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Experience Sitecore! | All posts tagged 'Experience Editor'

Experience Sitecore!

Martin Miles on Sitecore

Advanced editing: managing dynamic popups from custom RTE dialog

One day a request came up from the business, they wanted to have a nice "information" icon appearing aside from a text, clicking which opens up a popup modal dialog showing more information related to that line of content. From an UX point of view that works as a decent solution preventing page from bloating with more-specific info.

From page visitor's eyes it looks as below:


There was a FE code provided that does exactly as described. If I was responsible for Front-End, I'd have chosen using Emoji as they're an official part of Unicode, as therefore gets supported with all browsers. But front-end was handed to me as given and I assume there was a decent reason for using it in a provided way.

An any case, our mission will be implementing that with BE with certain challenges:

  1. You may have multiple popups on the single page, at least more than one.
  2. User needs being able dynamically adding popups to a page (sometimes removing them).
  3. Each popup needs to be editable, while in their normal state they are hidden.
  4. Because of that above, there bight be a user-friendly way of distinguishing popups and giving them individual names.
  5. An information icon should be editable from with Rich Text, mixed along classical RTE interface
  6. Each "i"-icon should get referenced with a specific popup, so that clicking different icons trigger different popups.
  7. Because of that, a clear and nice way of referencing and icon to a popup should be presented.
  8. The BE solution is classical MVC implementation, with no SXA or JSS (unfortunately)
Now, with these requirements in hands, let's implement the whole feature. Below are my..

THOUGHTS


1. Popup code
At the front-end these I was given them implemented as <section>-tag blocks, hidden with styles. Each of these blocks has data-name attribute, that is used for referencing it along with a correspondent "i"-icon:


2. Popups aren't visible so need extra care to support editors managing them. On the layout I create a separate placeholder for exclusively adding these popups. Normally, once you add the first popup, placeholder add invitation disappears, as it now has an item already but that item is invisible.
To make it visible I add an additional section that becomes visible only in editing mode (Sitecore MVC Razor view):
@if (Sitecore.Context.PageMode.IsExperienceEditor)
{
    
Modal popup: @name
}

That allows selecting each popup individually, making that possible removing existing or adding a new popup after existing:


3. Editable Datasource
I use standard Sitecore Controller Rendering with a generic datasource of Title with Rich Text template. A simple code-generated Glass model coming from Leprechaun (but could be anything, i.e. T4 templates) gets passed into a MVC View.


4. Giving Component a unique Name
as you might know, a bunch of additional options (like styling) could be also provided from Rendering Parameters for each individual Popup Rendering. In or case we need giving each individual rendering on a page unique name and Rendering Parameters seem to be the ideal way of doing that.

Why Rendering Parameters?
Obviously, as it comes from their name, Rendering Parameters are stored with a page and are set per each component applied. That's opposed to the datasource items which carry on replaceable sources of data, and could be shared across several components of the same or compatible types.
per page.

I have recently written an article on how easily one could use rendering parameter with Glass Mapper by using strongly typed HTML helpers as I highly recommend reading as the code from this article is using described method.


5. Editing Information icon
Now, the biggest challenge is that "i"-icon is mixed along the rest of RTE content in a single field. Let's look at how FE team has implemented that:
<button data-name="NAME_OF_POPUP" type="button" aria-label="View Info" aria-haspopup="dialog"  class="button--more-info a-icon-info"></button>
It comes as a styled <button> HTML tag, with set of attributes the most important of which is data-name. This attribute sets the relationship with a corresponding modal popup <section> tag to be shown/hidden.


6. Wiring-up icon and modal popup together
An initial though was tokenizing this <button> tag and bringing it to the editor's snippets collection, if not the data-name parameter, which is unique per each icon and point out to that same parameter on a modal popup <section> tag attribute.


7.That mean a more elegant solution should be chosen. Creating a custom editors dialog would solve this, for example asking the name of modal popup to be shown on a click at this icon. The most straightforward way would be asking user to input the name user created at the stage 4, so that upon submission it is being injected into a <button> tag attribute and returned back to the editor.

That would work but is subject to potential mistakes/typos/misunderstandings by a user, so instead I decided to present user with a drop-down already populated with the names of modal popups previously added to the page. User needs typing once, and even he/she typed a total mess as the name of popup, that crazy value should be available for selection/usage without retyping.

Now let's turn to the actual..

IMPLEMENTATION


I will start with Modal Popup rendering itself. First of all need creating a Controller rendering:

With the view action code:
@using Glass.Mapper.Sc.Web.Mvc
@using Feature.Components.Templates
@using Feature.Components.Extensions
@model ITitleWithRichText

@{ var name = Html.GetRenderingParametersString<IPopupModalDialog>(m => m.DialogName); } 


@if (Sitecore.Context.PageMode.IsExperienceEditor)
{
    
Modal popup: @name
}

Controller action method itself will be extremely simple- grab a strongly-typed interface from Glass Mapper and pass it to a view:
public ActionResult ModalPopup()
{
var model = _componentsRepository.GetModel<ITitleWithRichText>();
return View("~/Views/Feature/Components/ModalPopup.cshtml", model);
}

Next, need to add a Sitecore Placeholder for holding modal dialogs. The good practice here also is not to ignore creating placeholder settings for users' choice convenience:


Rich Text Editor

We need creating the button on a Rich Text, these buttons are configured inside of active Rich Text Profile within core database.

Please note: as soon as you need modifying anything from OOB profile, do not change them. Duplicate the whole desired profile node instead, put it under the serialization and then you're welcome to modifying it.

Therefore I duplicate Rich Text Full profile into: 
/sitecore/system/Settings/Html Editor Profiles/Custom
Same as the rest of editing-related stuff, I am keeping it serialized under Foundation.Editing Helix module.

As an option, you could also want this new profile becoming the default, so that there will be no need of explicitly stating the profiles name at the templates' Source column. To achieve that you can create a config patch file (just here, at Foundation.Editing) that sets HtmlEditor.DefaultProfile setting to the one we've just created:


  
    
      /sitecore/system/Settings/Html Editor Profiles/Custom
    
  



Once we've sorted with Rich Text profile, let's include a new icon for a custom dialog. To do so, I create a new Modal Popup item under /sitecore/system/Settings/Html Editor Profiles/Custom/Toolbar 2.

The most important property here is Click field and it stores the name of modal dialog to serve this:

As for icon itself, that could be chosen from one of sprite images stored at sitecore/shell/Themes/Standard/Images/Editor/WebResource.png by specifying offset in style:
html .ModalPopup { background-position: -6px center }
Here is how the result looks like:


After we created a new button and have associated it with a Click command referencing a new dialog name, there is also a code to be added that handles new button click and triggers new dialog.

Danger zone: to add this code one need modifying existing OOB JavaScript file, so with each version update there is a risk of new vanilla version being overwritten with you custom-modified old version script file. This file rarely changes, but still please keep an eye - if the change occurs you'll need handling the diff.

The customization in my case is simply appending some code to the very end of sitecore\shell\Controls\Rich Text Editor\RichText Commands.js file:
Telerik.Web.UI.Editor.CommandList["ModalPopup"] = function(commandName, editor, args) {
  var html = editor.getSelectionHtml();
  var id;
  
  if (!id) {
    id = GetMediaID(html);
  }

  scEditor = editor;

  editor.showExternalDialog(
    "/sitecore/shell/default.aspx?xmlcontrol=RichText.ModalPopup&la=" + scLanguage + (id ? "&fo=" + id : "") + (scDatabase ? "&databasename=" + scDatabase : "") ,
    null, 400, 260, scModalPopup, null, "Insert Modal Popup Dialog", true, Telerik.Web.UI.WindowBehaviors.Close,false, false 
  );
};

function scModalPopup(sender, returnValue) {
  if (!returnValue) {
      return;
  }

  scEditor.pasteHtml(unescape(returnValue.Text), "DocumentManager");
}
What the above code does is adds the Telerik.Web.UI.Editor.CommandList["ModalPopup"] handling code (note that "ModalPopup" matches the value from Click command we entered into a profile at core database; it also adds scModalPopup handler that actually pastes resulted markup into Rich Text Editor.


Creating the Dialog

That is done with very legacy markup method called SheerUI. A traditional Sheer UI component would consist of 3 pieces:
  1. XML markup that dictates how control layout should be laid
  2. Codebehind similar to old knows ASP.NET WebForms (not to confuse with another deprecated tolset - WFFM)
  3. Related JavaScript code
Here they are, one after another:

1. XML markup for sitecore\shell\Controls\Rich Text Editor\ModalPopup\ModalPopup.xml


  
    
      
      
      
          
            
          
		  
      
    
  


This code has <richtext.modalpopup> section that hard-ties to the command from previous steps. It also has <codebeside> section that references C# code doing the rest of its logic behing the markup, here is it below:

2. ModalPopup.cs
using System;
using Sitecore.Web.UI.Pages;
using Sitecore.Diagnostics;
using Sitecore;
using Sitecore.Web;
using Sitecore.Web.UI.Sheer;
 
namespace Foundation.Editing.Dialogs
{
    public class ModalPopup : DialogForm
    {
        protected Sitecore.Web.UI.HtmlControls.Combobox Target;

        string Wrapping = @"";

        protected override void OnLoad(EventArgs e)
        {
            Assert.ArgumentNotNull(e, "e");
            base.OnLoad(e);

            if (!Context.ClientPage.IsEvent)
            {
                Mode = WebUtil.GetQueryString("mo");
               
                Context.ClientPage.ClientScript.RegisterStartupScript(GetType(), "script", "scOnLoad();", true);
            }
        }

        protected override void OnOK(object sender, EventArgs args)
        {
            Assert.ArgumentNotNull(sender, "sender");
            Assert.ArgumentNotNull(args, "args");

            string code = string.Format(Wrapping, Target.Value);      

            if (Mode == "webedit")
            {
                SheerResponse.SetDialogValue(StringUtil.EscapeJavascriptString(code));
                base.OnOK(sender, args);
            }
            else
            {
                SheerResponse.Eval($"scClose({StringUtil.EscapeJavascriptString(code)})");
            }
        }

        protected override void OnCancel(object sender, EventArgs args)
        {
            Assert.ArgumentNotNull(sender, "sender");
            Assert.ArgumentNotNull(args, "args");

            if (Mode == "webedit")
            {
                base.OnCancel(sender, args);
            }
            else
            {
                SheerResponse.Eval("scCancel()");
            }
        }

        protected string Mode
        {
            get
            {
                string str = StringUtil.GetString(base.ServerProperties["Mode"]);
                if (!string.IsNullOrEmpty(str))
                {
                    return str;
                }
                return "shell";
            }
            set
            {
                Assert.ArgumentNotNull(value, "value");
                base.ServerProperties["Mode"] = value;
            }
        }
    }
}

Simply saying, we take an input from user (in a given case by selecting a drop-down item from a list) and wrapping it with <button> tag store at Wrapping string variable:

3. Finally, sitecore\shell\Controls\Rich Text Editor\ModalPopup\ModalPopup.js that handles client-side part for this control:
function scClose(text) {
    var returnValue = {
        Text: text
    };
 
    getRadWindow().close(returnValue);
}
 
function GetDialogArguments() {
    return getRadWindow().ClientParameters;
}
 
function getRadWindow() {

    if (window.radWindow) {
        return window.radWindow;
    }
 
    if (window.frameElement && window.frameElement.radWindow) {
        return window.frameElement.radWindow;
    }
 
    return null;
}
 
var isRadWindow = true;
 
var radWindow = getRadWindow();
 
if (radWindow) {
    if (window.dialogArguments) {
        radWindow.Window = window;
    }
}

function scOnTargetLoad() {    
}

function scOnLoad() {    
    
    let select = document.getElementById("Target");
    let list = parent.parent.parent.document.querySelectorAll('section[data-name]')
    let values = Array.from(list).map(x => x.getAttribute('data-name'));

    for (var i = 0; i < values.length; i++) {
        var opt = document.createElement('option');
        opt.innerHTML = values[i];
        opt.value = values[i];
        select.appendChild(opt);
    }
}

function scCancel() {
 
    getRadWindow().close();
}
 
function scCloseWebEdit(embedTag) {
    window.returnValue = embedTag;
    window.close();
}
 
if (window.focus && Prototype.Browser.Gecko) {
    window.focus();
}
The main trick here you may see inside of scOnLoad() method. I created and referenced this handler to exactly catch the moment the drop-down is actually created on the control - that is not trivial as is instantiated asynchronously far later that holding control itself. Once created, I am crawling the triple-parent iframe for the presence of popup modal windows, and grab their name into a drop-down, if found.

That is probably the main bit of the whole blog post. The user can now select any name of those existing modal popup components he actually dropped into a placeholder on a page, and those are the names entered only once from a Rendering Parameters dialog forced after control was added.

As mentioned above, I place both new custom dialog and modified RichText Commands.js file into Foundation.Editing project as per Helix guidance.That guarantees all these related code, scripts and items get kept together.

DEMO TIME

Thanks for reading and watching!

SXA tip: use information scaffolding fields to get more visibility over your components in Experience Editor

When working in Experience Editor, by default you see empty fields of components, that allows you editing these fields, selecting hierarchy and thus modifying components. However not always that happens...

Scenario: creating a rendering variant that has VariantReference (for switching context of related item) while editing partial design in Experience Editor. 

Symptoms: what actually happens is that partial designs are edited in their own context, all presentation data you create is stored in Final Renderings for that particular Partial Design, and not the page item. It will pull data from page item only once applied that item or (more likely) associated with its page template. But when using VariantReference field, it won't be wired to any data, thus not proxying the context to anything, leading to all the fields underneath VariantReference field item not rendered in EE. If there are not any other visuals within given rendering variant - entire component becomes non-selectable in EE.

Suggestion: to create some information field to be shown in Experience Editor, so that you may select given component and adjust its settings, as you normally do. At the same time we don't want this field to present outside of Experience Editor since its only purpose is make editors aware about this component.

Solution: that's the case where we can use personalization with a custom "where the Experience Editor is in editing mode" condition I recently wrote about. Having it in scope trick goes very simple - simply create a text variant field and enter component and rendering variant info: 


And once done, create a personalization rule for that info field to be shown only in Experience Editor, using newly created condition:


Finally, instead of unclickable whitespace, you'll see the component:


Hope this basic trick helps improving your productivity while working with SXA!

Rule missing OOB in Sitecore, where the Experience Editor is in editing mode

I was playing with SXA and wanted to have a custom element within a rendering variant that identifies current control presents on a page, otherwise it is being invisible. Looking for such a rule I suddenly realised it is not there, so had to create my custom one. I am sharing it just in case it might be useful to someone looking for a similar solution.

So, as per Rules Engine Cookbook, you create a tag, custom condition and relevant element for it:


The code is simple.

public class IsExperienceEditorEditing<T> : StringOperatorCondition<T> where T : RuleContext
{
    public int Value { get; set; }
    protected override bool Execute(T ruleContext)
    {
        return Sitecore.Context.PageMode.IsExperienceEditorEditing;
    }
}

Also, working with SXA aligned with Helix principles, it would make sense to create a foundation module for custom rules, drop the above class inside as well as serialization for newly created tag and elements:

<configuration xmlns:patch="http://www.sitecore.net/xmlconfig/" xmlns:role="http://www.sitecore.net/xmlconfig/role/" xmlns:unicorn="http://www.sitecore.net/xmlconfig/unicorn/">
  <sitecore unicorn:require="On">
    <unicorn>
      <configurations>
        <configuration name="Foundation.Rules" description="Foundation Rules" extends="Helix.Foundation">
          <predicate type="Unicorn.Predicates.SerializationPresetPredicate, Unicorn" singleInstance="true">
            <include name="$(layer).$(module).Tags" database="master" path="/sitecore/system/Settings/Rules/Definitions/Tags/Experience Editor" />
            <include name="$(layer).$(module).Elements" database="master" path="/sitecore/system/Settings/Rules/Definitions/Elements/Experience Editor" />
          </predicate>
        </configuration>
      </configurations>
    </unicorn>
  </sitecore>
</configuration>
So now I can have an element withing rendering variant that is shown only when in editing mode:

Hope you find this helpful!

Got a handy new tool for "finding ends" of presentation items - Rendering Chrome for Components

I have recently started working on a new project with a non-transparent structure. By saying non-transparent I mean non trivial locations for the code and non-matching layout and rendering items to their filesystem counterparts. So I was looking for the convenient way to identify matched pairs.

Luckily I remembered JammyKam presenting something similar at London UserGroup in January 2017 and refereed to his blog in order to find Rendering Chrome for Components package (module - ?). So I will briefly go through his solution show how it helped me and what it does:


  1. Install package as normal
  2. Add a namespace into web.config from /Views folder:
    <add namespace="ForwardSlash.SC.RenderingChrome.HtmlHelpers"></add>
    
  3. Append this to a containers element so that it generates an attribute:
    @Html.Sitecore().ContainerChrome()
  4. Now, if you go to Experience Editor and open View tab, you'll see a new checkbox Highlight Renderings clicking which turns all magic on


Here's the result:


    It works not only in Chrome, as you see I run it in firebug.

    Hope it will help you as much as it already has helped me.

    References:

    - original post by Kamruz Jaman

    - sources on GitHub

    - presentation slides from Sitecore User Group London (January 2017) - 3.5MB

    Sitecore 8: Federated Experience Manager - what is all about?

    One of the greatest features of Sitecore 8 is Federated Experience Manager (FXM). What is FXM about and how can it help us?

    Previously we had Page Editor - the tool allowing content editors to author and save content inline, right on the page. It also offered other flexible options to operate with non-visible content of features that cannot be edited inline (ie. Edit Frames), also do customisation (A/B multivariate testing), personalisation on rule-based criteria and much more. So far, so good.

    In Sitecore 8, Page Editor was replaced with a new feature called Experience Editor (EE). EE is not just a rename for Page Editor, despite it does all the same old good features, it brings great new opportunities in chain with FXM.

    With FXM it is now possible to customise any other website page, not only those coming from Sitecore, but even any PHP or just static HTML. And further on, with EE it is now possible to do all good old Page Editor features, such as replace content on external website, create placeholders and append sitecore components there, apply personalisation, set goals etc.

    Sounds fantastic and impossible? Not as much - all that is working out box now, and moreover is very simple. Let's take a look on how that works and what is involved.


    FXM is an applications shipped out of box and is available from Launchpad - just a usual SPEAK application. As soon as it loads, you'll get a management screen to register external websites. Clicking Add External Website will load you the following screen:


    What is required on that step is to provide a hostname for external website and add one line of code into external website pages - a javascript reference for a beacon:

    
    

    So, it stands obvious that you need to have an access to modify the code of pages on that website. Normally you'd do that for all pages, so it makes sense to modify some master layout or any sort of global header.

    One important thing to note: external html should be properly formed, otherwise there will be an error. Saying properly formed I mean just opening and closing tags for html head and body, as minimal as:

    <!DOCTYPE html>
    <html lang="en" xmlns="http://www.w3.org/1999/xhtml">
        <head></head>
        <body></body>
    </html>
    After that done - it becomes possible to open that external website with Experience Editor. And here you can perform:
    • tracking of external website into xDB
    • create placeholders before, after or instead certain html elements on external website
    • having Sitecore-controlled placeholders it is now possible to append components from Sitecore there
    • components from Sitecore can be literary everything, even WFFM forms (however not yet in current version)
    • cleaning up, replacing or extending original content from external website
    • apply customisation and / or personalisation to external content, controllable from Sitecore
    • set goals


    It is essential to understand that those features work due cross site scripting called CORS, so certain limitations should be taken off, other wise it won't work

    After site has been created at /sitecore/system/Marketing Control Panel/FXM/External you need to open that node and create a rule in order to match the same domain. Without doing that it would work only in Experience Editor, but not on the live website.



    When opening external website it in Experience Editor, click on Add Placeholder button twice (to get it activated), then click first paragraph. You will see it identified as div with three options on how to insert a Sitecore-controllable placeholder: before, after or replace that div element. Let's choose after, in order to implement sitecore controllable rendering in between those two paragraphs on external website:

    After choosing where exactly to implement a placeholder, you'll be prompted to enter placeholder name and select parent website:


    Note: licensing is important to mention. FXM works only with new license issued with Sitecore 8, so if you have license file from one of previous versions, it would not have appropriate permission (Sitecore.Federated Experience) for running FXM. For some reasons Sitecore did not implement obvious message telling that you are not able to set a placeholder externally because of license. I spent decent time previously trying to understand why that did not work for me. Please find more details in my answer on StackOverflow for that question.

    Once done, there will be last screen, showing newly created placeholder exactly in between those two paragraphs and offering to append a rendering to it:


    To make things easier, I have just slightly modified Sample Rendering that comes with Sitecore, so that it now looks like that:
    <?xml version="1.0" encoding="UTF-8"?>
    <xsl:stylesheet version="1.0"
      xmlns:xsl="http://www.w3.org/1999/XSL/Transform"
      xmlns:sc="http://www.sitecore.net/sc"
      xmlns:sql="http://www.sitecore.net/sql"
      exclude-result-prefixes="sc sql">
      <xsl:output method="html" indent="no" encoding="UTF-8"  />
    
      <xsl:template match="*">
        <div>
          <h3>FXM-powered placeholder</h3>
          <span>This content comes from Sitecore and is editable with Experience Editor. 
          Other cool features as personalization are also available with FXM.</span>
          <br/><br/>
        </div>
        
      </xsl:template>
    </xsl:stylesheet>
    
    That's mostly done! Do not forget to publish your site definition (under FXM node) with children (there will be placeholder item we've just created) to content delivery environment in order to work there. Let's now test it! I enter http://external into a browser and get exactly what expected - there is a sitecore controllable placeholder in between the paragraphs and it has a rendering being set into it:



    Opening that in any dev. tools like Firebug will show the following nice and clean code has been rendered:


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