NOTE: This topic applies only to versions of Advanced Tree View Roll-Ups from before the Summer 2005 release. If you are working with Summer 2005 or a later release, please see “Admin: Sites and Lists Tab” instead.
The Administration View of a roll-up web part is displayed when you first drag and drop the web part onto a page. It can also be accessed via the Actions menu. This view is used to select the sites, portals, and/or sub-areas and lists to include in the user presentation of the roll-up. You can select any number of lists or libraries from any number of sites on the server that the web part is running on as the source for the roll-up.
This field is used to specify how the web part should identify the sites and lists to include in the roll-up display.
• Selective allows you to select each specific list that you want to include. If you choose Selective, the "Available Lists" and "Current Lists" fields will be activated.
• Line of Site enables you to identify a URL and the number of levels below that URL to include in the display. Any sites that exist now or are created in the future within the specified number of levels will be automatically recognized and included in the roll-up display. If you choose Line of Site, the "Available Lists" and "Current Lists" fields are not used. Make sure you click the "Save Selection" button to save the settings entered in the "Site URL" and "Levels Searched" fields.
Did you know… With Selective roll-ups, you can reference a list to which your users have read access in a site to which they do not have access. This is because Selective roll-ups hard-code the URL of the site and list, and do not check to see if the user has access to the entire site, as Line of Site roll-ups do.
This optional field is used to define the URL for the site (or the top-level site) you want to access and from which you want to return list items. This can be any SharePoint site that resides on the same server as this web part. If this field is left blank, it will default to the URL where the web part is placed.
The format for the URL is http://Site-URL/SiteName.
Examples:
• http://www.sitename.com/
• http://www.sitename.com/site1
• http://www.sitename.com/site1/site1a
To include lists from more than one site, you can place a semicolon (;) between the URLs you want to access. Make sure there is no space between the first URL, the semicolon, and the second URL.
Example:
http://www.sitename.com;http://www.othersitename.com/site
This applies to
both Selective and Line of Site return types.
TIP: If the site that contains the lists you want to work with is displayed by the Workplace View Advanced web part, you can right-click on the site, select Copy Shortcut, and paste the URL in the Site URL field.
This optional field is used to define the number of levels to search within a site to find lists for the roll-up display. If this field is left blank, it will default to 0, which searches only the site named in the “Site URL” field. The maximum recommended number of levels is 10.
Please make sure that a number is entered in this field. If you spell out a number, it will result in an error and no lists will be found.
This drop-down field lists all of the available schemas that can be used with this web part. The default is “Utilize All Schemas.” However, you can choose to include only those lists that utilize a particular schema. This can be useful if you want to narrow your search to those list templates that include the fields that you want to use.
Schemas contain the elements that identify a list: the list type, filter and search fields, display fields, and so on. When you select a schema, the elements of that schema will be used to find only those lists that match that schema profile. Lists of schemas can be found in the Supported Schemas section of this web part help.
If you have created your own schemas, you will not be able to select them from the Schemas drop-down for the out-of-the-box CorasWorks Tree View roll-ups. You will need to create your own version of the roll-up web part that references your custom schema using the Roll-Up Wizard, which is available with the Developer and Small Business editions of the Workplace Suite.
This button will execute a search of the chosen site structure and then display the sites and lists that match your criteria in the "Available Lists" drop-down field.
This button will save your web part settings for the Line of Site return type. You must click this button if a change has been made to the selections in the “Site URL”, “Levels Chosen”, or “Schema” fields.
This area displays the lists available to be chosen for return by the web part. This includes all available lists, even if they have already been selected and are displayed in the "Current List(s)" field. The format for the lists displayed in this field is “Site Name | List Name.”
Select a list to add it to the web part display. Select "Add All Sites & Lists" to include items from all of the lists returned in the web part display.
This area displays all of the lists you have selected to include in the roll-up display. The format for the lists displayed in this field is “Site Name | List Name.”
To remove a list, simply highlight the list and it will be removed from the display. Select "Remove All Sites & Lists" to remove all of the lists from the roll-up display.
This button closes the Administration view and returns you to the web part’s data view.