Announcements Page Part
- Lisa Barnett
- Jenna Chernoff
- Beny
- Support Desk
Overview
This knowledge base article provides you with everything you need to know about setting up and configuring an Announcements Page Part on your ShareVision site.
Requirements/Dependencies
Before setting up an Announcement Page Part on your ShareVision site, you will need to
Login with Site Administrator permissions.
In Site Administration, in the Site Content section, have a form set up for Announcements that you would like to add to a page. See the Forms knowledge base article for more information.
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 the Page Parts knowledge base article for more information.)
Have developed a plan for the information you will need to make 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 Type
Before selecting the Page Part Type, you will need to have already added a Page Part to the Page. For how to add a Page Part to the Page, please review the Page Parts knowledge base article.)
Select Announcements as the Type of Page Part.
The Announcement Page Parts will have a megaphone symbol beside them in Portal Settings for easy recognition.
Data Source
Form
Select one of the Announcement forms in the Form drop down to link this Page Part to the Announcement form.
Some forms have more than one version, when that is the case, the form version must be selected.
For Page Parts that came with your ShareVision site when it was first set up, the background colour of the fields will be light grey and you will not be able to change the options. If you would like to make changes to the Page Part, you can delete the Page Part and add a new one.
Once a form is selected and the Page Part settings are Saved, a link to Edit Form for the form you selected will be displayed.
This link allows you to get to the form settings for announcement form selected on this page part for the form quickly. When you select it, a new tab opens and the form will be displayed in edit mode so that you can change the form layout, if needed.
Listing Portal Form Filters
If the Page Part is being added to a Page on a listing portal like Clients or Services, the Listing Portal Form Filters section will appear in the Page Part settings. To learn more about this section, select one of the links below:
Clients Portal: Page Parts Listing Portal Form Filters
Services Portal: Page Parts Listing Portal Form Filters
For Standard Portals, this section will not be displayed.
Announcement Fields
In the Announcement Fields section, you will select which fields on the form will populate the Title Field, Body Field and Expires Field on the Announcements Page Part.
Page Part Filters
In the Page Part Filters, you can add extra filters that you would like used for your Announcement Page Part. A popular filter for announcements is filtering for expiry date to ensure all displayed announcements are current. To do this, select Expires under Field, for Comparison select is greater than, then select the value you'd like, such as [Today], to have your Page Part display announcements that have an expiry date after the current date. When using a date field in Page Part Filters, the date format will match the format of the date field in Form Settings.
Filters ensure only the information you want to be viewed is shown. You can use as many or a few as you'd like. To add additional filters, select Add Another Filter.
Properties
Properties allows you to set how the Page Part 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 Allow Responses, Sort Field and Second Sort Field.
Allow Responses
Allow Responses is where you can choose Allow Comments and Allow Mark as Read.
Allow Comments gives users the ability to leave comments on the entries within the Page Part by clicking the Comment Button
Once a comment has been left it show as a number (1) in Comments. Clicking the Comments Button will cause a pop up to appear that displays all comments left by users. Users can edit and delete their own comments, Site Administrators have the ability to delete anybody's comment.
When the Allow Mark as Read checkbox is selected in Page Part settings, a Mark as Read Button will appear on the entries within the Page Part.
Clicking the Mark as Read Button will cause the button to be greyed out for the user and their name appear under Read By with the Date and Time they marked it as read. The Mark as Read feature can be useful when wanting to ensure your staff are reading important updates.
Items Per Page
Items Per Page is where the the number of items you’d like displayed on one page in the Page Part can be set. Options range from 1-500, simply select the number that is most suitable from the drop down and save.
Sort Fields
Sort Field
Sort Field sets the sort order for the Announcements on the front end based on a field on the form. A popular Sort Field is Created (date created) to sort Descending which will display newest Announcements at the top of the Page Part. Setting the Sort Field to Ascending will display the oldest Announcements at the top of the Page Part.
Second Sort Field
Second Sort Field allows you to set a second sort order based on a field on the Announcement form. The sort order can be set to Ascending or Descending.
Page Part Buttons
There are five buttons you can configure on the Announcements Page Part. The settings for buttons apply to all announcements that will be displayed in the Page Part. The five buttons include:
New
Edit
Delete
Disable “Display”
Display “New” Button
There are 3 options for displaying the New button:
Never: No button to add a new announcement is displayed on the page part.
Only if no items: The button to add a new announcement will only appear when there are no announcements displayed on the page part
Always: The button to add a new announcement is always displayed on the page part.
In the field under the drop down list for displaying the "New" button, a label can be given to the New Button (ex: New Announcement). If no label is entered, only the New Button will appear.
Once saved, the label will appear with the New button on the Page Part.
You can set the Position of the New Button. It can be Above (at the top of the Page Part), Below (at the bottom of the Page Part), or both Above and Below (at the top and the bottom of the Page Part).
The Display New Button can be made to only be visible for certain roles by adding the permitted roles to the Allow for Selected Roles(s) section when setting up the Page Part.
Display “Edit” Button
There are two options for the Display Edit Button:
Do Not Allow Editing: The Edit button will not appear on the Display Form and announcements cannot be edited.
Edit From Display Form: The Edit button will appear on the Display Form and announcements can be edited.
Delete Button
Roles with access to the delete button will be able to delete any announcement.
Select which Roles have access to the Delete button by adding the Role to the Allow for Selected Roles box. Site Administrators are automatically given Delete permissions and cannot be removed, regardless of if they are listed in the Allow for Selected Roles Box.
Disable “Display” Form
When the Disable "Display" Form checkbox is checked, users will not be able to select the Announcement Title to view the Announcement on the Display Form.
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.
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.