Refers to Entity Portals - change to Listing portals

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. - please add more details to this section - refer to the Announcements PageParts Knowledge Base Article for more details

Entity Portal Form Filters (Entity Portals only)

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

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

Please include a screen print for Edit fields from the Details PagePart settings. For a newbie, they likely won't know how to get to the screen print below.

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. - please add a screen capture that includes the same fields that are displayed in the next screen print (i.e. Journal entry and Date)

When you have selected all fields you wish to use, they will appear under the Fields section of the PagePart settings. - please include how to customize this section with the Alternative Title, Totals Display and Text Align

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. - please include how to change the name of the view button

From the form, users can edit, delete, copy, and see the Version Info (history) of the item. - please update the screen print. When View is selected from a Details PagePart, Copy is not an option that will be displayed.

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 (Entity Portals only)

If this PagePart is being added to a Page on an Entity 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: