RiSE Settings: Recent history

The Recent History content item displays a list of recently viewed contacts, events, groups, commerce products, and/or gift items. Use the settings at Settings > RiSE > Recent history to customize the text for each item that is displayed in the Recent History.

Example: There is an annual event with the same name each year. Customize how the event name displays in the Recent History content item so that it is clear which event was recently viewed.

Understanding how to create placeholders

Placeholders can be used to populate attributes within HTML tags, such as the src attribute of <img> and <a> tags. Placeholders are specified using { } notation. For example:

{datasource[.property... ] [attributes]}

The {#...} placeholder embeds data into the content or title at the placeholder location. The placeholder consists of the following components:

  • datasource - The name of the data source.
  • property - (optional) The name of the property. Can be chained together using dot notation. For example, prop1.prop2.prop3. Where the property is a collection, a specific item can be accessed using [i] notation. For example, .Address[1] would return the item at index position 1 from the Address collection.
  • attributes - (optional) A space delimited set of attributes, some of which require values. Multiple attributes can be specified:
    • uppercase - Convert the data to uppercase.
    • lowercase - Convert the data to lowercase.
    • format - Format non-string values, such as format="d".
    • noencode - By default, inserted properties are HTML-encoded. This means that any HTML characters in your properties are rendered as plain text. Use the noencode attribute to ensure HTML markup is rendered in the browser.
    • Example: <strong>{#Party.FirstName noencode}</strong>

Customizing the text for each type

Before updating the Recent History settings, review the following information:

  • After changes are saved, the items listed in the Recent History do not conform to the updated format until the item is visited again. Newly visited items conform to the updated format.
  • When left blank, the default display for that type is used. Use the reset icon to reset the data to the default.
  • If there is a placeholder that cannot be resolved, the formula is ignored, and the default data is used.

To customize the text for each type, go to Settings > RiSE > Recent history:

  • Contacts - Used to display recently viewed individual or organization account pages. Out-of-the-box, recent contact history is displayed on the Community > Find contacts and Community > Dashboard pages. Use PartyData properties to build the placeholders.
  • Example: {#party.Name}, {party.Id}

  • Events - Used to display recently viewed events. Out-of-the-box, recent events history is displayed on the Events > Find events page. Use EventSummaryData properties to build the placeholders.
  • Example: {#event.Name}, {event.StartDateTime}

  • Groups - Used to display recently viewed groups. Use GroupSummary Data properties to build the placeholders.
  • Example: {#group.Name}, {group.GroupClass.Name}

  • Products – Used to display recently viewed commerce products. Out-of-the-box, recent product history is displayed on the Commerce > Find products page. Use ItemData properties to build the placeholders.
  • Example: {#item.Name}, {item.ItemCode}

  • Gifts – Used to display recently viewed gift items. Out-of-the-box, recent gift item history is displayed on the Fundraising > Find gift items page. Use ItemData properties to build the placeholders.
  • Example: {#item.Name}, {item.ItemCode}

Restricting properties to staff users only

To restrict certain properties to staff users only, use the {if #session.IsStaff} {/endif} placeholders around the staff-only property, for example:

{if #session.IsStaff} {#datasource.property} {/endif}

Replace {#datasource.property} with the desired property.

Table 1: Viewing examples, placeholders, staff users, and all others
Example Placeholder Staff users All others
Restricting the contact ID property to staff users only {#party.Name} {if #session.IsStaff} ({#party.Id}){/endif} image image
Restricting the product code property to staff users only {#item.Name}{if #session.IsStaff} ({#item.ItemCode}){/endif} image image

Additional syntax options

The following information provides additional formatting options with examples.