Drupal Enterprise 7: Create a New Automated List (aka View)

The following instructions are for websites using the default UMN Drupal Enterprise 7 configuration.

Drupal is highly customizable, and your site may have different steps for completing the task. Additionally, your role in Drupal may not have the proper permissions to complete the task. Contact your site administrator for additional information.

Views is the tool Drupal uses to create and organize automated lists. It is a very powerful and configurable tool.

Often, you will create a new View when you need a new collection of automated lists. Each View can organize mutlple automated lists, all sharing key features. To add an automated list to a View, you would add a new display.

Note: If you are working in a Production environment (as opposed to Stage or Development), you will need to enable the Views UI module first. The Field UI and the Views UI modules are both disabled nightly on all production sites for performance reasons.

Directions

  1. Click Menu in the Administrator toolbar.
  2. Click Structure in the Menu toolbar.
  3. Click Views.
  4. Click +Add new view.
  5. Provide a title in the View Name field.
  6. Select your initial filter criteria: Show, of type, tagged with, and sorted by fields.
    Screenshot of the Views filter options that include Show, of type, tagged with, and sort by.

    • Note: Often, you will select to show content of a particular content type. For example, Show Content of type Faculty.
       
  7. If checked, uncheck the Create a page checkbox.
    Screenshot of the Create a page checkbox.
     
  8. Fill in an optional fields as needed.
    • Recommended fields include: Description
       
  9. Click Continue and editYou will see a new screen that includes a list of displays for the View. 
    • Note: By default, a new View has one display called Master. Normally, we want to create a new display to replace the Master.
       
  10. Click +Add.
    Screenshot of the +Add button.
     
  11. Click Content pane. The Master display should be replaced with a new display called Content pane. It should have all the same settings as the Master display.
    Screenshot of the +Add drop-down menu. Options include Attachment, Block, Content pane, Content,Date browser, Entity Reference, Feed, Page, and System. Content pane is highlighted.
     
    • Note: In the UMN Drupal system, we only use Content pane for View displays.
       
  12. Click Content pane in the Display name field.
    Screenshot of the Display name field. Content pane is selected.

    • The display name field controls the text that appears in the display box in the list of displays.
       
  13. Provide a title for this display in the Name field. 
  14. Click Apply.
  15. In the Format section, click Fields for the Show option.
    Screenshot of the Format section. The Show: Fields option is highlighted.

    • The Show: Fields controls how the View display will reference and lay out the content in the automated list. Normally, you will want to use a panel associated with the relevant content type. 
       
  16. Click the Content radio button.
    Screenshot of the Content radio button.
     
  17. Click Apply (all displays).
  18. Select Teaser from the View mode drop-down menu.
    Screenshot of the View mode drop-down menu.

    • Note: Teaser is intended to be the panel for View displays. Your site might use a different panel for its View displays.
       
  19. Click Apply (all displays).
  20. Fill in any optional fields as needed.
    • Recommended fields include: Title, Filter Criteria, Sort Criteria, Pager.
  21. Click Save.

Next Tasks

Creating a new View has several stages. Please continue with the following tasks.

  1. Remove criteria from an existing automated list (aka View)
  2. Add new criteria to an existing automated list (aka View)

Additional Information

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