• If you are working with Fall 2007 or a later release, Active Displays should not be modified via the Roll-Up Wizard. Instead, you can make all necessary customizations via the administration interface.
• 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.
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.