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Refers to Entity Portals - change to Listing portals

Overview

This knowledge base article provides you with everything you need to know about a Details PagePart on your ShareVision site. The Details PagePart is a simple tool for displaying the most recent completed form on a Page. Setting up a Details PagePart can be an effective means to display: the newest entry to a journal, a brief fact sheet, or other pertinent information that you want the users to view without having to click to view the form.

Requirements/Dependencies

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

Login with ShareVision Administrator permissions
In Site Administration, in View All Lists and Libraries, select a List that you would like to display information on a Page.
In Configure Portal Settings, have added a PagePart to a Page on a Portal
Have completed the set up and configuration of the PagePart Name, Accessible on and Display Name (Review PageParts: Set Up and Configuration for more information.)
Have developed a plan for the information will need to be made available to your ShareVision users (i.e. Consider what PageParts you want displayed on your Pages)

PagePart Type

Select Details as the Type of PagePart. The Details PageParts will have thisImage Modified symbol beside them in Portal Settings for easy recognition.

Data Source

In this section you will decide where you want to pull the data from for your Details PagePart, you will have the option of picking from any list you have entered in ShareVision. - please add more details to this section - refer to the Announcements PageParts Knowledge Base Article for more details

Entity Portal Form Filters (Entity

List

Select one of the available lists in the List drop down to link this PagePart to the selected list.

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Once a list is selected and the PagePart settings are Saved, a link to the List Settings for the list you selected will be displayed. This link allows you to get to the list settings for the list quickly.

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When you select it, a new tab opens and the List Settings for the list will be displayed.

Content Type

If there is a Content Type on the list, you can select which Content Type you would like linked to this PagePart. If there are no Content Types, the Content Type field will fill automatically and will be set to read only.

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When a list has one or more Content Types, a link to the Content Type settings for the Content Type selected will appear. Just like with the List Settings, if the link is selected the Content Type settings will open in a new tab.

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Current Staff Field

At times, the Current Staff Field will appear in the Data Source section. If there is a Person or Group column (field) on the list, you can select the field on the form to autofill with the name of the logged in user who created the new form. If there are multiple Person or Group columns (fields) on the list, you can only select one field.

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Listing Portal Form Filters (Listing Portals only)

If this PagePart is being added to a Page on an Entity Listing Portal like Individuals, Programs or Residences, the Entity Listing Portal Form Filters section will appear in the PagePart settings. To learn more about this section, select one of the links below:

For Standard Portals (non-EntityListing), this section will not be displayed.

The Fact Sheet on the Individuals Details Page is an example of how the Entity Listing Portal Form Filter works to display some of the fields and data from the Fact Sheet form.

Additional Filters Fields

In the Additional Filters field, you can add extra filters that you would like used for your Details PagePart. These additional filters ensure that only the information you want to be viewed is shown. You can use as many or a few as you'd like.

For example, if you wanted to display the Daily Journal Entry for the individual on their Individual Details page but you only wanted to show the Daily Journal Entry for yesterday or today, you could set the Additional Filter Fields like:

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Fields

In the Fields section, select Edit Fields.Please include a screen print for Edit fields from the Details PagePart settings. For a newbie, they likely won't know how to get to the screen print below.

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Here you will choose which fields from the list you wish to display on your Details PagePart. Simply click and drag the fields you wish to use out of the Available Fields box and into PagePart Fields that appears when clicking "Edit Fields", as shown below. - please add a screen capture that includes the same fields that are displayed in the next screen print (i.e. Journal entry and Date)
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When you have selected all fields you wish to use, they will appear under the Fields section of the PagePart settings. - please include how to customize this section with the

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The Fields section allows for certain customizations - Display Title box, Alternative Title, Totals Display and Text Align

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Properties

Properties allows you to set how the PagePart is displayed on the Page. Along with the Item Per Page option of how many Announcements you wish to display per page, there is also a Group Field, Sort Fields and Second Sort Field.

Group Field

Group Field determines how announcements are grouped within the PagePart. An example with announcements is having them grouped by who created them. The announcements will be grouped by who created the announcement(s).
- The Group Direction allows you to set if the Groups will be displayed or Ascending or Descending order.
- The Group Field also allows you to display the grouping either Collapsed or Expanded. If collapsed, the user will need to expand each section to read the announcements in the section.

Sort Field

Sort Field sets the sort order for the Announcements on the front end based on a column (field) in the list. A popular Sort Field is Created (date created) to sort Descending which will display newest Announcements at the top of the PagePart. Setting the Sort Field to Ascending will display the oldest Announcements at the top of the PagePart.

, and Text Align

Display Title: When this box is left unchecked the Titles (alternative or default) will not be displayed on the front end, only the data will be shown. If the box is checked the Title will be displayed on the PagePart.

To show the difference we will have the Display Title box unchecked for the Journal Entry Field but checked for the Date Field

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When the Display Title is unchecked, the title for Journal Entry is not displayed next to the Journal Entry. The Date title can is displayed because the Display Title check box for the Date is checked.

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Alternative Title: If you want to change the title that is displayed to something other than the Field Title you can enter an Alternative Title in the box that will be shown in place of the Field name

If we keep the Journal Entry title but change the Date title to "Alternative Title Example" the PagePart settings would look like this:

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When users view the PagePart, they will not see the Date title, instead Alternative Title Example is displayed:

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Totals Display: You can ignore this option as it is not compatible with Details PageParts
Text Align: You have the option to have your text on the front end to be aligned left, centre, or right

Left (Default alignment):

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Centre:

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Right:

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Properties

Properties allows you to set how the PagePart is displayed on the Page. With the Details PagePart, you can use the Sort Field to automatically select either the most recent or oldest details. For example, if you had a form for Life Plans and a new Life Plan was created yearly for each individual, the Life Plan list would have multiple forms for each individual over the years the individual is being supported by your organization. If you would like to display the details from the most recent for that was filled in for the individual, you can use the Sort Field to achieve this.

Sort Field

When you set the Sort Field for Created (which is the date the form was filled in) and the Sort Direction to Descending, then only the most recent form will be displayed in the Details PagePart for the Individual. If you want to display the details from the oldest form that was created, then change the Sort Direction to Ascending.

Second Sort Field

Second Sort Field allows you to set a second sort order based on

a

an additional column (field) in the

Announcements lists

list. The sort order can be set to Ascending or Descending.

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PagePart Buttons

There are three PagePart Buttons:

New
View
Edit

Display "New" Button

When set to "Never" the button will not be present displayed on the front endPagePart and users will not be able to add a new item. When set to "Only if No Items", the button will only appear when there isn't an item (or completed form) listed in the PagePart. You also have the option to position the button Above, Below, or Above and Below the announcements PagePart. You can allow the Display New Button to only be visible for certain groups by adding the permitted groups to the Allow for Selected Group(s) section when setting up the page partPagePart.

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Display "View" Button

When selected, the View button allows users to view the full form from the Details PagePart. - please include how to change the name of the view button

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The "View" Button can have it's name changed to whatever works best for your site. To change the "View" Button name go to the PagePart Settings in Site Administration and scroll to the PagePart Buttons Section. You will see a box where it says "View", you can delete this and enter a different name for the button. See below for the "View" button to be changed to a "Details" button

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From the form, users can edit, delete, copy, print and see the Version Info (history) of the item. - please update the screen print. When View is selected from a Details PagePart, Copy is not an option that will be displayed. Image RemovedNote: Buttons displayed will depend on the user's permissions. For instance, some users may not have the Edit or Delete buttons if they don't have permissions to edit or delete the item. Also, View Version Info is only visible if Version History is enabled on the list.

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Display "Edit" Button

The Display "Edit" Button gives you the option to allow editing of form the information on the form to be edited from the Details PagePart.

In the picture below, you will see what the edit button looks like when displayed on the Details PagePart. It will allow anyone with Edit permissions on the PagePart.

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PagePart Permissions

PagePart Permissions is where you can choose which groups have access to this PagePart. To add a group, click on their name in the Do Not Have Access box so it is highlighted and then press the arrow button to move them to Have Access.

You can also remove permissions from the PagePart by selecting a group in the Have Access box and selecting the arrow to move the group to the Do Not Have Access Box.

If you select the double arrows, it will move all groups in the box under where the double arrows were selected to the box next to it. This can be used to provide access to all groups listed or to remove access from all groups listed.

PagePart Visibility (

Entity

Listing Portals only)

If this PagePart is being added to a Page on an Entity Listing Portal like Individuals, Programs or Residences, the PagePart Visibility section will appear in the PagePart settings. To learn more about this section, select one of the links below:

For Standard Portals (non-EntityListing), this section will not be displayed.

Versions Compared

Old Version 2

New Version Current

Key

Overview

Requirements/Dependencies

PagePart Type

Data Source