PT Profile Version 1.0 Install - Revision history

Mcarroll: /* XML Tags */

2012-01-04T20:19:09Z

‎XML Tags

Mcarroll: /* XML Tags */

2012-01-04T20:08:30Z

‎XML Tags

Mcarroll at 13:54, 4 January 2012

2012-01-04T13:54:43Z

Mcarroll: /* Update Profile Site Config */

2012-01-04T13:48:28Z

‎Update Profile Site Config

Mcarroll: /* Profile Dashboard */

2012-01-04T13:48:16Z

‎Profile Dashboard

Mcarroll: /* CCAPI Configuration */

2012-01-04T13:47:56Z

‎CCAPI Configuration

Mcarroll: /* Profile Dashboard */

2012-01-04T13:47:41Z

‎Profile Dashboard

Mcarroll: /* Admin Datasheet */

2012-01-04T13:47:09Z

‎Admin Datasheet

Mcarroll: /* Admin Delete */

2012-01-04T13:46:45Z

‎Admin Delete

Mcarroll: /* Admin Add */

2012-01-04T13:46:25Z

‎Admin Add

@@ Line 31: / Line 31: @@
 ## '''SUBSITE_ID''' - Specifies the subsite ID that profile pages for the role will be created in.
 ## '''TEMPLATE_ID''' - Specifies the template ID that profile pages for the role will be created with.
 # '''DASHBOARD_URL''' - Site relative URL for the Profile Dashboard page.
 # '''LB_WIDTH''' - Width for the profile edit form lightbox.

@@ Line 31: / Line 31: @@
 ## '''SUBSITE_ID''' - Specifies the subsite ID that profile pages for the role will be created in.
 ## '''TEMPLATE_ID''' - Specifies the template ID that profile pages for the role will be created with.
 # '''DASHBOARD_URL''' - Site relative URL for the Profile Dashboard page.
 # '''LB_WIDTH''' - Width for the profile edit form lightbox.

← Older revision		Revision as of 13:54, 4 January 2012
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	To import these objects, you will need to be an administrator for your site.		To import these objects, you will need to be an administrator for your site.
−
−	~~== Import ==~~

	Create a "Profile Elements" category and import all portions of each component in the order listed.		Create a "Profile Elements" category and import all portions of each component in the order listed.

← Older revision		Revision as of 13:48, 4 January 2012
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	[[Category:Profile]]		[[Category:Profile]]
−
−
−
−
−
−	~~[[Reset ADF\|Reset the ADF]] for the server and site.~~

@@ Line 264: / Line 264: @@
 <DASHBOARD_URL>/profiles/Profile-Dashboard.cfm</DASHBOARD_URL>
 </source>
 [[Category:Profile]]

@@ Line 176: / Line 176: @@
 var jsPageID = ####;
 </source>
 [[Reset ADF|Reset the ADF]] for the server and site.

← Older revision		Revision as of 13:47, 4 January 2012
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	== Profile Dashboard ==		== Profile Dashboard ==
		+	Profile Dashboard is used as a profile overview page for a single user. This is a custom script that gathers information for the user logged in and renders the profile info, edit link, and profile role pages.

		+	To configure the detail viewing page, complete the following steps.

		+	# Create a new page from the Base Plus One Template called 'Profile Dashboard'. This page can be created in any subsite (not specifically the profileadmin subsite). The page does need to be accessible by all users, therefore the best place is at the root or in the ''Profiles'' subsite.
		+	# In the content area of the page place the Custom Script element.
		+	# Click the element indicator and select the ''Edit'' button.
		+	# In the Explicit Module path, enter the following path: ''/ADF/apps/pt_profile/customcf/profile_dashboard.cfm''
		+	# Publish the page.
		+
		+	=== Update Profile Site Config ===
		+	This page will be used to add new profile records. Update the ptProfile.xml config file that we setup in [[PT_Profile Site Configuration\|Site Configuration]]. Get the URL for this page and update the <DASHBOARD_URL> tag value with this page URL.
		+	<source lang="xml">
		+	<DASHBOARD_URL>/profiles/Profile-Dashboard.cfm</DASHBOARD_URL>
		+	</source>

	[[Category:Profile]]		[[Category:Profile]]

← Older revision		Revision as of 13:47, 4 January 2012
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	== Admin Datasheet ==		== Admin Datasheet ==
		+	The Profile element is a global custom element. Data for global custom elements can be easily managed with Datasheets. The following sections describe how to configure a simple management page.

		+	# Create a page from the Base Plus One titled 'Manage Profiles' with the page name 'index' in the ''/webadmin/profile/'' subsite.
		+	# In the body of the page, add a Custom Script element.
		+	# From the Custom Script element interface, click the ''Edit'' icon.
		+	# Enter the following text into the Explicit Module path: ''/ADF/apps/pt_profile/customcf/profile_admin_ds.cfm''
		+	# From the Datasheet element interface, click the ''Datasheet'' icon.
		+	# From the ''Datasheet Views'' dialog, select the ''Click here to create a new datasheet view'' text.
		+	# Enter the following information and then click ''Next'':
		+	## Name: All Profiles
		+	## Private: unchecked
		+	## Default View: unchecked
		+	## Description: View to manage all of the profiles
		+	## Datasheet Source: Form Result/Custom Element Sheet
		+	# From the Datasheet Source dialog, choose the ''Profile'' custom element and click ''Next''.
		+	# From the Datasheet Columns dialog, choose a few columns from the Available Columns list and move them to the Selected Columns list. Select the following fields in this order ''UniqueID'', ''UserID'', ''firstname'', ''lastname'', and ''email'' as the first field to display in the table and then click ''Finish''.
		+	# You will be brought to the Datasheet View page. Click ''Close'' to return to your page.
		+	# You will now see the datasheet element on this page. Click the Datasheet element interface icon again and this time choose ''Edit Columns''.
		+	# Select the column field ''UniqueID'' and then the edit button.
		+	# In the Render Handler field, select the ''Change'' button. Enter the following value into the ''Explicit Module'' text box: ''/ADF/apps/pt_profile/datasheet-modules/datasheet-action-edit-delete-view.cfm''
		+	# Click ''Finish''.
		+	# In the Header field, clear out the text and leave the text field blank. Click ''Finish''.
		+	# Publish this page.

	== Profile Dashboard ==		== Profile Dashboard ==

← Older revision		Revision as of 13:46, 4 January 2012
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	== Admin Delete ==		== Admin Delete ==
		+	The Delete Profile Page is a lightbox page used to delete profiles.

		+	Follow these steps to configure the link and page for delete profiles.

		+	# Create a new page from the Lightbox template called 'Delete Profile' in the ''/lightbox/profile/'' subsite.
		+	# In the body of the page, add a Custom Script element.
		+	# From the Custom Script element interface, click the ''Edit'' icon.
		+	# Enter the following text into the Explicit Module path: ''/ADF/apps/pt_profile/customcf/handle_profile_delete.cfm''
		+	# Publish the page.
		+
		+	=== Update Profile Site Config ===
		+	This page will be used to delete profile records. Update the ptProfile.xml config file set up during [[PT_Profile Site Configuration\|Site Configuration]]. Get the URL for this new page and update the <DELETE_URL> tag value with the page URL.
		+	<source lang="xml">
		+	<DELETE_URL>/lightbox/profile/Delete-Profile.cfm</DELETE_URL>
		+	</source>

	== Admin Datasheet ==		== Admin Datasheet ==

← Older revision		Revision as of 13:46, 4 January 2012
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	== Admin Add ==		== Admin Add ==
		+	The Profile Admin Add Page is a lightbox page to allow administrators to create new profiles.

		+	Follow these steps to configure the link and page for adding profiles.

		+	# Create a new page from the Lightbox template called 'Add Profile' in the ''/lightbox/profile/'' subsite.
		+	# In the main content of the page, add a Custom Script element.
		+	# From the Custom Script element interface, click the "Edit" icon.
		+	# Enter the following text into the Explicit Module path: ''/ADF/apps/pt_profile/customcf/handle_profile_add.cfm''
		+	# From the Simple Form element interface icons, choose the ''Select Form'' icon.
		+	# In the Create/Select Simple Form dialog, choose the ''Select Simple Form/Custom Element'' option and click ''next''.
		+	# From the Select Form/Custom Element dialog, choose the ''Profile'' custom element and click ''Finish''.
		+	# Within the ''Manage Simple Form Element'' dialog, enter the following information:
		+	## Name: (leave as is)
		+	## Email Notification Recipients: if you would like to receive an e-mail whenever an event is added place your e-mail in here. (optional)
		+	## Sender's Email Address: leave checked
		+	## Anonymous Sender's Email Address: if needed, add an anonymous email address
		+	## Form Action: choose ''Display Textblock on Submission'' option and add 'Profile successfully created!' text in the RTE.
		+	## Select Finish, then Finish again.
		+	# Publish the page.
		+
		+	=== Update Profile Site Config ===
		+	This page will be used to add new profile records. Update the ptProfile.xml config file that we setup in [[PT_Profile Site Configuration\|Site Configuration]]. Get the URL for this page and update the <ADD_URL> tag value with this page URL.
		+	<source lang="xml">
		+	<ADD_URL>/lightbox/profile/Add-Profile.cfm</ADD_URL>
		+	</source>

	== Admin Delete ==		== Admin Delete ==