Joomla 3.x

Joomla 3.x

  • Account Cleanup

    To view and disable Joomla! users:

    1. Log into the back end "Administrator" interface of your website.
    2. Navigate to Users ---> Manage.
    3. Click the "Search Tools" button to reveal filters that can be used to search for users by name or group. 
    4. Once a user is found, check the box to the left of their name. 
      Please keep in mind that some users may be SAS-IT.
      When in doubt, submit an
      SAS-IT Workorder.
    5. Click the "Block button.  Both "Block" and "Delete" will prevent a user from being able to log into the site. "Block" is reversible while "Delete" removes the account altogether, permanently.  To be safe, just use "Block". 
      Both will also remove them from Community Builder generated lists.   See
      * Note about sites using Community Builder.
    6. You may also change a blocked use's Group assignment to "Public" in the "Assigned User Group" tab in the settings that show after clicking a user's name.
      Note that changes in group membership will affect Community Builder lists.  See* Note about sites using Community Builder.

    * Note about sites using Community Builder:  If your site uses Community Builder, please consult with us by way of an SAS-IT Workorder. before changing group memberships.

  • Adding a Caption to an Image

    • How to video:

    ImageTo create a caption

    1. Select and image or media placeholder in the editor
    2. The Insert / Edit Caption button will become enabled. Click the button to open the Captions dialog.
    3. Some fields will be filled with some of the image properties
      1. The Text field in the Text tab will be filled with the image alt or title attribute value
      2. The Alignment in the Container tab will be selected based on the image's alignment.
      3. The Margin fields in the Container tab will be filled with the image's margin styles, if any.
    4. Set the Text and Container options as required. A preview of the caption will be displayed in the Preview section of the dialog.
    5. Click the Insert button to create the caption.

    The caption text can be edited as normal in the editor. For example in the animation below, after the caption has been created, the caption text is selected and an italic format is applied.

    puppy pictures header

    To edit a caption

    1. Click on the image that has the caption in the editor.
    2. The Insert / Edit Caption button will become enabled. Click the button to open the Captions dialog.
    3. Edit the caption properties as required.
    4. Click on the Update button to update the caption and close the dialog.

    To delete a caption

    1. Click on the image that has the caption in the editor.
    2. The Delete Caption button will become enabled. Click the button to delete the caption.
    • Video Included: Video Included
  • Adding a Custom Module

    • How to video:

    The procedure explains how to add a Custom HTML module in Joomla! 3.x using the Administrator interface. A Custom HTML module is a block of formatted text that can be configured to appear when one or more menu items are accessed.


    A custom module allows you to add custom text and/or an image and place it in a position on the website.

    Create a new Module

    1. In the Joomla! back-end (Control Panel), navigate to Extensions > Modules, then click the New Button to create a new module
      Creating a new Custom Module
    2. For "Select a Module Type," select Custom:
      Selecting "Custom" for the module type
    3. Enter the name of your module in the "Title *" field (see #1 below).
    4. (Optional) click "Hide" under "Show title" selection to the right if the module title should not be shown (see #2 below).
    5. For "Position," click the dropdown menu, and select the desired module position.  For example, to display the module to the right of the content area, select "Sidebar-b [sidebar-b]" (see #3 below).
    6. Under the formatting toolbars, enter the text that you would like to appear in the module.  You can format the text using the buttons on the editor toolbars (see #4 below).
    7. Click the "Menu Assignment" menu to specify which menu items will display your module (see #5 below).
    8. If the new module should appear on all pages, leave "On all pages" selected. If not, go to the next section, "Assigning the module to specific menu items."Configure Custom Module

    Assigning the Module to specific menu items

    If the module should appear only when one or more specific menu items are accessed, do the following:

    • On the "Menu Assignment" tab, click the dropdown box to the right of Module Assignment and select "Only on the pages selected" (see #1 below).
    • For Menu Selection, click "None" to the right of Select (see #2 below).
    • Click the check boxes for any menu items that should display the module when clicked (see #3 below).

    Assigning module to menu items

    Saving the Module

    • To save changes and continue editing the module, click the Savebutton to the upper left of the web page: Save button
    • When you are done editing the module, click "Save & Close" to the upper left to save your new module: Save & Close button
    • Video Included: Video Included
  • Adding an Event (JEvents)

    • How to video:

    Overview

    JEvents is a third-party extension for Joomla! that allows you to add event information in either a calendar or list format.  As you create events, they will appear on your website in JEvents menu items or modules that have been configured to display events from the appropriate categories.


    Procedure

    1. Login to the Joomla! Administrator back-end.
    2. Click on "Components > JEvents"

      Components > JEvents

    3. At the JEvents Dashboard, hover the mouse over the left sidebar (or top menu, if the left sidebar does not appear), then select Manage Events.
      .
      1. JEvents left sidebar (larger browser sizes):
        JEvents Control Panel: Manage Events
      2. Top menu (smaller browser sizes):

        JEvents 3.6.x: Manage Events icon (top menu)
    4. Click the "New" button: JEvents "New" Button
    5. Enter a title for the event in the "Title" field (see #1 below).
    6. If your website has more than one calendar, select the appropriate one from the "Events calendar" dropdown menu (see #2 below).
    7. For Categories,select one or more categories that should display your event (see #3 below).
    8. Enter a short description of your event in the "Description" text box.  Note that you can format your description the same way you would format an article (see #4 below).
    9. Enter the location of your event in the "Location" field (found under the "Description" text box).

      JEvents 3.6.x: Create an event

    10. Click on the "Calendar" tab under the "JEvents" logo (see #1 below).
    11. Click the mini-calendar icon below "Start date" and select a start date for your event (see #2 below).
    12. Type a Start Time in the Start Time field and select "am" or "pm" (see #3 below).
    13. If the event will span more than one day, click the mini-calendar icon below "End date" and select an end date for your event.
    14. Type an End Time in the End Time field and select "am" or "pm" (see #4 below).
    15. Click "Save & Close" (see #5 below).

      JEvents: Set event date and time

     

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  • Adding an Image to a Menu Item

    There is an optional feature to add a small image to your menu items.  You can first create menu items following these instructions:

    NOTE: Only part of the image may be displayed, corresponding to a size slightly larger than the dimensions of the menu item itself.  Keep this in mind when selecting or adding an image to be displayed along with the menu item.

    1. Log on to your site using the Administrator Login.
    2. At the Joomla! Control Panel, click "Menu(s)" (found under "Structure" to the left):
      Select "Menu(s)" under Structure in Joomla! Control Panel
    3. Click the name of the menu (found in the Title column) containing the menu item where the image will be added.
    4. Click the title of the menu item where the image will be added.
    5. Click the Link Type tab (see #1 below), then click Select to the right of Link Image (see #2 below):
      Menuitem DisplayArticles AMOrder2
    6. A popup window will appear, displaying folders and images that have been uploaded to Media.  Browse to the image you want to add, then click the Insert button to the lower right of the popup window (see #1 below).  

      Change menu item image


    7. If the image has not yet been uploaded to Media from your computer, click the Upload icon (see #2 above), then follow these steps to upload it:
      1. Click the "Browse" button at the bottom of the Upload popup window (see #1 below), then browse to the image on your computer or network drive.
      2. Click the Upload button at the bottom of the popup window to add it to Media (see #2 below). 

        Upload new image

    8. Click Save & Close to the upper left, and your image will appear when the menu item is accessed: Save & Close
    9. Note: the image will not appear in the Main Menu if the SAS-RED website template is used for your website.

     

  • Adding an image to an article [Joomla 3.x]

    1. Log into the Administrator interface using your NetID credentials.
    2. Find the article you want to edit and click on its title.
    3. Choose where you would like your image placed, then click the Insert/Edit Image button Insert/Edit Image button from the WYSIWYG editor:

      Screen Shot 2023 02 28 at 3.23.20 PM
    4. Navigate to the folder where the image is located (or, for a new image, where it should be saved) using the "Folders" pane to the lower left.  If you are adding a new image, click the Upload button to the right:

      Image Manager: Select folder, Upload new image
    5. If you clicked Upload, choose the Browse button at the bottom of the "Upload" window and navigate to the location of the image on your computer (see #1 below).  Alternately, you can drag and drop images to the 'Drop files here' area (see #2 below):

      Upload image

    6. You may upload multiple images by holding the [Shift] key as you select the images.  Click Upload (see #3 above) when you have finished selecting images.
    7. Back at the Image Manager window, select the image to be added to the article:

      Image Manager: Select image
    8. Set the image properties (dimensions, border, margins, etc) as needed:

      Image Manager: Image properties
    9. Alternate Text:  Be sure to add some descriptive text to the Alternate Text (alt text) field.  It is an important feature for accessibility. This is used to enable screen readers to portray the image as text.
    10. Image Caption:  To add an image caption, click the "Advanced" tab, add the caption text to the "Title" field, and add the word "caption" to the classes field:

      Adding image caption
    11. Click Insertwhen all properties have been set.
    12. Save & Close the article.

     

  • Adding an Image to Media

    This procedure describes how to add images to Media on Joomla! 3.x web sites.


    1. Login to your web site using the Administrator Interface.
    2. In the Joomla! Administrator Control Panel, click on Media to the left (found under CONTENT; see #1 below).  If you are not at the Control Panel, you can select Media from the Content menu (see #2 below):
      Links to "Media" in Joomla! Administrator
    3. Click on the folder where you want to add the image.  You can either select from the small folder icons on the left (see #1 below), or the larger folder icons to the right (see #2 below):Media Folder Selection
    4. Once you have selected the folder where you want to upload the image, click the Upload button to the upper left: Media Manager: Upload button
    5. Click the Choose Files button below the Thumbnail View and Detail View buttons:       Choose Files button
    6. Use the File Upload window to browse to your image file.  When you find the image, click once on the image, then click Open:Media: File upload dialog box 
    7. Click the Start Upload button to the right of the Browse button to upload your image: Media Manager: "Start Upload" button
    8. If the upload was successful, you will see the message Upload Complete above the gallery of images, and your image should now appear in the gallery:Media: "Upload Complete" message
    9. You can now insert your image into an article.
  • Adding Menu Modules

    • How to video:

    Overview

    It is useful to display right hand menu modules on your site pages. These modules remain visible after a dropdown menu item on the Main Menu is clicked.

    Example of a right side menu module that displays the same menu items as a dropdown menu item list from the Main Menu

    Procedure

    1. In the Joomla! control panel (back end), navigate to Extensions > Modules, then click the New button to create a new module:

      Click the New Button to create a new module

    2. For "Select a Module Type," select "Menu"
    3. Enter a title for the module in the "Title" field. For example, if you want to display a menu of the dropdown menu items under "People" on the Main Menu, enter "People" for the title.
    4. Configure Module Options:
      • For "Select Menu," select the menu to be displayed
      • For "Start Level," select "2."  This will display the dropdown menu item list corresponding to the menu assignment (selected later in this procedure)
      • For "Show Title," click Show
      • For "Position," select "sidebar-b" (this is the right side of the web page)
      Configure Module Options
    5. Click the "Menu Assignment" tab:
      "Menu Assignment" tab
    6. Change "Module Assignment" to "Only on the pages selected"
    7. For "Menu Selection," click the "None" link shown after "Select: All,"
    8. Select the menu items corresponding to the dropdown menu item list where this module should be displayed.  For example, if you are creating a menu module for the "People" dropdown list, check off the menu items under "People:"
      Selecting the menu items under "People" on the "Menu Assignment" tab
    • Video Included: Video Included
  • Adding Menu Modules (Joomla! 4)

    • How to video:

    Overview

    It is useful to display right hand menu modules on your site pages. These modules remain visible after a dropdown menu item on the Main Menu is clicked.

    Example of a right side menu module that displays the same menu items as a dropdown menu item list from the Main Menu

    Procedure

    1. In the Joomla! control panel (back end), navigate to Extensions > Modules, then click the New button to create a new module:



    2. For "Select a Module Type," select "Menu"
    3. Enter a title for the module in the "Title" field. For example, if you want to display a menu of the dropdown menu items under "People" on the Main Menu, enter "People" for the title.
    4. Configure Module Options:
      • For "Select Menu," select the menu to be displayed
      • For "Start Level," select "2."  This will display the dropdown menu item list corresponding to the menu assignment (selected later in this procedure)
      • For "Show Title," click Show
      • For "Position," select "sidebar-b" (this is the right side of the web page)
      Configure Module Options
    5. Click the "Menu Assignment" tab:
      "Menu Assignment" tab
    6. Change "Module Assignment" to "Only on the pages selected"
    7. For "Menu Selection," click the "None" link shown after "Select: All,"
    8. Select the menu items corresponding to the dropdown menu item list where this module should be displayed.  For example, if you are creating a menu module for the "People" dropdown list, check off the menu items under "People:"
      Selecting the menu items under "People" on the "Menu Assignment" tab
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  • Adding Read More (to show Intro Text in Category Blog)

    Overview

    If your article has a significant amount of text, and you want to display multiple articles on the same page using a Category Blog, you can break up the article by inserting a "Read More" separator line within the article.  Anything above the "Read More" line will be displayed as "teaser text" on the ‘blog view’, and the entire article will be displayed once you click Read More.

    Comparison of Category Blog without "Read More" in articles and with "Read More" in articles
    Left Side: Category - Blog without "Read More". Right Side: Category - Blog with "Read More".

     

    Procedure

    1. Find the article you want to edit.
    2. Click inside the article to place the cursor where the Read More link should appear - for example, at the beginning of the second paragraph within the article (see #1 below).
    3. Click the Read More button below the content area (see #2 below).

      Click within article, then click "Read More" button

    4. A horizontal line will appear within the article where you placed the cursor (see below):
      "Read More" separator line
    5. The text above this line is considered the "Intro Text" (or "teaser text") and will appear when the article is shown via a Category Blog menu item (see #1 below).  The text below the horizontal line will initially be hidden in the Category Blog, but will appear once the Read More button is clicked (see #2 below).
      Example of an article shown in a Category Blog, with Intro Tet shown above the Read More button
    6. Save & Close the article.
  • Alternative Text (Alt Text)

    Alternative text ("alt txt") provides the textual equivalent of an image to the web page. The description you write should be short and concise, but accurately describe the image content. Implementing alternative text allows screen readers to describe an image that would otherwise be skipped over to those with visual or other cognitive impairments. For this reason it is required that all images must implement proper alternative text.

    To add alternative text to an image follow this procedure:

    1. Find the article containing the image that needs "alt txt" and click on its title.
    2. Click once on the image inside the article's Content area, then click the Insert/Edit Image button Insert/Edit Image button in the WYSIWYG editor:

      "Insert/Edit" Image button
    3. Enter a short description of the image in the "Alternate Text" field (see #1 below):
      "Alternate Text" field in Image Manager

    4. Click Update to the lower right of the "Image Manager" window (see #2 above)
    5. Save the article. It is okay that you do not see the alternative text; it will only show up if disable images in your browser.
  • Article Versions

    It is possible to store, restore and compare changes that you have made in an article using Joomla!'s "Versions" feature.  Prior to using Versions, this functionality must be enabled.  If you do not see the Versions button when editing an article, please create a workorder and we can turn it on for you.

    Once Versions are turned on, Joomla! does not automatically save versions.  You need to click the Save button before editing your article to create a version of the article that can be restored.  Every time you click Save, a new version will be saved (up to a maximum number, which is set at 10 by default).

    Finding the Versions button

    Joomla! Administrator (back end)

    The Versions button is in the row of buttons above the article editor, to the right:

    Versions button: Joomla! back end

    Joomla! Front End Editor

    The Versions button is below the article editing area:

    Versions button: Joomla! front end

    Restoring an article version

    1. When editing an article, click the Versions button (see above for the location of the button)
    2. Click the check box corresponding to the date and time that the version of the article you want to restore was saved (see #1 below)
    3. Click the Restore button, which should be the first button in the row of buttons at the top of the "Item Version History" popup window (see #2 below):

      Restoring a version
    4. The article will be restored to the version you selected.

    Comparing article versions

    1. When editing an article, click the Versions button.
    2. Click the check boxes for the article versions you would like to compare (see #1 below)
    3. Click the Compare button (see #2 below):

      Compare article versions
    4. A "Compare View" popup window will appear, showing you the differences between the versions:

      compare view

    Setting a version to be kept forever

     If there is a version of an article that you want to save forever, you can do the following:

    1. When editing an article, click the Versions button.
    2. Click the check boxes for the article version you would like to keep forever (see #1 below)
    3. Click the Keep On/Off button (see #2 below):

      Versions: Keep a version forever


    4. The "No" in the "Keep Forever" column will change to "Yes".

     

  • Assigning a Module to one or more menu items

    • How to video:

    Overview

    By default, Joomla! assigns a new module to all pages, which may not always be appropriate.  This procedure explains how to restrict the display of a module to one or more menu items using the Administrator interface.  The module will only appear when the selected menu items are accessed. 


    Assigning the Module to specific menu items

    1. In the Joomla! back-end (Control Panel), navigate to Extensions > Modules
    2. Click the title of the module
    3. Click the "Menu Assignment" tab
    4. Click the dropdown box to the right of Module Assignment and select "Only on the pages selected" (see #1 below).
    5. For Menu Selection, click "None" to the right of Select (see #2 below).
    6. Click the check boxes for any menu items that should display the module when clicked (see #3 below).

    Assigning module to menu items

    Saving the Module

    • To save changes and continue editing the module, click the Savebutton to the upper left of the web page: Save button
    • When you are done editing the module, click "Save & Close" to the upper left to save your new module: Save & Close button
    • Video Included: Video Included
  • Basic Editing (back-end)

    The procedure explains how to edit articles from the back-end administrator interface in Joomla! 3.x


    1. Log on to your site using the Administrator Login URL for your web site.
    2. Find the article you wish to edit.
    3. Click the title of the article to edit it:

    Selecting article title in back end
    4. Modify the text in the text area (see #1 below) under the formatting (WYSIWYG) toolbars as required.
    5. Use the icons on the formatting toolbars (see #2 below) to format your text.  The function of each button on the toolbar will be displayed as you position the mouse cursor over it.  You can also find a guide to the functionality of all the editing buttons here.

     Editing article in Joomla! back end

    6. When copying and pasting text from other applications, use either the Paste clipboard or the Paste as Plain Text clipboard.
    7. When you're done editing your article, save it by clicking the Save & Closebutton to the upper left (see #3 above).
    8. To cancel any changes you have made and close the article, click the Closebutton (see #4 above).

  • Basic Editing (front-end)

    The procedure explains how to edit articles using the Editor interface in Joomla! 3.x


    1. Log on to your site using the Editor Login URL for your web site.
    2. Browse to the article you wish to edit.
    3. Click the Edit icon to edit your article: or Edit icon
    4. Modify the text in the text area (see #1 below) under the formatting (WYSIWYG) toolbars as required.
    5. Use the icons on the formatting toolbars (see #2 below) to format your text.  The function of each button on the toolbar will be displayed as you position the mouse cursor over it.  You can also find a guide to the functionality of all the editing buttons here.

     Article editing via front end

    6. When copying and pasting text from other applications, use either the Paste clipboard or the Paste as Plain Text clipboard.
    7. When you're done editing your article, save it by clicking the Savebutton to the upper right (see #3 above).
    8. To cancel any changes you have made and close the article, click the Cancel button (see #4 above).

  • Changing an Article's Category (Joomla! back-end)

    Instructions on how to change the category of an article through the Joomla adminstrator back-end:

    1. Log in to the Administrator back-end.

    2. Locate Article by clicking on Content then Articles.

    New Article 1

    3. Click on the title of the article you wish to edit.

    4. On the right of the page you will see the article's category. To change the article, click on the Category dropdown menu to the right of the text areat. Select the most appropriate category. If there is no appropriate category, you can close the article, create your category, and then return to edit the article.

    Adding New Article 5

    5. Once you are satisfied with your updates, click on Save to save your changes and continue editing the article, or Save & Close to save the article and close the article editing page.

  • Clearing the Joomla! Cache

    This document explains how to clear the Joomla! cache on web sites that have caching enabled.  On these sites, it is necessary to clear the cache before the latest edits to the site can be seen.

    1. Log on to your site using the Administrator Login.
    2. Select Clear Cache from the System menu:

      System: Clear Cache
    3. Click the Delete All button to the upper left:

      Maintenance: Clear Cache
    4. All items will be cleared from the Cache Group listing, and the latest changes to the web site should now be visible.
    5. Log out from the Administrator Login by clicking the dropdown arrow above the Joomla! logo in the upper right corner of the Administrator page (see #1 below), then clicking Logout(see #2 below):

      Logout
  • Configure Menu Item to Display Articles in Article Order (Joomla! 3.x)

    Configure a Category Blog menu item to display articles in Article Order:

    1. Log on to your site using the Administrator Login.
    2. Go to Menus > Main Menu (or whichever menu you created the menu item in).
    3. Click on the title of the Category Blog menu item to be reconfigured.
    4. Click the Blog Layout tab (see #1 below).
    5. Change Article Order to "Article Order" (see #2 below).

      Category Blog menu item: "Blog Layout" tab
    6. Click Save & Close to the upper left: Save & Close

    Configure a Category List menu item to display articles in Article Order:

    1. Log on to your site using the Administrator Login.
    2. Go to Menus > Main Menu (or whichever menu you created the menu item in).
    3. Click on the title of the Category List menu item to be reconfigured.
    4. Click the List Layouts tab (see #1 below).
    5. Change Article Order to "Article Order" (see #2 below).

      Category List Menu item: "List Layouts" Tab
    6. Click Save & Close to the upper left: Save & Close
  • Copying an Existing Article

    This procedure describes how to create a new article as a copy of an existing article.  This is especially useful when you would like to preserve the formatting of the original article.

    1. Log in to the Administrator back-end.

    2. Locate the article to be copied by clicking on Content then Articles.

    New Article 1

    3. Find the article you want to copy, then click on its title.

    4 Click "Save as Copy" at the top (see #1 below).

    5. Change the title of the article (see #2 below).

    6. Delete the existing Alias; a new one will be generated from the new title (see #3 below).

    7. Edit the article text as needed (see #4 below).

    8. Change the status on the right to "Published" (see #5 below).

    9. Click "Save & Close" at the top (see #6 below).

    Copy an existing article

  • Copying and Pasting from Excel to a Joomla Article

    Overview

    The procedure explains how to copy and paste table data from Excel into an Article using the Joomla! Administrator interface (Joomla! 3.x). If you're copying text from a document or another website it may retain the styles applied to it. This could create formatting issues within the new article. These instructions show you how to copy and paste the content as plain text as well as clear any pre-existing formatting.


    Paste without Microsoft Formatting

    If you paste content directly from Microsoft Excel, it can cause formatting issues ranging from barely noticeable, to your entire page not displaying at all!  To safely paste from Excel you must:

    • Copy only the rows and columns from the Excel file that are needed in the Joomla page.
    • Click somewhere inside the text box of your article to select a place where the text will be pasted.
    • In the Article : Edit Article window, click the first Clipboard icon on the editing toolbar - see below. (On older versions of the editor, there will be a single clipboard with a drop-down menu; select the first option, "Paste," from the dropdown menu).

      Paste button
    • Type "Ctrl+V" to paste the text into the Paste popup window (see #1 below).
    • The text will be pasted, but without Excel formatting that can hinder the display of the article.
    • Click Insert in the lower right corner (see #2 below):

      "Paste" popup window
    • To save your changes and continue editing the article, click the Save button to the upper left: Save button
    • When you are done editing the article, click the Save & Close button to the upper left: Save & Close button

    Table Formatting

    Next you may want to add some styling so that the table resizes on small screens.  To do this, follow instructions for "Working with Tables - responsive" starting at the "Make a table Responsive"step.

     

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