Adding a custom panel to a page

A panel helps organize the information on a page by grouping fields that are alike. A District Administrator can add an unlimited number of panels to custom and built-in pages. The administrator has some ability to specify how the panel will appear; for example, the panel heading color can be hidden, the panel can be made collapsible, or the panel can be made read only.

When an administrator adds a panel to a page, the panel is inserted directly below any panels that are built into Chancery SMS and above any Chancery SMS pages that are built-in but were created using cTools.

To add a panel

[You can do this if your role is District Administrator.DA]:

On the home page, in the control bar under ADMIN, click District Setup.The District Setup page appears.

Under cTools, click Manage Pages. The cTools Manage Pages page appears.

Click the relevant feature area [>>]. The Manage Page Details page appears.

Under Custom Pages, click the page to which the panel will be added. The Add/Edit Page page appears.

In the Actions menu, click Add Page Panel.

To edit a panel, select the panel and in the Actions menu click Edit Page Panel.

To delete a panel, select the panel and in the Actions menu click Delete Page Panel.

On the Add/Edit Panel page, under Panel Properties, enter or change information, which includes:

Panel name: The name of the page as it appears in the panel header.

On screen text: Instructions to help users use the panel appropriately. On a page, on-screen text appears below the panel heading.

Panel options:

Publish: The panel is visible on the associated page. As long as the page is not published, the Panel option can be set to Publish without affecting users [see >>]

Unpublish: The panel is not visible on the associated page [see >>].

Read only: None of the fields on the panel can be edited by users.

Hide panel heading color: The panel heading is the same color as the panel. Note: When you select this option, selecting the option Collapsible or Collapsed by default has no effect; that is, users cannot collapse the panel nor is the panel collapsed on entry to the page.

Collapsible panel: Users can close the panel. Note: If the Hide panel heading color option is selected, selecting this option has no effect; that is, users will be unable to collapse the panel.

Collapsed by default: Works with the Collapsible option; the panel is closed when users arrive at the page. Note: If the Hide panel heading color option is selected, selecting this option has no effect.

Click Save. The Add/Edit Page page appears.

To change the order in which panels appear on the page, on the Add/Edit Page page, in the Edit menu click Change Panel Order. On the Change Order page, select the panel and use the up and down arrows to change the display order.

Add fields [>>] to the panel, and add objects if required [>>].

Click Save.

To see the new panel, stop Chancery SMS Task Manager [see >>], click Apply Pending Changes [see >>], and then reset IIS [see >>].

If you are adding this panel to a custom page, check page permissions to ensure they are appropriate [see Custom page permissions >>].