Creating a panel and adding it to account pages

Related videos Training course

The following article outlines how to create a new panel and add the panel to account pages.

Before you begin: Verifying the account pages are editable

Before adding a panel to an account page, you must first make sure you are working with custom account pages. By default, iMIS is shipped with out-of-the-box account pages that must be copied before they can be edited.

To determine if you are already working with custom account pages, do the following:

  1. From the Staff site, navigate to any contact account page.

    2. Tip! If you need to add the new panel to an individual account page, make sure you are checking an individual account page. If you need to add the new panel to an organization account page, make sure you are checking an organization account page.

  2. Enable Easy Edit.
  3. Verify the account pages are custom:
    • Custom: You can edit the content items using the Configure button.

    • Not custom: You can see Easy Edit is enabled, but there is no Configure button. This means you are using out-of-the-box content records.

      • Viewing a page that is not custom

  4. If the account page is custom, move on to the next section. If the account page is not custom, review the Understanding and modifying account pages article.

Creating a new panel

Do the following to create a new panel using existing sources:

  1. Go to RiSE > Panel Designer > Panel definitions.
  2. Select Add panel definition.

    3. Clicking Add panel definition

  3. Define the following:
  4. From the left-side pane, locate the data you need to add to the panel. You can mix-and-match properties from various sources. Drag-and-drop the properties to the panel layout.

    5. Adding properties to the panel

  5. Update the property Labels to remove underscores or add spaces.
  6. From the bottom-right corner, click Save & Exit.

Adding the panel to an account page

Do the following to add your new panel to an account page:

  1. Enable Easy Edit.
  2. Go to an account page. This can be any individual's (or organization if you are adding the panel to company account pages) account page.
  3. Select Open in Content Designer.

  4. Click the tab you want to add the panel to. For example, if you want to add the new panel on the Transaction tab, click the Transaction tab.

    5. Editing a content page

  5. Click the content record link to open the tabbed content for edit.

    6. Editing tabs in a content page

  6. Select Add content.
  7. Click the Content folder, then double-click the Panel Editor content item.

    8. Adding the Panel Editor content item

  8. Enter a Title that appears above the panel.
  9. From the Panel drop-down, choose the panel you created.
  10. Enable Allow users to edit.

    11. Adding a Title and Panel to the content item

  11. Click OK. The panel is added to the page.
  12. Drag-and-drop the panel to the desired location of the page, or leave it where it is.

    13. Adding additional transactions to a content page

  13. Click Save & Publish.
  14. Refresh the page and review your new panel. This panel now appears on all individual account pages. For example, navigate to another user's account page and click the Membership tab. The same panel appears.