Design Personal Notes
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
|
1.
|
From the Design tab, under Topics to Include, select the checkbox beside the note topic to include on your web page. |
The Notepad Type table in The Raiser’s Edge determines the available note topics. To add or edit a note topic, do this in The Raiser’s Edge.
|
a.
|
In the Display As column, enter the information to appear for the note topic on the web page. |
|
b.
|
To allow users to create more than one note topic, select Multiple Submissions Allowed. |
If you do not select this checkbox and the user has multiple note topics of the same type existing on a constituent record, all notes can appear in note search results.
|
2.
|
In the Display Notes field, to create a web page to search for note information, select Available. To select this page as the default page for personal notes on your website, select Default. |
|
3.
|
Under Heading, in the Title field, enter a name for the web page. Remember that this creates the display page for notes. |
|
a.
|
When both Display Notes and Manage are marked Available on the Edit Part screen, the Tab caption field appears. In this field, enter the text to appear at the top of the page. Leave the default text, or write your own text. When the user is on the Manage page, this text becomes a link. The user clicks the link to access the Display page. |
|
b.
|
In the Instructions field, enter content to instruct the user on how to search for a note. Leave the default instructions, or write your own instructions. |
|
4.
|
Under Search Options, select the note search features. |
|
a.
|
To filter a note topic search, select a query in the Limit to query field. To choose an existing constituent query from The Raiser’s Edge, click Change. |
|
b.
|
In the Split search fields into [ ] columns field, select the number of search field columns to appear in the criteria table. You can display up to five columns. |
|
c.
|
To process a search while the user browses the web page, select Load unfiltered results when this part is loaded. When you select this checkbox, the search processes before the user enters criteria and clicks Search on your website. |
|
d.
|
Select the fields the user can use to search notes, such as First Name or Last name. To select a field, right-click and drag it from the Profile Fields box to the Search Form Fields box. To move a field from the Profile Fields box to the Search Form Fields box, you can also select it and click the right arrow. |
Tip: To display only a list of notes on your web page and not note search fields, select Load unfiltered results when this part is loaded and do not include fields in the Search Form Fields box.
The system administrator selects the attributes available. On the website, multiple-value attribute fields, such as Organization type, become drop-down boxes with the various attributes available as selections. For more information, see Attributes settings.
To arrange the placement of a field in the Search Form Fields box, select the field and click the Up or Down button.
|
5.
|
Under Listing Options, in the No records found message field, enter the message to appear if no records meet the search criteria the user enters in a note search. By default, “No notes match your criteria” appears. |
|
a.
|
In the Show navigation options field, select where to display the navigation buttons when the search finds results. You can select “Above the results,” “Below the results,” or “Both above and below the results.” |
|
b.
|
In the Results per page field, select the maximum number of results to appear on a page when a site user searches notes. You can display up to 50 results per page. |
Search results sort by the date the note was last changed in The Raiser’s Edge. To view this date, select File, Properties on the notepad for the screen. Notes with the same modify date sort by name. Notes with the same modify date and name sort by note topic.
Warning: Note text formatting in The Raiser’s Edge does not convert to the Personal Notes part on your web page.
|
c.
|
To allow users to update their personal notes, select Allow users to edit/update their own notes in search results. |
|
6.
|
In Manage field, to create a second page for the Personal Notes part so users can manage notes, select Available. To select this page as the default page for personal notes on your website, select Default. |
Note: To manage notes, users must first log into your website. Changes the user makes do not appear on the website until they are approved on the NetCommunity page in The Raiser’s Edge. If a new user registers for your site, the user cannot manage notes until the sign-up transaction is processed. For more information, see Sign-Up Requests.
|
7.
|
Under Heading, in the Title field, enter a name for the second personal notes web page. Remember that this creates the manage page for notes. |
|
a.
|
When both Display Notes and Manage are marked Available on the Edit Part screen, the Tab caption field appears. In this field, enter the text to appear at the top of the page. Leave the default text, or write your own text. When the user is on the Display page, this text becomes a link. The user clicks the link to access the Manage page. |
|
b.
|
In the Instructions field, enter content to instruct the user how to manage the personal notes. Leave the default instructions, or write your own instructions. |
|
8.
|
Under Listing Options, in the No records found message field, enter the message to appear if no records meet the search criteria the user enters to search notes on the web page. By default, the message “You have no notes at this time” appears. |
|
9.
|
Click Save. You return to Parts. |