An introduction to Discourse

No, not that kind of discourse. The discourse that I’m talking about has a capital D and powers the brand-new AppleTalk Australia forums. It’s a little different to the forums that you might be used to, but don’t panic — everything still works very similarly to what you’re used to, with a few new added perks. Most of it is pretty self-explanatory and fairly intuitive. You can find your way around by just having a wander and clicking around (don’t worry, you have to click pretty hard to break anything), but I’ve compiled a few basic tips in addition to the ones you get when you sign up for the forums.

Topics are the new threads, categories are the new forums
What you used to know as threads in other forum software are now referred to as topics, and similarly, while other forum software separated discussion topics into forums and sub-forums, categories keep related topics together.

The main page (which, by default, shows every recent topic) can be customised to show only the categories you’re interested in, and if you want, you can still browse the discussions by category. If you want to see a more “traditional” forum structure, use the Categories tab at the top. But I recommend sticking with Latest - you’ll get used to it quickly.

Creating and replying to threads and posts
Discourse uses Markdown to compose posts, which is why you see two panes when composing a post. The pane on the left is your run-of-the-mill plain text editor, and the one on the right is how your content will turn out. You can use bbcode if you’re already familiar with that (and there are buttons you can press to create links, lists, or to make your text italic or bold) but Markdown is the way to go.

New to Markdown? There’s a handy reference guide right over here.

Polls
Want to create a poll? Just make sure your new topic title begins with “Poll:” and make a list at the top of the first post. And if you want to close the poll, use the Close Poll button.

Image uploads/attachments
One of the biggest problems with other forum software is the need to upload images to a separate service. Discourse is different in that you can simply attach images to your post by dragging them to the post editor, where they’ll be automatically uploaded and inserted into your post. Now you can show everyone the exact error message you’re seeing, although you should still blank out any personal info such as phone numbers, emails addresses, and serial numbers if you’re feeling paranoid.

Likes
One of the most often-requested features of other forum software is some way to "like’ posts, to show the poster what they said was insightful, funny, or that you agreed with what they said. Unfortunately, that wasn’t possible with most other forum software without some third-party plugin, but I’m pleased to announce Discourse has built-in support for liking right out of the box, so like away!

Flags
If you have ever “reported” a post in other forum software, flags will be familiar to you. Flagging a post gives you a number of options, including marking it as inappropriate, spam, off-topic, or even bringing it to the attention of the original poster. Most of the options notify the moderation and admin team, so don’t hesitate to hit the flag button on something that looks like it doesn’t belong.

Pinned topics
Pinned topics work a little different in Discourse. You can clear a pinned topic any time you like once you’ve read it, but that just un-pins the topic for yourself.

Bookmarks
If you want to come back to a thread later, bookmark it. You can bookmark individual posts, too. A red bookmark means you’ve read posts up to that point, a blue bookmark means you’ve manually bookmarked that post for later (accessible via your profile page).

Reply as new topic
If a post in a discussion thread has reminded you about an issue you’ve been having or something that you’ve wanted to discuss, but doesn’t fit into the main theme of the topic, then this is the button for you. Simply put, it lets you take the conversation in a different direction without affecting the topic at hand — it’s great for taking things on a different tangent without interrupting the flow of the current thread.

Trust levels
Discourse uses a trust level system. Threads you read, reply to, and create yourself will contribute to how much you’re trusted. These trust levels grant additional privileges, including the ability to deal with flagged posts, spam, and so on. If you want to read more about the trust levels, check out the Discourse blog post on the topic here.

I’ll update this thread if I think of any other new stuff that’s worth knowing about, but please feel free to post below if there was some way of using other forum software that you enjoyed and aren’t sure exists in Discourse. (There probably is, it just might be in a different place than you’re used to.)

4 Likes

What’s the setting for Avatar uploads? I’ve tried uploading one but I’m a new user and unable too. I can’t find it laid out anywhere as to when ‘new user’ expires.

I just want to be pretty!

Yeah, the trust levels are a little opaque at the moment (you can read a little more about them here). Officially you need to enter 5 topics, spend 15 minutes reading the forums, and have read 50 posts to be promoted to a basic user — the last one is where you’re failing, as there aren’t 50 posts in the entire forums yet :slight_smile: (I’ve since lowered this to 10.)

I’ve updated the preferences for new users to allow image uploads for new users as well, want to try now?

1 Like

Yep, that fixed it :smile:

Thanks, man.

How do I quote a post above me? I can see how to quote and put into a new thread/topic but not as a reply in the current one.

Highlight the text in the post you want to quote, then a “reply with quote” button will appear :slight_smile:

I notice with the post composer that the preview doesn’t scroll with the input box if you type past the bottom and the view scrolls. So you’ll be typing away in the box and have to manually scroll to check your markdown worked out.

I suppose you could just wait till you’ve ended composing and then check… But it’s fun to watch it type with you :stuck_out_tongue:

You can always drag the input box up so you can see more :thumbsup:

Yeah, that’ll do it!

Hadn’t thought of that so far as I’ve only post on my 11" and dragging it up any higher will take up the entire screen :stuck_out_tongue:

Loving the start of something new guys. Good work.

Such a great intuitive way of doing it but I’ve had intuitive bashed out of me with regards to forums. Thanks

The "Open all external links in a new tab’ setting in your user preferences (that I just discovered) is life-changing.

We can optionally enable it by default for all users, depending on what you guys think.

I’m all for it by default.

EDIT: I also think the option above that to consider topics new when should default to you haven’t viewed them yet as mine was defaulting to posted in the last 2 days

I’ve enabled open links in a new tab for all users by default, but I’m not sure it applies retroactively.

And the consider topics new setting isn’t something we can adjust — it’s purely a user preference.

Bumping this for some of our newer users. Discourse is hands-down the best forum software out there with a very bright future, but it is a little different to the vBulletin and other PHP-based lifeforms you might have seen over the years.

2 Likes

It might be worth pinning it to the top of the page for a little while? I wonder if the title could be a little clearer about its content too since first timers wouldn’t know what Discourse is by the title alone.

Thanks. Very helpful. Wish I knew about this site earlier.