Tour API overview

Last updated on
9 January 2017

You can create step by step guides about the user interface for the Drupal 8 Tour module by adding a YAML document to your module's config folder.

Forum tour example

Let's consider an example from the 'Write tour integration for Forum module' issue.

YAML document name

The YAML for the add/edit forum page is named tour.tour.forum-container.yml, which follows the module.type.id.yml pattern.

If you wanted to provide a tip for the 'configure pants' form in your module, you would name your file tour.tour.configure-pants.yml. This file should be placed in the module's config/install folder.

Content Tour YAML document

The YAML document for adding or editing a forum page looks like this:

id: forum-container
module: forum
label: Add or edit a forum container
langcode: en
uuid: dd06919e-9c54-49a8-b0e7-bbf7e03d0db7
routes:
  - route_name: forum.add_container
  - route_name: forum.add_forum
tips:
  introduction:
    id: introduction
    plugin: text
    label: Adding or editing a container
    body: This form can be used to edit an existing container or add a new container to your site.<br>Containers are used to group forums together. For example, if you ran a Drupal forum you might create a 'Support' container and include forums for 'Installing Drupal' and 'Getting started' inside the 'Support' Container
    weight: "1"
  container-name:
    id: container-name
    plugin: text
    label: Container name
    body: Enter a name to identify this container. Eg 'Support'
    weight: "2"
    attributes:
      data-id: edit-name
  container-description:
    id: container-description
    plugin: text
    label: Container description
    body: Give your container a description to help identify the purpose of the container and the types of forum it will contain. You can also use the container description to provide guidelines for other site administrators to help them decide which container a new forum might belong in.
    weight: "3"
    attributes:
      data-id: edit-description
  container-save:
    id: container-save
    plugin: text
    location: top
    label: Save
    body: When you have finished completing the form, click 'Save' to create the new container or save the changes to an existing container.
    weight: "6"
    attributes:
      data-id: edit-submit

Properties YAML document

The YAML document consists of the following key properties

  • id - The ID of the tour
  • module - The name of your module ("forum" in our case).
  • langcode - The language of the tour. We have configuration schemas now so config entities will eventually be translatable.
  • label - A name for the tour - these aren't used in core but will be leveraged by the Tour UI module which is under active development (read more below).
  • routes - An array of routes for which the tour is active. Specify these as an array with route_name and optional route_params (also an array). Route names are found in each module's routing.yml file.
  • tips - An array of tip plugin configuration to comprise the tour

Tip plugins

Tip types leverage the core plugin system and implement a TipPluginInterface. Core ships with a 'text' plugin and there is an 'image' plugin used in tests. Any module can create a new plugin that implements the API. For example, you might want YouTube videos or other rich interactions in your tip. This can easily be achieved via the API.

The plugin configuration

In the example of the forum YAML document, above each tip the configuration is presented as follows:

container-delete:
    id: container-delete
    plugin: text
    label: Delete
    body: Use this button to delete your container. You will be required to confirm you wish to delete the container before it is actually deleted.
    weight: "7"
    attributes:
      data-id: edit-delete

This configuration defines a tip for the Delete button on the forum edit page. The keys are fairly self-explanatory -

  • id: tip ID
  • plugin: plugin type (only text is available in core)
  • label: heading for the tip. This is themed as h3 in the tip
  • body: body of the tip. Markup is allowed. Don't use <p> inside since the wrapper is already a <p> and nested <p> is not valid HTML markup
  • location: 'right', 'left', 'top' or 'bottom' location of the tooltip in relation to parent, default: bottom
  • weight: tips within a tour are ordered by weight
  • attributes: attributes are passed through to the render tip but there are a few of particular interest that control the placement of the tip:
    • data-id: nominates the ID of the dom element the tip targets. For example, in the case of the Delete button, it targets the element with the ID 'edit-delete'. There is no need to include the leading #, internally the joyride plugin fetches the data-id attribute and passes it directly to document.getElementById() so this is a straight ID field, not a jQuery selector
    • data-class: if the element you are targeting does not have an ID, you can use data-class to target it. Note this does not include the leading period (.). This is parsed by the Joyride plugin into a jQuery selector, so you can use more complex selection rules, provided the selector starts with a classname without the leading period (.). For example,
        action-links a[href="/admin/structure/forum/add/forum"]
      

      which would be parsed by Joyride into '.action-links a[href="/admin/structure/forum/add/forum"]'

    • If you omit both the .data-id and .data-class - the tip will be shown as modal instead of being targeted to an element. This is useful for a general introduction to the page/form etc.

Style & standards

Make sure you are aware of the interface patterns and style guidelines for tours and UI text in general.

Writing / developing tours

If you are writing a tour you need to follow certain steps to see the tour actually appearing on the website.

If you are just testing a tour patch be sure to enable the module AFTER applying the patch.

  • Create your tour yml file and name it like tour.tour.[tour-name].yml e.g.
    tour.tour.language.yml
    

    If you want to use an example yml file to start with trying this one:

    core/modules/views_ui/config/tour.tour.views-ui.yml
    
  • Copy the yml to both the active and staging subdirectories of the configuration directory of the site which looks something like:
    sites/default/files/config_zAYjIjYlwIIJYm5UOQscPNMnQQDeWd96fKV9ThwO9XU/staging
    sites/default/files/config_zAYjIjYlwIIJYm5UOQscPNMnQQDeWd96fKV9ThwO9XU/active
    

    More about configuration management in Drupal 8

  • In the admin section of the site go to admin/config/development/configuration
    and click Import all
  • Add this line to your settings.php:
    $settings['cache']['config'] = 'cache.backend.memory';
    

    This disables caching of configuration files (not recommended on production websites). Then, you can make a change, reload the page and see the change (otherwise, you'd need to clear the cache every time which is not fun!)

  • You do need to start from the beginning of the tour each time until the patch lands for: #1942576: Tour tips to be able to link to other pages and start tour's automatically.
  • Once the tour is ready for action, you need to copy the file into the correct location. For example, a tour for the language module would live under:
    core/modules/language/config
    

    and then create your patch as usual.

Getting more advanced

If you find you need to do something more advanced than show a text tip, for example, you need some additional parameters or logic, you will need to create a tip plugin by implementing the TipPluginInterface. See the tour_test module for an example - it contains an image plugin that renders an image instead of text, taking a 'url' configuration key instead of a body.

This page was adapted from this blog post.

You can watch the complete process on YouTube

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