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 active displays (see Note 1 below), and use any list, library, or gallery in the SharePoint environment. You can also use the Roll-Up Wizard to modify any existing roll-up web part on a page.
NOTE 1: With the Columns tab introduced in the Fall 07 release, you should not use the Roll-Up Wizard any more to create or modify Active Displays. Everything that used to be done for Active Displays in the Roll-Up Wizard can now be done via the Columns tab, and it can be done in a simpler, faster manner. As a result, the Roll-Up Wizard should only be used for the creation and customization of other types of roll-ups. For more information on the new Columns tab, please refer to the Active Displays help topic.
NOTE 2: Users must have Full Control to use the Roll-Up Wizard.
NOTE 3: 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: October 07