FSE Program: Answers about general functionality

This post is part of a series that provides answers to questions gathered in early February. Thank you to everyone who submitted a question so our knowledge can grow together! Each post will help provide foundational knowledge for future documentation efforts, and future calls for questions in the coming months. 

All posts in this series:

The focus of this post:

This post focuses on general questions related to overall functionality, including how to supply a sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme. on a site and switching between device views.

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#fse-answers, #fse-outreach-program

FSE Program: Answers about restricting access & functionality

This post is part of a series that provides answers to questions gathered in early February. Thank you to everyone who submitted a question so our knowledge can grow together! Each post will help provide foundational knowledge for future documentation efforts, and future calls for questions in the coming months. 

All posts in this series:

The focus of this post:

This post focuses on restricting access to parts of the new features FSE introduces, including how to limit user access and limit the availability of certain blocks.

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#fse-answers, #fse-outreach-program

FSE Program: Answers about Themes

This post is part of a series that provides answers to questions gathered in early February. Thank you to everyone who submitted a question so our knowledge can grow together! Each post will help provide foundational knowledge for future documentation efforts, and future calls for questions in the coming months. 

All posts in this series:

The focus of this post:

This post focuses on themes and the important role they play with FSE, including how best to prepare, what pathways there will be for traditional themes to transition to FSE, and more.

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#fse-answers, #fse-outreach-program, #themereview

FSE Program: Answers about Templates

This post is part of a series that provides answers to questions gathered in early February. Thank you to everyone who submitted a question so our knowledge can grow together! Each post will help provide foundational knowledge for future documentation efforts, and future calls for questions in the coming months. 

All posts in this series:

The focus of this post:

This post focuses on the Template Editing system that’s unlocked with FSE covering everything from specific questions around how to design a 404 page to how the entire template editing experience will feel.

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#fse-answers, #fse-outreach-program

FSE Program: Answers about the FSE project

This post is part of a series that provides answers to questions gathered in early February. Thank you to everyone who submitted a question so our knowledge can grow together! Each post will help provide foundational knowledge for future documentation efforts, and future calls for questions in the coming months. 

All posts in this series:

The focus of this post: 

This post focuses on questions related to the overall project, including the role of blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. based widgets & navigation screens, the why of FSE, and how easy it will be to use for a beginner.

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#core-editor, #docs, #fse-answers, #fse-outreach-program

FSE Program Testing Call #2: Build a Homepage with Site Editing Blocks

This is the second call for testing as part of the Full Site Editing Outreach Program. For more information about this experimental program, please review this FAQ for helpful details. To properly join the fun, please head to #fse-outreach-experiment in Make Slack for future testing announcements, helpful posts, and more will be shared there. 

Feature Overview

Before diving into the testing details, let’s pause to talk about the focus of this call for testing. With Full Site Editing unlocking the ability to edit all parts of your site, there comes a need for new blocks to help facilitate the experience. You might have seen some of these blocks already! For example, there’s a Site Title blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. that you can embed anywhere and update automatically any time you change your Site Title.

For this specific test, we’re going to explore using a few of these blocks to build a basic homepage with a sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme.:

  • Site Title Block
  • Site Logo Block
  • Post Lists Block
  • Post Tags Block
  • Navigation Block
  • Template Part Block

Think of this as a chance to both explore what’s possible currently to build something simple and as a chance to get more familiar with these new blocks. Eventually, these blocks will specifically be categorized in the Inserter as defined for Site Editing. 

Testing Environment 

While there’s more information below to ensure you get everything set up properly, here are the key aspects to have in place with your testing environment: 

  • Use a test site. Do not use a production/live site. You can follow these instructions to set up a local installLocal Install A local install of WordPress is a way to create a staging environment by installing a LAMP or LEMP stack on your local computer. or use a tool like this to set up a development site
  • Use WordPress 5.6.1 and above (downloadable here).
  • Use the TT1 Blocks Theme. If you followed the last call for testing, you’ll need to double-check to make sure you’re using this theme!
  • Use GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/ 10.0 (latest version). 

Testing FlowFlow Flow is the path of screens and interactions taken to accomplish a task. It’s an experience vector. Flow is also a feeling. It’s being unselfconscious and in the zone. Flow is what happens when difficulties are removed and you are freed to pursue an activity without forming intentions. You just do it.
Flow is the actual user experience, in many ways. If you like, you can think of flow as a really comprehensive set of user stories. When you think about user flow, you’re thinking about exactly how a user will perform the tasks allowed by your product.Flow and Context

Here’s a basic flow to follow when testing this specific feature. If anything doesn’t make sense, just comment below!

Important Note: 

While this call for testing is focused on testing a specific feature, you’ll likely find other bugs in the process of testing with such a betaBeta A pre-release of software that is given out to a large group of users to trial under real conditions. Beta versions have gone through alpha testing in-house and are generally fairly close in look, feel and function to the final product; however, design changes often occur as part of the process. feature! Please know any bugs you find are welcome in your report for testing, even if they aren’t directly applicable to the tested feature. 

Setup Instructions: 

  1. Have a test site using WordPress 5.6.1. It’s important this is not a production/live site. 
  2. Install the TT1 Blocks theme by going to Appearances > Themes > Add New. Once installed, activate the theme. 
  3. Create either three fake posts with a few tags OR use the demo Gutenberg content found here. Here’s a short video explaining how to set up this content. 
  4. Go to the website’s admin.
  5. Install and activate the Gutenberg pluginPlugin A plugin is a piece of software containing a group of functions that can be added to a WordPress website. They can extend functionality or add new features to your WordPress websites. WordPress plugins are written in the PHP programming language and integrate seamlessly with WordPress. These can be free in the WordPress.org Plugin Directory https://wordpress.org/plugins/ or can be cost-based plugin from a third-party from Plugins > Add New. If you already have it installed, make sure you are using at least Gutenberg 10.0.
  6. You should now see a navigation item titled “Site Editor (beta).” If you don’t see that in your sidebar, you aren’t correctly using the Site Editing experiment. 


Testing Instructions:

Helpful Hint: As you go through this test, you might find the List View helpful while navigating between content.

  1. Navigate to the “Site Editor (beta)” view. This will automatically open the site editor to the template powering your homepage. 
  2. Using the List View, see if the Query Block is present. If so, select and delete it. This is just a housekeeping step to keep things contained :). 

Make changes to your headerHeader The header of your site is typically the first thing people will experience. The masthead or header art located across the top of your page is part of the look and feel of your website. It can influence a visitor’s opinion about your content and you/ your organization’s brand. It may also look different on different screen sizes.:

  1. You’ll likely see a Header created for you that you can edit directly. Update the text in the Site Title block. Have fun with it! Some ideas to get you started: Pick a new heading size, change the content, or alter the block settings directly. 
  2. When you’re done making the changes you want, select “Update Design” and go through the saving flow to save all changes.
  3. Open the Navigation Toggle and head to Template Parts > Select “Header.” This will show you an isolated view of just the Header portion of your site. While in this view, add a Site Logo Block and configure it to your liking. 
  4. When you’re done making the changes you want, select “Update Design” and go through the saving flow to save all changes.
  5. Open the Navigation Toggle again and head to Template > Index to return to your homepage. 
  6. Once there, head to the Navigation Block that’s powering the menu in the Header (this is where you might find the List View helpful!). Explore the Navigation Block by making changes directly to the menu items or in the Block Settings to change the font, color, etc. 
  7. Using the List View, select the Header Template Part and, using the three-dot toolbar menu, use the “Insert After” option to add a block outside of the Header. 

Add your content:

  1. Add either a 70/30 or 30/70 column block. In the larger column, use the Heading Block to write “My Content.” In the smaller column, use the Heading Block to write “My Sidebar.” 
  2. In the larger column, add a Posts Lists Block and select the configuration you would like (Title & Date, Title & ExcerptExcerpt An excerpt is the description of the blog post or page that will by default show on the blog archive page, in search results (SERPs), and on social media. With an SEO plugin, the excerpt may also be in that plugin’s metabox., etc.). 
  3. From there, add a Post Tags Block to one of the posts displayed in the Posts Lists Block. Notice how if you add it to one post, it adds it to all of them!
  4. Repeat the previous step with the Post Author Block before deciding whether you’d like to keep or remove either additional block.  

Create a sidebar:

  1. In the smaller column, build out your sidebar how you’d like! For inspiration, try out the Social Icons Block, Latest Posts Block, or a simple Image block.
  2. When you’re done making the changes you want, select “Update Design” and go through the saving flow to save all changes.
  3. Share your experience in the comments below or in GitHub directly. You’re welcome to run through the experience multiple times to capture any additional feedback!

Testing Walkthrough Video:

This video shows the testing flow after the initial testing setup is in place and is using Gutenberg demo content found here. Make the flow you’re on though with your own unique changes and adjustments!

What to notice:

  • Did the experience crash at any point?
  • Did the saving experience work properly? 
  • Did you ever want to do something with a specific block that wasn’t possible? 
  • What did you find particularly confusing or frustrating about the experience?
  • What did you especially enjoy or appreciate about the experience? 
  • Did you find that what you created in the Site Editor matched what you see when you view your homepage? 
  • Did it work using Keyboard only?
  • Did it work using a screen reader?

Leave Feedback by March 5th, 2021

Please leave feedback in the comments of this post. If you’d prefer, you’re always welcome to create issues in this GitHub repo directly for Gutenberg and in this GitHub repo for TT1 Blocks. If you leave feedback in GitHubGitHub GitHub is a website that offers online implementation of git repositories that can can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/, please do still comment below with the link. If you see that someone else has already reported a problem, please still note your experience with it below, as it’ll help give those working on this experience more well-rounded insight into what to improve.

#core-editor, #fse-outreach-program, #fse-testing-call, #full-site-editing, #gutenberg

FSE Program: Connecting with Local Communities

To better expand the reach of the FSE Outreach Program, I am exploring creative ways to engage the wider community. In the #fse-outreach-experiment slackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. channel (join us!), I recently shared an idea to create better connections between the program’s work and local polyglot communities. Since then, I’ve had the chance to work with @mimi who is a part of the Japanese WordPress community. I wanted to share how our work is evolving so others can join in. 

Here are a few ways that someone who is a part of a local polyglot community can help with the FSE Outreach Program: 

  • Translate this page on “How to test FSE” into your local community language so more people can participate. 
  • Translate future Calls for Testing and share your community’s feedback in the FSE Outreach Program. 
  • Facilitate testing in your community by following the Calls for Testing and translating the feedback into English either to share on GitHubGitHub GitHub is a website that offers online implementation of git repositories that can can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/ or on the official Call for Testing post. 
  • Bonus idea: you can create content in your local language on Full Site Editing. Here’s an example from @overclokk who did a video in Italian talking about this feature

If this seems like too much, try to find someone else in your local community to work with. For example, you could divide the work so one person translates the Calls for Testing, while another person translates the feedback that’s received to share on the official Call for Testing post. 

If you’re interested in working on these ideas in your local community, please comment below or message me on slack (@annezazu). 

I want to make this easier for anyone interested in any of the above ideas so let me know if this is an area you want to help with. Feedback is always welcome so please pingPing The act of sending a very small amount of data to an end point. Ping is used in computer science to illicit a response from a target server to test it’s connection. Ping is also a term used by Slack users to @ someone or send them a direct message (DM). Users might say something along the lines of “Ping me when the meeting starts.” me or share your thoughts in the #fse-outreach-experiment

Finally, big props and thank you to @mimi who has kindly started helping here and has been giving me feedback along the way.  

#fse-outreach-program, #full-site-editing

FSE Program: Test FSE Anytime

As part of leading the FSE Outreach Program, I’ve been building out resources to help further the overall mission of gathering feedback. While calls for testing are shared as frequently as possible, there are times when there isn’t an active call for testing. This shouldn’t be a blocker for anyone to explore FSE and give feedback

To help empower everyone, I made the following guide: 

Consider this just a start! Please let me know what else would be useful to include or update as you go through it. I’d love to help as many people as possible get excited about FSE and give feedback. 

#fse-outreach-program #full-site-editing

FSE Program: Bring your questions

Currently, there are a few areas lined up for testing in the future for the FSE Outreach Program, but none are quite ready to be launched for a round of testing. Let’s use this time to dig into any general questions you all might have around Full Site Editing! 

You are welcome to submit questions using the form below or to leave them as a comment on this post by February 15th

Keep in mind that because this work is still heavily in progress, it’s likely that some answers might take the form of “people are working to figure this out and feedback is welcome here,” rather than a definitive answer. 

Where will you share the answers? 

I’ll share a recap post on this blog (Make Test). Questions will be grouped with corresponding answers for easy review. I will track down answers to every question and share my work as I go by creating a collaborative Google doc where people can help find answers or simply see how the work evolves. 

While the main result will be a lovely list of answers, this collective effort will also be useful for future documentation updates and potential tutorials. Once the post is published, I will follow up via email with everyone who left their email and a question in the form. For anyone who leaves a question as a comment on this post, I will @ your username in the recap post so you don’t miss out too!

For more information about this experimental program, please review this FAQ for helpful details. To properly join the fun, please head to #fse-outreach-experiment in Make Slack for future testing announcements, helpful posts, and more will be shared there. 

#fse-outreach-program #full-site-editing #gutenberg #core-editor #fse-testing-call

FSE Program Template Editing Testing Summary

More calls for testing are on their way so join #fse-outreach-experiment in slack and/or subscribe to this Make blog to stay tuned. 

This post is a summary of the first call for testing for the experimental FSE outreach program. Thank you to everyone who participated, whether through testing directly or sharing the call for testing with others. It all helps! While this call for testing is over, feedback is always needed and welcomed in GitHub.

Related feedback is grouped under high-level headings. As you read through it, please remember that feedback is welcome on the format of this post too as the program is still in the early stages of determining what works best. 

Distinction between editing modes (template vs page/post)

The need for the distinction between modes appeared in a number of responses.  Thankfully, this was already identified as an area to improve before this call for testing in open issues like this one that reveal just how similar the two modes currently, and the resulting confusion.

Have a clear defined area for post editing and well defined area for Full Site Editing. Do not mix Publish and saving. As they are very different things. One is for post editing and one for FSE editing.

– @paaljoachim in this comment.

I believe it was not clear enough how those changes could impact the site. If you don’t already know how templates, template parts, and global blocks like Site Title work, you might not understand how your editing will affect the rest of the site. 

– @priethor in this comment.

The fact that I had to spend a considerable amount of time to understand the differences for a few arbitrary terms and what they mean in a UIUI UI is an acronym for User Interface - the layout of the page the user interacts with. Think ‘how are they doing that’ and less about what they are doing. is going to be a significant barrier to migrating existing clients to FSE and training them to understand. It simply won’t be worth it.

– @pointydrip in this comment.

Switching between editing modes (template vs page/post)

The actual act of switching back and forth between modes brought up a few different issues. What does the cancel button do? Why does applying changes for a template take me from template editing back into post editing? Some of this overlaps with the previous section as well. Thanks to the feedback shared, multiple issues were opened related to this particular part of the experience: 

Most feedback indicated that by increasing clarity in the interface (ie: a clearer, stickier notice) and making the switching process more predictable, the experience can be greatly improved from the current iteration. 

Switching to Template Editing – Editing the template from the post, while logically I knew what that meant, felt surprising – the switch was kind of a jolt because a bunch of things changed on the screen yet the overall layout stayed the same – so it felt like “Whoa, what just happened?”. Felt disorienting.

– @brentjettgmailcom in this comment.

I found it confusing that clicking Save brought me out of the FSE template mode. I saved. I did not ask to go out of the FSE mode.

– @paaljoachim in this comment.

It took me a while to find how to get back to the original post. I eventually found the Cancel button.

– @bobbingwide in this comment.

Saving Process

Generally speaking, the saving experience was reliable technically and, at the highest level, intuitive enough. The main sticking points came when trying to dismiss changes, save changes as a draft, and understanding what each “sub” item to save meant. The following issues were created to address each piece of feedback: 

I found this part to be kind of difficult. I think the labels on the different things being saved confused me. I didn’t really understand right away what was being saved for each checkmark…If I wanted to not save the template and left it unselected, but wanted to save the post, it would want to keep publishing the post.

– @geheren in this comment.

The saving process is intuitive, and it’s very helpful to clearly list what elements are going to be updated when saving. However, as said before, it might not be clear enough how each edited element will impact the rest of the site. It could be helpful to add a tooltip to the different elements that are going to be saved (post/site/template/template part) to provide users a quick, last-minute reference.

– @priethor in this comment.

Create a new template

While this call for testing didn’t focus on creating a new template, it feels like a natural extension to wonder how a new template could be created after making changes to a current one. While there isn’t currently a mapped-out plan for this experience, it is under discussion in this issue as there are quite a few scenarios to consider.  

What if I want to Save As? To create a new single template. As I might want the original single template and just want to create a new template that modifies the original template. Kind of like a default template and a modified template.

– @paaljoachim in this comment.

How would I go about creating a new template for a selected post/page?

– @bobbingwide in this comment.

Preview changes

Previewing changes is a workflow people rely upon, and this showed up in testing. While explicitly including ways to preview content hasn’t yet been discussed, there is an open issue to explore how best to view the template while editing a post that touches on this experience. In response, a new issue was opened around offering the option to preview the template in the same way one can with the Site Editor. 

My trust is always in the published page, and I’m looking everywhere in FSE for a preview page link while I’m editing to basically see if it worked. I feel like just being able to open the page in a new tab would give me confidence in what i’m doing in FSE. The other issue is that since you don’t see the headerHeader The header of your site is typically the first thing people will experience. The masthead or header art located across the top of your page is part of the look and feel of your website. It can influence a visitor’s opinion about your content and you/ your organization’s brand. It may also look different on different screen sizes. or footer in the post editing context, as soon as you do apply changes to a template and you land back on the post, you immediately think “Did it work?”.

– @brentjettgmailcom in this comment.

I found it confusing that clicking Save brought me out of the FSE template mode. I saved I did not ask to go out of the FSE mode. I want to see what it looks like on the frontend. Meaning clicking Save and then previewing the template on the frontend.

– @paaljoachim in this comment.

Undo/Revert Template Changes

This was originally brought up in this issue and is currently being worked on in this PR.

There’s no place that I have found within FSE to revert a template/part back to the theme’s default setup.

– @brentjettgmailcom in this comment.

Bug with template parts

As part of this testing, a few people (myself included) ran into a strange bug related to themes located in a sub-directory not properly loading template parts. This was reported and should help ensure future blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. themes work with this experience. 


Where is template editing work headed?

While this post goes deep into the pain points of the current experience of switching between template and post editing, it’s important to show where this work is headed. Currently, the best place to follow along is in this organizational issue focused on the remaining interface and infrastructure issues. This includes everything from issues on how to better distinguish the editing experiences to a welcome guide to introduce people to template mode! Follow along there as the work continues. 

#fse-outreach-program #full-site-editing #gutenberg #core-editor #fse-testing-summary