Panel Editor

A new window appears when (New panel) is selected. The following configuration options are available:

• Panel name - Identify the panel for administrators. The panel name does not appear on the displayed page.
• Panel description - (optional) Explain the panel for administrators. The panel description does not appear on the displayed page.
• Parent type - Select the type of panel you want to create:
• Contact – Associates the table data with a specific contact. These are the panels you put on user account pages to display data that is specific to each contact.

For Contact panels, an ID is automatically generated for the business object that represents the panel data source. The ID is a unique value used to join the business object to other panel data sources and business objects in IQA. It is also used as the iMIS ID for linking in IQA.

Note: When using the Bill to ID property, it is recommended you use CsContact.BillToId instead of CsNameFin.Bt Id.

• Event - Associates the table data with a specific event. Panels can include properties for resources, sponsors, hotels/venues information, or any data you want a value list for. Panels associated with events results in creating panel sources such as tables and business objects that have a column for EventKey. An EventKey is a unique value used to join a business object to other panel data sources and business objects in IQA that represent events. For event panels, an EventKey is automatically generated for the business object that represents the panel data source.

All other properties and single and multi-instance panels can be used when created event-based panels.

Note: When using the Bill to ID property, it is recommended you use CsContact.BillToId instead of CsNameFin.Bt ID.

• Standalone - Does not associate table data with a specific contact. Standalone panels are multi-instance only and can be used anywhere in iMIS. These panels are useful for anonymously tracking information or creating a multi-instance form. See Creating standalone panels for more information.

Note: Only staff users and system administrators can create, edit, view, and delete standalone panels. Public users cannot view standalone panels, and as a result, standalone panels should not be added to any public-facing content records.

• Panel type - Specify the panel’s type. The Panel type you choose determines which panel sources appear.
• Single-instance - Allows for one entry per panel property and contain properties that can have only one value. The following are out-of-the-box examples of single-instance panels: 
  • The Membership details panel located on the Overview and Membership tab of contact account pages.

  

  • The Volunteerinformation panel located on the Volunteering tab of contact account pages.

  

• Multi-instance - Allow multiple entries for a single panel property and contain properties that typically have multiple entries for a single value, such as employment history, emergency contacts, or skills and interests. See Creating a panel that allows multiple entries for more details about multi-instance panels. The following are out-of-the-box examples of multi-instance panels:
  • The Tasks panel located on the Overview tab of contact account pages.

  

  • The Volunteer availability panel located on the Volunteering tab of contact account pages.

  

• [+] [-] - (optional) Use these icons to add or remove columns. Click the plus-sign icon to add up to two more columns. If the right-most column is empty when you select OK, the column is removed from the layout.

Layout area:

• Label - Edit the default text for each field, to make it shorter or more user-friendly.

Note: Labeling is required. If you delete the default label, the content item uses the underlying column name.

• Label position - Choose the field label position. There are two options - Left and Top (default).
• Read-only - Enable on those fields for which you want to prevent user updates. This option only applies if you have enabled Allow users to edit or Allow users to add.
• Required - Enable on those fields for which you require completion of a field (such as providing data) or have a required action.
• Hide in summary view - Enable on non-critical fields that you want to make available only in the full pop-up view.

Tips:

• Double-clicking adds a field to the first available space in your panel.
• Dragging a field lets you place it elsewhere in the panel.
• Add one field by double-clicking, dragging, or clicking on the plus-sign icon ([+]) to the left of each node in the hierarchy. Each node is an available table, and its fields expand below the node. If no plus-sign icon ([+]) is available, all of the table's available fields are already added to your panel.
• Add a whole table by dragging or double-clicking a table name. If you have already added fields from that table, the remaining fields are added without duplication. Fields appear in the first available space in your panel, until the space is used up.
• Add fields from different nodes to combine fields from different single-instance tables.
• Arrange fields by dragging within the layout preview area. Leave empty cells where you want white space to appear within the panel.
• Remove a field - Click the X button. The field returns to the hierarchical control, from which you can select it again.
• Remove a column - Click the minus-sign icon ([-]) to the right of the layout area; the right-most column is removed.

The following options are available if the chosen Panel is a single-instance panel:

• Allow users to edit - Enables people to edit the current data in the panel.
  • Open single-instance panels in edit mode by default (available if Allow users to edit is selected) - Select this checkbox to always display a single-instance panel in edit mode for website users who have permission to edit the panel data.

  Note: If your panel is incorporated into a wizard and has required fields, then Open single-instance panels in edit mode by default must be enabled. If this option is not enabled, users are able to skip required fields.

  • Save buttons - Define where you want the panel's Save button to appear:
    • Use page-level buttons (bottom of page) - The Save button for the specified panel is located at the bottom of the page. This panel-specific configuration option allows you to edit multiple panels, then perform a mass save of the various panels.

    Note: If there are multiple panels on a page, only panels configured with this option are saved upon selecting the Save button at the bottom of the page. Other panels configured with the Include in panel save button are only saved after their panel-specific Save button is clicked.

    Click to view image

    

    • Include in panel - The Save button is located in-line with the panel. This allows you to save content on a per-panel basis.
    Click to view image
    
  • Commit sequence (available if Open single-instance panels in edit mode by default is selected) - Allows you to explicitly define the execution order of multiple content items in a content record. The number in this field indicates the processing order for this content item, relative to the other content items in the same content record. The value must be 0 or greater. You can leave the default value of 0 if the execution order of content items is not a concern. Content items with a value of 0 are processed after any other content items with a non-zero Commit sequence value that are on the same content record.

Multi-instance panels allow users to enter multiple items for a single property. For example, you could allow your users to enter more than one degree in an Education panel. See Creating a panel that allows multiple entries for more information.

Standalone panels are only multi-instance and available to staff users to view, add, edit, and delete. Public users do not have permissions to view a standalone panel, and as a result, should not be added to public-facing content records.

The following options are available if the chosen Panel is a multi-instance panel:

• First column sort order - Enable to sort the first column of your panel in Ascending (default) or Descending order. When enabled in the Panel Collection Editor, this option applies to all multi-instance panels within the collection.
• Limit grid size - Select this checkbox to set a height and width for a multi-instance panel. If the panel exceeds the set dimensions, scrolling is enabled.
  • Grid width - Enter the width in pixels.
  • Grid height - Enter the height in pixels.
• Enable scrolling for cells - Select this checkbox to enable a vertical scrollbar for cells whose values are greater than 100 characters.
• Allow users to add - Select this checkbox to allow users to add to the panel.
• Allow users to delete - Select this checkbox to enable users to delete their data from a multi-instance panel.
• Allow users to edit - Select this checkbox to allow users to edit the current data in the panel.
  • Edit window width - Enter the default width, in pixels, of the pop-up edit window for a multi-instance panel.
  • Edit window height - Enter the default height, in pixels, of the pop-up edit window for a multi-instance panel.