Design Designation Search
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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From the Design tab, under General options, select a query in the Designation query field. The output fields from the selected query are used as search filters on the designation search form. |
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In the Results per page field, select the number of results to display on the page. If the search returns more results than the number entered, the results display on additional pages. |
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Select Search when page loads to automatically search and display all results when the page loads. |
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Under Designation filters, move fields from the Available box to the boxes on the right. |
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Shared search field for multiple filters — This option creates a single keyword search field for multiple filters. For example, you include the public name and description as filter fields. Users can enter keywords in a search field and the program will return any public names or descriptions that match the keywords. For fields where users select from finite lists such as code table entries, it may be better to use the Unique search fields for each filter option. |
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Unique search fields for each filter — This option creates multiple search fields to provide precise search results for each filter. This is most useful for fields where users select from finite lists such as code table entries. For example, if you include the designation’s purpose category and tags, users can select from the available categories and tags. |
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Under Designation summaries, design the search results display. Use merge fields to include information about designations included in the results. The text box includes the Public Name, Purpose Description, and Designation Tags List merge fields by default. If you need other merge fields, click Advanced merge fields to select additional field groups. After you select field groups, the Merge fields button on the Insert tab in the toolbar appears so you can add the additional merge fields to the display. |
To format the content’s appearance and layout, use the HTML editor. For more information about the HTML editor, see HTML Editor.
Tip: If you assigned details page URLs to the Web tab of designation records in Blackbaud CRM, you can add the Designation.BeginDetailsPageLink and Designation.EndDetailsPageLink merge fields to include a link to the specified URL. If you did not assign URLs to designation records, you can add the Designation.BeginNoDetailsPageURL and Designation.EndNoDetailsPageURL merge fields and insert a link to a page that contains a Designation Details part.
Tip: If you assigned thumbnail images on the Web tab of designation records in Blackbaud CRM, you can add the Designation.ImageThumbnail merge field to include the image in the search results.
Tip: To include an Add to cart link, insert the Designation.BeginAddtoCart and Designation.EndAddtoCart merge fields. Users can click this link to add designations in the search results to their Payment 2.0 shopping carts.
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Click Save. You return to Parts. |