Testing Organic Groups and adding notes

[olafgrabienski]

I'm follwing the Drupal 7 tutorial from https://modulesunraveled.com/organic-groups-7x-2x to test Organic Groups. I'll add more comments to report how the module works in Backdrop.

Table of content

1. Introduction
2. Organic Groups Setup
3. Organic Groups Views
4. Organic Groups Layout
5. Configuring Content Types for group "Content create links"
6. Creating Private Groups
7. Working with Content in Public and Private Groups
8. Advanced Private Groups
9. Advanced Public Groups
10. Organic Groups Memberships
11. Global OG Group Permissions
12. Organic Groups Global Roles
13. Global OG Group Content Permissions
14. Group Specific Roles
15. Group Specific Permissions
16. Organic Groups Settings
17. Organic Groups Field Access
18. Adding Additional Group Types

[olafgrabienski]

1. Introduction

From https://modulesunraveled.com/organic-groups-7x-2x/introduction for Drupal 7:

In this series, I'll walk you through the 7.x-2.x version of Organic Groups. This module lets you create groups. A group is simply a collection of content or people. Groups have three basic components:

Group type
Group members
Group content

Group type denotes which pieces of content should be handled as groups. I'll show you how to create a group content type in Video 1 - Organic Groups Setup.

A group can have one or more associated users, either by subscribing to the group or having been assigned to the group. We’ll refer to these users as the group members, and we'll be talking more about group membership in Video 9: Organic Groups Membership.

The last component is group content. This refers to the articles or other content types that are posted in the group. We’ll take our first look at how to add content to our groups in Video 4 - Configuring Content Types for group “Content create links”.

We’ll also cover group roles, permissions, how to layout our groups using Panels and a whole lot more.

[olafgrabienski]

2. Organic Groups setup

See https://modulesunraveled.com/organic-groups-7x-2x/organic-groups-setup.

Install Modules

• Drupal:
  • Organic Groups
  • Entity API
  • Entity reference (Required by: Organic groups and Organic groups UI)
  • Ctools
  • Views
  • Views Bulk Operations (Required by: Organic groups UI)
• Backdrop:
  • Organic Groups
  • Entity Plus
  • Entity UI
  • Entity Reference

Enable Modules

• Backdrop:
  • Organic Groups
  • Organic Groups UI
  • Entity modules (see above)

Create Group Type (define a content type to be a group):

• Add content type

  Notice: Undefined index: target_type in og_ui_form_node_type_form_submit() (line 992 of my-path/modules/og-1.x-2.x/og_ui/og_ui.module)
  Notice: Undefined index: target_bundles in og_ui_form_node_type_form_submit() (line 993 of my-path/modules/og-1.x-2.x/og_ui/og_ui.module)

• Name: Group
• Description: A group can be private or public and have its own set of roles and permissions.
• Vertical tab Menu settings: Select "Primary navigation"
• Vertical tab Organic groups: Select "Group"

Configure Group Content Type (configure the Post content type to to be group content):

• Edit content type Post
• Vertical tab Organic Group: Select "Group Content", Target type: Node, Target bundles: Group
  Target bundle not (visibly) saved, but OK on admin/structure/types/manage/post/fields/og_group_ref

Add content: Group 1

• Title: Group 1
• Body: Lorem ipsum text
• Provide a menu link

Save and have a look at node tab "Group" (People etc.)

Add a Post to the Group

• Title: Post A
• Body: Lorem ipsum text
• Groups audience: Group 1

Post has a reference link to Group 1. No mention of the post in the group, because group display hasn't been configured.

[olafgrabienski]

3. Organic Groups Views

See https://modulesunraveled.com/organic-groups-7x-2x/organic-groups-views.

Enable Modules

• Drupal:
  • Views Content Panes
  • Views UI
• Backdrop:
  • Views Content Panes: not necessary
  • Views UI: enabled by default

Existing Views

• OG all user group content
  Shows content from all groups the current user belongs to.
• OG content
  Shows all content of a group.
• OG members
  Lists the most recent members of the current group. Comes with a block display, and a Content pane (for Panels).
• OG members admin
  The default view for the "People" tab in a group.
• OG User groups
  A list of all the groups the logged in user is a member of.
• (OG list)
  A list of groups. Only available in previous versions of OG. Created a custom view in Backdrop:

Create a View

• View name: OG List
• Show: Content of type Group
• Create a page
• Path: og-list
• Display format: Table
• Fields: Title, Body (Summary or Trimmed)
• Page Settings: Select "No menu" to add a menu item
  • Type: Normal menu entry
  • Title: All Groups
  • Description: List of Groups
  • Menu: Primary navigation
• Change sort criteria
  • Remove Post date
  • Add Title (asc)

Create a 2nd group, and visit the Views page.

[olafgrabienski]

4. Organic Groups Layout

See https://modulesunraveled.com/organic-groups-7x-2x/organic-groups-layout.

Install modules

• Drupal:
  • Panels
  • Entityreference Prepopulate (for “Create content” links on group nodes to post automatically to this group)
• Backdrop:
  • Panels: not necessary
  • Entityreference Prepopulate: not available. Alternatives:
    • Port drupal.org/project/entityreference_prepopulate to Backdrop - port request filed.
      edit, 26 April 2022: Entityreference Prepopulate has been ported
    • Use the Prepopulate module and Custom view with link (see next comment)

Add Layout for Groups

• Template: e.g. Moscone Flipped
• Path: node/%
• Visibility Condition: Node Type = Group

Add blocks to Layout

• Field Body (or leave Main page content)
• OG content create links via og_group_ref: not available (see next comment)
• View OG content: block not available. Fix:
  • Create a block in the OG content view
    Important: Change the view's Block settings > Contextual filter input (data sources for contextual filters) > OG membership: Group ID source > From URL, URL position: 2 (for the node ID in node/NID)
    See issue Improve the "OG content" view #80.
• View OG members
  Important: Change the view's Block settings (same as for View OG content, see above)
• Field Group (group_group), formatter: OG subscribe link
  Consider to remove the field from the default display (admin/structure/types/manage/group/display/default).

Layout the panel

• Drupal: Create regions and columns, then move blocks.
• Backdrop: not necessary, blocks are already placed in the Layout

[olafgrabienski]

5. Configuring Content Types for group "Content create links"

See https://modulesunraveled.com/organic-groups-7x-2x/configuring-content-types-group-“content-create-links”.

• Drupal: Configure the Field "Groups audience" of Articles with Entity Reference Prepopulate
• Backdrop: Field "Groups audience" > Additional Behaviors > Entity Reference Prepopulate
  NB: by the time of writing the module isn't available for Backdrop
  • Issue: Provide Create content links #28
  • Port request: Port request: Entityreference Prepopulate backdrop-ops/contrib#632
• Temporary workaround for Backdrop:
  • Install the Prepopulate module.
  • Add a views block, content of type Group, Field: Nid, and rewrite the field to:
    <a href="/node/add/post?edit[og_group_ref][und][0][default]=[nid]" title="Add a post to this group">Add post</a>
  • Add a Contextual filter to the view: "Content: NID", Provide default value: "Content ID from URL".
  • Make the view (or the block) only available to people who should be able to use it.
  • Place the Views block in the sidebar of the Group layout.

[olafgrabienski]

6. Creating Private Groups

See https://modulesunraveled.com/organic-groups-7x-2x/creating-private-groups.

Enable module

• Drupal:
  • Organic groups access control
    After enabling you see a message with a link to rebuild the content access permissions.
• Backdrop:
  • Organic groups access control
    No message after enabling. Rebuild the permissons on the page admin/reports/status/rebuild (not sure if necessary).
    update: new issue report, Private groups aren't private until "rebuild permissions" is run #56

Add OG field "Group visibility"

• Configuration > Organic groups > OG field settings (admin/config/group/fields)
• Bundles: Group
• Fields: Group visibility
• Add field

Optional: hide OG field on display (not covered in the video):

• admin/structure/types/manage/group/display/default
• Group visibility > Format: Hidden
• Save

Create a private group

• Content > Add content > Group (node/add/group)
• Title: Group 2
• Body: Lorem ipsum text
• Group visibility: Private
• Provide a menu link

Result: only members can see the private group and its menu link

[olafgrabienski]

7. Working with Content in Public and Private Groups

See https://modulesunraveled.com/organic-groups-7x-2x/working-content-public-and-private-groups.

Drupal:

If you would like to have all content posted to private groups be private, and all content posted to public groups be public, you don’t need to do anything further. That is how group content works by default (with one caveat).

• Content posted to public groups is public
• Content posted to private groups is private
• Content posted to both public and private groups is only visible to members of one of the groups (private or public)

Backdrop:

• Content posted to public groups is public
• Content posted to private groups is private ... public (!) private
  edit 27 Apr: seems to be fixed in the meantime
• Content posted to both public and private groups is only visible to members of one of the groups (private or public)

Note: on my test site, a post added to multiple groups appears multiple times in the "OG content" view. To display it only once, I have changed the view's "Query settings" to "Distinct". See issue #80.

[olafgrabienski]

8. Advanced Private Groups

See https://modulesunraveled.com/organic-groups-7x-2x/advanced-private-groups.

Add OG field "Groups content visibility"

• Configuration > Organic Groups > OG Field Settings (admin/config/group/fields)
• Bundles: Post
• Fields: Group content visibility
• Add field

Optional but recommended: hide OG field on display (not covered in the video):

• admin/structure/types/manage/post/display/default
• Group content visibility > Format: Hidden
• Save

Create a private post

• Add Content > Post
• Title: Post E (in private group)
• Body: (Lorem Ipsum)
• Groups audience: Group 2 (private)
• Group content visibility: Use group defaults
  post has same visibility as the group
  other options: Public / Private
• Save

Create a public post in a private group

• Add Content > Post
• Title: Post F (public in private group)
• Body: (Lorem Ipsum)
• Groups audience: Group 2 (private)
• Group content visibility: Public
  accessible to anyone, e.g. as promoted content on the Home page
• Save

[olafgrabienski]

9. Advanced Public Groups

tba

[olafgrabienski]

10. Organic Groups Memberships

See https://modulesunraveled.com/organic-groups-7x-2x/organic-groups-memberships.

Request Group Membership

• Log in
• Go to Group 1 (public)
• Click the "Request group membership" link
• optional: Write a request message
• Join
  The Request link has changed to an Unsubscribe link, but the new member isn't listed in the Members block.
  Note: The tutorial claims that "the request has been sent to the group administrator". AFAIK this is not the case, unless you install and configure the Rules module.

Manage Membership

• Go to Group 1 (public)
• Click the "Group" tab
• Click "People" to manage the members of the group

Modify group membership

• Drupal:
  • Group 1 (public) > Group > People
  • Operations: Modify Membership Status
  • Select the checkbox next to the new member
  • Execute
  • State: Active
  • Next / Confirm
• Backdrop:
  • Group 1 (public) > Group > People
  • Operations: not available
    (missing bulk operations at admin/structure/views/view/og_members_admin)
• Workaround for Backdrop:
  • Click "edit" link next to the new member
  • Status: Active
  • Update membership
• Further notes re Backdrop:
  • After editing, you are not redirected to the People page
  • Membership status is not reflected on Backdrop's User account page
  • Admins can update membership via the User account page (overwrites People page)

Remove membership

• Drupal:
  • Group 1 (public) > Group > People
  • Operations: Remove from group
  • Select the checkbox next to the new member
  • Execute / Confirm
• Backdrop:
  • Operations: not available
    issue: Views / Bulk Operations missing #22, has PR (works for me)
  • Removing via "remove" link doesn't work either
    issue: Not possible to remove group members (Bug) #43 => fixed √

Block membership

• Drupal:
  • Group 1 (public) > Group > People
  • Operations: Modify membership status
  • Select the checkbox next to the new member
  • Execute
  • State: Blocked
  • Next / Confirm
• Backdrop:
  • Group 1 (public) > Group > People
  • Operations: not available
• Workaround for Backdrop:
  • Click "edit" link next to the new member
  • Status: Blocked
  • Update membership

[olafgrabienski]

11. Global OG Group Permissions

See https://modulesunraveled.com/organic-groups-7x-2x/global-og-group-permissions.

Have a look at the permissions:

• Configuration > Organic Groups > OG permissions overview (admin/config/group/permissions)
• Click the "edit" link next to "Node - Group"

In the video follows a quick overview of Group permissions which will be treated more detailed in a follow-up episode.

Comparing the video and my Backdrop test site, the mentioned OG permissions in Drupal and Backdrop seem to be the same.

[olafgrabienski]

12. Organic Groups Global Roles

See https://modulesunraveled.com/organic-groups-7x-2x/organic-groups-global-roles.

Have a look at the roles:

• Configuration > Organic Groups > OG Roles Overview (admin/config/group/roles)
• Click the "edit" link next to "Node - Group"
• You see three roles: non-member, member, administrator member

Add more roles:

• Type "Content creator" in the field and hit the button "Add role"
• Type "Content moderator" and hit the button

View the roles in the context of an existing group:

• Group 1 > Group tab > Roles (read-only)
  You see the roles.

[olafgrabienski]

13. Global OG Group Content Permissions

See https://modulesunraveled.com/organic-groups-7x-2x/global-og-group-content-permissions.

Check the permission to administer all groups and permissions.

• Drupal
  • People > Permissions" (admin/people/permissions)
• Backdrop
  • Configuration > User accounts > Permissions (admin/config/people/permissions)

Configure member's permissions

• Configuration > Organic Groups > OG permissions overview (admin/config/group/permissions)
• Click "edit" next to "Node-Group"
• Select permissions for "Content creator":
  • Create Post content
  • Edit own Post content
  • Delete own Post content
• Save permissions

Give a group member the "Content creator" role

• Group 3 > Group tab > People
• Drupal:
  • Operations > Modify OG user roles
  • Check the box next to a member
  • Execute
  • Select "Content Creator" in the "Add roles" box
  • Next / Confirm
• Backdrop:
  • Operations: not available
• Workaround for Backdrop:
  • Click the "edit" link next to a member
  • Roles: Enable the checkbox "Content creator"
  • Click the button "Update membership"
    Note: After updating, you are not redirected to the People page. Until this is fixed, use e.g. the breadcrumb links to return to the group page.

Switch the account, and create a Post

• Log in as a group member with the role "Content creator".
• Go to your group. In the sidebar, you see a "Create content link" block
  (We configured the link above, see section 5).
• Click "Add Post".
• Title: My first group post
• Body: (Lorem Ipsum)
• Groups audience: Group 3
  (Aready selected, as configured above. and the field is disabled so that she can not change the “Groups audience”.)
• Group content visibility: "Use group defaults"
• Save
  Note: In Drupal, based on the field settings described in section 5, the same group member can't create content outside of the group. To get the same behavior in Backdrop, it might be necessary to adapt the workaround to compensate for the missing module Entity Reference Prepopulate.

Switch back, and configure Content moderator permissions

• Configuration > Organic groups > OG permissions overview (admin/config/group/permissions)
• Click the "edit" link next to "Node-Group"
• Select permissions for Content moderator:
  • Post: Edit any Post content
  • Post: Delete any Post content
• Save permissions

Give a group member the "Content moderator" role

• Group 3 > Group tab > People
• Click the "edit" link next to a member
• Roles: Enable the checkbox "Content moderator", and disable "Content creator".
• Click "Update membership"

Switch the account, and edit or delete posts from others

• Log in as a group member with the role "Content moderator".
• Go to your group.
  As expected, you can't create new posts anymore.
• View a Post, and click the "Edit" tab.
• Edit the Post, and save. Or delete it.

Switch back, and configure Content moderator permissions again

• Group 3 > Group tab > People
• Click the "edit" link next to a member
• Roles: Enable also the checkbox "Content creator".
• Click "Update membership"
  (Result: member can create Posts again and can still edit and delete all Posts.)

[olafgrabienski]

14. Group Specific Roles

See https://modulesunraveled.com/organic-groups-7x-2x/group-specific-roles.

Configure roles for specific groups

• Add the "Group roles and permissions" field to the "Group" bundle
  • Configuration > Organic groups > OG field settings (admin/config/group/fields)
  • Bundles: Group
  • Fields: Group roles and permissions
  • Add field
• Optional: hide OG field on display (not covered in the video):
  • admin/structure/types/manage/group/display/default
  • Group roles and permissions > Format: Hidden
  • Save
• Configure Group 2 to override the default roles and permissions
  • Group 2 > Edit tab
  • Group roles and permissions: Override default roles and permissions
  • Save

Create role for specific groups

• Create role "Page manager" for Group 2
  • Group 2 > Group tab > Roles
    Note: in contrast to other groups, the "Roles" (and "Permissions") link isn't marked as "read-only"
  • On the "Roles" page, type "Page manager" in the field at the bottom, and hit "Add role"