Benic Igor - Beginners’ guide to WordPress Customizer
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This book is for sale at http://leanpub.com/wpcustomizer
This version was published on 2015-01-14
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This is a Leanpub book. Leanpub empowers authors and publishers with the Lean Publishing process. Lean Publishing is the act of publishing an in-progress ebook using lightweight tools and many iterations to get reader feedback, pivot until you have the right book and build traction once you do.
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WordPress is a very popular CMS in the world of websites. In its previous version 3.4., WordPress introduced a new way of designing and configuring a theme without the need of developing and using Settings API. This new way provided us with a real example so we can see how the changes will affect are website and if we dont like it or it breaks up our website we can just easily click on Cancel.
This new way of customizing our themes is called WordPress Customizer.
Beginner`s guide to WordPress Customizer is written for all beginners and skilled developers who want to find out how to use WordPress Customizer, develop options for it and even create custom input controls.
You will learn the basics of WordPress Customizer and how it operates. You will also learn how to enable a Live preview of WordPress Customizer and how to implement it into your themes (existing or under development).
In this chapter we will look into it how the Customizer can be used and where can we find it.
WordPress Customizer is situated in the menu Appearance>Customize. Unlike Widgets, Sidebar and Menus WordPress Customizer is available on every theme without the need to register it.
Customizer Menu
By selecting Customize you will be redirected on the Customizer page where you can see your theme appear and here you can change the provided settings and look how the changes appear on you theme.
Customizer Page
We are using the theme Twenty Fourteen which is provided by WordPress itself and therefore I am sure that you can get this theme working and showing on your WordPress site and follow these chapters and the whole book along with ease.
WordPress Customizer is fairly easy to use and it provides options that are really intuitive/familiar so the users wont and shouldnt have any difficulties using the WordPress Customizer.
When we arive to the WordPress Customizer page we are presented with a panel on the left side and our site on the right. The sections and options depend on the theme we are using and its Customizer defined settings that are set through the code.
Customizer Panel
By clicking on a section, it will collapse and we will get all the options (Customizer Controls) that are connected to that section.
Customizer Section Collapsed
There are two ways how a change is presented in the right side (our website):
- refresh
- live
Depending on the Customizer definition for the theme we are using, we can have one of those ways or both of them because it all depends how an option is defined in the code.
If it is set to refresh the website, after we are done with the change our website on the right side will refresh and show the changed data, but if it is set on live, we will see the change as we change the data without the need to refresh. The later requires a bit of javascript to be able to operate and change the data.
When we are done with all the changes and we are happy how our website looks and feels, we can publish those changes and our website will be represented with the new data.
Now, when we know how to use WordPress Customizer we can look at the structure of it because we can picture all the parts in our head. WordPress Customizer consists of:
- Panels
- Sections
- Settings
- Controls
Panels were introduced in WordPress 4.0 and they are the containers of sections. We can use Customizer Panels to better organize the WordPress Customizer for our theme and therefore make it even easier for a regular user to distinguish between regular Customizer settings and the current themes` Customizer settings.
Customizer Panels
To distinguish panels from regular sections in Customizer, they are presented with a different arrow on the right side of the panel. Arrow that is representing a new panel is oriented horizontally, thus pointing to the right while a section arrow is oriented vertical and pointing down.
Customizer Sections are containers of controls which are used to save options. Each section can be collapsed and uncollapsed to show the available controls under the chosen section.
Collapsed Section
When talking about settings in WordPress Customizer we are actually referring to the values that are inserted and saved in the database. Those options can be easily retrieved by using WordPress API calls such as get_theme_mod or get_option.
Customizer Controls are input types for registered Customizer Settings. They are defining the way a user can insert or update an option (value in database). WordPress comes with six different controls:
- Plain Text input
- Color Wheel
- Uploader of media
- Uploader and Selector of an image
- Selector for background image
- Selector for header image
In addition, Customizer Controls can be developed so each theme can have their custom controls that are used to control the design, content or even functionality of the theme.
In this section we will make additional WordPress Customizer sections, controls and option upon a child theme. We will use a child theme so we don`t interfere with the functionality of the parent theme. In this way we can add other WordPress Customizer settings just by extending the parent theme with our child theme.
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