Overview

This knowledge base article provides you with everything you need to know about PageParts on your ShareVision site.

Requirements/Dependencies

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

• Login with ShareVision Administrator permissions 
• Have set up some lists and libraries in Site Administration
• Have developed a plan for the information that 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) 

How to Access PagePart Settings

Once you have developed a plan for your ShareVision site and have set up the lists and libraries that you will need to capture information and share documents, you are ready to start setting up your pages.

1. Login to ShareVision with a user account that has Site Administrator permissions. 
2. Select the gear in the upper right hand corner and then select Site Administration:
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
   
4. In Site Administration, select Configure Portal Settings in the Portals and Pages section:
   
   
5. You will see all of your Portals listed below the Reorder QuickStart heading.
   
6. Click into a Portal to show the Pages within the Portal.
   
   
7. Click on a Page to see the PageParts within that Page

You may notice a padlock  icon beside some PagePart names. PageParts with a padlock are ShareVision system PageParts that have been added to your site when your site is set up. System PageParts can be deleted from Portal Settings, however, they cannot be permanently deleted from the Portal Settings Recycle Bin. 

PagePart Settings

The following provides how to customize an existing PagePart. The Health and Safety Issues PagePart will be used in this example.

1. If you are not already in the Portal Settings area, follow the steps in How to Access PagePart Settings above.
2. Select a Portal and a Page.
3. When a Page is selected, you will be able to see the PageParts within the Page.
4. Once you select the PagePart you would like to work on, the right hand side will display the PagePart Settings
   
   
   1. Portal Menu: See below for more details
   2. Page Menu: See Below for more details
   3. PagePart Menu: See below for more details
   4. View PagePart Link: Selecting this link will open the PagePart in a new tab allowing you to view it. 
   5. PagePart Name: You can change the PagePart Name here. Note: Special characters are not allowed. 
   6. Accessible On: See below for more details
   7. Display Name: Checking this box will make it so the PagePart name is visible to the users in the Title area of the PagePart on the Page. When the checkbox is unchecked, the PagePart name will not be displayed in the Title area of the PagePart on the Page. 
   8. Type: See below for more details
   9. Description: In the Description box you can add any special notes or instructions about the PagePart you've created.
   10. 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 thirds of the page, or full page. 
   11. New PagePart: See below for more details
   12. Save PagePart: See below for more details
   13. Delete PagePart: See below for more details

Portal Menu, Page Menu and PagePart Menu

At the top of your screen you will see three grey boxes, one with the Portal Name, one with the Page Name and one with the PagePart Name.

• The Portal Menu allows you to Create a New Page and Manage Quickstart.
• The Page Menu allows you to create a New PagePart.
• The PagePart menu allows you to Duplicate the PagePart and get the PagePart Link, which can be helpful when you're having issues and need to send ShareVision Support the exact link to the PagePart.

Accessible On

1. You can access your ShareVision site on cell phones, tables and computers. 
   
   
2. As a ShareVision Administrator, using the Accessible on settings, you set which type of devices users can use to access the PagePart. 
   
   
   
3. If the checkbox below the device is checked, then the PagePart can be accessed on the device. When unchecked, the PPagePart 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, an icon () with appear next to the Pagepart name in the list of portals, pages and pageparts. 

PagePart Types

There are 9 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. Chart
  4. Date Filter
  5. Details
  6. Documents
  7. HTML
  8. List
  9. Slide Show

Adding a New PagePart

There are two ways to add a new PagePart to your ShareVision site

1. On the Page Menu at the top of the Page Settings, hover your mouse on the Page Menu so the drop-down appears and click New PagePart, you will be taken to a new window where you can add all the necessary information for your new PagePart. The PagePart will automatically be placed of the Page where you selected the New PagePart.
   
   
   
   
2. The second option for creating a New PagePart is clicking the New PagePart buttonin the Menu on the left that lists all Portals, Pages, and PageParts. Select the Page you'd like to add a PagePart to and then select the green New PagePart button at the bottom of the section. You will once again be taken to a new window where you can add all the necessary information about your new PagePart.
   
   

Reordering PageParts

PageParts can be reordered in the Page Settings.

1. Select the Page that has the PageParts you wish to re-order. All Pages have a  icon beside their name for easy identification.
2. A list of PageParts for the Page will be seen on the right hand side
3. To reorder the PageParts, select the PagePart and drag it to the required position (order).
4. Once you are satisfied with the order, press Save. The new PagePart order will now be visible on the front end.

Duplicating a PagePart

Duplicating PageParts allows you to make a copy of an existing PagePart which allows you to:

• Create a copy of a PagePart on the same page and as the PagePart you are copying from. Use case: The top PagePart can display list items that have not been reviewed and the bottom PagePart can display list items that have been reviewed. In this example, the Additional Filters for each PagePart will need to be set up so that each PagePart filters the list items. 
• Another use case for duplication is to duplicate system PageParts which are identified by the padlock  icon. These PageParts come with your ShareVision site and will have sections of the PagePart that cannot be customized. A user can bypass the limited customization features in padlocked PageParts by duplicating the PagePart with the lock icon you wish to customize and then the System PagePart can be deleted from the Page. Deleted PageParts will be moved to the Portal Settings Recycle Bin. Duplicated PageParts will never have a Padlock icon and can be customized to your liking.
  
  
• You can also copy a PagePart on a Page from one Portal and copy to a Page to another Portal. For example, if you have set up a PagePart on a Page on the Residences Portal and you would like to have the same PagePart on a Page in the Programs Portal, you can copy the PagePart from the Residences Portal to the Programs Portal. The copied PagePart will have the exact same settings as the one that it was copied from and will save you time is customizing the PagePart on the Programs Portal.

Duplicating a PagePart can be done through the PagePart Menu.

1. Hover your cursor over the menu to see the drop down options and select Duplicate PagePart.
2. A popup will appear where you can name the PagePart and select which Page and Portal you'd like the duplicate to be in.
3. When you have made your selections, click the Duplicate PagePart button to create the new PagePart.

Saving a PagePart

1. When you make changes to a PagePart, a Warning! message will appear on the PagePart Settings side. This message is a reminder to save the changes you have made.
   
   
   
   
2. To save the changes, scroll down on the Page 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 window will appear confirming that the changes were saved successfully. Select Close. Then, the item you selected will open.
   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.