Changes for Release 92: Entity Portal replaced by Listing Portal - Text update: Justin
Requirements/Dependencies
Before working on pages on your ShareVision site, you will need to
- Login with ShareVision Administrator permissions
- Have set up some lists and libraries in Site Administration
- Have an Individuals Listing Portal. Note: Your ShareVision site comes this Portal.
- Have developed a plan for the information 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)
PagePart Visibility
About
Not only will Listing Portals display the information for the selected individual from the list that is displayed when you select the Individuals Portal, your ShareVision Administrator can set whether PageParts are displayed or hidden by configuring PagePart Visibility. 
The table below identifies which Types of PageParts have the PagePart Visibility option in PagePart Settings.
| Type of PagePart | PagePart Visibility |
|---|---|
| Announcements |
|
| Calendar |  |
| Chart | |
| Date Filter | |
| Details | |
| Documents |
|
| HTML |
|
| List | |
| Slide Show | |
Show For Individuals in Selected Services
Set the PagePart to be displayed on the Page for Individuals in Selected Service(s) (Programs or Residences).
Use Case: If staff need to capture information for all Individuals only in specific Service(s) (Programs or Residences), the PagePart can be set to display for any Individual that is registered in the Selected Service(s).
Show For Selected Individuals
Set PageParts to be displayed in the Quick Start Menu for selected Individual(s).
Use Case: If staff need to track information that applies to only one or a few Individuals, the PagePart will only be displayed for the selected Individual(s).
Do Not Show for Individuals in Selected Services
Set PagePart to be hidden on the Page for Individuals in Selected Service(s) (Programs or Residences).
Use Case: If staff do not need to capture information for all Individuals registered in Selected Services (Programs or Residences), the PagePart can be set to be hidden for any Individual that is registered in the Selected Service(s).
Do Not Show For Selected Individuals
Set PageParts to be hidden on the Page for selected Individual(s).
Use Case: If staff need to track information that applies to most individuals except one or a few Individuals, the PagePart can be set to be hidden on the Page for the Individual(s) selected.
Filter Based on values selected in Choice, Lookup or Yes/No Fields on each Individual's Profile and/or Fact Sheet
Use Filters to display the PagePart for specified types of Individuals. You can filter for values that have been selected in Choice, Lookup or Yes/No Fields on each Individual's Profile and/or Fact Sheet.
- Use Case: If there is a page for Individuals that have been diagnosed with diabetes, the PagePart can be set to be displayed for any active Individual where the Diabetes Diagnosis field on the Fact Sheet equals Yes.
See Also
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