Page Parts

Table of Contents

Page Part Settings

The following provides how to customize an existing Page Part. The Memos Page Part will be used in this example.

1. If you are not already in the Portal Settings area, follow the steps in How to Access Page Part Settings above.

2. Select a Portal.

3. When a Portal is selected, you will be able to see the Pages and Page Parts within the Portal.

4. Once you select the Page Part you would like to work on, the right hand side will display the Page Part Settings

    

   1. Buttons to add items to your site or to the portal. You can: Create Portal on your site or Add Heading or Page or Page Part to the portal.

   2. Recycle Bin:

   3. Duplicate Page Part: See below for more details

   4. View Page Part Link: Selecting this link will open the Page Part in a new tab allowing you to view it

   5. Page Name: Shows you which Page the Page Part is displayed on

   6. Page Part Name: You can change the PagePart Name here. Note: Special characters are not allowed.

   7. Show Page Part Name: Checking this box will make it so the Page Part name is visible to the users in the Title area of the Page Part on the Page. When the checkbox is unchecked, the Page Part name will not be displayed in the Title area of the Page Part on the Page. 

   8. Description: In the Description box you can add any special notes or instructions about the PagePart you've created

   9. Page Part Type: See below for more details

   10. Accessible On: See below for more details

   11. Width: Width determines how wide your PagePart will be displayed on the selected Page. There are three options for width of the PagePart: 1/3 of the page, 2/3 of the page, or full page. 

   12. Delete Page Part: See below for more details

   13. Save Page Part: See below for more details

Duplicating a Page Part

Duplicating Page Parts allows you to make a copy of an existing Page Part which allows you to:

• Create a copy of a Page Part on the same page and as the Page Part you are copying from. Use case: The top Page Part can display list items that have not been reviewed and the bottom Page Part can display list items that have been reviewed. In this example, the Additional Filters for each Page Part will need to be set up so that each Page Part filters the list items. 

• You can also copy a Page Part on a Page from one Portal and copy to a Page to another Portal. For example, if you have set up a Page Part on a Page on the Residences Portal and you would like to have the same Page Part on a Page in the Programs Portal, you can copy the PagePart from the Residences Portal to the Programs Portal. The copied Page Part will have the exact same settings as the one that it was copied from and will save you time is customizing the Page Part on the Programs Portal.

Steps to duplicate a Page Part:

1. Click the Duplicate Page Part button

2. A popup will appear where you can name the Page Part and select which Portal, Page and Page Filter you'd like the duplicate to be in.

3. When you have made your selections, click Save to duplicate the Page Part.

    

Page Part Type

There are 7 different types of Page Parts. As each one has its own purpose and because the set up of each type differs slightly, separate knowledge base articles have been created. These knowledge base articles will provide you with the specific steps to configure each one.

• Select a link below to learn more:

1. Announcements

2. Calendar

3. Details

4. Documents

5. HTML

6. List

7. Report

Accessible On

1. You can access your ShareVision site on cell phones, tables and computers. 
   
   

2. As a Site Administrator, using the Accessible on settings, you set which type of devices users can use to access the Page Part. 

    

3. If the checkbox below the device is checked, then the Page Part can be accessed on the device. When unchecked, the Page Part will not appear in the menu if your ShareVision site is accessed on that type of device.

Hiding A PagePart

1. To hide a PagePart, uncheck each checkbox in Accessible on:

2. Save the changes.

3. When no items are checked in the Accessible on section, the Page Part will be hidden when users navigate to the Page it is on

Saving a Page Part

1. When you make changes to a Page Part, a Warning! message will appear on the Page Part Settings side. This message is a reminder to save the changes you have made.
   
   

2. To save the changes, scroll down on the Page Part settings (right hand side) and select Save.

3. If you have made changes and select another area in the Portal settings, a Warning window will appear.

   You can select:

   1. Save: Saves the changes and Success pop up at the bottom of your window will appear confirming that the changes were saved successfully. Once Saved you will be able to click away from the Page Part.

   2. Don't save: Changes will not be saved and opens what you selected

   3. Cancel: Closes the Warning window and you will remain on the same portal. It is a good idea to review the Portal and decide if you want to save the changes you have just made. 

Deleting a Page Part

Page Parts can be deleted. When a Page Part is deleted, it will be moved to the Recycle Bin in Portal Settings.  Learn more by reviewing the Portal Settings Recycle Bin article.

How to Delete a Page Part