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

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.
By checking the Lock value checkbox next to the Current Staff Field, when users add or edit a form, they will not be able to change the name in the Staff field.

IMPORTANT

To test a form where the Current Staff Field is locked, do not use an user account that has Site Administrator access. The Current Staff Field on the form will not be locked for user accounts that have Site Administrator access.

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. When using a date field in Additional Field Filters the date format will match the format of the date field in List Settings.

For example, if you wanted to display the Daily Journal Entry for the individual on their Individual Details page but you only wanted to show the Daily Journal Entry for yesterday or today, you could set the Additional Filter Fields 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 PagePart.

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

When the Display Title is unchecked, the title for Journal Entry is not displayed next to the Journal Entry. The Date title can is displayed because the Display Title check box for the Date is checked.

Alternative Title: If you want to change the title that is displayed to 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 PagePart settings would look like this:

When users view the PagePart, they will not see the Date title, instead Alternative Title Example is displayed:

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. With the Details PagePart, you can use the Sort Field to automatically select either the most recent or oldest details. For example, if you had a form for Life Plans and a new Life Plan was created yearly for each individual, the Life Plan list would have multiple forms for each individual over the years the individual is being supported by your organization. If you would like to display the details from the most recent for that was filled in for the individual, you can use the Sort Field to achieve this.

Sort Field

When you set the Sort Field for Created (which is the date the form was filled in) and the Sort Direction to Descending, then only the most recent form will be displayed in the Details PagePart for the Individual. If you want to display the details from the oldest form that was created, then change the Sort Direction to Ascending.

Second Sort Field

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

PagePart Buttons

There are three PagePart Buttons:

Display "New" Button

When set to "Never" the button will not be displayed on the PagePart and users will not be able to add a new item. 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 PagePart. Note: If a group has it's access removed from the page part, the group will also be removed from having access to the button. A warning message will appear on the page to show this.

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. Note: Buttons displayed will depend on the user's permissions. For instance, some users may not have the Edit or Delete buttons if they don't have permissions to edit or delete the item. Also, View Version Info is only visible if Version History is enabled on the list.

Display "Edit" Button

The Display "Edit" Button gives you the option to allow the information on the form to be edited 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 to make changes.

Display "Comment" Button

The Comment Button gives the option to allow users to comment on Announcements. The Display "Comment" options allow the ShareVision Administrator to select if and where the Comment button should be displayed. When enabled, users can leave a comment on each Announcement. The comments can be viewed by all users. Also, when this feature is enabled, all users can view all comments that have been added to an Announcement by selecting the Comments Button which will be automatically added to the Announcements when the Display "Comment" checkbox is checked.

How It Works

Display "Read" Button

The Mark as Read Button allows users to select it to indicate that they have read an Announcement. The Display "Read" Button options allow the ShareVision Administrator to select if and where the Mark As Read Button appears at the bottom of each Announcement. All users can view who marked an Announcement as read by selecting the Read Button which will be automatically added to the Announcements when the Display "Read" Button checkbox is checked.

How It Works

Additional Comment and Mark As Read Settings

Additional settings for both the Comment and Mark as Read features can be configured by the ShareVision Site Administrator in Feature Settings. These additional settings are site wide and when enabled, any pagepart where Mark As Read and/or Comments have been enabled will have these settings applied.

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 Do Not Have Access box so it is highlighted and then press the arrow button to move them to Have Access.

You can also remove permissions from the PagePart by selecting a group in the Have Access box and selecting the arrow to move the group to the Do Not Have Access Box.

If you select the double arrows, it will move all groups in the box under where the double arrows were selected to the box next to it. This can be used to provide access to all groups listed or to remove access from all groups listed.

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: