The fields on this tab are used to enable and disable aspects related to the display of items in the Active Display. For example, you can enable or hide links that allow users to add and edit items. Additional fields are used to define the font, style, and background color of the sites and lists named in the Active Display, as well as any dates and times included in the display.
When you are finished making your selections on this tab, click any other administration tab to save your changes and keep the administration interface open, or click OK to save your changes and return to the Active Display.
The topics here are split into the same sections utilized on the Display Tab:
This property is only available from the administration interface in the Spring 2007 and later releases. This is the name used when the web part name is included in the display. This property can also be accessed via the web part tool pane (in any release).
NOTE: If you do not want to include the Web Part Name in the Active Display, do not simply leave this property blank. Instead, access the web part tool pane (select Modify Shared Web Part from the web part menu) and set the Frame Style to None.
This property is only available from the administration interface in the Spring 2007 and later releases. This is the description that is shown when the user hovers the mouse over the web part name in the display. It is also shown if the web part is saved and then reused. This property can also be accessed via the web part tool pane (in any release).
When this checkbox is selected, the "Add Item" link and "Edit Item" icon are included in the Active Display so users can add and edit items from the web part. When this checkbox is left blank, users can only view list items.
When this checkbox is selected, the field names from the list will be included as headings at the top of the Active Display. Users will be able to click on the field headings if they want to change the sort order of the display.
When this checkbox is selected, every list set up to be searched by the web part will be named in the Active Display results, regardless of whether or not any items are available in that list.
If a filter is applied and this option is enabled, only those lists that contain items that meet the filter criteria will be displayed; any lists that do not contain items that meet the criteria will not be shown.
When this checkbox is selected, the Active Display will include an icon to represent the list or document type. When it is not selected, no icon will be included in the return.
Standard roll-ups offer a similar property called Show Document Icons, which applies only to document libraries.
When this checkbox is selected, users can click a link to go directly to the item within the Active Display. If you choose to leave this checkbox blank, you can use it in conjunction with the Show Site and List Links option (described below) to remove a users ability to go directly to a list from within the web part.
When this checkbox is selected, the display of the site name and list name for each item returned include a clickable link.
This field is used to define the maximum number of items that will be displayed on each page of the Active Display. A Next/Previous link will be included in the display if the number of items returned is greater than the number entered here.
This option is used to define the font family, size, color, and weight utilized for the names of sites and lists that appear as group headings returned by the Active Display. Leave this field blank to use the default font and style.
This setting is useful if your site utilizes a color structure that is not matched by the CorasWorks default of a grey background and blue text. The style is based upon CSS definitions. While the CSS class cannot be entered, you can enter any text oriented toward a font style class like, such as "Font-Size:8; Color:Red"
Example: font-family: Verdana; font-size: 10pt; color: blue; font-weight: bold
This field is used to define the background color utilized for each site and list returned by the Active Display. Click Choose Color to the right of this field to select the desired color, or you can enter the color in hex format. Alternatively, you can leave this field blank to use the default color of gray (#DDDDDD).
This field allows you to alter the return of date-type fields. By default, SharePoint displays date/time fields as MM/dd/yyyy, hh:mm:ss. If you wish to have all dates or times returned show only a time or a date, you can use the following parameters.
This property allows you to define the type of information that should be presented when the Active Display is grouped by site or when dynamic or static grouping brings back site information. The following variables can be used:
The format can be returned in any way, provided that the variables entered are valid. For example, you can return the Site Title along with the Site URL. This can be done by placing "<%SiteTitle%> & <%SiteURL%>" within the text box, where "&" can be substituted for any character or phrase or can simply be removed. You can also switch the order by placing the "<%SiteURL%>" before the "<%SiteTitle%>."
This property allows you to define the type of information that should be presented when the Active Display is grouped by list or when dynamic or static grouping brings back list information. The following variables can be used:
The format can be returned in any way, provided that the variables entered are valid. For example, you can return the Site Title along with the Site URL. This can be done by placing "<%SiteTitle%> & <%ListTitle%>" within the text box, where "&" can be substituted for any character or phrase or can simply be removed. You can also switch the order by placing the "<%ListTitle%>" before the "<%SiteTitle%>."
This property allows you to define the type of information that should be presented in the Title column for each list item in the Active Display. The following variables can be used:
The format can be returned in any way, provided that the variables entered are valid. For example, you can return the Site Title along with the Site URL. This can be done by placing "<%ListTitle%> & <%ListItemTitle%>" within the text box, where "&" can be substituted for any character or phrase or can simply be removed. You can also switch the order by placing the "<%ListItemTitle%>" before the "<%ListTitle%>."
The Sorting Options section of the Display tab allows you to define how Active Display results are sorted. These properties enable you to lock in the desired sort order. You can select up to three columns to sort on in a single Active Display.
The steps to define a custom sort are as follows:
1. Place the Active Display web part on the page and make the appropriate site and list selections, plus any other web part property settings necessary on the administration interface.
2. Access the Display tab and use the drop-down fields and radio buttons below the Schema for Sort Order field to define the columns and order to use to sort the Active Display results. You can sort on up to three columns; if you want to sort on only one or two columns, leave the other drop-down(s) blank. All columns in the schema are available for sorting.
3. When you are finished, click Apply or OK. All of your changes are saved, including all of the sort rules defined above.
Standard roll-ups allow mixed currency formats in a single column, but they sort phonetically rather than numerically. For Active Displays, a mask has been applied to currency columns to treat them as numeric values, thereby allowing them to be sorted correctly. However, if an Active Display references lists that utilize the same column name but different currency formats (e.g., US Dollar, Euro), the Active Display will use the formatting of whichever list it finds first.
If you experience this issue, you can remedy it by renaming one of your Amount columns and then updating the Active Display schema to show the renamed column.
NOTE: This topic applies only to the Spring 2007 and later releases.
The properties in this section of the Display tab enable you to perform a variety of numeric functions on the values in selected columns. You choose the column you want to work with, the calculation to perform, the format of the result, and the label to use next to the result within the Active Display. The following functions are available for use on numeric columns:
In addition, a Count function can also be applied against columns that contain any type of data. The only function available on a lookup column is the Count function; Average, Minimum, Maximum, and Sum are not supported.
1. Select the column you want to work with from the Column drop-down and click Add Total. The columns listed in the drop-down are based on the currently selected schema. The page is refreshed.
2. Use the Calculation column to select the function you want to perform against the values in that column.
The available functions are based on the type of data in the column.
For non-numeric columns, the only available option is Count.
TIP: If you choose to add a Count to the Active Display, the result can be placed beneath any column in the display. You may want to experiment with the placement of the Count to determine where it is most visually effective. It does not matter if some of the items in that column are not populated; the result of the Count will not be affected because it looks at the number of list items displayed, not the value in that specific column.
3. In the Label column, type the label you want to place to the left of the results of the calculation on the Active Display. The default label is the name of the calculation selected above.
4. Use the Format drop-down to select the appropriate format for the calculation. The available formats will vary depending on the type of data in the column.
If you chose a non-numeric column above or if you chose Count as the type of calculation, the Format drop-down is grayed out.
The table below describes the available formats.
5. Once you have identified the Format, you are finished. If you would like to add another total or other function to the Active Display, select the next column you want to work with from the drop-down at the bottom of the page and select Add Another Total. Another set of entry fields is displayed. Return to Step 2 and repeat the above steps as often as necessary.
6. When you are finished, either move on to another tab or select OK to close the administration interface. Your changes are saved automatically.
If you make a mistake in the column selection, you will need to click the Remove Total link and start over again. Once you have selected the column you want to work with, the page is refreshed and the column selection drop-down is removed.
To remove a total from an Active Display, simply click the Remove Total link in the corresponding section at the bottom of the Display tab.
If you are working with a column that contains text that cannot be formatted, or a function that does not allow formatting (e.g., Count), the Format drop-down will be grayed out and will state Cant Format.
If the Active Display is configured to roll-up multiple lists and those lists use different formats for the same column and you set the Format value to Same as Column, the resulting value will be displayed in the same format as the first list encountered by the Active Display.
If you are working with a currency other than dollars, the currency symbol is determined in the column settings, not on the administration interface. To change the currency symbol:
Access the list and select Modify columns and settings from the left side of the screen.
In the columns section, click on the column that contains the currency value.
Verify that the type is set to Currency.
Select the desired format from the Currency format drop-down.
Click OK to save your changes.
If you want to use a different format than any of the options presented in the Format drop-down, you can create your own format. Just select User Defined Format from the Format drop-down. The field is changed from a drop-down to a text box so you can type the desired format. Then type the format using the appropriate specifiers defined in the tables below.