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(question) Overview

This knowledge base article provides you with everything you need to know about the HTML Page Part on your ShareVision site. Often HTML Page Parts are used to provide detailed instructions for what you need to do for a form. Another use case is embedding videos into your site which will allow your users to play the video on the Page where this HTML Page Part has been added.

☑️ Requirements/Dependencies

\uD83D\uDCD8 Instructions

Info

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📎 Related

Before setting up portals on your ShareVision site, you will need to

  • Login with ShareVision Administrator permissions 

  • In Portal Settings, have added a Page Part to a Page on a Portal

  • Have completed the set up and configuration of the Page Part Name, Accessible on and Display Name (Review PageParts: Set Up and Configuration for more information.)

  • Have developed a plan for the information that will need to be made available to your ShareVision users (i.e. Consider what pages you will need for the portals on your site, what type of information will be included on each page and who should have access to each page) 

Page Part Permissions

Page part permissions is where you can choose which Roles have access to this page part. By default, all Roles that have Permissions to the Page will be automatically granted access to the page part.

To remove access to a role, select the role name in the Have Access box and then select the single arrow above the list to move the Role to the Do Not Have Access. 

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To provide access to a role, click on the role name in the Do Not Have Access box and then select the single arrow button above the list to move the Role to Have Access.

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HTML

Steps to create an HTML PagePart that includes instructions or details with regards to another PagePart:

  1. Create a new PagePart and select HTML as Page Part Type

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  2. Enter your instructions or information in the box under the HTML header.   

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3. Click Save. Your HTML Page Part will now be created. Depending on the order of your Page Parts you may need to re-organize to bring your HTML Page Part closer to it's related area. Review Reordering Page Parts for how to change the order of the Page Parts on a Page. 

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Steps to Embed a Video using an HTML PagePart:

  1. Create a new PagePart and select HTML as Page Part Type

  2. Set desired Permissions

  3. Go to the video you wish to embed. If on Youtube, select Share, then Embed, and copy the code seen.

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  4. On the ShareVision site, go to Tools and select Source Code

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5. Paste the code you copied in Step 3 and press Save.  

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6. Click Save. Your HTML Page Part with Embedded Video will now appear and can be played on the page

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