Summary Web Part Properties

Web Part Cache

Enable Web Part Cache

Toggle this checkbox on to enable caching of the information returned in this web part to the server.

Web Part Cache Interval (Minutes)

Enter the amount of time, in minutes, that you would like the information stored on the server.

Cache For Single Web Part

Toggle this checkbox on to enable the cached web part data to be used only for this web part. If this checkbox is left blank, a web part with the same name can use the same cached configuration as this web part.

Administration Properties

Show Roll-Up Administration

This selectable choice shows the web part’s Administration Window, allowing administrators to manage the lists and schemas utilized by the web part. This view is only available to Administrators of the site or web, or it can be viewed within in a Shared View.

Summary Properties

Show Items Created By Me (Only)

Toggle this checkbox on to return only those items that have been created by the currently logged in user. This overrides the Assigned To functionality built into the web part.

Show Items Modified By Me (Only)

Toggle this checkbox on to return only those items that have been modified by the currently logged in user. This overrides the Assigned To functionality built into the web part.

Summary URL

Enter the URL to which each summary category should be hyperlinked.

Suppress Errors

Toggle this checkbox on to show any errors returned by the web part. This is useful if a linked site or virtual server becomes unavailable.

Show Data

Toggle this checkbox on to show any data being returned. This is useful to confirm the information returned from SharePoint lists.

Filter Properties

Filter

Administrators have the option to use the Filter field to control the web part’s return at a higher level. If a filter is defined, users will still be able to search on the filtered return.

The format for this property is "Field=SearchText" (Example: [Postal Code] = '11111'). Alternatively, you can use > and < when filtering date fields.  (Example: "Date<7" will return items that are older than 7 days from today)  Filter grouping with parentheses () is not permitted.

The fields available to use for filtering are identified in the Supported Schemas section of this help, on the “Filterable Fields” line of each identified schema.

Examples:

Requirement 1:
Show me all tasks which are assigned to me and are due within seven days

Use:
[Assigned To]='[ME]' AND [Due Date]>#:add:-1:add:# AND [Due Date]<#:add:today:7:add:#

Requirement 2:
Show me all tasks which are assigned to me or to someone else

Use:
[Assigned To]='[ME]' || [Assigned To]='UserName'

Requirement 3:
Show me all tasks which are not assigned to me

Use:
Not [Assigned To]='[ME]'

Where...

[ME] = Currently Logged In User
[TODAY] = Today's Date
:add:7:add: = Add To Today's Date 7 Days
:add:1/1/2002:7:add: = Add 7 Days to 1/1/2002 (1/8/2002)

The following filter helpers are made available for use by 4.0 Complex Filters. These are not recommended for use here, but are available if you wish.

[MEI] = Currently Logged In User As SharePoint ID#;UserName
[Today] = Today's Date
[CurrentYearStart] = Current Year’s First Day Date
[CurrentYearEnd] = Current Year’s Last Day Date
[CurrentWeekStart] = Current Week’s First Day Date
[CurrentWeekEnd] = Current Week’s Last Day Date
[CurrentMonthStart] = Current Month’s First Day Date
[CurrentMonthEnd] = Current Month’s Last Day Date