Admin: Sites and Lists Tab

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 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.

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 roll-up display. 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.

Return Type

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.

      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 page refreshes and the "List Selection Settings" section is removed from the display.

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.

Site URL

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 roll-up 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, 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 a roll-up 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 roll-up. 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 roll-up 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.

Schemas

This drop-down field lists all of the available schemas that can be used with this web part. 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 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 Calendar 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.

Site Levels Searched

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.

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.

Available Lists (Selective Only)

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.

Currently Selected Lists (Selective Only)

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.