Design Directory
For information about creating or editing a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
|
1.
|
From the Design tab, in the Directory title field, enter a name for the directory, such as “Class of 2000 Directory.” |
|
2.
|
In the No Records Found Message field, enter a message to appear if no records meet the search criteria when the member searches the directory on your website. By default, “No directory entries match your criteria” appears. |
|
3.
|
In the Directory type field, select the type of data to use for the directory. You can select “All Students,” “All Faculty/Staff,” “All Individuals,” or “All EE Records.” To select an existing query from The Education Edge to use as the directory, select “Query.” For example, a Directory type of “All Faculty/Staff” refers to a directory that searches all faculty/staff records with those type fields. |
Note: A Directory type of “All EE Records” refers to a directory that searches student, faculty/staff, and individual records only in The Education Edge. You cannot use the Directory (Education Edge) part to search applicant records in The Education Edge.
|
4.
|
If, in the Directory type field, you select “Query,” the Limit to Query field appears. To specify the query to use for the directory, click Change. The Query Search screen appears. |
Tip: If you create a query in The Education Edge, you may need to refresh Blackbaud NetCommunity for it to appears as a selection. To refresh, select View, Refresh from the menu bar.
|
5.
|
In the Show Navigation Buttons field, select where the navigation buttons appear in relation to the results. You can select “Top,” “Bottom,” or “Both.” On the website, the user uses the navigation buttons to move through the search results. |
|
6.
|
In the Number of Search Columns field, select how many columns of search fields to appear in the criteria table. You can display up to five columns. |
|
7.
|
To add an additional column that include links to personal pages, in the Include a personal page link [ ] with title [ ] field, select a personal page and enter a title for the column. An icon appears in column for any user with a personal page of the selected type. Website users can click the icon to access the user’s personal page. |
|
8.
|
Directory results can link to other pages on your website. The field you list first in the Listing Fields box below becomes the link to the page you select in Linked Page field. The Linked Page fields that appear depend on your selection in the Directory type field. |
|
•
|
If, in the Directory type field, you select “All Students” or a student query, the Faculty/Staff Linked Page and Student Linked Page fields appear. |
|
•
|
If, in the Directory type field, you select “All Faculty/Staff” or a faculty/staff query, the Faculty/Staff Linked Page field appears. |
|
•
|
If, in the Directory type field, you select “All Individuals” or an individual query, the Individual Linked Page field appears. |
|
•
|
If, in the Directory type field, you select “All EE Records,” the Faculty/Staff Linked Page, Student Linked Page, and All Individuals fields appear. |
Note: To link the search results to the relationships of a selected person, select a page that uses the Profile Form (Education Edge) part. For more information, see Profile Form (Education Edge).
To link the search results of a specific directory type to another page, click Click here to select a page. The Select a Page screen appears. Select the option for the page to link to the directory search results. You can link the directory to any page with applicable data. For example, to link a faculty name on a directory to the profile for the selected person, select a page that uses the Profile Display (Education Edge) part, and click OK. You return to the Edit Part screen.
To display additional education profile information, link to a page that includes a User Education Profile Form part under a Profile Display part. A Profile Display part contains primary education information such as Campus, GPA, and Major. The User Education Profile Form part includes this information for all education records.
To remove the selected Linked Page, click Remove. If you do not link the search results to another page, the directory appears as unlinked text.
|
9.
|
To process a search while a user browses your Directory page, select Auto Search. The search processes directory records before a user enters criteria and clicks Search on your website. |
The Search button appears on your website only if you have Search Form Fields selected.
|
10.
|
The Directory search can return up to 500 results that match the criteria entered by a site user. In the Results Per Page field, select the maximum number of results to appear on a page when a site user searches the directory. You can display up to 50 results per page. |
|
11.
|
Select the fields the user can search by, such as First Name or Last Name. To select a field, right-click and drag it from the Fields box on the left to the Search Form Fields box on the right. You can also select the field and click the right arrow to move it. |
|
•
|
The link button indicates a linked field. For example, you can click on a linked field to access an applicable profile display page or profile form. |
|
•
|
The magnifying glass indicates a search form field. On the website, the user can use a search form field to browse for data that matches criteria the user enters. |
|
•
|
A field listed with multiple layers indicates a multiple-value field. On the website, multiple-value attribute fields, such as Position, become drop-down boxes with the various attributes available as selections. |
|
|
To arrange the placement of a field in the Search Form Fields box, select the field and click the Up or Down button. |
|
|
If you have no fields selected in the Search Form Fields box, the Search button does not appear on your website. |
|
12.
|
Select the fields to appear when the search finds a match. To select a field, right-click and drag it from the Fields box on the left to the Listing Fields box on the right. You can also select the field and click the right arrow to move it. |
Note: The fields in the Search Form Fields list and the Listing Fields list do not have to match.
Note: The first field you list for results acts as a link to the Linked Page. However, if the first field’s data is marked Privacy Editable on the Profile Form and the user chooses to hide the data, no link exists. For example, if you select to list First name first, and the user selects to hide First name data, no link exists.
For example, you select to list the alumni’s last name, first name, class year, teacher, and homeroom. In this case, the last name is the link. When results appear, the last name has a line underneath it and changes color when you drag your mouse over it to indicate it is a link. When a website user clicks the last name link, the published profile information for that directory member appears.
|
13.
|
Click Save. You return to Parts. |