session.

Note: Traction Rec's labels for "Programs" and their child groupings are different:

  • Traction Rec: "Program Category" is the parent of "Program".
  • Drupal: "Program" is the parent of "Program Subcategory".

Mapping to Drupal fields

Those files are then imported into Drupal content via importers (in config items that start with migrate_plus.). The import goes as follows:

> - Drupal Content Type (bundle) > - Salesforce/TractionRec source fieldDrupal destination field

  • Program - from programs.json / TREC Program Categories
    • Id → id
    • Name → Title
    • Available → Published (status)
  • Program Subcategory - from program_categories.json/ TREC Programs
    • Id → id
    • Name → Title
    • Program → Program (field_category_program) via a lookup to the Programs import
    • Available → Published (status)
  • Activity - from classes.json / TREC Courses
    • Id → id
    • Name → Title
    • Program/Id → Program Subcategory (field_activity_category) via a lookup to the Program Subcategory import
    • Available → Published (status)
  • Class - from classes.json / TREC Courses
    • Id → id
      • The Class Id will also be used to set the Activity (field_class_activity)
    • Name → Title
    • Program/Id → ignored
    • Description/Rich Description → Description (field_class_description)
      • If a Rich Description is set, it will be used, otherwise the Description field will be used.
    • Available → Published (status)
  • Session - from sessions.json / TREC Sessions
    • Course_Option/Name → Title
    • Course_Option/ID → id
      • Also used to generate the Registration link URL using the Community URL set in Traction Rec auth settings (/admin/openy/integrations/traction-rec/auth).
    • Course_Session/Course/Id → Class
    • Course_Session/Course/Name → Course
    • Course_Session/Course/Description & Rich_Description → Description (field_class_description)
      • If a Rich Description is set, it will be used, otherwise the Description field will be used.
    • Course_Option/Start_Date → Session Time > Start date
    • Course_Option/Start_Time → Session Time > Start time
    • Course_Option/End_Date → Session Time > End date
    • Course_Option/End_Time → Session Time > End time
    • Course_Option/Day_of_Week → Session Time > Days
    • Course_Option/Age_Min → Min Age (field_session_min_age) converted to months
    • Course_Option/Age_Max → Max Age (field_session_max_age) converted to months
    • Course_Option/Location/Name → Location (field_session_location)
      • Location Name is used as a backup in case the Location Mapping does not match.
    • Course_Option/Location/Id → Location (field_session_location)
      • Location ID is used to attempt to match a location in the Location mapping in the Traction Rec importer settings (/admin/openy/integrations/traction-rec/importer)
    • Course_Option/Instructor → Instructor (field_session_instructor) trimmed to 255 characters
    • Course_Option/Available_Online → Online registration (field_session_online)
    • Course_Option/Available → Published (status)
    • Course_Option/Register_Online_From_Date → not used
    • Course_Option/Register_Online_To_Date → not used
    • Course_Option/Capacity → Initial Availability (field_availability)
    • Course_Option/Total_Capacity_Available → Initial Availability (field_availability)
    • Course_Option/Unlimited_Capacity → if set, overrides Capacity and sets Initial Availability (field_availability) to 100
    • Course_Option/Unlimited_Waitlist_Capacity → Wait list Unlimited Capacity (waitlist_unlimited_capacity)
    • Course_Option/Waitlist_Total → Wait list capacity (waitlist_capacity)
    • Course_Option/Product/Price_Description → Price description (field_price_description)
    • Course_Session/Id → Class (field_session_class) via a lookup to the Class import

Data Model

This module assumes a Traction Rec "standard" data model in its queries. Any deviations from this model will require overriding the queries in src/TractionRec.php.

This model contains a subset of the fields in Traction Rec that are relevant to our usage. All entities have more fields than listed.

Field types are taken from Salesforce's Setup > Object Manager > {Entity} > Fields & Relationships.

  • Number field options are: number(length_decimal places)
erDiagram
    Program_Category__c {
        id Id
        text(80) Name
    }
    Program__c {
        id Id
        text(80) Name
        checkbox Available__c
        textArea(255) Description__c
    }
    Program_Category_Tag__c {
        id Id
        autoNumber Name
        lookup(Program) Program__c
        lookup(Program_Category) Program_Category_c
    }
    Course__c {
        id Id
        text(80) Name
        checkbox Available__c
        text(128) Code__c
        longTextArea(640) Description__c
        lookup(Program) Program__c
        richTextArea Rich_Description__c
    }
    Course_Session__c {
        id Id
        text(80) Name
        checkbox Available__C
        text(128) Code__c
        lookup(Course) Course__c
        longTextArea(640) Description__c
        number(18_0) Num_Option_Entitlements__c
        lookup(ProductAndDiscount) Product__C
        richTextArea Rich_Description__c
        sum Total_Option_Capacity__c
        formula(number) Total_Option_Capacity_Remaining__C
        sum Total_Option_Registrants__c
        count Total_Options_Available__c
    }
    Course_Option__c {
        id Id
        text(80) Name
        number(3_1) Age_Max__c
        number(3_1) Age_Min__c
        checkbox Available__c
        number(18_0) Capacity__c
        picklist(multiSelect) Day_of_Week__c
        date End_Date__c
        text(8) End_Time__c
        text(128) Instructor__c
        lookup(ProductAndDiscount) Product__c
        number(18_0) Registration_Total_c
        longTextArea(3500) Setup_Notes__c
        number(3_0) Setup_Time_Required___c
        date Start_Date__c
        text(8) Start_Time__c
        longTextArea(3500) Tear_Down_Notes__c
        number(3_0) Tear_Down_Time_Required__C
    }
    Course_Session_Option__c {
        id Id
        autoNumber Name
        lookup(CourseOption) Course_Option__c
        masterDetail(CourseSession) Course_Session__c
        checkbox Option_Available__c
        number(18_0) Option_Capacity__c
        number(18_0) Option_Registration_Total__c
    }
    Program_Category__c ||--|{ Program_Category_Tag__c : &#34;&#34;
    Program__c ||--|{ Program_Category_Tag__c : &#34;&#34;
    Program__c ||--|{ Course__c : &#34;&#34;
    Course__c ||--|{ Course_Session__c : &#34;&#34;
    Course_Session__c ||--|{ Course_Session_Option__c : &#34;&#34;
    Course_Option__c ||--|{ Course_Session_Option__c : &#34;&#34;

Using Google Tag Manager (GTM)

By integrating Google Tag Manager (GTM) with your Salesforce Community, you can enable your marketing team to manage the deployment of marketing tags and tracking pixels, without relying on a developer to modify any code.

You may also want to configure cross-domain tracking on your Drupal site.

Import Process

The module allows you to synchronize classes and programs from the Traction Rec CRM to the YMCA Website Services Program Event Framework (PEF).

It uses Migrate API to import data fetched from Traction Rec and provides Drush commands and a configuration UI.

The import process consists of 2 drush commands:

  1. openy-tr:fetch-all this command fetches required data from Traction Rec and saves it to JSON files.

    • Alias: tr:fetch
  2. openy-tr:import the command migrates fetched JSON files to YMCA Website Services and creates sessions, classes, activities, categories and programs.

    • Alias: tr:import

You can run the commands manually for one-time import or add both to cron jobs.

Other available drush commands:

  • openy-tr:rollback - Rolls back all imported nodes.

    • Alias: tr:rollback
  • openy-tr:reset-lock - Resets import lock.

    • Alias: tr:reset-lock
  • openy-tr:clean-up - Removes imported JSON files from the filesystem.

    • Alias: tr:clean-up
  • openy-tr:quick-availability-sync - Sync total availability data for sessions.

    • Alias: tr:qas

4.36 - Pull Request Review Standard

Refer to the technical guidelines for code quality best practices.

Adherence to Standards

The YMCA Website Services Core Team adheres to the same standards set for the community across all development areas and technologies, as outlined in the YMCA Website Services documentation.

The YMCA Website Services Core Team reserves the right to deviate from these standards only in the following situations:

  • Emergency: A critical defect or security vulnerability requiring immediate and drastic measures for resolution.
  • When standards are not met, the YMCA Website Services Core Team is responsible for explaining the reasons behind the deviation and defining the updated standards moving forward.
  • This explanation will be communicated via the YMCA Website Services message board, Slack, and the documentation on GitHub, reflecting the new standards.

Requirements for Pull Requests

  • Code in Pull Requests must adhere to our established best practices.
  • Submitters’ profiles on GitHub or Drupal.org should include a name and organization.

Pull Request Template

To ensure high-quality Pull Requests, a PR template is automatically applied to new Pull Requests on GitHub.

The template includes the following requirements:

  • Issue Link: A link to the original issue addressed by the PR.

  • Coding Standards: Confirmation that all coding styles are followed, and no issues are reported by CodeSniffer. Refer to the Code of Conduct.

  • Documentation Updates: Verification that documentation has been updated to reflect the PR changes.

  • Review Steps: Detailed steps for review based on the PR changes.

    Steps for review
  • Upgrade Path Support: Inclusion of all necessary hook_update_N functions to support the upgrade path.

  • Drupal.org Email Association: Confirmation that your Git email is associated with a Drupal.org account to ensure commit attribution.

    drupal.org email
  • Drupal.org Credits: If you want credits on drupal.org, consult the documentation.

4.37 - Release processes

Repositories Involved in Releases

The following repositories are involved in the release process for YMCA Website Services:

  1. YMCA Website Services Drupal Profile Distribution: YCloudYUSA/yusaopeny - This repository contains the core Drupal profile distribution for YMCA Website Services.
  2. YMCA Website Services Project: YCloudYUSA/yusaopeny-project - This repository is used to initiate a new YMCA Website Services instance. It typically includes the composer.json file and installation scripts.
  3. Continuous Integration/DevOps for YMCA Website Services: YCloudYUSA/yusaopeny-cibox-build - This repository manages the CI/CD processes for rebuilding and installing YMCA Website Services.
  4. CIBox Development Environment: YCloudYUSA/yusaopeny-cibox-vm - This repository contains the configuration for the CIBox development environment, which uses Virtualbox, Docker, and Vagrant.
  5. Docksal Development Environment: YCloudYUSA/yusaopeny-docksal - This repository provides a Docksal-based development environment using Docker and VirtualBox.

Release Management Process

The Lead Architect follows these steps when tagging a new release of YMCA Website Services:

  1. Update the Project Repository: Review, merge, and update the YCloudYUSA/yusaopeny-project repository. This usually involves updating the composer.json file or the one-line installation script. Tag a new release in this repository.
  2. Review and Merge Pull Requests: Review and merge all pull requests in the YCloudYUSA/yusaopeny repository that are planned for the release.
  3. Update the Distribution Version: Change the YMCA Website Services version in the openy.info.yml file located in the yusaopeny repository. The file path is openy.info.yml.
  4. Update Module Versions: If there were changes to major modules (e.g., Activity Finder, PEF), update the YMCA Website Services version in those modules as well.
  5. Create Changelog Release Notes: Create a draft changelog with release notes. Include a list of contributors and major issues fixed or introduced in the release.
  6. Regression Testing: Spin up a copy of an YMCA Website Services site and check top-priority functionality for regressions.
  7. Core Team Review and Approval: Send the release candidate to the Core Team for review and get their approval.
  8. Update Development Version: After approval, change the YMCA Website Services version in openy.info.yml to the next version with the -dev suffix for developers.
  9. Refresh Private Mirror: Refresh the YMCA Website Services private mirror on the openy.cibox.tools CI server.
  10. Verify Version in Site Info: Ensure the version of YMCA Website Services is correct in the site information page (admin/reports/status).
  11. Announce Release - Developers: Publish an announcement in the #developers YMCA Website Services Slack channel.
  12. Announce Release - General: Publish an announcement in the #general YMCA Website Services Slack channel.

4.38 - Release Schedule and Guidelines

YMCA Website Services Release Guidelines

YMCA Website Services releases major releases of the base project YMCA Website Services and Virtual Y quarterly. Minor releases and sub-project releases occur as needed. These releases impact the base theme openy_lily and modules like ws_small_y.

Major Releases (Quarterly)

Major releases are scheduled for the second Tuesday of the second month of each quarter (February, May, August, November). They are numbered 2.x and may consist of:

  • New Features
  • New Enhancements
  • Bug Fixes

Minor Releases

Minor releases are numbered 2.x.x and consist of:

  • Bug Fixes
  • No new features or major enhancements

Release Schedule

2021

OpenY/VirtualY Releases for 2021

Prior Years

4.39 - SA-CORE-2018-002 security update

This document is archived but may contain useful information for troubleshooting future updates. For updated update steps, visit How to upgrade YMCA Website Services.


To update your OpenY site with the security fix from Drupal core SA-CORE-2018-002, the OpenY team suggests two options: applying a patch or upgrading Drupal core (or upgrading OpenY). While a Drupal core or OpenY upgrade isn’t always immediately feasible, security issues should be addressed as soon as possible. Therefore, consider applying the patch and planning an OpenY upgrade for later.

How to Apply the Patch

Before you begin, it is crucial to identify the OpenY release version you are using. This will determine the correct patch to apply. You can find your OpenY version in the openy.info.yml file located in the root of your OpenY installation (e.g., /docroot/profiles/contrib/yusaopeny/openy.info.yml). The version key in that file indicates your OpenY version.

Patching OpenY Releases 8.0.1 - 8.1.0 (Drupal core 8.2.x)

For older OpenY releases, it’s highly recommended to upgrade to the latest version of OpenY or at least to a version between 8.1.1 and 8.1.6 (Drupal core 8.3.x) and then upgrade Drupal core to 8.3.9 ( Drupal 8.3.9 Release Notes). If an immediate upgrade isn’t possible, follow these steps:

  1. Log in to your production server: Access your server environment via SSH and locate the docroot folder of your site’s codebase. If you followed an OpenY installation tutorial, you should:

    ssh -l root YOUR_SERVER_DOMAIN_NAME
    cd /var/www/html
    wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/8.2.x.patch
    
  2. Back up the file to be patched: Before applying the patch, create a backup of DrupalKernel.php:

    cp docroot/core/lib/Drupal/Core/DrupalKernel.php /var/backups/DrupalKernel.php
    
  3. Test the patch: Run the following command to check if the patch can be applied successfully:

    patch -p1 --dry-run < 8.2.x.patch
    

    You should see the following output:

    # patch -p1 --dry-run < 8.2.x.patch
    checking file docroot/core/lib/Drupal/Core/DrupalKernel.php
    checking file docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php
    

    If the output differs, stop and seek assistance.

  4. Apply the patch: If the dry run was successful, apply the patch with the following command:

    patch -p1 < 8.2.x.patch
    

    You should see the same output as the dry run, indicating that your site is now patched.

    If the patch fails with an error message like “Hunk #1 FAILED at 123”, this means the file has been modified since the patch was created. You will need to manually resolve the conflicts or revert to a clean version of the file before applying the patch.

    Common causes for patch failures include:

    • The file has been previously patched with a different patch.
    • The file has been customized or modified.
    • The patch is for a different version of Drupal core.

    If you encounter issues, consult the Drupal documentation on patching or seek assistance from the OpenY community.

    After successfully applying the patch, clear the Drupal cache to ensure the changes take effect:

    drush cr
    

Tip: If you’re using a Git repository for your site, run the following commands to commit and push the patched core:

git add docroot/core/lib/Drupal/Core/DrupalKernel.php docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php && git commit -m "Patching OpenY core" && git push

This will store the patched core in your repository.

Patching OpenY Releases 8.1.1 - 8.1.6 (Drupal core 8.3.x)

For these OpenY releases, upgrading to the latest version or at least to one of the 8.1.7-8.1.10 releases (Drupal core 8.4.x) with a Drupal core upgrade to 8.4.6 ( Drupal 8.4.6 Release Notes) is highly recommended. If that is not currently possible, follow these steps:

  1. Log in to your production server: Access your server environment via SSH and locate the docroot folder of your site’s codebase. If you followed an OpenY installation tutorial, you should:

    ssh -l root YOUR_SERVER_DOMAIN_NAME
    cd /var/www/html
    wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/8.3.x.patch
    
  2. Back up the file to be patched: Before applying the patch, create a backup of DrupalKernel.php:

    cp docroot/core/lib/Drupal/Core/DrupalKernel.php /var/backups/DrupalKernel.php
    
  3. Test the patch: Run the following command to check if the patch can be applied successfully:

    patch -p1 --dry-run < 8.3.x.patch
    

    You should see the following output:

    # patch -p1 --dry-run < 8.3.x.patch
    checking file docroot/core/lib/Drupal/Core/DrupalKernel.php
    checking file docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php
    

    If the output differs, stop and seek assistance.

  4. Apply the patch: If the dry run was successful, apply the patch with the following command:

    patch -p1 < 8.3.x.patch
    

    You should see the same output as previously, indicating that your site is now patched.

    After successfully applying the patch, clear the Drupal cache to ensure the changes take effect:

    drush cr
    

Tip: If you’re using a Git repository for your site, run:

git add docroot/core/lib/Drupal/Core/DrupalKernel.php docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php && git commit -m "Patching OpenY core" && git push

to store your patched core into your own repository.

Patching OpenY Releases 8.1.7 - 8.1.9 (Drupal core 8.4.x)

For these OpenY releases, it is highly recommended to upgrade to the latest version (8.1.10 or later) or at least to version 8.1.10 (Drupal core 8.4.x) with a Drupal core upgrade to 8.4.6 ( Drupal 8.4.6 Release Notes). If that is not currently possible, follow these steps:

  1. Log in to your production server: Access your server environment via SSH and locate the docroot folder of your site’s codebase. If you followed an OpenY installation tutorial, you should:

    ssh -l root YOUR_SERVER_DOMAIN_NAME
    cd /var/www/html
    wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/8.4.x.patch
    
  2. Back up the file to be patched: Before applying the patch, create a backup of DrupalKernel.php:

    cp docroot/core/lib/Drupal/Core/DrupalKernel.php /var/backups/DrupalKernel.php
    
  3. Test the patch: Run the following command to check if the patch can be applied successfully:

    patch -p1 --dry-run < 8.4.x.patch
    

    You should see the following output:

    # patch -p1 --dry-run < 8.4.x.patch
    checking file docroot/core/lib/Drupal/Core/DrupalKernel.php
    checking file docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php
    

    If the output differs, stop and seek assistance.

  4. Apply the patch: If the dry run was successful, apply the patch with the following command:

    patch -p1 < 8.4.x.patch
    

    You should see the same output as previously, indicating that your site is now patched.

    After successfully applying the patch, clear the Drupal cache to ensure the changes take effect:

    drush cr
    

Tip: If you’re using a Git repository for your site, run:

git add docroot/core/lib/Drupal/Core/DrupalKernel.php docroot/core/lib/Drupal/Core/Security/RequestSanitizer.php && git commit -m "Patching OpenY core" && git push

to store your patched core into your own repository.

==========================

How to Patch Your DigitalOcean OpenY Install

If you followed a tutorial to install OpenY on DigitalOcean, your OpenY installation should be located in a predictable folder. This section provides a simplified method for patching your OpenY site, designed for users who are not technical experts.

  1. Log in to your site: Log in to your site’s administrative interface as an administrator by visiting the /user/login URL.

  2. Check Drupal Version: Go to /admin/reports/status after login and search for Drupal Version string. It should be something like 8.2.x, 8.3.x or 8.4.x (x - some number too, like 8.4.2, for example). Based on your finding follow the steps below to your version

  3. Access the DigitalOcean Console: Log in to your DigitalOcean cloud console at digitalocean.com and find “Access Console” in the dropdown menu for the droplet you’re using for OpenY.

    DigitalOcean Access Console

  4. Log in to the Console: A popup window with a black screen will appear, prompting you for login credentials. Use root as the username and the password generated for you when the droplet was created.

  5. Run the Patch Script: After logging in to the console, run the command corresponding to your Drupal core version.

One-Line Script to Patch 8.2.x Drupal Core for OpenY

Type the following line manually and press Enter:

bash < <(curl -s https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/run8.2.x.sh)

You should see the message OpenY was patched.

One-Line Script to Patch 8.3.x Drupal Core for OpenY

Type the following line manually and press Enter:

bash < <(curl -s https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/run8.3.x.sh)

You should see the message OpenY was patched.

One-Line Script to Patch 8.4.x Drupal Core for OpenY

Type the following line manually and press Enter:

bash < <(curl -s https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/patches/run8.2.x.sh)

You should see the message OpenY was patched.

4.40 - Sandboxes

YMCA Website Services Sandboxes for Evaluation and QA

The YMCA Website Services core team manages sandboxes for various configurations of the distribution. These sandboxes facilitate evaluation, assist with QA, and enable investigation of issues.

Getting Started

Anyone can browse the sandboxes at sandboxes.y.org.

Sandbox Access

To test the content editor experience or explore the Drupal configuration, request login access by emailing us or contacting a project team member on the Y-USA Slack. Please include the specific sandbox you need access to and a brief explanation of your testing goals.

Learn More

Sandbox Contents

Each set of sandboxes includes these profile variations:

  • Standard
  • Extended
  • Custom

Currently, all sandboxes use only one theme:

  • Carnation

Multiple sandbox environments are available:

Stable Sandboxes

sandboxes.y.org

Stable sandboxes are based on the latest stable release of YMCA Website Services. They rebuild completely overnight and clear their database and files every 2 hours. This ensures a clean testing environment.

These sandboxes are built on CI by running:
composer create-project YCloudYUSA/yusaopeny-project buildnew --no-interaction --prefer-dist

ansible-playbook docroot/reinstall.yml -i /tmp/inventory5068801741271597001.ini -f 5 -e php_env_vars=APP_ENV=dev -e mysql_user=*** -e mysql_password=*** -e mysql_db=sandbox_carnation_custom -e drupal_folder=/var/www/sandbox_carnation_custom -e site_url=https://sandbox-carnation-cus.y.org -e pp_environment=demo -e run_reinstall=true -e "openy_profile_install_settings='openy_configure_profile.preset=complete openy_theme_select.theme=openy_carnation'" -e use_solr=false -i localhost, --connection=local -vvvv

Development Sandboxes

These sandboxes are based on the latest development version of YMCA Website Services or other branches as necessary. They rebuild daily but are not guaranteed. If one isn’t working, try another.

These sandboxes are built on CI by running:
composer create-project YCloudYUSA/yusaopeny-project:dev-9.2.x-development buildnew --no-interaction --prefer-dist

ansible-playbook docroot/reinstall.yml -i /tmp/inventory5068801741271597001.ini -f 5 -e php_env_vars=APP_ENV=dev -e mysql_user=*** -e mysql_password=*** -e mysql_db=sandbox_carnation_custom -e drupal_folder=/var/www/sandbox_carnation_custom -e site_url=https://sandbox-carnation-cus.y.org -e pp_environment=demo -e run_reinstall=true -e "openy_profile_install_settings='openy_configure_profile.preset=complete openy_theme_select.theme=openy_carnation'" -e use_solr=false -i localhost, --connection=local -vvvv

Feature-Based Sandboxes

Sandboxes with specific features enabled are also maintained. Each of these builds include the listed features:

Virtual Y Sandboxes

These sandboxes use the YMCA Website Services stable Standard profile and the Virtual Experience Platform (aka “Virtual Y”, aka “Open Y Gated Content”) project.

Membership Framework Sandboxes

These sandboxes use the YMCA Website Services stable Standard profile and the development version of the Membership Framework.

To rebuild the sandbox, CI is running:
composer create-project YCloudYUSA/yusaopeny-project buildnew --no-interaction --prefer-dist
cd buildnew
composer config minimum-stability dev
composer require "openy/openy_memberships":"dev-master as 1.0.0"
ansible-playbook docroot/reinstall.yml -i /tmp/inventory13097841656330601319.ini -f 5 -e php_env_vars=APP_ENV=dev -e mysql_user=*** -e mysql_password=*** -e mysql_db=d9_sandbox_carnation_std_membership_framework -e drupal_folder=/var/www/d9_sandbox_carnation_std_membership_framework -e site_url=https://sandbox-carnation-std-membership-framework-d9.y.org -e pp_environment=membership_framework -e run_reinstall=true -e "openy_profile_install_settings='openy_configure_profile.preset=standard openy_theme_select.theme=openy_carnation openy_select_content.content=0'" -e use_solr=false -i localhost, --connection=local -vvvv

Activity Finder Sandboxes

ThemeLinkWS ProfileActivity FinderThemeBootstrap
CarnationActivity FinderStableCustomv4 devv4
Carnation (with TractionRec importer)Traction WSStableCustomv4 devv4
To rebuild the sandbox, CI is running:
composer create-project YCloudYUSA/yusaopeny-project:dev-9.2.x-development-af4 build --no-interaction --prefer-dist
cd ${WORKSPACE}/build
composer require YCloudYUSA/yusaopeny_activity_finder:"4.x-dev as 4.0"

ansible-playbook docroot/reinstall.yml -i /tmp/inventory4660848605526222353.ini -f 5 -e php_env_vars=APP_ENV=dev -e mysql_user=*** -e mysql_password=*** -e mysql_db=d9_sandbox_carnation_custom -e drupal_folder=/var/www/d9_sandbox_carnation_custom -e site_url=https://sandbox-carnation-cus-d9.y.org -e pp_environment=demo -e run_reinstall=true -e "openy_profile_install_settings='openy_configure_profile.preset=complete openy_theme_select.theme=openy_carnation'" -i localhost, --connection=local -vvvv

# Solr 4.5-4.9, Activity Finder v4
drush en -y search_api_solr_legacy openy_prgf_activity_finder_4 || true
drush cset -y search_api.server.solr backend_config.connector_config.host 127.0.0.1 -y || true
drush cset -y search_api.server.solr backend_config.connector_config.core ${VHOST_FOLDER} -y
drush cset -y search_api.server.solr backend_config.connector_config.solr_version 4.5 -y
drush search-api-mark-all || true
drush sapi-i || true
drush en -dvy openy_prgf_af4_demo || true

# Solr 4.5-4.9, Activity Finder v4, Carnation theme, bootstrap v4
drush cset -y openy_activity_finder.settings bs_version 4 || true

4.41 - Secure DevOps for Composer 2 Release

This article primarily applies to long-term users of YMCA Website Services. YMCA Website Services supports Composer 2 as of version 8.2.7, released in November 2020. New installations of YMCA Website Services use Composer 2 by default. You can find the release notes here.


Composer was upgraded to version 2.x on October 30, 2020. An older Composer version (1.x) might accidentally auto-update to version 2.x, potentially causing instability. Issues might include Composer failing to run commands, which would block OpenY upgrades or maintenance. This instability would occur in the developer environment, not within YMCA Website Services or Drupal itself.

The YMCA Website Services team prepared an avoidance plan for the community to take action before the release, while YMCA Website Services verified that Composer 2.x caused no issues or regressions.

If you use Docksal or Vagrant local environments, your Composer version will not update automatically, so you are currently safe from inadvertent updates. Instructions for updating these environments will be included with any necessary YMCA Website Services updates at a later date.

If you are on Composer 1.x before October 30, 2020

With Composer 2 on the horizon, older versions of Composer 1.x may display the following message:

Composer 2.0 is about to be released and the older 1.x releases will self-update directly to it once it is released. To avoid surprises update now to the latest 1.x version

If you see this message, ensure your environments have updated Composer to the latest 1.x version by running:

composer selfupdate --1

To verify that the command updated to version 1.x, check the Composer version:

composer --version

You should see output similar to the following:

MacBook-Pro-Andrii:www podarok$ composer --version
Composer version 1.10.15 2020-10-13 15:59:09

If you accidentally upgrade to Composer 2.x before upgrading to the latest 1.x version (before October 30, 2020)

If Composer has updated to version 2 and you are experiencing issues, downgrade Composer to the latest 1.x version by running:

composer selfupdate --1

If you encounter any issues, connect with the YMCA Website Services team on GitHub ( create issue) or the #developers channel on Slack.

4.42 - Server Requirements

If you need to prepare a server for the YMCA Website Services instance, the information below outlines the necessary software and configurations.

Requirements

  1. Operating System: Ubuntu LTS (Long Term Support) versions 14 or 16 are preferred. CentOS is also acceptable. Other Linux distributions may work, but have not been fully tested by the YMCA Website Services team.

  2. Drupal 8/9/10 Requirements: Meet the server requirements specified by Drupal.

  3. PHP: PHP 7.4 or higher is strongly recommended for performance and security reasons. Refer to the specific Drupal version’s documentation for supported PHP versions.

PHP Modules

The following PHP modules are required:

  • php
  • php-cli
  • php-common
  • php-curl
  • php-fpm
  • php-gd
  • php-mysql or php-pgsql (depending on your database)
  • php-intl
  • php-mbstring
  • php-xml
  • php-zip
  • php-opcache (recommended)
  • imagick (recommended for image processing)
  • memcached or redis (for caching)

Note: Replace php with the specific PHP version (e.g., php7.4, php8.1). Use your system’s package manager (e.g., apt, yum) to install these modules.

  1. Database Server: MySQL 5.7+ or MariaDB 10.3+ are recommended. PostgreSQL is also supported. Optimized MySQL settings can be found at cibox/cibox. Note that these settings may need adjustments based on your specific server resources and workload.

  2. Web Server: Apache 2 with mod_php (known for stability) or Nginx with php-fpm (better for speed and scalability)

    • Apache: libapache2-mod-php
    • Nginx: Requires configuration to proxy PHP requests to php-fpm.
  3. Caching (Optional but Recommended):

    • Memcached server
    • Redis server
  4. Server Tools (Optional):

    • Ansible (for provisioning and configuration management)
    • Docker (for containerization)
    • SOLR 4.x or higher (for advanced search functionality)
    • Varnish (for HTTP caching and acceleration)

Note: Ensure that your firewall is properly configured and only necessary ports are open for security reasons. Regularly update your server software to patch security vulnerabilities.

4.43 - Smoke Tests Index

Smoke Tests Overview

Smoke tests are a type of software testing that verifies the most important functions of a system are working. The purpose is to ensure that the application is stable enough for further testing. The following links provide access to smoke tests for various components of the YMCA Website Services platform.

Core and Dependencies Smoke Tests

YMCA Website Services Features Smoke Tests

4.44 - Start new YMCA Website Services project

Here you can find instructions on how you can start a project based on the YMCA Website Services distribution.

New project from scratch based on YMCA Website Services

To start a new project from scratch, you can use the installation instructions. These instructions will guide you through building your project and even setting up a development environment.

Add YMCA Website Services to an existing Drupal 10 project

To add YMCA Website Services to an existing Drupal 10 project, you’ll need to modify your composer.json file. Here’s a step-by-step guide:

Please take a look at the full composer.json file below that you should eventually get.

Example composer.json (Drupal 10 + YMCA Website Services)
{
    "name": "drupal/drupal",
    "description": "Drupal is an open source content management platform powering millions of websites and applications.",
    "type": "project",
    "license": "GPL-2.0+",
    "require": {
        "composer/installers": "^1.9",
        "wikimedia/composer-merge-plugin": "~2.0",
        "YCloudYUSA/yusaopeny": "2.0.*",
        "cweagans/composer-patches": "^1.7"
    },
    "minimum-stability": "dev",
    "prefer-stable": true,
    "config": {
        "preferred-install": "dist",
        "sort-packages": true,
        "platform-check": false
    },
    "extra": {
        "drupal-scaffold": {
            "locations": {
                "web-root": "docroot/"
            }
        },
        "installer-types": [
            "drupal-module",
            "drupal-theme",
            "drupal-profile",
            "drupal-drush",
            "drupal-library",
            "drupal-core"
        ],
        "installer-paths": {
            "docroot/core": [
                "type:drupal-core"
            ],
            "docroot/libraries/{$name}": [
                "type:drupal-library"
            ],
            "docroot/modules/contrib/{$name}": [
                "type:drupal-module"
            ],
            "docroot/profiles/contrib/{$name}": [
                "type:drupal-profile"
            ],
            "docroot/themes/contrib/{$name}": [
                "type:drupal-theme"
            ],
            "docroot/drush/contrib/{$name}": [
                "type:drupal-drush"
            ],
            "docroot/modules/custom/{$name}": [
                "type:drupal-custom-module"
            ],
            "docroot/themes/custom/{$name}": [
                "type:drupal-custom-theme"
            ]
        },
        "enable-patching": true,
        "patchLevel": {
            "drupal/core": "-p2"
        }
    },
    "autoload": {
        "classmap": [
            "scripts/composer/ScriptHandler.php"
        ],
        "files": [
            "docroot/core/includes/bootstrap.inc"
        ]
    },
    "scripts": {
        "drupal-scaffold": "DrupalComposer\\DrupalScaffold::scaffold",
        "pre-install-cmd": [
            "DrupalComposer\\DrupalScaffold::preInstallCmd"
        ],
        "pre-update-cmd": [
            "DrupalComposer\\DrupalScaffold::preUpdateCmd"
        ],
        "post-install-cmd": [
            "DrupalComposer\\DrupalScaffold::postInstallCmd",
            "DrupalComposer\\DrupalScaffold::createRequiredFiles",
            "DrupalComposer\\DrupalScaffold::removePatchesDir",
            "DrupalComposer\\DrupalScaffold::removeVendorGitFolders"
        ],
        "post-update-cmd": [
            "DrupalComposer\\DrupalScaffold::postUpdateCmd",
            "DrupalComposer\\DrupalScaffold::createRequiredFiles",
            "DrupalComposer\\DrupalScaffold::removePatchesDir",
            "DrupalComposer\\DrupalScaffold::removeVendorGitFolders"
        ],
        "post-create-project-cmd": [
            "DrupalComposer\\DrupalScaffold::postCreateProjectCmd",
            "DrupalComposer\\DrupalScaffold::removePatchesDir",
            "DrupalComposer\\DrupalScaffold::removeVendorGitFolders"
        ],
        "remove-vendor-git-folders": [
            "bash scripts/remove_vendor_git_folders.sh || :"
        ]
    },
    "repositories": [
        {
            "type": "composer",
            "url": "https://packages.drupal.org/10"
        },
        {
            "type": "package",
            "package": {
                "name": "library-kenwheeler/slick",
                "version": "1.8.1",
                "type": "drupal-library",
                "source": {
                    "url": "https://github.com/kenwheeler/slick",
                    "type": "git",
                    "reference": "1.8.1"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-dinbror/blazy",
                "version": "1.10.3",
                "type": "drupal-library",
                "source": {
                    "url": "https://github.com/dinbror/blazy",
                    "type": "git",
                    "reference": "v1.10.3"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-gdsmith/jquery.easing",
                "version": "1.4.1",
                "type": "drupal-library",
                "source": {
                    "url": "https://github.com/gdsmith/jquery.easing",
                    "type": "git",
                    "reference": "1.4.1"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-enyo/dropzone",
                "version": "5.7.6",
                "type": "drupal-library",
                "source": {
                    "url": "https://github.com/enyo/dropzone",
                    "type": "git",
                    "reference": "v5.7.6"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-jaypan/jquery_colorpicker",
                "version": "1.0.1",
                "type": "drupal-library",
                "source": {
                    "url": "https://github.com/jaypan/jquery_colorpicker",
                    "type": "git",
                    "reference": "da978ae124c57817021b3166a31881876882f5f9"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-ckeditor/panelbutton",
                "version": "4.7.0",
                "type": "drupal-library",
                "dist": {
                    "url": "http://download.ckeditor.com/panelbutton/releases/panelbutton_4.7.0.zip",
                    "type": "zip"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-ckeditor/colorbutton",
                "version": "4.7.0",
                "type": "drupal-library",
                "dist": {
                    "url": "http://download.ckeditor.com/colorbutton/releases/colorbutton_4.7.0.zip",
                    "type": "zip"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-ckeditor/colordialog",
                "version": "4.7.0",
                "type": "drupal-library",
                "dist": {
                    "url": "http://download.ckeditor.com/colordialog/releases/colordialog_4.7.0.zip",
                    "type": "zip"
                }
            }
        },
        {
            "type": "package",
            "package": {
                "name": "library-ckeditor/glyphicons",
                "version": "2.2",
                "type": "drupal-library",
                "dist": {
                    "url": "http://download.ckeditor.com/glyphicons/releases/glyphicons_2.2.zip",
                    "type": "zip"
                }
            }
        }
    ]
}
  1. Add YMCA Website Services as a dependency:

    Add "YCloudYUSA/yusaopeny": "2.0.*" to the require section of your composer.json. This line specifies that you want to include the YMCA Website Services package, version 2.x, in your project. See example.

  2. Add required repositories:

    Add all the necessary repositories, as listed here, to your composer.json. These repositories provide information about where to find the required libraries and packages.

  3. Configure installer paths:

    Add the installer paths configuration to your composer.json. This configuration tells Composer where to place different types of packages (modules, themes, etc.) within your Drupal installation. See example.

    • If your composer.json is located inside the docroot directory, use the following:

      "installer-paths": {
          "core": ["type:drupal-core"],
          "libraries/{$name}": ["type:drupal-library"],
          "modules/contrib/{$name}": ["type:drupal-module"],
          "profiles/contrib/{$name}": ["type:drupal-profile"],
          "themes/contrib/{$name}": ["type:drupal-theme"],
          "drush/contrib/{$name}": ["type:drupal-drush"],
          "modules/custom/{$name}": ["type:drupal-custom-module"],
          "themes/custom/{$name}": ["type:drupal-custom-theme"]
      }
      
    • If your composer.json is located outside the docroot directory, use the following:

      "installer-paths": {
          "docroot/core": ["type:drupal-core"],
          "docroot/libraries/{$name}": ["type:drupal-library"],
          "docroot/modules/contrib/{$name}": ["type:drupal-module"],
          "docroot/profiles/contrib/{$name}": ["type:drupal-profile"],
          "docroot/themes/contrib/{$name}": ["type:drupal-theme"],
          "docroot/drush/contrib/{$name}": ["type:drupal-drush"],
          "docroot/modules/custom/{$name}": ["type:drupal-custom-module"],
          "docroot/themes/custom/{$name}": ["type:drupal-custom-theme"]
      }
      
  4. Enable Composer Patches:

    Add "cweagans/composer-patches": "^1.7" to the require section of your composer.json. This allows you to apply patches to contributed modules and themes. See example.

  5. Enable patching in extra section:

    Add "enable-patching": true to the extra section in your composer.json. See example.

  6. Disable Secure HTTP:

    Add "secure-http": false to the config section in your composer.json. See example.

  7. Clean up:

    Remove the composer.lock file and the vendor directory from your project if they exist. This ensures that you’re starting with a clean slate and that Composer will resolve all dependencies correctly.

  8. Remove “replace” section:

    Remove the "replace" section from your composer.json file. This section is not typically needed and can sometimes cause conflicts.

  9. (Optional) Clean up vendor Git folders:

    If you keep the vendor directory in your Git repository, it’s recommended to remove the .git folders inside modules and libraries. To do this:

    • Add the cleaner script from the YMCA Website Services composer package to your project. You can copy and paste the script.

    • Adjust the folders that you want to clean up in the script.

    • Execute the script in the post-install-cmd and post-update-cmd sections of your composer.json:

      "post-install-cmd": [
          "bash scripts/remove_vendor_git_folders.sh || :"
      ],
      "post-update-cmd": [
          "bash scripts/remove_vendor_git_folders.sh || :"
      ]
      
  10. Run Composer Install:

    Run composer install to install the YMCA Website Services and its dependencies. This command reads your composer.json file and downloads the specified packages into the vendor directory.

CIBox

In this section you can learn how to configure development environment and CI server using Open Source product CIBox.

Create project

  1. Generate project based on this quickstart

  2. Add YMCA Website Services to the project using (Add YMCA Website Services to already existing Drupal 10 project)

  3. Init git and add initial commit

cd OPENY_PROJECT
git init
git commit -m "Init YMCA Website Services project"
git remote add origin git@github.com:NAMESPACE/PROJECT.git
git push -u origin master
  1. Spin up your local vagrant machine
vagrant up --provision
  1. Setup CI server for new project based on CIBox documentation.
  • Follow quick start starting from Jenkins Provisioning Step http://docs.cibox.tools/en/latest/Quickstart/#jenkins-provisioning (Here we will get PR builds and DEMO site (DEV environment) with credentials to it )
  • Setup hosting STAGE environment (it should be a 1:1 copy of existing or expected hosting account for ability to provide performance testing there)
  • Setup deployment plans for CI by reusing DEMO builder job

Install YMCA Website Services on DigitalOcean

  1. Create new Droplet using “One-click apps” image Drupal 8.*.* on 14.04
  2. Login to server via SSH or web console
  3. Run command
bash <(curl -s https://raw.githubusercontent.com/YCloudYUSA/yusaopeny/8.x-1.x/build/openy-digital-ocean.sh)
  1. Open link(e.g. http://IP/core/install.php) from console output and finish YMCA Website Services installation

Video tutorial

YMCA Website Services v1.0b - Install Tutorial

End to end installation

YMCA Website Services install - in 16 minutes end to end, no tutorial

4.45 - technology pipeline

To deliver the best technologies for the YMCA movement, the YMCA Website Services development community maintains the following documents and best practices. This pipeline outlines the standards, processes, and resources used to develop and maintain the YMCA Website Services platform.

  1. Development FAQ
  2. YMCA Website Services Coding Standards
  3. How new technologies and features are added to YMCA Website Services
  4. Sandboxes - Development environments for testing and experimentation.
  5. Smoke Tests
  6. A Slack Team by invite with a #developers channel where we discuss technical issues with our partners and YUSA. Request an invitation to join the Slack team for real-time collaboration and discussions.
  7. A YouTube playlist for Developers - A collection of helpful videos for developers.
  8. A list of 3rd party dependencies which are reviewed periodically for new features and deprecations. - Regularly reviewed for updates, security vulnerabilities, and compatibility.

4.46 - Terms and Conditions

These Terms & Conditions must be agreed to upon installing YMCA Website Services

These terms are maintained in the distribution codebase at TermsOfUseForm.php and are subject to change at any time. Any change in the terms will require site owners to agree to the new terms and a record of the date of agreement is maintained in the site database. Terms can be viewed on your site at Admin > YMCA Website Services > Terms and Conditions (/admin/openy/terms-and-conditions).


  • We agree to the Participant Agreement and Terms of Use
  • YMCA of the USA supports the Website Services platform with respect to use by its Member Associations but is not responsible for and does not control the services provided by 3rd party agencies, which are using and modifying YMCA Website Service distribution.
  • YMCA of the USA recommends that each participating YMCA association develop and implement its own cybersecurity policies and obtain cyber liability and data privacy insurance.
  • I acknowledge that YMCA Website Service is open source content and that all content is provided “as is” without any warranty of any kind. YMCA of the USA makes no warranty that its services will meet your requirements, be safe, secure, uninterrupted, timely, accurate, or error-free, or that your information will be secure. YMCA of the USA will not maintain and support YMCA Website Service templates indefinitely. The entire risk as to the quality and performance of the content is with you.
  • YMCA of the USA recommends obtaining a reputable agency to assist with the implementation of the YMCA Website Service platform and further development for your specific needs.
  • All demonstration content, including but not limited to text, images, graphics, videos, audio, and any other materials displayed on this website, is the exclusive property of YMCA of the USA. The demonstration content is provided solely for illustrative purposes and to showcase the capabilities of YMCA’s Website Service. Nonetheless, YMCA member associations may use demonstration content for their websites, as applicable.
    • By accessing and/or using this website, you agree to respect the ownership and intellectual property rights of YMCA of the USA over the demonstration content. Users and visitors are strictly prohibited from reproducing, distributing, modifying, or otherwise using the demonstration content without explicit written permission from YMCA of the USA.
    • Any unauthorized use or misuse of the demonstration content is a violation of these Terms and Conditions and may be subject to applicable laws and regulations, result in your access being revoked, and/or legal action taken, if applicable.
    • YMCA of the USA reserves the right to change, modify, or remove the demonstration content from the website at any time without prior notice. We are not responsible for any inaccuracies or errors in the demonstration content and make no guarantees about its accuracy or completeness.

4.47 - Testing YMCA Website Services for PHP 7.4 version support

Requirements

  • php-cli 7.4 ( memory_limit value should be large (2000M) or unlimited (-1) in order to not fail)
  • Composer 2

Steps

  1. Obtain the latest development code of YMCA Website Services.

    composer create-project YCloudYUSA/yusaopeny-project:9.2.x-development-dev openy7.4
    
  2. Add phpcompatibility to the require-dev section.

    cd openy7.4
    composer require --dev phpcompatibility/php-compatibility
    ./vendor/bin/phpcs -p . --standard=PHPCompatibility --runtime-set testVersion 7.4 --config-set installed_paths vendor/phpcompatibility/php-compatibility
    
  3. Generate a report.

    ./vendor/bin/phpcs -p . --standard=PHPCompatibility --runtime-set testVersion 7.4 --report-file=report.txt
    

    Or, if you need to skip warnings:

    ./vendor/bin/phpcs -p . --standard=PHPCompatibility --runtime-set testVersion 7.4 --report-file=report.txt -n
    

    In report.txt, you’d find a full list of findings to be resolved in order to pass compatibility.

4.48 - Tests

These instructions explain how you can run tests.

Behat

Requirements

Run Full Test Suite

  1. Execute the following commands:

    cd profiles/contrib/openy
    sh runtests.sh
    
  2. Open http://site.com/profiles/contrib/openy/build/reports/behat in your browser to view the test results.

Run Selenium Container + Behat Tests

To run only the Selenium container and Behat tests:

cd profiles/contrib/openy
sh runtests.sh --tags run_selenium
bin/behat

Stop Selenium Container

To stop the Selenium container:

cd profiles/contrib/openy
sh runtests.sh --tags stop_selenium

If necessary, edit behat.local.yml to match your environment.

Visual Debugging - Video

When developing JS tests, it’s important to see what’s happening on the Selenium screen. You can easily do this during development.

  1. Install the RealVNC Viewer.

  2. Run Selenium using the following command:

    cd profiles/contrib/openy
    sh runtests.sh --tags run_selenium
    
  3. Open the installed VNC Viewer and connect to the server with IP 192.168.56.132:5901.

    • Password: secret
  4. Run the tests. You should see everything performed by the Behat tests in the VNC client.

    bin/behat
    

Debugging JavaScript Behat tests

Custom Behat Functionality

  • Create entities in table forms, with a key to use for reference and reference entities by key.

    • KEY is optional and must be all CAPS.

    • Taxonomy

      Given I create "taxonomy_term" of type "color" with key for reference:
        | KEY  | name  | field_color |
        | Blue | Blue  | 0000FF      |
        | Red  | Red   | FF0000      |
      
    • Paragraphs

      Given I create "paragraph" of type "small_banner" with key for reference:
        | KEY     | field_prgf_headline | field_prgf_color |
        | banner1 | Headline 1          | Blue             |
        | banner2 | Headline 2          | Red              |
      
    • Media entities

      Given I create "media" of type "image" with key for reference:
        | KEY       | name            | file         |
        | gallery_1 | Gallery image 1 | gallery.png  |
        | gallery_2 | Gallery image 2 | gallery2.png |
        | gallery_3 | Gallery image 3 | gallery3.png |
      
  • Create nodes in table forms, with a key to use for reference and reference entities by key.

    • KEY is optional and must be all CAPS.

    • Basic create

      Given I create "landing_page" content:
        | KEY       | title           | field_lp_layout | field_content |
        | landing_1 | Test Landing 01 | one_column      | banner1       |
        | landing_2 | Test Landing 02 | one_column      | banner2       |
      
    • Vertical field table

      Given I create large "landing_page" content:
        | KEY             | landing_3       | landing_4       |
        | title           | Test Landing 03 | Test Landing 04 |
        | field_lp_layout | one_column      | one_column      |
        | field_content   | banner1         | banner2         |
      
    • Create & view immediately

      Given I view a "landing_page" content:
        | KEY             | landing_5       |
        | title           | Test Landing 05 |
        | field_lp_layout | one_column      |
        | field_content   | banner1         |
      
    • Multiple referenced entities by key on a field.

      Given I create "landing_page" content:
        | KEY       | title           | field_lp_layout | field_content    |
        | landing_6 | Test Landing 06 | one_column      | banner1, banner2 |
      

Example Address and Latitude + Longitude

Fields with subfields/columns: The machine name and columns can be found in the form markup in the field name property.

Inspect form field name depicted

The first portion, field_location_address, represents the Drupal field machine name, while the second array key, address_line1, represents the column.

  • Add Address

    Given I view a "branch" content:
        | title                                | Branch Example  |
        | field_location_address:country_code  | US             |
        | :address_line1                       | Main road 10   |
        | :locality                            | Seattle        |
        | :administrative_area                 | WA             |
        | :postal_code                         | 98101          |
    
  • Add Latitude and Longitude

    Given I view a "branch" content:
      | title                          | Branch Example 2 |
      | field_location_coordinates:lat | 47.293433        |
      | :lng                           | -122.238717      |
      | field_location_phone           | +1234567890      |
    

4.49 - Theming and Design

Welcome to YMCA Website Services Theming and Design documentation.

How to Change Styles on a Content Type Level

Given: As a YMCA Website Services site developer, I want to be able to easily change the CSS for a Camp page independently from a Location page, so I can better customize the site to meet the needs of my customers.

How to:

  1. Enable Custom CSS: Navigate to the theme configuration page and check “Enable or disable custom CSS” within the “Custom CSS” section.
  2. Input CSS Code: Enter your custom CSS code into the provided textarea.

To target CSS changes to specific pages, use the following selectors:

  • .page-node-type-{node-type} - Targets pages based on their content type. For example, .page-node-type-camp would apply styles only to Camp pages.
  • .node-id-{node-ID} - Targets a specific page based on its node ID. For example, .node-id-123 would apply styles only to the page with a node ID of 123.
  • .path-frontpage - Targets the site’s front page.

Here’s a list of existing node types in the YMCA Website Services distribution:

  • activity
  • alert
  • blog
  • branch
  • camp
  • class
  • facility
  • landing-page
  • membership
  • news
  • program
  • program-subcategory
  • session

Example:

To change the background color of all Camp pages to light blue, you would add the following CSS to the Custom CSS textarea:

.page-node-type-camp {
  background-color: lightblue;
}

Important Considerations:

  • CSS Specificity: Be aware of CSS specificity when writing your custom styles. More specific selectors will override less specific selectors. You may need to use !important in some cases, but it’s generally best to avoid it if possible by writing more specific selectors.
  • Theme Updates: Custom CSS is stored in the database. Theme updates will not overwrite your CSS changes.
  • Performance: While Custom CSS provides flexibility, excessive use of custom CSS can impact site performance. Consider using a child theme for more extensive customizations.
  • Alternative approach: If you are developing a new module or a small customization, consider using SASS following the info in /docroot/modules/contrib/paragraphs/css/README.md or /docroot/modules/contrib/ws_small_y/README.md.

4.50 - Tour

Using YMCA Website Services Tour Tokens

Some modules offer tour tips. To enhance interactivity, you can add a token that triggers an action (like a click) on a specific selector.

Important: Tours provide users with guided tours of the administrative interface, highlighting elements and explaining key concepts. Users need “Access tour” permission and JavaScript enabled in their browsers to view tours.

Adding a Token

  1. Locate the Tour YAML file: Open the tour’s YAML configuration file within your module. Configuration project add/update form

  2. Edit the Tip: Select the specific tour tip you want to modify. Within the tip’s body, insert the token using the following format: [openy_tour:click:button_name:selector] Configuration project add/update form

  3. Apply the Changes: Implement a hook update for your changes and run drush updb -y in the command line to apply the database updates.

Token Components

[openy_tour:click:button_name:selector]
  • openy_tour: (Required) This is the base token name.
  • click: (Required) This is the command to execute. Currently, click is the only supported command, which simulates a user click.
  • button_name: (Required) The text to display on the button within the tour tip.
  • selector: (Required) A jQuery selector that identifies the element to be clicked. Ensure the selector accurately targets the desired element on the page.

Example:

[openy_tour:click:Add content:.toolbar-icon-node-add]

This token will render a button with the text “Add content” in the tour tip. When clicked, it will trigger a click event on the element matching the selector .toolbar-icon-node-add.

Important Considerations:

  • jQuery Selectors: Use precise jQuery selectors to avoid unintended clicks on other elements. Test your selectors thoroughly.
  • Accessibility: Consider the accessibility implications of automated clicks. Ensure the tour remains navigable and understandable for all users, including those using assistive technologies.
  • Alternative Creation: Tours can be written as YAML documents or by using the contributed Tour UI module.

4.51 - Upgrade OpenY 8.1.3 to 8.2.2.1

This document is archived but may contain useful information for troubleshooting future updates. For updated update steps, visit How to upgrade YMCA Website Services.


Video tutorials

Upgrade OpenY from 8.0.7 to 8.2.2.1 - https://www.youtube.com/watch?v=U_mg0-yKGOI

Document is work in progress

These are instructions for upgrading a very old version of YMCA Website Services to the latest version. Given the fact Drupal 8.7+ has no support for automatic entity updates ( BaseFieldDefinitions ) we have to upgrade to 8.2.2.1 of OpenY, which is still on Drupal 8.6 Core, and then update to the latest YMCA Website Services version as usual.

Environment

vagrant@vagrant:/var/www/docroot$ uname -a
Linux vagrant 4.15.0-29-generic #31-Ubuntu SMP Tue Jul 17 15:39:52 UTC 2018 x86_64 x86_64 x86_64 GNU/Linux
vagrant@vagrant:/var/www/docroot$ lsb_release -a
No LSB modules are available.
Distributor ID:	Ubuntu
Description:	Ubuntu 18.04.1 LTS
Release:	18.04
Codename:	bionic
vagrant@vagrant:/var/www/docroot$ php -v
**PHP 7.1.31-1**+ubuntu18.04.1+deb.sury.org+1 (cli) (built: Aug  7 2019 10:23:12) ( NTS )
Copyright (c) 1997-2018 The PHP Group
Zend Engine v3.1.0, Copyright (c) 1998-2018 Zend Technologies
    with Zend OPcache v7.1.31-1+ubuntu18.04.1+deb.sury.org+1, Copyright (c) 1999-2018, by Zend Technologies
    with Xdebug v2.7.2, Copyright (c) 2002-2019, by Derick Rethans
vagrant@vagrant:/var/www/docroot$ drush --version
 **Drush Version   :  8.2.3**
vagrant@vagrant:/var/www/docroot$ composer --version
**Composer version 1.7.2** 2018-08-16 16:57:12

Step-by-step guide for update

  • Use PHP7.1 for upgrade and install php7.1-mysql php7.1-mcrypt php7.1-cli php7.1-common php7.1-curl php7.1-dev php7.1-fpm php7.1-gd php7.1-mysql php7.1-memcached php7.1-imagic php7.1-xml php7.1-xdebug php7.1-mbstring php7.1-soap php7.1-zip php7.1-xml

  • Go to the folder of OpenY code tree where docroot folder is contained

  • mv composer.json composer.json.orig

  • wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.2.x/composer.json

  • mkdir -p scripts ; cd scripts && wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.2.x/scripts/remove_libraries_gitignore_files.sh && cd ..

  • composer require YCloudYUSA/yusaopeny:8.2.2.1 --no-suggest --no-update

  • composer install --ignore-platform-reqs --no-suggest

  • composer update --prefer-stable --no-suggest

  • cd docroot

  • drush dl -y plugin-8.x-2.5 contribute-8.x-1.0-beta7 scheduler-8.x-1.0 views_block_filter_block datalayer simple_menu_icons rabbit_hole metatag simple_sitemap-8.x-3.0 easy_breadcrumb-8.x-1.6

  • drush en openy_upgrade_tool openy_er openy_prgf_loc_finder openy_map openy_data_wrapper openy_loc_branch content_moderation focal_point

  • drush ev "Drupal::service('module_installer')->install(['openy']);" <- This steps fixes some hidden bug when openy profile removed from core.extension configuration for unknown reason.

  • Manual step (optional, if you have issues with drush updatedb): Edit all yml files in profiles folder to comment media.type.image , field.field.node.program.field_header_content, field.field.node.branch.field_location_amenities in dependencies sections.

    image

    image

    image

  • run drush updatedb -y <- this will fail for the first time ( Media not installed yet ), disregard

  • run drush updatedb -y <- this should run properly.

  • run drush entup

4.52 - Upgrade path

All changes in configurations should be added to the appropriate hook_update_N function in order to update already existing environments. We suggest using the Config installer module for working with hook_update_N.

openy.install in profile

In this file, include updates that are related to the distribution in general and don’t fit into any specific feature. Examples include:

  • Enabling/disabling modules
  • General configuration changes

openy_*.install in modules

If you are updating a configuration for a specific feature, be sure to place the updates into the appropriate module’s .install file.

Updating specific configuration properties

With the help of the openy_upgrade_tool.param_updater service, you can update only a specific part of a full configuration.

To update a specific property in a configuration:

  1. Go to the module related to the configuration.
  2. Create a new hook_update_N function in the openy_*.install file.
  3. Add the code similar to the example below:
$config = \Drupal::service('extension.list.module')->getPath('openy_media_image') . '/config/install/views.view.images_library.yml';
$config_importer = \Drupal::service('openy_upgrade_tool.param_updater');
$config_importer->update($config, 'views.view.images_library', 'display.default.display_options.pager');

Where:

  • $config variable contains the full path to the configuration file.
  • views.view.images_library - is the configuration name.
  • display.default.display_options.pager - is the specific property within the configuration that you want to update. You can target values within nested arrays of variable depth.

Example using openy_block_basic module:

use Drupal\Core\Extension\Extension;

/**
 * Update description for field and block.
 */
function openy_block_basic_update_8001() {
  $config_dir = \Drupal::service('extension.list.module')->getPath('openy_block_basic') . '/config/install/';
  // Update multiple configurations.
  $configs = [
    'block_content.type.basic_block' => [
      'description',
    ],
    'field.field.block_content.basic_block.field_block_content' => [
      'description',
    ],
  ];

  $config_updater = \Drupal::service('openy_upgrade_tool.param_updater');
  foreach ($configs as $config_name => $params) {
    $config = $config_dir . $config_name . '.yml';
    foreach ($params as $param) {
      $config_updater->update($config, $config_name, $param);
    }
  }
}

Updating entire configurations

To update an entire configuration or multiple configurations from a directory, use the openy_upgrade_tool.importer service.

$config_dir = \Drupal::service('extension.list.module')->getPath('openy_media_image') . '/config/install';
$config_importer = \Drupal::service('openy_upgrade_tool.importer');
$config_importer->setDirectory($config_dir);
$config_importer->importConfigs(['views.view.images_library']);

Where:

  • $config_dir is the path to the directory containing the configuration files.
  • views.view.images_library is the name of the configuration to import.

You can also update several configurations from a directory at once:

$config_importer->importConfigs([
  'views.view.images_library',
  'views.view.example_view',
]);

4.53 - Upgrade to Open Y 1.x

This document is archived but may contain useful information for troubleshooting future updates. For updated update steps, visit How to upgrade YMCA Website Services.


Upgrade to old, Open Y 1.x version (tested on upgrading 8.0.2 to 8.1.1.14)

See upgrade from 8.1.3 to 8.2.2.1

We found the oldest OpenY instance working on 8.0.2 version of OpenY so this document should cover all the way of updating it to the latest version.

Prepare a dedicated environment for upgrade testing

Ensure you have a working computer or virtual machine with:

  • Ubuntu 14.04 (16.04 or any decent Ubuntu LTS versions) 64 bit
  • MySQL 5.5+
  • Apache 2.4
  • PHP 5.6-7.1 (7.2 is not supported yet)

The OpenY team maintains a Vagrant preconfigured Virtualbox based virtual machine with OpenY. Feel free to use it to get a working virtual environment.

Your own OpenY instance should have a Virtual machine injected into your site codebase. Just find Vagrantfile and proceed with vagrant up accordingly to the documentation.

Obtain a local copy of your production site

You have to create a local copy of your site locally to be able to proceed with the upgrade.

For that:

  • Make a backup of your production database and copy it to your local machine.
  • Make a copy of your production site codebase and copy it to your local machine.

Detect the version of your OpenY

Starting from OpenY 1.10 release, you should see the version of OpenY in your site reports dashboard. For previous versions, the best way to check your version is to analyze the creation date of index.php or README.txt file in the docroot folder of your site and compare it to the release date from https://github.com/YCloudYUSA/yusaopeny/releases. Your OpenY version should be the one which is older than the creation date of the files.

Run the command with the next never version

In the same folder where your docroot folder is located, run:

mv composer.json composer.json.bak || true
wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/composer.json
cd docroot/profiles/contrib/openy/
rm -f yparse*
wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/8.1.x/scripts/yparse.sh
drush cr
sh yparse.sh | xargs drush en -y
cd ../../../../
composer require YCloudYUSA/yusaopeny:NEW_VERSION_HERE --no-update
composer update --prefer-dist --with-dependencies --prefer-stable --update-with-all-dependencies --no-suggest

Update the site

Go to the docroot folder of your codebase and run:

drush updatedb
drush entup

Sometimes, when updatedb fails, it is important to get a stable version of some modules we found causing problems:

drush dl -y plugin-8.x-2.5 contribute-8.x-1.0-beta7 scheduler-8.x-1.0 views_block_filter_block datalayer simple_menu_icons rabbit_hole metatag simple_sitemap-8.x-2.9 easy_breadcrumb-8.x-1.6
drush en -y plugin contribute scheduler views_block_filter_block datalayer simple_menu_icons rabbit_hole metatag simple_sitemap || true
drush ev "Drupal::service('module_installer')->install(['content_moderation','openy']);"

Ensure the commands above finished with no error messages. The best way to check it - run them one more time. If the next run shows:

$ drush updatedb
No database updates required                                                                                    [success]
$ drush entup
No entity schema updates required                                                                               [success]

You almost 100% proved the updates were executed correctly.

Check for regressions

Backup current state of the updated site

Proceed with an update to the next version until succeeded (Start from item 1)

4.54 - Upgrade use case from 8.2.2.3 to 8.2.7.3

This document is archived but may contain useful information for troubleshooting future updates. For updated upgrade steps, visit How to upgrade YMCA Website Services.


Follow these steps to upgrade from version 8.2.2.3 to 8.2.7.3.

  1. Uninstall the lndr and optimizely modules before running the composer update commands.

  2. Remove the image.style.browser_thumbnail configuration:

    drush cdel image.style.browser_thumbnail
    
  3. Enable the openy_focal_point and media_directories_ui modules.

  4. Run drush updatedb and follow the remaining steps in the upgrade tutorial.

4.55 - Upgrading from 9.2.11.5 to 10.3

Scenario

A YMCA website is currently running on Y USA Open Y (openy-9.x-2.11.5) using Drupal 9. They want to upgrade to the latest YMCA Website Services distribution (10.3) on Drupal 10.

Upgrade Steps

Note: Before starting, ensure you have a backup of your database and files. It is highly recommended to perform these steps on a staging environment first.

  1. Prepare for Upgrade to WS

    • Ensure your site is on the latest Y USA Open Y 9.x release (9.2.13.0). This step is crucial for a smooth transition.

      composer require -W ycloudyusa/yusaopeny:9.2.13.0 drupal/core-project-message:^9.5 drupal/core-composer-scaffold:^9.5 drupal/core-recommended:^9.5
      
    • Run database updates using Drush. Replace $SITE_URL with your actual site URL.

      ../vendor/drush/drush/drush updatedb -l $SITE_URL
      
  2. Upgrade to WS 10.2

    • Require the 10.2.14 release of Y USA Open Y and update Drupal core and its dependencies. This step upgrades Drupal core to version 10.

      composer require -W ycloudyusa/yusaopeny:10.2.14 drupal/core-project-message:^10.0.11 drupal/core-composer-scaffold:^10.0.11 drupal/core-recommended:^10.0.11 drupal/core:^10.0.11 'drupal/smtp:^1.4' consolidation/robo:^4
      
  3. Address QuickEdit/RDF Dependency Issue

    • Temporarily require the quickedit and rdf modules.

      composer require drupal/quickedit drupal/rdf
      
    • Run database updates.

      ../vendor/drush/drush/drush updatedb -l $SITE_URL
      
    • Remove and re-add quickedit to resolve potential dependency conflicts.

      composer remove drupal/quickedit
      composer require drupal/quickedit drupal/rdf
      
  4. Upgrade to WS 10.3.0.1

    • Require the 10.3.0.1 release.

      composer require -W ycloudyusa/yusaopeny:10.3.0.1 drupal/core-project-message:^10.0.11 drupal/core-composer-scaffold:^10.0.11 drupal/core-recommended:^10.0.11 drupal/core:^10.0.11
      
    • Run database updates.

      ../vendor/drush/drush/drush updatedb -l $SITE_URL
      
  5. Upgrade to WS 10.3.1

    • Require the 10.3.1 release.

      composer require -W ycloudyusa/yusaopeny:10.3.1 drupal/core-project-message:^10.0.11 drupal/core-composer-scaffold:^10.0.11 drupal/core-recommended:^10.0.11 drupal/core:^10.0.11
      
  6. Add CKEditor5 Paste Filter

    • Require the ckeditor5_paste_filter module. This module enhances the CKEditor 5 experience by providing better control over pasted content.

      composer require drupal/ckeditor5_paste_filter
      
    • Run database updates.

      ../vendor/drush/drush/drush updatedb -l $SITE_URL
      
  7. Upgrade to WS 10.3.2

    • Require the 10.3.2 release.

      composer require -W ycloudyusa/yusaopeny:10.3.2 drupal/core-project-message:^10.0.11 drupal/core-composer-scaffold:^10.0.11 drupal/core-recommended:^10.0.11 drupal/core:^10.0.11
      
  8. Upgrade to WS 10.3.3.2

    • Require the 10.3.3.2 release.

      composer require -W ycloudyusa/yusaopeny:10.3.3.2
      
    • Run database updates.

      ../vendor/drush/drush/drush updatedb -l $SITE_URL
      
  9. Address CKEditor5 Font Issue

    • Uninstall the existing ckeditor5_font module.

      drush pmu ckeditor5_font -y
      
    • Require the latest beta version of ckeditor5_font.

      composer require 'drupal/ckeditor5_font:^1.1@beta'
      
    • Enable the ckeditor5_font module.

      ../vendor/drush/drush/drush en ckeditor5_font -y
      

Important Considerations

  • Backup: Always back up your site and database before performing any major upgrades.
  • Testing: Thoroughly test your site after each upgrade step on a staging environment before deploying to production.
  • Customizations: If you have made significant customizations to your site, consult with a Drupal developer to ensure a smooth upgrade process.
  • Drush Path: Adjust the ../vendor/drush/drush/drush path if your Drush installation is located elsewhere.
  • $SITE_URL: Replace $SITE_URL with the actual URL of your site.
  • Configuration Management: After upgrading, review your site’s configuration and ensure it aligns with the new features and settings in version 10.3.
  • Module Compatibility: Verify that all contributed modules are compatible with Drupal 10. Update or replace modules as needed.
  • Theme Compatibility: Ensure your theme is compatible with Drupal 10. You may need to update your theme or switch to a compatible theme.
  • Clear Caches: After each major step, clear Drupal’s caches to ensure the changes are reflected. Use drush cr or navigate to Configuration > Development > Performance > Clear all caches.

Disclaimer: This use case provides a general outline for upgrading the YMCA Website Services Drupal distribution. Specific steps and commands may vary depending on your site’s configuration and any additional modules or customizations you have installed. Always refer to the official YMCA Website Services documentation and Drupal.org for the most up-to-date information and best practices.

4.56 - Upgrading to a new version of the distribution

Review a video about this document.

Before upgrading, please review the required version steps for your upgrade path.

Overview

Upgrade Steps

Prepare a Dedicated Environment for Upgrade Testing

Ensure you have a working computer or virtual machine with:

  • Ubuntu 20.04 (16.04, 18.04, or any decent Ubuntu LTS version) 64 bit
  • MySQL 5.7+ (8+ is preferred because of the performance improvements)
  • Apache 2.4 (or Nginx + php-fpm, but be aware of potential .htaccess issues)
  • PHP 8.1 (older versions might have issues with some contributed modules)
  • Drush 12, 11, or 10

The YMCA Website Services team maintains a Vagrant preconfigured Virtualbox based virtual machine with OpenY. Feel free to use it to get a working virtual environment. Follow the Vagrant documentation after locating the Vagrantfile within your YMCA Website Services instance’s codebase. Execute vagrant up to provision the virtual machine.

Obtain a Local Copy of Your Production Site

To proceed with the upgrade, create a local copy of your production site.

  1. Database Backup: Make a backup of your production database and copy it to your local machine.
  2. Codebase Copy: Make a copy of your production site codebase and copy it to your local machine.
  3. Check for Manually Removed Modules: Ensure you have not manually removed Drupal modules in your database without uninstalling them first! If you have, return the module to the codebase and uninstall it via the Drupal Extend UI or Drush before proceeding.
  4. Upgrade to the latest Open Y 9.2.x version: Ensure your site is on the latest 9.2.x release before proceeding to newer major versions. See the Open Y documentation for specific instructions on upgrading to the latest 9.2.x release.

Run the Composer Update Command

In the same folder as your docroot, run the following commands:

mv composer.json composer.json.bak || true
wget https://raw.githubusercontent.com/YCloudYUSA/yusaopeny-project/9.2.x/composer.json
composer update -W

This script replaces your composer.json file. Therefore, it is only suitable for websites with an unmodified composer.json.

If your composer.json file has been modified, manually merge the changes. The most important part is usually updating the repositories section.

Update the Database

Navigate to the docroot folder of your codebase and run:

drush updatedb

If updatedb Fails…

You can use Drupal’s hook_update_dependencies API to alter the order of updates. See this example for guidance.

Ensure the commands finish without errors. Run them a second time. If the output is:

$ drush updatedb
No database updates required                                                                                    [success]

This confirms the updates were executed correctly.

If Loading the Site Fails…

You might encounter an error like this:

Error: Class … not found in …

This occurs when Drupal cannot find renamed modules. Manually clear Drupal’s caches:

drush ev "drupal_flush_all_caches();"
drush cr

This should resolve the errors.

Visit the OpenY Upgrade Tool Dashboard

Review and revert or apply updated configuration versions after the upgrade.

OpenY Upgrade Tool Dashboard

Check for Regressions/Run Smoke Tests

Perform smoke tests to identify regressions after the upgrade. The YMCA Website Services team maintains a smoke tests database document to assist with this process.

Backup the Updated Site

Use drush sql-dump or another backup tool to create a backup of the site in its current state.

Proceed to the Next Version (Repeat from Step 1)

Repeat these steps to upgrade to the next desired version.

4.57 - Videos

Video Tutorials

The YMCA Digital Services team maintains a YouTube channel with video tutorials for developers, content editors, evaluators, and more. Visit YouTube for the full list of content.

Playlists

4.58 - Virtual Y Configuration

Virtual Y Predefined Pages

Once Virtual Y is installed, the system creates a set of required landing pages with predefined URLs. These pages are:

  • Virtual Y Landing page - /virtual-ymca
  • Virtual Y Login Landing page - /virtual-y-login

The URLs to the pages above are then set as configuration values at /admin/openy/virtual-ymca.

It is the administrator’s responsibility to keep these pages in the system or to properly update the configuration with new values to ensure Virtual Y functionality continues to work correctly. These pages are built using the “Landing Page (Layout Builder)” content type.

Protecting Virtual Y Pages

If content editors modify the alias or remove the Virtual Y pages above, the Virtual Y site may break. Site administrators may want to add additional protections to the site to prevent editors from making those changes. We recommend Node Keep for this purpose:

  • Add node_keep to your repo with composer require 'drupal/node_keep'
  • Enable the module in Drupal
  • Edit each of the pages above and set the Node Keep options as you wish to protect the pages

Screenshot displaying Node Keep options

Virtual Y Log Module

The Virtual Y Log module can be configured via configuration files. Available settings:

  • activity_granularity_interval: Default value 600 - sets the interval in seconds to track user activity on the site.
  • archiver_enabled: Default value true - enables/disables the activity logs archiver cron execution.
  • archiver_store_period: Default value 1 year - sets the period for which activity logs will be collected and placed in the same archive. This value should be set as a Relative Date/Time PHP string, e.g., 1 week, 2 months, 1 year, etc.

4.59 - Website Services Terms of Use

Version 2.1, December 2022

This is a free service provided by YUSA (“we,” “us,” and “our”) for users in the YMCA community (“users,” “you,” and “your”). By using the Website Services distribution repository, you agree to these Terms of Use.

We reserve the right to modify or discontinue, temporarily or permanently, any services or the Terms of Use at any time, with or without prior notice to users. YUSA is not liable for any damage to any user or other third party that may result from any such modification, suspension, or discontinuance of the service or of the Terms of Use.

Downloading

YUSA is not responsible for the content maintained in the repository. Any material downloaded or otherwise obtained through your use of our services is done at your own discretion and risk, and you will be solely responsible for any damage to your computer system or loss of data that results from the download of any such material. You agree that we have no responsibility or liability for the deletion of, or the failure to store or to transmit, any content or communication maintained by the service. We retain the right to create limits on use and storage at our sole discretion at any time with or without notice.

We are not responsible for the content, data, or actions of third parties, and you release YUSA, our directors, officers, employees, and agents from any claims and damages, known and unknown, arising out of or in any way connected with any claim you have against any such third parties. No advice or information, whether oral or written, obtained by you from us or through or from our services, creates any warranty not expressly stated in these Terms of Use.

All code downloaded from Website Services distribution is based on the Drupal® code base, which is subject to the terms of the Drupal license ( www.drupal.org). Website Services distribution code is a derivative work of Drupal, and any distribution must be under the terms of the GNU General Public License version 2 or later versions.

Unless otherwise stated, all content (excluding code), including user-generated content, such as comments and discussions on the Website Services distribution web site, is licensed under Creative Commons License, Attribution-ShareAlike 2.0.

Contributing

The term “contribution” means any source code, object code, patch, tool, sample, graphic, specification, manual, documentation, comments, or any other content posted or submitted by you to Website Services distribution. We welcome proposed contributions; however, all contributions are subject to review and approval, and potential modification, before inclusion in a release as part of Website Services distribution.

It is your responsibility to obtain appropriate licensing and attribution for content that you submit to Website Services distribution. Content without appropriate licensing or attribution will be removed.

You represent and warrant that:

  • Each contribution that you submit is an original work of authorship, and you can legally grant the rights set out in these Terms of Use;

  • To the best of your knowledge, each contribution will not violate any third party’s copyrights, trademarks, patents, or other intellectual property rights;

  • Each contribution shall be in compliance with U.S. export control laws and other applicable export and import laws.

You agree to notify us if you become aware of any circumstance which would make any of the foregoing representations inaccurate in any respect.

All code must comply with the reasonable standards issued by Website Services distribution, including architecture and security protocols. All code submitted to the repository that is a derivative work must be GPLv2+ compatible and will automatically be redistributed as GPLv2+.

YUSA, in its sole discretion, will review, modify, and determine whether to include code in its next release. We can refuse or remove any contributions at our discretion and without prior notice.

Disclaimer

All content is provided “as is,” without any warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and non-infringement; (ii) YUSA makes no other warranty that its services will meet your requirements, be safe, secure, uninterrupted, timely, accurate, or error-free, or that your information will be secure; and (iii) the entire risk as to the quality and performance of the content is with you.

Limit of Liability

In no event will YUSA, its affiliates, or their licensors, service providers, employees, agents, officers, or directors be liable for any indirect, special, incidental, consequential, or punitive damages, including but not limited to loss of revenue, loss of profits, loss of business or anticipated savings, loss of goodwill, and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable. The foregoing does not affect any liability which cannot be excluded or limited under applicable law.

If a user or other third party believes that its content has been copied in a way that constitutes copyright infringement, that user or third party should provide YUSA with the following information: (a) an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright interest; (b) a description of the copyrighted work that has been infringed; (c) a description of where the allegedly infringing material is located; (d) the affected user or third party’s address, telephone number, and email address; (e) a statement by the affected user or third party that he or she has a good faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law; and (f) a statement by the affected user or third party, under penalty of perjury, that the above information is accurate and that such user or third party is the copyright owner or is otherwise authorized to act on the copyright owner’s behalf. Please report any alleged copyright infringements to https://ymca.org.

Venue and Governing Law

This Agreement shall be governed by, and construed in accordance with, the laws of the State of Minnesota, without reference to conflicts of laws principles. The parties agree that the federal and state courts in the county of Hennepin, Minnesota will have exclusive jurisdiction and venue under this Agreement, and each party hereby agrees to submit to such jurisdiction exclusively.

5 - Contribution Guidelines

How to contribute to the docs

We use:

  • Hugo to format and generate our website.
  • the Docsy theme for styling and site structure.
  • Netlify for PR previews.
  • GitHub Actions to manage the deployment of the site to GitHub Pages.

Hugo is an open-source static site generator that provides us with templates, content organization in a standard directory structure, and a website generation engine. You write the pages in Markdown (or HTML if you want), and Hugo wraps them up into a website.

All submissions, including submissions by project members, require review. We use GitHub pull requests for this purpose. Consult GitHub Help for more information on using pull requests.

Updating a Single Page

If you’ve spotted something you’d like to change while using the docs, Docsy has a shortcut for you:

  1. Click Edit this page in the right (second) sidebar.
  2. If you don’t already have an up-to-date fork of the project repo, you are prompted to get one. Click Fork this repository and propose changes or Update your Fork to get an up-to-date version of the project to edit. The appropriate page in your fork is displayed in edit mode.
  3. Make your changes and open a Pull Request. The maintainers will review, provide feedback, and merge.

Previewing Your Changes Locally

If you want to run your own local Hugo server to preview your changes as you work:

  1. Follow the instructions in Getting started to install Hugo and any other tools you need.
  2. Fork the yusaopeny_docs repo into your own project, then create a local copy using git clone.
  3. Run hugo server in the site root directory. By default, your site will be available at http://localhost:1313/. Now that you’re serving your site locally, Hugo will watch for changes to the content and automatically refresh your site.
  4. Continue with the usual GitHub workflow to edit files, commit them, push the changes up to your fork, and create a pull request.

Common Options

Hugo has a number of flags you can use to change local server behavior. Here are a few we like:

  • --tlsAuto generate and use locally-trusted certificates to run the site over https
  • --buildDrafts include content marked as draft
  • --buildFuture include content with publishdate in the future

With all of these, you might end up with something like:

hugo serve --tlsAuto --buildDrafts --buildFuture

Creating an Issue

If you’ve found a problem in the docs, but you’re not sure how to fix it yourself, please create an issue in the yusaopeny_docs repo. You can also create an issue about a specific page by clicking the Create Issue button in the top right-hand corner of the page.

Useful Resources

5.1 - Documentation Tips & Tricks

In addition to the full documentation, here are some commonly used functions in the YMCA Website Services Docs.

General Styles

The YMCA Website Services Docs are written in Markdown, an easy-to read and write formatting language.

The old documentation made heavy use of horizontal rules --- and slashes in headings ## // Heading. We try to use standard Markdown headings for organization and remove those visual indicators for better accessibility.

Headings within a page should start with level 2 ## in order to properly build the in-page navigation.

Internal links should be made with Markdown and page-relative locations, like:

[Blocks](../user-documentation/blocks)

Blocks

Internal paths with spaces in them should have their destination wrapped in angle brackets:

[Accordion Desktop](<../assets/designs/lb/Accordion Desktop.png>)

Accordion Desktop

Images

Image files should be placed in the /assets/img directory at the root of the project, then they can be embedded with relative paths with Markdown:

![Alt text](../../../../assets/img/llama.png "This is a caption.")

A very adorable llama.
A very adorable llama

Image processing is brought to you by Hugo Markdown Render Hooks, editable in layouts/_default/_markup.

Video Embeds

Videos can be embedded using Hugo’s youtube or vimeo shortcodes. These take the form:

{{< youtube w7Ft2ymGmfc >}}
{{< vimeo 146022717 >}}

To replace regular YouTube links with the shortcode you can use the following regex:

find: https?:\/\/(?:www\.)?(?:youtube\.com|youtu\.be)\/(?:watch\?v=)?([\w-]+)
replacement: {{< youtube w7Ft2ymGmfc >}}

Tips

The old community documentation used headings inside blockquotes (starting each line with >). That formatting doesn’t work in Hugo. We can use Docsy alerts instead.

{{% alert title="Warning" %}}
This is a warning.
{{% /alert %}}

Although blockquotes sometimes work just as well:

> **Warning:** This is a warning.

Warning: This is a warning.

Color Swatches

The color shortcode can be used to display a small color swatch after a hex or RGB color value. Pass one quoted value for hex, or three numeric values for RGB.

When using this shortcode in code fences, use <> instead of %% as the shortcode delimiter so that the code is not further rendered.

```scss
color: {{< color "#a92b31" >}}
color: {{< color 169 43 49 >}}
```
color: #a92b31
color: 169, 43, 49

Remote Markdown Files

The include-remote-md shortcode fetches a remote markdown file and includes it in the page. This happens only when your Docsy project is built, so future changes to the remote markdown file are only included when you rebuild your project. See docsy#1739

If the file has a H1 (# ....) instead of frontmatter, you can put the title line in as the second parameter and it will be removed instead. For example:

{{% include-remote-md "https://raw.githubusercontent.com/google/docsy/main/README.md" "# Docsy" %}}

5.2 - Linting

Ensure documentation quality with automated checks for broken links and Markdown syntax.

lint•er : noun

  • a machine for removing the short fibers from cotton seeds after ginning
  • a static code analysis tool used to flag programming errors, bugs, stylistic errors, and suspicious constructs

Using linkcheck:

Linkcheck may encounter issues with localhost. To address this, consider setting up your local site to run through Cloudflare Tunnel for reliable link checking.

Example usage:

linkcheck -e https://your-site-url.example.com/docs/some/path --skip-file .linkcheck_skip.txt

This command:

  • Runs the link checker on internal links (default).
  • Checks external links using the -e flag.
  • Utilizes a custom ignore file (.linkcheck_skip.txt) to skip specific links.

Checking Markdown Syntax

Using markdownlint:

To lint and automatically fix Markdown files in a specific directory:

markdownlint-cli2 --fix "content/en/docs/user-documentation/paragraphs/**/*.md"

This command targets all Markdown files within the specified directory and its subdirectories, applying linting rules and automatically fixing violations where possible.

6 - Glossary

ACTIVENet
“The world’s most powerful facility, registration and membership management software makes it easier to run your organization better than ever before.” Integrates with Activity Finder. Also “Active Network”. ACTIVENet.
Activity Finder
A major component of the distribution which allows users to search YMCA programs with an interactive interface. Integrates with Daxko, ActiveNet, or Personify. Frontend built with Vue.js. Code at YCloudYUSA/yusaopeny_activity_finder.
Avocado
“A powerful and flexible recreation and facility management platform running on the world’s leading CRM solution” (Salesforce). Used by some Canadian YMCAs to integrate with Activity Finder and Group Exercise. Avocado.
Block
A Drupal data structure that contains a reusable set of content and can be placed on a page using the Block Layout or Layout Builder. Blocks.
Cachet
The official font of YMCA-USA. See Fonts.
Carnation
The newest and most widely used of the distribution themes. “Carnation offers image-rich page layouts and simple, mobile-optimized menus.” See Sandboxes.
Content type
An item of content data with shared fields, like an image, text, and address. Content types have different purposes (Branch, Event, Landing Page) and are displayed in different ways on the site. See the Drupal User Guide and Content Types in the distribution.
Daxko
A service provider offering member management, facility management, and more. Integrates with most features of the distribution that have integrations. Daxko.
Distribution
Full copies of Drupal that include Drupal Core, along with additional software such as themes, modules, libraries, and installation profiles. Used here to refer to the YMCA Website Services distribution. Drupal Distributions.
Drupal
The Content Management System that powers the distribution. Drupal.
EGYM
A service provider offering cloud-connected equipment and services to YMCAs. See EGYM.
Five Jars
A partner agency that works on the distribution and provides services directly to YMCAs. Also “5J”. Five Jars.
GroupEx Pro
A group-exercise management platform. Integrates with the Group Schedules feature. Acquired by Daxko in 2019. GroupEx PRO.
ImageX
A partner agency that works on the distribution and provides services directly to YMCAs. Also “ImageX Media”. ImageX.
ITCare
A partner agency that works on the distribution and provides services directly to YMCAs. IT Care.
Layout Builder
A Drupal module that allows content editors to create visual layouts for displaying content using a drag-and-drop interface. See Layout Builder.
Lily
One of the distribution themes. “Lily offers bold banner headings and eye-catching tiles to organize child page content.” See Sandboxes.
Membership calculator
A feature of the distribution providing a wizard-style flow to assist members with choosing a membership and then funnel them into the member management system. See Membership Calculator.
Membership framework
A more complex version of the Membership calculator with advanced features leveraging Drupal Commerce. See YCloudYUSA/yusaopeny_memberships.
Mid-major
Officially the “Mid-Major YMCA Network”. Organization representing mid-sized YMCAs.
OneEach
A partner agency that provides development and hosting services directly to YMCAs. OneEach Technologies
Open Y
The original name of the distribution currently known as YMCA Website Services. In 2016 a group of YMCA digital, marketing, and technology experts recognized the digital opportunities that exist if we work together as a community and established Open Y. The original core team was led by a small group of YMCAs including the YMCA North, Greater Seattle and YMCA of Greater Houston.
Paragraph
A Drupal data structure that allows content editors to create sections of content on a page using preset groups of fields. See Paragraphs on Drupal.org and Paragraphs in the distribution.
PEF
The Program Event Framework, also known as PEF, consists of a group of content types and front-end displays that can be used to create related programs, activities, classes, and sessions.
Personify
A service provider that offers member management systems and more. Integrates with a number of features of the distribution. Personify.
Rose
One of the distribution themes. Rose offers sprawling site menu options and high accessibility for blind and low-vision users. See Sandboxes.
Sandbox
A set of example sites for evaluating and testing the distribution. See Sandboxes.
Small Y
YMCAs that have only a single or a few branches. Represented by the “Small and Mid-Size YMCA Network”.
SSO
Single Sign-On. A feature of some member management systems that can provide integrations into the distribution.
Theme
A set of templates, styles, and code that define the presentation layer of a site. See Theming Drupal.
YMCA Canada, Y Canada
The Canadian YMCA Federation is made up of a national office and Member Associations across the country. See ymca.ca.
YMCA North American Network, YNAN
The organization representing the largest YMCA associations in the country.
YMCA of the North, Y North
Formerly YMCA of the Twin Cities. One of the founding associations of Open Y. Lovers of llamas. See ynorth.org.
YMCA of the USA, YUSA, Y-USA
The national resource office, supporting thousands of YMCAs, tens of thousands of staff, and hundreds of thousands of volunteers in 10,000 communities across the USA. Headquartered in Chicago. YMCA of the USA.
YMCA’s Cloud Hosting Service
An enterprise-grade platform that enables Associations (Y’s) to create, host and personalize digital experiences. A product of YMCA’s Digital Services. Formerly YCloud Hosting. See ds.ymca.org.
YMCA‘s Digital Content Hub
A submodule of YMCA’s Website Service enabling content sharing across YMCA websites. Formerly known as Y Content Hub A product of YMCA’s Digital Services.
YMCA’s Digital Services
The collection of mostly open-source cloud-based services maintained in collaboration between YUSA, the movement, and agency partners. Formerly known as the YCloud Ecosystem. See ds.ymca.org.
YMCA’s Mobile Experience Platform
A mobile app to engage YMCA associations’ members across the USA. A product of YMCA’s Digital Services. Formerly known as the Universal App. See ds.ymca.org.
YMCA’s Virtual Experience Platform
A gated and secure digital space created to provide content, programming, and other resources to YMCA Association members. A product of YMCA’s Digital Services. Formerly known as Virtual Y. See ds.ymca.org.
YMCA’s Website Service
A collection of Drupal modules, themes, configuration, and content bundled together in a “distribution” to enable digital transformation for YMCAs across the country. A product of YMCA’s Digital Services. Formerly known as Open Y. See ds.ymca.org.