The fields on this tab are used to enable and disable aspects related to the display of items in the roll-up. 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 roll-up, 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 roll-up display.
The topics here are split into the same sections utilized on the Display Tab:
When this checkbox is selected, the "Add Item" link and "Edit Item" icon are included in the roll-up 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 roll-up 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 roll-up 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 roll-up 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 roll-up 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 user’s 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 roll-up 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 sites and lists returned by the roll-up. 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 roll-up. 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.
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d |
The day of the month. Single-digit days will not have a leading zero. |
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dd |
The day of the month. Single-digit days will have a leading zero. |
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ddd |
The abbreviated name of the day of the week, as defined in AbbreviatedDayNames. |
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dddd |
The full name of the day of the week, as defined in DayNames. |
|
M |
The numeric month. Single-digit months will not have a leading zero. |
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MM |
The numeric month. Single-digit months will have a leading zero. |
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MMM |
The abbreviated name of the month, as defined in AbbreviatedMonthNames. |
|
MMMM |
The full name of the month, as defined in MonthNames. |
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y |
The year without the century. If the year without the century is less than 10, the year is displayed with no leading zero. |
|
yy |
The year without the century. If the year without the century is less than 10, the year is displayed with a leading zero. |
|
yyyy |
The year in four digits, including the century. |
|
gg |
The period or era. This pattern is ignored if the date to be formatted does not have an associated period or era string. |
|
h |
The hour in a 12-hour clock. Single-digit hours will not have a leading zero. |
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hh |
The hour in a 12-hour clock. Single-digit hours will have a leading zero. |
|
H |
The hour in a 24-hour clock. Single-digit hours will not have a leading zero. |
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HH |
The hour in a 24-hour clock. Single-digit hours will have a leading zero. |
|
m |
The minute. Single-digit minutes will not have a leading zero. |
|
mm |
The minute. Single-digit minutes will have a leading zero. |
|
s |
The second. Single-digit seconds will not have a leading zero. |
|
ss |
The second. Single-digit seconds will have a leading zero. |
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f |
The fraction of a second in single-digit precision. The remaining digits are truncated. |
|
ff |
The fraction of a second in double-digit precision. The remaining digits are truncated. |
|
fff |
The fraction of a second in three-digit precision. The remaining digits are truncated. |
|
ffff |
The fraction of a second in four-digit precision. The remaining digits are truncated. |
|
fffff |
The fraction of a second in five-digit precision. The remaining digits are truncated. |
|
ffffff |
The fraction of a second in six-digit precision. The remaining digits are truncated. |
|
fffffff |
The fraction of a second in seven-digit precision. The remaining digits are truncated. |
|
t |
The first character in the AM/PM designator defined in AMDesignator or PMDesignator, if any. |
|
tt |
The AM/PM designator defined in AMDesignator or PMDesignator, if any. |
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z |
The time zone offset ("+" or "-" followed by the hour only). Single-digit hours will not have a leading zero. For example, Pacific Standard Time is "-8". |
|
zz |
The time zone offset ("+" or "-" followed by the hour only). Single-digit hours will have a leading zero. For example, Pacific Standard Time is "-08". |
|
zzz |
The full time zone offset ("+" or "-" followed by the hour and minutes). Single-digit hours and minutes will have leading zeros. For example, Pacific Standard Time is "-08:00". |
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: |
The default time separator defined in TimeSeparator. |
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/ |
The default date separator defined in DateSeparator. |
This property allows you to define the type of information that should be presented when the roll-up is grouped by site or when dynamic or static grouping brings back site information. The following variables can be used:
· <%SiteTitle%>
· <%SiteURL%>
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 roll-up is grouped by list or when dynamic or static grouping brings back list information. The following variables can be used:
· <%SiteTitle%>
· <%SiteURL%>
· <%ListTitle%>
· <%ListURL%>
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 roll-up. The following variables can be used:
· <%SiteTitle%>
· <%ListTitle%>
· <%ListItemTitle%>
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 roll-up 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 roll-up.
The steps to define a custom sort are as follows:
1. Place the roll-up 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 roll-up 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 action-enabled roll-ups, a mask has been applied to currency columns to treat them as numeric values, thereby allowing them to be sorted correctly. However, if an action-enabled roll-up references lists that utilize the same column name but different currency formats (e.g., US Dollar, Euro), the roll-up 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 roll-up schema to show the renamed column.