The administration interface includes a Sites and Lists tab that is used to select the sites, portals, and/or sub-areas and lists to include in the user presentation of the Active Display. 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 Active Display.
When you are finished making your selections on this tab, make sure you click Apply to save your changes and keep the administration interface open, or click OK to save your changes and return to the Active Display. Most other tabs do not require you to click Apply to save changes; changes are saved automatically when you move from one tab to another. However, this tab differs in that clicking Apply loads your schema selections and other settings referenced by other tabs.
This field is used to specify how the web part should identify the sites and lists to include in the Active Display.
• Selective allows you to select each specific list that you want to include.
• 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 Active Display. If you choose Line of Site, the page refreshes and the "List Selection Settings" section is removed from the display.
Did you know… With Selective Active Displays, 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 Active Displays 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 Active Displays do.
NOTE: This property is available in Summer 2006 and later releases only.
There are three things you can do with this property, depending on how you want to identify the sites and lists to be referenced by the Active Display.
• To identify the sites and lists via the standard properties shown on the Sites & Lists tab, keep the default of Selected by User.
• To direct the Active Display to get the sites and lists from a Directory List, select Based on Directory List. The page is refreshed and a slightly different set of properties is displayed on the tab.
• If you plan to use Central Configuration, skip down to the Schemas prompt. When you enable Central Configuration on the Other tab, all of the properties down to the Schemas will be grayed out because they are controlled by the Central Configuration.
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 Active Display web part is placed.
The format for the URL is http://Site-URL/SiteName.
• http://www.sitename.com/site1
• http://www.sitename.com/site1/site1a
To include lists from more than one site, type the first URL you want to work with in the Site URL field and then click Add URL. The URL you just identified is placed in the box below the field. Type another URL in the Site URL field and click Add URL again. Repeat this process as many times as necessary.
To remove selected URLs from this area, highlight the URL you want to remove from the box below this field and click Remove. Alternatively, you can click Remove All to remove all URLs.
TIP 1: 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.
TIP 2: If you configure an Active Display as Line of Site and a user does not have rights to access a particular site, that site and any sites under that site will not be included in the Active Display. This is true even if the user does have rights to a site that’s below the site to which they do not have access. If you want the Active Display to include the site to which the user does have rights, you can take advantage of the ability to identify multiple URLs in the Site URL field and include the URL of the site to which they do have access.
NOTE: This property is available in Summer 2006 and later releases only. It is only displayed when the Site/List Selection Method is set to Based on Directory List.
This property is used to identify the absolute URL to the site where the Directory List is located that you want to reference for Scope Management. The Active Display will look to the Directory List to determine the appropriate sites and lists to include. Click Refresh Available Lists once you have entered this value to populate the Directory List Name drop-down.
NOTE: This property is available in Summer 2006 and later releases only. It is only displayed when the Site/List Selection Method is set to Based on Directory List.
This drop-down is used to select the name of the Directory List to reference for Scope Management. It shows all available lists, including hidden lists. The Active Display will look to this list to determine the appropriate sites and lists to include. When you select a list name here, the page is refreshed, including the available values in the Directory List View drop-down.
Remember that any user that accesses an Active Display that references a Directory List must have Read access to the Directory List. However, they do not necessarily need to be granted Read access to the site containing the Directory List.
NOTE: This property is available in Summer 2006 and later releases only. It is only displayed when the Site/List Selection Method is set to Based on Directory List.
This property is used to select the name of the view in the Directory List to utilize for Scope Management. The Active Display will look to this view in the Directory List to determine the appropriate sites and lists to include.
This drop-down field lists all of the available schemas that can be used with this web part. Unlike standard roll-ups, Active Displays only support a single schema at a time.
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.
NOTE: If you are working with a release before Spring 2007 and 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 Active Displays. You will need to create your own version of the Active Display web part that references the custom schema using the Roll-Up Wizard, which is available with the Developer and Small Business editions of the Workplace Suite.
If you are working with Spring 2007 or a later release, you can modify or create your own schema using the Columns tab, or the Roll-Up Wizard.
This optional field is used to define the number of levels to search within a site to find lists for the Active 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.
If you have chosen the Selective return type and you change the value identified in this field, click the “Refresh Available Lists” option to the right of this field. This updates the sites and lists identified in the Available Lists drop-down field, described below.
If Central Configuration is enabled for this Active Display (Summer 2006 and later releases only), this property may be affected in one of these three ways:
• A label may be displayed above the entry field, stating the maximum levels allowed. If you attempt to identify a larger number than the maximum, the property will be automatically reset to the maximum number of levels allowed when you click Apply or OK.
• The property may be grayed out, denoting that the number of site levels searched is managed by the Central Configuration.
• There may not be any Central Configuration settings that affect the site levels searched, in which the property is displayed (and defined) as usual.
This drop-down field 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 "Currently Selected Lists" field. The format for the lists displayed here is “Site Name | List Name.”
Click on a list to add it to your selection for the web part display. Click "Select All Sites & Lists" to include items from all of the available lists in the web part display.
Summer 2006 and later releases: If Central Configuration is enabled for this Active Display, this property will not be displayed.
This area displays all of the lists you have selected to include in the Active 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 Active Display.
Summer 2006 and later releases: If Central Configuration is enabled for this Active Display, this property will not be displayed.
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.