iparts, iparts, & More iparts

Transcription

1 iparts, iparts, & More iparts Tuesday November 29, :30 pm 3:00 pm Troy Stenback ASI Consulting

2 Description With nearly 100 iparts available, it can be difficult and confusing to find the best ipart to fit your organization s needs. Learn how to choose and find the best ipart for the job. You might even discover a helpful ipart that you didn t even know existed!

3 Out of the box Dynamic Content Items (iparts)

4 Commerce Address Selector Auto Pay Instructions Creator Cart Charges Display Cart Checkout Button Link Cart Details Display Confirmation Display Continue Shopping Button Link EFT Gateway Account Administrator Invoice Payment Link Item Creator Open Invoice List Display Order Confirmation Display Payment Creator Payment Method Set Creator Promotion Creator Promotion Manager Recurring Donation Expected Payments Shipping Method Selector Submit Order Button Link

5 Commerce Used in the shopping experience Generally have not been using these iparts individually or in my own content Use the out of the box cart

6 Communities Announcement Configuration Announcements Attachment List Attachment Manager Blog Archive Blog Archive Entries Blog Configuration Blog Home Blog List Blog List Item Comment Configuration Comment List Comment List Item Community Breadcrumb Community Configuration Community Description Community List Community Recent Activity Community Roster Community Sidebar Helper Community Summary Discussion Forum Configuration Discussion Forum Home Discussion Forum List Discussion Forum List Item Entry Configuration Entry Home Entry List Entry List Item Image Manager Preferences Recent Activity Resource Library Security Subscriber List Subscription Link Topic Configuration Topic Home Topic List Topic List Item Wiki Configuration Wiki Contents Wiki Home Wiki List Wiki List Item

7 Communities Used in the Communities section of the site Simple iparts so configuration options are limited Uses GUID to control which part of the Community to display Use the out of the box pages and modify (Save As) as needed

8 Contact Address Mapper Change Logon Password Communication Preferences Editor Contact Account Creator Contact Address Contact Address Editor Contact Communities Contact Mini Profile Contact Name Contact Profile Picture Contact Sign In Contact Status Contact Status Editor Display Name Editor Mini Group List Display Social Profile List Creator

9 Contact Used for Profile and Directory pages ID value comes from: URL for the ID value to display information for If no ID in the URL, then the OBO selected record will be used Otherwise the logged in user Configuration is limited to what the ipart gives you

10 Content Big Button Panel Content Block Content Collection Organizer Content File Content HTML Content Link Content Page Break Content Reference Content Tagged List Data Showcase Panel Collection Editor Panel Editor Slideshow

11 Content Used to create your website Deals with content and navigation mainly Data Showcase is the exception, used to pull data from imis and display on web Panel Editor and Panel Collection Editor should probably be in Contact since they relate to Contact data, not to content

12 Groups Group List Editor

13 Groups Group List Editor (GLE) has limited usage Committee/Chapter examples Replacing GLE with IQA

14 Offering Automatic Payment Enrollments Gift Aid Tax Reclaim Batch Invoice Payment Processing Donation Creator EFT Batch Status Event Calendar Event Display Event Program Display Function Display General Product Display Gift Aid Declaration Product Display Product Display List Recurring Donation Commitments Recurring Donation Commitments Public View Recurring Donation Creator Recurring Donation Pledge Creator Tribute Gift Editor

15 Offering Used in the shopping experience Generally have not been using these iparts individually or in my own content Use the out of the box pages Use Product Display to show individual products or dues billing options for join processes

16 Utility AddThis For Social Networking Advanced Accounting Console Advanced Search Alert Display Change History Display Common Search Communication Creator Embedded Web Page Engagement Score Display File Import for Web Services File Viewer for Web Services Friendraising Importer Friendraising Mapping Interaction Log Log Viewer for Web Services NRDS Configuration NRDS Sync Buttons NRDS Sync By ID Package Installer Progress Tracker Query Chart Viewer Query Menu Query Profile Picture List Recent History Related Items Report Display Social Share SSRS Report Summary Display YouTubeVideo

17 Utility Provide a broad range of functions Some are specialized or system functions

18 Deconstructing Staff and Quick Start Sites

19 Reverse Engineering Using Easy Edit Using the Staff Site Using Content Browser ipart List

20 Troy s Favourite Dynamic Content Items (iparts)

21 Content Big Button Panel Content Block Content Collection Organizer Content File Content HTML Content Link Content Page Break Content Reference Content Tagged List Data Showcase Panel Collection Editor Panel Editor Slideshow

22 Content Collection Organizer Used to create a tabs interface Commonly used in member profile pages Can be used in a wizard mode to create a stepped process Dynamic vs. Static Applying security

23 Content HTML Using jquery, javascript and CSS Label iparts that are code only since they will have no visible output in the preview When using jquery snippets from the web replace $ with jquery Considerations for responsive design Bootstrap grids Image sizes

24 Content Tagged List NAC Canada Announcements Show on Web Until Stories Music Hymnals Search within Formatting of Tagged Layouts AFCOM Security Filter by format Filter by category Search within Filter by navigation item AAAE Using like an include file

25 Data Showcase Potentially the most powerful ipart but least understood Query SOA objects and format the output with HTML Requires knowledge of SOA: Membership Join list and the Event Title from the Event Specific Staff dashboard are examples

26 Panel Editor Create user defined tables and fields Dynamic Data Sources vs Customizer Single instance panels represent data that can only be once per object (e.g. Birth date) Multi instance panels represent data that can be repeated (e.g. Volunteer hours, Education credits) Using Customizer tables Change logging Ability to pull from multiple single instance sources Naming conventions for panels

27 Utility AddThis For Social Networking Advanced Accounting Console Advanced Search Alert Display Change History Display Common Search Communication Creator Embedded Web Page Engagement Score Display File Import for Web Services File Viewer for Web Services Friendraising Importer Friendraising Mapping Interaction Log Log Viewer for Web Services NRDS Configuration NRDS Sync Buttons NRDS Sync By ID Package Installer Progress Tracker Query Chart Viewer Query Menu Query Profile Picture List Recent History Related Items Report Display Social Share SSRS Report Summary Display YouTubeVideo

28 Alerts Uses IQA to check for certain conditions and then displays a message Use out of the box alerts for Dashboards as well as individuals and organizations and/or Create your own alerts with the advanced process automation license

29 Alert Display Standard alerts Creating dynamic content (AFCOM) Creating pathing stories Come to my Process Automation session next for more info

30 Common Search Keyword search Event List Product list Tag Restricted NAC Hymnals AFCOM Library

31 Progress Tracker Show: Counts Progress bar Goal amount Percent complete Alias names of the fields in your iqa are key. You must have all 3 aliases defined, even if you do not plan to show them. Sum_Total End_Date Goal_Amount URL Variables Performance considerations

32 Progress Tracker Use CSS classes to stylize the display Use URL parameters to filter your query Choose the caption options you wish

33 Query Chart Viewer Produce graphs and charts from query results Area Bar - Horizontal Bar - Vertical Bubble Donut Line Pie URL Variables Performance Considerations

34 Query Menu Output options , maps, export SQL Expressions, Views and Functions can be used for more advanced formatting and concatenation of fields Zone CSS classes can modify the output of an ipart in just a specified zone HideIQAElements Showing multiple queries Security on queries Exporting considerations URL and Dynamic variables Aliases URLs in IQA Performance considerations Caching

35 Sample SQL Expressions '<a href=mailto:' + vbocscontact. + '>' + vbocscontact. + '</a>' Website '<a href= + vbocscontact.website + ' target="_blank">' + vbocscontact.website + '<a>' Convert True/False to Yes/No case when vbocsdemotable.binaryfield=1 then 'Yes' else 'No' end Shows Name with link, Title and Birth date in 1 column '<a href="~/party.aspx&id=' + vbocscontact.id + '">' + vbocscontact.fullname + '</a><br>' + vbocscontact.title + '<br/>' + case when vbocscontact.birthdate IS NULL then 'Birth Date: ' else 'Birth Date: ' + CONVERT(VARCHAR(10), vbocscontact.birthdate, 101) end How old are you today? vbocscontact.firstname + ' ' + vbocscontact.lastname + ' is ' +CAST(DATEDIFF(Year,ISNULL(vBoCsContact.BirthDate,GETDATE()),GETDATE()) + (CASE WHEN MONTH(GETDATE()) < MONTH(vBoCsContact.BirthDate)THEN (-1) WHEN MONTH(GETDATE()) = MONTH(vBoCsContact.BirthDate) AND DAY(GETDATE()) < DAY(vBoCsContact.BirthDate) THEN (-1) ELSE 0 END) AS varchar(2)) + ' years old today'

36 Sample SQL Function Directory Function SQL Source =========================== USE [imis_demo] GO /****** Object: UserDefinedFunction [dbo].[fn_directorydetails] Script Date: 06/30/ :53:11 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE function varchar(60)) RETURNS varchar(255) AS /****** * Name : fn_directorydetails * Description : This function returns the , Phone, Fax and Website formatted for the online Directory search * Author : * Date : * Example : dbo.fn_directorydetails ('1445') */ BEGIN as varchar(500) 'E: <A href=mailto:' + + '>' + + '</a> <br>' + 'P: ' + Work_Phone + '<br>' + 'F: ' + Fax + '<br>' + Case when website <> '' then 'W: <A href=' + website + '>click for website</a> <br>' else '' end from Name where ID coalesce(@x,'') End =========================== In IQA you then call it by putting the function in the SQL expression as: dbo.fn_directorydetails(vbocscontact.id)

37 Summary Display Used to output an IQA query with a single result Use to display data in a form with field:value pairs as opposed to a grid format like Query Menu

38 Building Applications

39 Volunteers Review the Volunteers application built out under Community

40 Ask Me Questions?

41 THANK YOU TO OUR SPONSORS FOUNDING PARTNER PLATINUM PARTNERS GOLD PARTNERS SILVER PARTNERS