Managing shortcuts

To find out-of-the-box shortcuts, go to RiSE > Site Builder > Manage sitemaps.

Staff site navigation item shortcuts

Shortcuts that you can edit are not overwritten during an upgrade. Core content navigation items, however, are overwritten on upgrade. To tailor certain system content on your website, you can make a copy of the content and simply point existing shortcuts to the new content records. For example, several key Staff site navigation items use shortcuts, so you can point to tailored versions of Staff site pages by changing which content record the shortcuts use.

Before editing out-of-the box shortcuts, you should review the shortcut descriptions to identify system content which uses a shortcut. Examples include the account pages (including the staff account page), the staff event dashboard for a specific event, and the content used when adding a contact from various contexts. The majority of the shortcuts used in the Staff site are listed as All Sites shortcuts.

You can edit the following Staff site shortcuts which are used by system navigation items:

Note: Non-editable shortcuts, such as the ones used for the Member Responsive site, might be overwritten on upgrade.

Other commonly updated shortcuts

The following are other commonly updated shortcuts found throughout iMIS.

Table 2: Viewing other commonly updated shortcuts

Shortcut	Area or link
404NotFound	Allow clients to specify a RiSE page to be displayed when users encounter a 404 error. If the page cannot be found, or user permissions are insufficient, the system displays the default error message.
500InternalError	Allow clients to specify a RiSE page to be displayed when users encounter a 500 error. If the page cannot be found, or user permissions are insufficient, the system displays the default error message.
ActivityProfile	Used to display the activity profile for activity follow-up tasks. See Managing activity tasks for more information.
AddContact	When selecting Add New from places such as the On behalf of window or when adding a new contact to a group, this is the screen you will see.
Cart	Used to display the Cart. When clicking the Cart button or selecting View cart, this is the page you will see. If there is no View Cart link, double check the Cart [CartItemCount] sitemap’s Navigation code is set to “Cart”.
ChapterDetail	Used to display chapter group details. Go to Membership > Chapters, and select a chapter. The page displaying the chapter is the page you will see using the ChapterDetail shortcut. This page is also used by the group.aspx redirector.
ChapterDetailAdmin	Used to display chapter group details for users authorized to administer the group. Go to Membership > Chapters, and select a chapter. The page displaying the chapter is the page you will see using the ChapterDetailAdmin shortcut. This page is also used by the group.aspx redirector.
CommitteeDetail	Used for displaying committee group details. Go to Community > Committees, and select a committee. The page displaying the committee is the page you will see using the CommitteeDetail shortcut. This page is also used by the group.aspx redirector.
CommitteeDetailAdmin	Used to display committee group details for users authorized to administer the group. Go to Community > Committees, and select a committee. The page displaying the committee is the page you will see using the CommitteeDetailAdmin shortcut. This page is also used by the group.aspx redirector.
CommunicationPreferences	Used for managing communication preferences. For example, the Manage subscriptions link at the bottom of emails will navigate to this page. It is important that the security settings for the page are set to allow unauthenticated users.
CreateAccount	Used for creating a new account from any of the Create Account links. For example, the Create Account link at the top of the out-of-the-box Member site next to Sign In and Cart.
CreateAccountSocialMedia	Used for creating a new account from social media. When users are creating their iMIS account with a social media account, you can prompt them to enter more information. The additional information is displayed using this shortcut. See Using social media to login for more information.
CreateCommunication	Used to create and manage communications. For example, the Email button at the bottom of query results or the Email button on user account pages.
DataIntegrityDashboard	Used to display the Data Integrity dashboard.
EventDashboard	Used for displaying an event. This is the default staff view of an individual event. See Event.aspx for more information.
EventDetail	Used for displaying an event. This is the default public view of an individual event. See Event.aspx for more information.
EventRegistrationDetails	Used to display the details of a contact’s event registration. The View registrations link in the event Registrants tab, and on the Meetings and events query on a user's account page, displays the registration details.
FullAccount	Used for displaying the Staff site view of a user account page. For example, from the Staff site, navigate to a contact's account page. The page you see is using the FullAccount shortcut.
FunctionDetail	Used for displaying a function, also known as a program item, to public users. When a public user selects a program item from an event page, the window that appears uses the FunctionDetail shortcut. Staff users use the FunctionDetailStaff shortcut.
FunctionDetailStaff	Used for displaying the staff-user view of an event program item. When a staff user selects a program item from an event page, the window that appears uses the FunctionDetailStaff shortcut. Public users use the FunctionDetail shortcut.
GiftDetail	The GiftDetail shortcut displays the Gift_Detail content record, which uses the Donation Creator to display donation pages selected from search results. Gift item links such as search results go to this shortcut. This page should include a Donation Creator content item that is configured to take a URL parameter for the gift item. Out-of-the-box it is configured to add the gift item to the cart, but customers could instead use a "Give Now" mode if they prefer. For more information, see Creating online donation pages.
GiveNow	Used for displaying the out-of-box Give Now content record, which uses the Donation Creator to collect donations to a specified Gift item in one page. For more information, see Creating online donation pages. In the Staff site, this shortcut returns a list of gift items by default that staff users can choose from to allocate the donation to.
GiveNowDynamic	Used for displaying gift items added to a URL instead of specifying a specific gift item.
GroupDetail	Used for displaying group details, and is used by the group.aspx redirector to display a group landing page. If the group passed in the URL is a committee, it will use the CommitteeDetail shortcut. Any other groups will use the GroupDetail shortcut.
ItemDetail	Used for displaying an item, also known as a product. For example, go to Commerce > Find products, then select a product. The page displayed is using the ItemDetail shortcut.
JoinNow	Used for displaying the options to join as a member. For example, from the out-of-the-box Member site home page, click the Join Now button.
MemberHome	Used for displaying the home page of signed in user. This is used in the out-of-the-box Member site to display a special home page for authenticated users. See Changing the homepage for authenticated users for more information.
MyAccount	Used for displaying the account page a user sees when selecting their account. This is also the view the Company, Chapter, and Committee Administrators see when they view their company, chapter, or committee member's account pages.This shortcut is also used by the Party.aspx redirector.
Organization	Used for displaying a limited profile of an organization. Public contacts viewing an organization record will see this page. See Party.aspx redirector for more information.
OrganizationAccount	Used for displaying the account page of an organization which the user can edit. This is the view for company administrators of an organization viewing their organization's account page. This view allows for editing the organization, viewing transactions, and viewing open invoices. This shortcut is also used by the Party.aspx redirector.
OrganizationFullAccount	Used to display the staff view of the organization account page. This shortcut is also used by the Party.aspx redirector.
OrganzationJoin	Used for displaying the organization join as a member page. From the out-of-the-box Member site, click Membership, and then scroll to the bottom of the page. The Join - organization button uses the OrganizationJoin shortcut.
OrganizationJoinNow	Used for displaying the product for organization membership fees.
PrintPaymentReceipt	Used for the Print receipt links in the following locations: Transactions tab on staff account pages in the Payments section Transactions tab on public user account pages in the Payments section Finance > Pay Central > Find payments using the Find Payments query For more information, see Creating and using a custom payment receipt.
PrintProfile	The destination for the Print Info button from a profile page.
Profile	Used for displaying a limited profile of a user. This is the public user view of another user's account, and is used by the Party.aspx redirector.
Search	When using the universal search, the search results will display on this page. This can be customized to only allow searching certain areas on a particular site.
SignIn & SignInCreateAccount	Used for signing in, forgot user name link, forgot password link, and create new account link. Click to view image Sign In - On the Member site, the link next to Create Account. The SignIn shortcut provides the ability to login (for those who already have an account), and a link to create a new account (for those who do not have an account): Forgot username and Forgot password links use the SignIn shortcut. SignInCreateAccount - The Create a new account link uses this shortcut. This shortcut excludes the option to sign in, and only gives users the ability to create an account.
Store	Used for displaying products. This is the default page used by the Continue Shopping buttons. You should use this shortcut to customize what the default store display page is.

iMIS shortcuts allow you to use short URLs to reference existing pages, and are also used by the iMIS system to navigate to well-known pages. It’s important to know where system shortcuts are being used, and to change the page the shortcuts are pointing to before going live with your website.

Example: For example, the Find products page uses the ~/ItemDetail shortcut to navigate to and display the product page. The product page uses the ~/Cart shortcut to display a View cart link when the item is added to the cart. You can change where system-defined links like these will go by updating shortcuts.

Note: A shortcut and a page must not share a name. iMIS will prioritize the page ahead of the shortcut when loading content.

You will also need to update these shortcuts after you have copies or new content records to display. For example, the out-of-the-box event page is called EventDetail. Do the following:

1. Make a copy of the Event Display content record.
2. If Current Event is selected in the Display when Cart contains drop-down on the Cart Checkout Button Link content item for a specific event, update content item connections:
   1. Open your copy of the Event Display content record.
   2. Click Connect on the Cart Checkout Button Link content item. A Connect window is displayed.
   3. Click Create a new connection.
   4. Select the appropriate content item in the Object Consumer drop-down:
      • Event Display (recommended)
      • Event Program Display
   5. Click Connect.
   6. Click the red X to close the Connect window.
3. Apply your own customizations.

After customizations are made, you will need to edit the Event Detail shortcut to point to your new page.

Do the following to create or modify a shortcut:

1. Go to RiSE > Site Builder > Manage shortcuts.
2. Click Add new.
3. Provide values for the shortcut URL:
1. Select the website you are creating a shortcut for in the For Websites drop-down list. The All Sites option only applies the shortcut to new or copied sites. The All Sites option does not apply to Quick Start Sites. Select a specific site to only apply the shortcut to a single website. If you enter an iMIS URL for the shortcut, it's important to ensure that all of your sites have the specified relative navigation item path in their respective sitemaps.
2. Select the shortcut you want to use in the Shortcut drop-down list, or enter a new Shortcut name. The Shortcut name should not be the same as the name of a website or a top-level folder in Page Builder.

Note: A shortcut and a page must not share a name. iMIS will prioritize the page ahead of the shortcut when loading content.

Note: Do not name a new shortcut Admin.

3. Enter the URL or content record in the URL or Content Record field. If you enter a URL, replace the site’s root URL with ~, for example ~/Events/Conferences/ConferenceList.aspx.
4. Enter a URL Parameter. You can tell the URL to open on a specific section of the page. For example, say you want event dashboards to open on the Showcase tab by default. In the URL Parameters field, enter Event_Dashboard=1.
5. Enter a description of the shortcut in the Description field.
4. Click Save.
5. You can click the Shortcut to test the link.

For example, create an Events shortcut that points to the Conference List page. You can do this either by entering the URL to the page (~/Events/Conferences/ConferenceList.aspx) or by selecting the content record (@/Events/Conferences/ConferenceList). After inserting the shortcut, the link www.yourwebsite/Events automatically displays www.yourwebsite/Events/Conferences/ConferenceList.aspx.

By default, shortcuts apply to all of your websites. For example, if you define an Events shortcut for all sites, the shortcut always displays the same content record, regardless of which website the user is visiting, www.yourwebsite/events or www.otherwebsite/events. But you can also define shortcuts for a specific site. For example, you might want your mobile website to display a different content record for www.mobilesite/events. In that case, select your mobile site from the ForWebsite drop-down list and point the Events shortcut to the content record you prefer.