Supported Schemas

Schemas are what allow roll-up web parts to access, understand, and display a list.  They contain all of the elements that identify the list: the list type, the fields to look for, the fields to display and in what order, which fields can be used in a search or a filter, and the percentage of the display that each column should take up.

The following schemas are supported by CorasWorks Roll-Up Advanced (Spreadsheet) web parts out of the box. If you have created your own schemas, they will not be available for selection from this version of the web part; if you want to work with additional schemas and you have either the Developer or Small Business edition of the Workplace Suite, you can use the Roll-Up Wizard to create a modified version of this web part that utilizes the additional schemas.

NOTE: In order for a roll-up to work correctly, each list that is referenced by the roll-up must contain the fields named as “List Template Required Fields” below. Additional fields may be included in the list, but the ones named in each schema below are required.

Announcements (AR0001)

Display Fields: Title (Main Field), Body
Search Fields: Title (Main Field), Body, Expires (DATE)
Filterable Fields: Title, Body, Expires (DATE)
Order By: Title, Body
List Template Type: Announcements
List Template Required Fields: Title (Main Field), Body, Expires (DATE)

Announcements Publish (AR0002)

Display Fields: Title (Main Field), Body
Search Fields: Title (Main Field), Body, Expires (DATE), Publish
Filterable Fields: Title, Body, Expires (DATE), Publish
Order By: Title, Body
List Template Type: Announcements
List Template Required Fields: Title (Main Field), Body, Expires (DATE), Publish

Contacts (CR0001)

Display Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone,
Search Fields: Last Name (Main Field), First Name, Company, Business Phone, Email Address, City, State, Postal Code
Filterable Fields: Last Name, First Name, Company, Business Phone, Email Address, City, State, Postal Code
Order By: Last Name, First Name, Company
List Template Type: Contacts
List Template Required Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone, City, State, Postal Code

Contacts Publish (CR0002)

Display Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone,
Search Fields: Last Name (Main Field), First Name, Company, Business Phone, Email Address, City, State, Postal Code, Publish
Filterable Fields: Last Name, First Name, Company, Business Phone, Email Address, City, State, Postal Code, Publish
Order By: Last Name, First Name, Company
List Template Type: Contacts
List Template Required Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone, City, State, Postal Code, Publish

CW Co Contacts (CR0003)

Display Fields: Contact, Company (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description
Filterable Fields: Contact, Company, Job Title, Business Phone, Email Address, City, State, Type, Description
Order By: Contact, Company
List Template Type: Contacts
List Template Required Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description

CW Co Contacts Publish (CR0004)

Display Fields: Contact, Company (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Filterable Fields: Contact, Company, Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Order By: Contact, Company
List Template Type: Contacts
List Template Required Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish

CW Org Contacts (CR0005)

Display Fields: Contact, Organization (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description
Filterable Fields: Contact, Organization, Job Title, Business Phone, Email Address, City, State, Type, Description
Order By: Contact, Organization
List Template Type: Contacts
List Template Required Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description

CW Org Contacts Publish (CR0006)

Display Fields: Contact, Organization (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Filterable Fields: Contact, Organization, Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Order By: Contact, Organization
List Template Type: Contacts
List Template Required Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish

Documents (DR0001)

Display Fields: Name (Main Field), Title
Search Fields: Name (Main Field), Title
Filterable Fields: Name, Title
Order By: Title, Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title

Documents Publish (DR0002)

Display Fields: Name (Main Field), Title
Search Fields: Name (Main Field), Title, Publish
Filterable Fields: Name, Title, Publish
Order By: Title, Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title, Publish

CW Documents (DR0003)

Display Fields: Name (Main Field), Description, Date Released (DATE), Author
Search Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE)
Filterable Fields: Name, Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE)
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE)

CW Documents Publish (DR0004)

Display Fields: Name (Main Field), Description, Date Released (DATE), Author
Search Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE), Publish
Filterable Fields: Name, Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE), Publish
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE), Publish

Documents SPS (DR0005)

Display Fields: Name (Main Field), Description
Search Fields: Name (Main Field), Title, Description
Filterable Fields: Name, Title, Description
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title, Description

Documents SPS Publish (DR0006)

Display Fields: Name (Main Field), Description
Search Fields: Name (Main Field), Title, Description, Publish
Filterable Fields: Name, Title, Description, Publish
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title, Description, Publish

Events (ER0001)

Display Fields: Title (Main Field), Begin (DATE), End (DATE)
Search Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description
Filterable Fields: Title, Begin (DATE), End (DATE), Location, Description
Order By: Begin (DATE), End (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description

Events Publish (ER0002)

Display Fields: Title (Main Field), Begin (DATE), End (DATE)
Search Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description, Publish
Filterable Fields: Title, Begin (DATE), End (DATE), Location, Description, Publish
Order By: Begin (DATE), End (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description, Publish

STS V1.0 Events (ER0005)

Display Fields: Title (Main Field), Event Date (DATE), End Date (DATE)
Search Fields: Title (Main Field), Event Date (DATE), End Date (DATE), Location, Description
Filterable Fields: Title, Event Date (DATE), End Date (DATE), Location, Description
Order By: Event Date (DATE), End Date (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Event Date (DATE), End Date (DATE), Location, Description

STS V1.0 Events Publish (ER0006)

Display Fields: Title (Main Field), Event Date (DATE), End Date (DATE)
Search Fields: Title (Main Field), Event Date (DATE), End Date (DATE), Location, Description
Filterable Fields: Title, Event Date (DATE), End Date (DATE), Location, Description
Order By: Event Date (DATE), End Date (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Event Date (DATE), End Date (DATE), Location, Description, Publish

Links (LR0001)

Display Fields: URL (Main Field), Notes
Search Fields: URL (Main Field), Notes
Filterable Fields: URL, Notes
Order By: URL
List Template Type: Links
List Template Required Fields: URL (Main Field), Notes

Links Publish (LR0002)

Display Fields: URL (Main Field), Notes
Search Fields: URL (Main Field), Notes, Publish
Filterable Fields: URL, Notes, Publish
Order By: URL
List Template Type: Links
List Template Required Fields: URL (Main Field), Notes, Publish

Tasks (TR0001)

Display Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Filterable Fields: Title, Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Order By: Title, Status
List Template Type: Tasks
List Template Required Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description

Tasks Publish (TR0002)

Display Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Filterable Fields: Title, Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Order By: Title, Status
List Template Type: Tasks
List Template Required Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish

Project Status (TR0003)

Display Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Filterable Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Order By: Title, Project Status
List Template Type: Tasks
List Template Required Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description

Project Status Publish (TR0004)

Display Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Filterable Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Order By: Title, Project Status
List Template Type: Tasks
List Template Required Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish