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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 this 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.

List

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


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.



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. 



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. 

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. 


Listing Portal Form Filters (Listing Portals only)

If this PagePart is being added to a Page on an Listing Portal like Individuals, Programs or Residences, the 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-Listing), this section will not be displayed.


The Fact Sheet on the Individuals Details Page is an example of how the 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.


Fields

In the Fields section, select Edit Fields.

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. 



When you have selected all fields you wish to use, they will appear under the Fields section of the PagePart settings.

The Fields section allows for certain customizations - Display Title box, Alternative Title, Totals Display, 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 front end. 

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

On the front end, the PagePart will look something like this - the Date title can be seen on the left hand side but the Journal Entry Title is not displayed, only the data from the field is shown

  • Alternative Title: If you want the title to be displayed on the front end as 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 back end would look like this:

On the front end we will not see the Date title, instead Alternative Title Example is displayed:

  • 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): 

Centre: 

Right:


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.  

Second Sort Field

  • Second Sort Field allows you to set a second sort order based on a column (field) in the Announcements lists. The sort order can be set to Ascending or Descending.

                                                                             

PagePart Buttons

There are three PagePart Buttons:

  • New
  • View
  • Edit

Display "New" Button 

When set to "Never" the button will not be present on the front end. 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 part. 

                                                               

Display "View" Button

When selected, the View button allows users to view the full form from the Details PagePart. 

                                        

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

From the form, users can edit, delete, print and see the Version Info (history) of the item. 

                                                  

Display "Edit" Button

The Display "Edit" Button gives you the option to allow editing of form 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.

                                          

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 box so it is highlighted and then press the arrow button to move them to Have Access.

                                            

PagePart Visibility (Listing Portals only)

If this PagePart is being added to a Page on an 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-Listing), this section will not be displayed.


See Also

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