Karen Cwalinski Normal Karen Cwalinski 2 28 2006-10-27T19:38:00Z 2006-10-27T19:38:00Z 3 4857 27687 CorasWorks Corp 230 64 32480 11.8107 false false false C:\Documents and Settings\KCwalinski\Desktop\Summer 06 Help\CorasWorks Web Parts Help.d2h

Roll-Up Wizard

Overview XE "Overview:Roll-Up Wizard"  XE "Roll-Up Wizard:Overview"

The CorasWorks Roll-Up Wizard™ consists of a single web part used to create roll-up web parts that utilize your own custom schemas, so you can create solutions that perfectly match your specific business requirements.  The Roll-Up Wizard enables you to create any type of roll-up, including action-enabled roll-ups (Winter 2006 only), and use any list, library, or gallery in the SharePoint environment.  As of the Summer 2005 release of the Workplace Suite, you can also use the Roll-Up Wizard to modify any existing roll-up web part on a page.

The Roll-Up Wizard is available only with the Developer Edition and the Small Business Edition of the CorasWorks Workplace Suite; it is not included in the Professional Edition.

NOTE: In order to use the web parts you create with the Roll-Up Wizard, the server on which they are placed must have the underlying CorasWorks web part installed as well.  For example, if you create a custom Contact Spreadsheet Roll-Up, the CorasWorks Spreadsheet Contact Roll-Up Advanced must be installed on the server.

 

 

Last Modified:  DATE \@ "MMMM yy" October 06

 


Create a New Roll-Up from Scratch XE "Roll-Up Wizard:Create a roll-up – Summer 05 and Later"  XE "Web Parts:Create a new roll-up – Summer 05 and Later"  XE "Roll-Ups:Creating – Summer 05 and Later "  XE "Create a Roll-Up:Summer 05 and Later "

NOTE: This topic applies only to Summer 2005 and later releases of the Roll-Up Wizard. If you are working with a previous release please see “Create a Roll-Up (Pre-Summer 2005)” instead.

The basic steps for creating a new roll-up web part from scratch via the Roll-Up Wizard are described below. If you want to modify an existing roll-up, please refer to Modify an Existing Roll-Up.

1.  On the main wizard interface, keep the default selection of Create a new Roll-Up.

2.  In the List Site URL field, specify the URL that contains the lists for which you want to create the roll-up. This can be any SharePoint site that resides on the same server as the Roll-Up Wizard. If you leave this field blank, it defaults to the site where the Roll-Up Wizard is placed. The format for the URL must be: "http://Site-URL/SiteName".

3.  Click Return Lists. This loads the specified site’s lists into the Lists field.

NOTE: If you are working in an SPS environment, do not create a roll-up that utilizes the Sites list where your site collections are tracked. If you do this, the Title column in your roll-up results will not display any values.

4.  In the Lists field, select the list for which you want to create the roll-up.

5.  Use the Roll-Up Type field to select the type of roll-up you want to create: Action, Calendar, Chart, My, Spreadsheet, Tree-View. After choosing a roll-up type, the administration window will automatically expand to display the chosen list’s fields, along with the properties in the following steps.

6.  Next, you need to enter a name for the schema to be created, plus a name and description for the roll-up web part to be created.

·      The Schema Name will be included in the administration interface for the new roll-up. You may want to prefix your schema names with an abbreviation, such as the first two letters of your list type name. For example, all CorasWorks schemas begin with a list type abbreviation like Task Roll-Up = TR. Your schema names should be unique.

·      The Web Part Name is displayed in the web part galleries and web part libraries. Try to use self-describing names so the people who use your web part will be able to identify its purpose without having to read about it.

·      The Web Part Description is displayed when a mouse is placed over the web part name on the Add Web Parts menu and when a web part is loaded onto a page. It should be brief, but detailed enough to provide a quick overview of the web part’s purpose. If possible, keep the description to one or two sentences.

7.  In the lower section, select the fields you want to display in your roll-up. You can set the properties described below for each field.

NOTE: For performance reasons, CorasWorks roll-ups do not support more than 20 columns of data, including search columns. As more columns are added to a roll-up, the search process will become noticeably slower. From a visibility and usability perspective, try to limit the number of columns to 6 or 7.

·      Display - Toggle this checkbox to include the field in your web part display. If the checkbox is left blank, the field will not be included in the display.

NOTE: When creating a "My" roll-up, the column that is set for the Assigned To column (where the roll-up looks for “me”) must be a displayed column. It is not enough for that field to be searchable.

·      Display Order – (Optional) This field is used to set the order in which the web part's columns will be displayed. If you do not select a sort order, the fields will be displayed in the order that they appear in the fields list.

·      Display % - (Optional) This field allows you to select how wide you want each field column to be. After you set the Display %, the total for all Display % fields should add up to 100. If you do not set a Display % value, the roll-up web part will determine the width each time the roll-up is displayed, based upon the width of the data in each column in each group. To ensure a consistent column width from one group to another within the roll-up display (so they all line up neatly), define a Display % here.

·      Search - Toggle this checkbox on for those fields you want to make available to any searches users perform against the web part results. These fields do not have to be displayed.

NOTE: The fields you identify here for searching are also made available for use in filters.

·      Sort Order - (Optional) The sort order determines how the web part you are creating will sort the results. For example, if you are creating a roll-up for a Contact list, you might set the Last Name field’s sort order to 1 and the First Name field’s sort order to 2. This would display the contacts in alphabetical order first by Last Name and then by First Name.

8.  If you are creating a calendar-type roll-up, you can select Begin, End, Title, and (optional) Recurrence, RecurrenceData, and MasterSeriesItemID fields. These fields allow the Roll-Up Wizard to map list field names to the corresponding calendar field names, and determine which columns to use for the dates.
For example, an Event list uses Begin as the name of the field that stores the date on which events are to begin. However, a German language site may define the Begin field as Beginn. You might also create a custom field and name it Start. It is possible to map any of these names to the Begin field using the Field Name Mapping properties.

The following fields must be mapped to a corresponding calendar field:

·      Begin (DateTime)

·      End (DateTime)

·      Title (string)

If you want to support recurring events for event type lists, the following fields also need to be mapped:

·      Recurrence (boolean)

·      RecurrenceData (string)

·      MasterSeriesItemID (integer)

In order for the field mapping to function properly, the field being mapped must contain the same data type as the field it is being mapped to.

9.  In order for a “My” roll-up to display information that is relative to a specific user, you must map the User Field to a corresponding list field. For example, if you are creating a roll-up that will display all items that are assigned to the currently logged in user, you might map the Assigned To field to the User Field. Optionally, you could select the Modified By field to create a roll-up that would display items that had been modified by the currently logged in user.

10. When you are finished, click the Create Web Part button and confirm that you wish to create the web part. This saves the new roll-up web part and stores it in the specified web part gallery or library. (See Web Part Properties for more information on selecting these locations.)

You now have a roll-up web part that you can use in your solutions. You can further customize this web part by dragging it from its web part gallery or document library and using the web part’s administration interface to modify its behavior. To learn more about using a web part you have created, please refer to the online help for the corresponding CorasWorks roll-up type.

TIP: When the roll-up web part is created, you can right-click on the file name and save it to your desktop or another location.

 

Modify an Existing Roll-Up  XE "Roll-Up Wizard:Modify a Roll-Up"  XE "Web Parts:Modify an Existing Roll-Up Web Part"  XE "Roll-Ups:Modifying"  XE "Modify a Roll-Up"  XE "Change a Roll-Up"

NOTES:

·      This topic applies only to Summer 2005 and later releases of the Roll-Up Wizard. If you are working with a previous release, you cannot modify an existing web part.

·      The Roll-Up Wizard does not load web parts directly from the web part gallery. Instead, the web part must be instantiated on a page in order for it to be loaded into the Roll-Up Wizard for modifications. 

·      The Roll-Up Wizard does not modify existing web parts, but allows you to load existing web parts that were created with the Roll-Up Wizard into its GUI.  The modifications you make do not affect existing instances of the roll-up; they only affect instances that are placed on a page from that time going forward.

One of the key enhancements made for the Summer 05 release of the Workplace Suite is the ability to modify an existing roll-up web part that was created with the Roll-Up Wizard.  In the past, you could not make changes to a roll-up after it had been created; if you wanted to add fields or modify the order or searchable fields, you had to repeat the entire process of creating the roll-up.

The Roll-Up Wizard now makes it easy to make these changes to an existing roll-up. The procedures are described below.

To modify an existing roll-up:

1.  Place the Roll-Up Wizard onto any page.  You can always delete it when you are finished modifying the roll-up. 

2.  Click the radio button next to Create a new Roll-Up based on an existing Roll-Up.  Additional fields are displayed directly below the button.

3.  In the Roll-Up Site URL field, type the URL where the web part you want to modify is located. If it is on the current site, you can leave this field blank.

NOTE: Make sure the URL includes the .aspx extension. This is required so the Roll-Up Wizard knows the exact page where the existing web part exists.

4.  Click Return Roll-Ups. All available roll-up web parts on the specified site are listed in the Roll-Ups field.

5.  Select the desired roll-up web part from the Roll-Ups field.

6.  Select the list you want to reference from the Lists field, and the type of roll-up you want to create from the Roll-Up Type field. The display is expanded.

7.  Make the desired changes to any of the settings on the page.

·      If you want to create a new web part based on the settings of the existing one, type a new name in the Web Part Name field and then make the rest of your changes.

·      If you do not change the Web Part Name, you will overwrite the existing roll-up web part file when you save your changes. This will not affect any instances of the web part that already exist on any sites, including the one you identified above.  Your changes will affect new instances of the web part that are placed on a site from this point going forward.

NOTE 1: If you select a web part that has multiple schemas, the Roll-Up Wizard will load the first schema in the schemas list into the GUI.

NOTE 2: For performance reasons, CorasWorks roll-ups do not support more than 20 columns of data, including search columns. As more columns are added to a roll-up, the search process will become noticeably slower. From a visibility and usability perspective, try to limit the number of columns to 6 or 7.

8.  When you are finished, click Create Web Part. A confirmation message is displayed. Click OK to save your changes and create the modified web part.

 

Create a Roll-Up (Pre-Summer 2005)  XE "Roll-Up Wizard:Create a Roll-Up – Pre-Summer 05"  XE "Web Parts:Create a New Roll-Up – Pre-Summer 05"  XE "Roll-Ups:Creating – Pre-Summer 05"  XE "Create a Roll-Up: Pre-Summer 05"

NOTE: This topic applies only to versions of the Roll-Up Wizard from before the Summer 2005 release. If you are working with Summer 2005 or a later release, please see 0Create a New Roll-Up from Scratch (Summer 05 and Later)Help_D2HPrivate(-9,1620)Create a New Roll-Up from Scratch0 instead.

The main interface for the Roll-Up Wizard displays the following fields, which are used to define the roll-up you want to create or modify.

Site URL

(Optional) Enter the URL(s) for the site(s) from which you want to return links, sites, and lists. This can be any SharePoint site that resides on the same server as this web part. If you leave this field blank, it defaults to the site where the Roll-Up Wizard is placed. The format for the URL must be: "http://Site-URL/SiteName".

Examples:
http://www.sitename.com/;http://www.sitename.com;http://www.sitename2.com 
http://www.sitename.com/site1
http://www.sitename.com/site1/site1a

Return Lists (command button)

Click this button to load the specified site’s lists into the Lists field.

Lists

This drop-down field contains all the current lists returned by the web part. Out of the box, the Roll-Up Wizard is designed to support the creation of roll-ups for Announcements, Contacts, Documents, Events, Links, and Tasks list types. Select the type of list for which you want to create or modify a web part.

Roll-Up Type

Select the type of roll-up that you want to create: Calendar, Chart, My, Spreadsheet, or Tree-View. After choosing a roll-up type, the administration window will automatically expand to display the chosen list’s fields, along with the properties described below. If you are in the process of modifying an existing web part, the saved settings are displayed.

Schema Name

This field is used to define the name for the schema to be created. After you create a web part using the Roll-Up Wizard, this schema name is shown in the web part’s Schemas list box. While not necessary, you may want to prefix your schema names with an abbreviation, such as the first two letters of your list type name. For example, all CorasWorks schemas begin with a list type abbreviation like Task Roll-Up = TR. Your schema names should be unique.

Web Part Name

This field is used to define the name for the web part to be created. The web part name is displayed in the web part galleries and the web part libraries. If possible, try to use self-describing names so that the people who use your web part will be able to identify its purpose without having to read about it.

If you are modifying an existing web part and:

·      If you want to create a new web part based on the settings of the existing one, type a new name in the Web Part Name field and then make the your changes.

·      If you do not change the Web Part Name, you will overwrite the existing roll-up web part file when you save your changes.  This will not affect any instances of the web part that already exist on any sites.  Your changes will affect new instances of the web part that are placed on a site from this point going forward.

Web Part Description

This field is used to provide a description for the web part that to be created. The description is displayed when users place their mouse over the web part name within the Add Web Parts menu and when a web part is loaded onto a page. The description should have enough detail to give them a quick overview of the web part's purpose. If possible, you should keep the description to one or two sentences.

Create Web Part Command Button

After you have identified all of the above information, click the “Create Web Part” button to create your web part. This will create a Roll-Up web part and store it in the specified web part gallery or library (see Web Part Properties for more information on selecting these locations).

List Field Properties

After you select a list to use for your web part, the list’s fields will load into the Administration window. You can set the properties described below for each field. If you are modifying an existing web part, the previous selections are displayed.

NOTE: For performance reasons, CorasWorks roll-ups do not support more than 20 columns of data, including search columns. As more columns are added to a roll-up, the search process will become noticeably slower. From a visibility and usability perspective, try to limit the number of columns to 6 or 7.

Name (Read-Only)

The name of the field (column) in the list, provided for informational purposes only.

Display

Toggle this checkbox to include the field in your web part. If the checkbox is left blank, the field will not be included in the display.

NOTE: When creating a "My" roll-up, the column that is set for the Assigned To column (where the roll-up looks for “me”) must also be a displayed column. It is not enough for that field to be searchable.

Display Order (Optional)

This field is used to set the order in which the web part's columns will be displayed. If you do not select a sort order, the fields will be displayed in the order that they appear in the fields list.

Display % (Optional)

This field allows you to select how wide you want each field column to be. After you set the Display %, the total for all Display % fields should add up to 100. If you do not set a Display % value, the roll-up web part will leave the display size up to the browser.

Search

Toggle this checkbox on for those fields you want included in any search users perform against the web part.

Sort Order (Optional)

The sort order determines how the web part you are creating will sort the results. For example, if you are creating a roll-up for a Contact list, you might set the Last Name field’s sort order to 1 and the First Name field’s sort order to 2. This would display the contacts in alphabetical order first by Last Name and then by First Name.

Field Name Mapping

When you select Calendar or My roll-up types, the Field Name Mapping options are displayed. These properties allow you to map list fields to either user or calendar fields.

Calendar Mapping Fields

When creating Calendar type roll-ups, these fields allow the Roll-Up Wizard to map list field names to the corresponding calendar field names. For example, an Event list uses Begin as the name of the field that stores the date on which events are to begin. However, a German language site may define the Begin field as Beginn. Further, you may create a custom field and name it Start. It is possible to map any of these names to the Begin field using the List Field Name Mapping property.

The following fields must be mapped to a corresponding calendar field:

·      Begin (DateTime)

·      End (DateTime)

·      Title (string)

If you want to support recurring events for event type lists, the following fields also need to be mapped:

·      Recurrence (boolean)

·      RecurrenceData (string)

·      MasterSeriesItemID (integer)

In order for the field mapping to function properly, the field being mapped must contain the same data type as the field it is being mapped to.

My Mapping Fields

In order for the My Roll-Ups to display information that is relative to a specific user, you must map the User Field to a corresponding list field. For example, if you are creating a roll-up that will display all items that are assigned to the currently logged in user, you might map the Assigned To field to the User Field. Optionally, you could select the Modified By field to create a roll-up that would display items that had been modified by the currently logged in user.

Create Web Part Command Button

After you have identified all of the above information, click the “Create Web Part” button to create or update your web part. This will save the new or modified roll-up web part and store it in the specified web part gallery or library (see Web Part Properties for more information on selecting these locations).

 

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Web Part Properties XE "Web Part Properties:Roll-Up Wizard"  XE "Roll-Up Wizard:Web Part Properties"

The web part properties for the Roll-Up Wizard can be accessed by selecting “Modify Shared Web Part” from the web part menu.

Web Part Storage Site

This field is used to identify the URL to the WSS/SharePoint web site where you want to store the roll-up web parts you create with this instance of the Roll-Up Wizard. If you leave this field empty, the web parts will be stored to the current site's web part gallery.

Web Part Storage Library

This is the name of the document library where you want to store the roll-up web parts you create with this instance of the Roll-Up Wizard. If you leave this property empty, the web parts will not be stored to a document library, but to the site’s web part gallery instead.

NOTE: To store the web parts in a document library, you must specify the Web Part Storage Site in addition to the Web Part Storage Library. If you do not fill in both fields, the web part will be stored to the current site's web part gallery.

Support Chart Roll-Up XE "Chart Roll-Ups:And the Roll-Up Wizard"

Toggle this checkbox on to enable the creation and modification of chart display roll-ups using the Roll-Up Wizard. In order to display the chart roll-ups, you will need to have the CorasWorks Chart Display Advanced Roll-Up installed on the server. 

To learn more about the web parts that you can create using the Roll-Up Wizard, please refer to the Calendar, Charting, My, Spreadsheet, or Tree-View Roll-Up online help and the Capabilities Guide.

Support My Roll-Up XE "My Roll-Ups:And the Roll-Up Wizard"

Toggle this checkbox on to enable the creation and modification of My roll-ups using the Roll-Up Wizard.

Support Treeview Roll-Up XE "Treeview Roll-Ups:And the Roll-Up Wizard"

Toggle this checkbox on to enable the creation and modification of Tree View roll-ups using the Roll-Up Wizard.

Support Spreadsheet Roll-Up XE "Spreadsheet Roll-Ups:And the Roll-Up Wizard"

Toggle this checkbox on to enable the creation and modification of Spreadsheet roll-ups using the Roll-Up Wizard.

Support Calendar Roll-Up XE "Calendar Roll-Ups:And the Roll-Up Wizard"

Toggle this checkbox on to enable the creation and modification of Calendar display roll-ups using the Roll-Up Wizard.

Support Active Roll-Up XE "Action-Enabled Roll-Ups:And the Roll-Up Wizard"

Toggle this checkbox on to enable the creation and modification of action-enabled roll-ups using the Roll-Up Wizard.

DWP XML

This property allows you to override the internal DWP file that the Roll-Up Wizard uses to create new roll-ups from. By using this property, you can modify the default behavior of the web parts you create with the Roll-Up Wizard. For example, you could change the default behavior for the Allow Minimize property from true to false. Any new web parts you create would have their Allow Minimize property set to false.

When you modify the DWP XML property, you should start with the following string and add or change values.

<?xml version=\"1.0\" encoding=\"utf-8\"?>
<WebPart xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns=\"http://schemas.microsoft.com/WebPart/v2\">
<Title>%Title%</Title>
<FrameType>Default</FrameType>
<Description>%Description%</Description>
<IsIncluded>true</IsIncluded>
<ZoneID>Left</ZoneID>
<PartOrder>1</PartOrder>
<FrameState>Normal</FrameState>
<Height />
<Width />
<AllowRemove>true</AllowRemove>
<AllowZoneChange>true</AllowZoneChange>
<AllowMinimize>true</AllowMinimize>
<IsVisible>true</IsVisible>
<DetailLink />
<HelpLink>%HelpLink%</HelpLink>
<Dir>Default</Dir>
<PartImageSmall />
<MissingAssembly>This Web Part has failed to load due to a missing software file. Please contact CorasWorks (http://www.corasworks.net) and provide them with the name of the Web Part [%Assembly% - Created with Roll-Up Wizard] and the URL in your browser.</MissingAssembly>
<PartImageLarge>%PartImageLarge%</PartImageLarge>
<IsIncludedFilter />
<Assembly>%Assembly%, Version=%Version%, Culture=neutral, PublicKeyToken=%PublicKeyToken%</Assembly>
<TypeName>%TypeName%</TypeName>
<ShowAdmin xmlns=\"%xmlns%\">true</ShowAdmin>
<LevelCount xmlns=\"%xmlns%\">3</LevelCount>
<ListTemplates xmlns=\"%xmlns%\">%Schema%</ListTemplates>
<ListFieldNameMapping xmlns=\"%xmlns%\">%ListFieldNameMapping%</ListFieldNameMapping>

Example:
<BaseDWP xmlns="CorasWSC.RollUp">BaseDWP</BaseDWP>


Modifiable DWP Properties XE "DWP Properties:Roll-Up Wizard"

CorasWorks web parts have a number of properties that can be modified by manually editing the DWP file associated with this web part. You can edit a DWP file by exporting the web part to a location of your choice, making the desired changes, and then uploading it back onto your site.

The properties described here allow you to change the function and display of the web part. Please keep in mind the XML namespace of the web part you are changing, or these properties will not be enabled within the web part.  XML namespaces for all CorasWorks web parts are provided in the For Developers help topic.

Also note that some of these properties some may require the use of a "<", ">", or "&" symbol. If that is the case, you will need to replace these characters with their encoded equivalents of "&lt;", "&gt;", and "&amp;" respectively.

These properties are only viewable in the DWP if the default settings have been changed.

BaseDWP (String)

The BaseDWP property allows you to override the internal DWP file that the Roll-Up Wizard uses to create new roll-ups from. By using the BaseDWP property, you can modify the default behavior of the web parts you create with the Roll-Up Wizard. For example, you could change the default behavior for the Allow Minimize property from true to false. Any new web parts you create would have their Allow Minimize property set to false.

When you modify the BaseDWP property, you should start with the following string and add or change values.

<?xml version=\"1.0\" encoding=\"utf-8\"?>
<WebPart xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns=\"http://schemas.microsoft.com/WebPart/v2\">
<Title>%Title%</Title>
<FrameType>Default</FrameType>
<Description>%Description%</Description>
<IsIncluded>true</IsIncluded>
<ZoneID>Left</ZoneID>
<PartOrder>1</PartOrder>
<FrameState>Normal</FrameState>
<Height />
<Width />
<AllowRemove>true</AllowRemove>
<AllowZoneChange>true</AllowZoneChange>
<AllowMinimize>true</AllowMinimize>
<IsVisible>true</IsVisible>
<DetailLink />
<HelpLink>%HelpLink%</HelpLink>
<Dir>Default</Dir>
<PartImageSmall />
<MissingAssembly>This Web Part has failed to load due to a missing software file. Please contact CorasWorks (http://www.corasworks.net) and provide them with the name of the Web Part [%Assembly% - Created with Roll-Up Wizard] and the URL in your browser.</MissingAssembly>
<PartImageLarge>%PartImageLarge%</PartImageLarge>
<IsIncludedFilter />
<Assembly>%Assembly%, Version=%Version%, Culture=neutral, PublicKeyToken=%PublicKeyToken%</Assembly>
<TypeName>%TypeName%</TypeName>
<ShowAdmin xmlns=\"%xmlns%\">true</ShowAdmin>
<LevelCount xmlns=\"%xmlns%\">3</LevelCount>
<ListTemplates xmlns=\"%xmlns%\">%Schema%</ListTemplates>
<ListFieldNameMapping xmlns=\"%xmlns%\">%ListFieldNameMapping%</ListFieldNameMapping>

Example:
<BaseDWP xmlns="CorasWSC.RollUp">BaseDWP</BaseDWP>

EnableChartDisplay (Boolean)

Set this property to “true” to enable the creation of chart display roll-ups using the Roll-Up Wizard. In order to display the chart roll-ups, you will need to have the CorasWorks Chart Display Advanced Roll-Up installed on the server. 

Folder (String)

This is the name of a document library where you want to store the roll-up web parts you create with this instance of the Roll-Up Wizard. If you do not use this property, the web parts will not be stored in a document library, but in the site’s web part gallery instead.

NOTE: To store the web parts in a document library, you must specify the Web Part Storage Site in addition to the Web Part Storage Library. If you do not fill in both fields, the web part will be stored to the current site's web part gallery.

MySite (String)

This property allows you to change the default MySite characteristics of the web part. Currently, the web part will modify the URL "/mysite" to point to "/personal/User". This allows the web part to search through the MySite section of SharePoint Portal Server. SPS allows the administrator to alter the URL definition for each SPS server. Because of this, the DWP Property "MySite" was designed to allow administrators to alter the web part in order to support their SPS MySite setup.
Use:<MySite xmlns="webpart_namespace">/sites/<%Domain%> AND/OR <%User%></MySite>
Example: <MySite xmlns="CorasWSC.Document.RollUp">/personal/&lt;%User%&gt;</MySite>
Settings: <%User%> = User Name, <%Domain%> = Domain Name

SiteURL (String)

Enter the URL(s) for the site(s) that you would like to access and from which you want to return links, sites, and lists. This can be any SharePoint site that resides on the same server as this web part. The format for the URL must be: "http://Site-URL/SiteName".

Examples:

·      http://www.sitename.com/;http://www.sitename.com;http://www.sitename2.com 

·      http://www.sitename.com/site1

·      http://www.sitename.com/site1/site1a

 


Troubleshooting XE "Troubleshooting:Roll-Up Wizard"  XE "FAQs:Roll-Up Wizard"  XE "Errors:Roll-Up Wizard"

I identified a document library to store the web parts I created with the Roll-Up Wizard, but they are still saved to the web server’s web part gallery. Why?

If you do not specify both the Web Part Storage Site and the Web Part Storage Library, your new roll-ups will be saved to the default web part gallery on your server.

Why aren’t the web parts I create saving to the web part gallery?

You need to be logged in to the site with Site Collection Administrator rights. Only site collection administrators can save web parts in the web part gallery.

I want to change a web part I created with the Roll-Up Wizard, but it’s not showing up when I click the Get Web Parts button. Why?

The Roll-Up Wizard does not load web parts directly from the web part gallery. Instead, to load a web part into the Roll-Up Wizard, you must have the web part instantiated on a page.

I created a new roll-up using the Roll-Up Wizard, but it isn’t returning all of the data I requested. Why?

CorasWorks roll-ups do not support more than 20 columns of data, including search columns. As more columns are added to a roll-up, the search process will become noticeably slower. CorasWorks has also found that in roll-ups with more than 20 columns, the data is not always returned as expected. We recommend that for optimum visibility, usability, and consistency, you try to limit the number of columns to 6 or 7.

 


Build Updates XE "Build Updates: Roll-Up Wizard"  XE "Updates: Roll-Up Wizard"  XE "Releases: Roll-Up Wizard"

The following updates have been made to the Roll-Up Wizard since it was initially introduced to the CorasWorks Workplace Suite.

March 17, 2006

·      Added ability to create or modify an action-enabled roll-up

August 15, 2005

·      Added ability to edit an existing roll-up from a web page

December 1, 2004

·      Added ability to create My, Chart, and Calendar Roll-ups

·      Changed selection of web part type from radio buttons to drop-down list.

·      Added ability to select User field for My Roll-Up.

·      Added ability to select Begin, End, Title and optionally Recurrence, RecurrenceData, and MasterSeriesItemID fields for Calendar.

·      Removed dependence on external DWP files. Now uses internal base DWP that can be altered using the BaseDWP property.

·      Added property to allow support for Chart Display Roll-Up.

·      Removed List Types property.

·      The Roll-Up Wizard can now create roll-ups for any type of list.