Knowledge: Subject Pages using Reports
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Knowledge
Title*Subject Pages using Reports
ManualAdministration
Manual Level TwoData Rooms
Manual Level ThreeSubject Pages
Created29/07/2022
DetailOverview
Subject pages can be used to create custom landing page when refining on the search page to e.g. a Practice Area. So for example if the documents are below a Practice Area > Sub Folder, you may want to display this at Practice Area level.
In this example we are going to combine them with reports.
Pre-requisits
Note : The below is only required for Cogent themed versions running on Sysero pre 1.22.0802.
First we need to add the below to the Javascript tab on Admin > Data Rooms > Design Form > Actions > Edit Search Header.
$(function() {
// move subject page
if ($('.searchShowSubjectPage').length > 0) {
setTimeout(function(){
let move = $('.searchShowSubjectPage').detach();
$(move).prependTo('#pnlIndexResults').css('order','initial');
}, 50)
}
});
Create Web Report
To create a usage report go to Admin > Reports > Web Report. For more information on creating reports Reporting part of Manual in Knowledge Base.
In this case we want the SearchResults presentation format.
We also need the following fields that will not be shown as meta data in this format. Note any with _ are used by process but not shown:
- _DocumentID : EWSID that will make sure correct icon is shown. Default it Web icon.
- _Path : If _DocumentID not available can pass a Path where is will use extension.
- _Title : Title to place next to icon as link.
- _Link : The link icon will take you to.
Please note facet querystring can be used with report by using psuedo code [!TextFieldx!] etc.
Create Wiki Page
Go to Admin > WikiPages and Create Wiki Page
In HTML for Wiki Page use format similar to below, please note below example uses two reports side by side.
Note : From Sysero version 1.22.0802 the below can be added to a new Wiki Page by going to "Load Existing" and selecting the two column report template.
<div class="LandingContent">
<h1>Welcome to Practice Home Page</h1>
<p>This area can be customised as required, including more reports, links or text etc. Click on refiners or search to find other documents.</p>
</div>
<div class="LandingReports">
<div class="LandingReport">
<h1>Most Used Documents</h1>
[Select Report1]
</div>
<div class="LandingReport">
<h1>Recently Uploaded Documents</h1>
[Select Report2]
</div>
</div>
In CSS add the following:
.LandingContent {
padding: 20px;
margin: 10px;
background: #f9f9f9;
border-bottom: 3px solid var(--main-colour);
color: #121212;
font: normal 22px/32px var(--font-header);
}
.LandingReport {
padding: 20px;
margin: 10px;
background: #f9f9f9;
border-bottom: 3px solid var(--main-colour);
}
.LandingContent {
text-align: center;
}
.LandingReports {
display: flex;
flex-flow: row wrap;
justify-content: center;
}
.LandingReport {
flex-basis: calc(50% - 20px);
}
.LandingContent h1, .LandingReport h1 {
font-weight: bold;
font-size: 24px;
margin-top: 0;
text-align: center;
}
.searchShowDefaultSearchContent p:last-child {
margin-bottom: 0;
}
Assign Subject Page
Go to Admin > Data Rooms > Advanced Settings > Subject Pages
Create new subject page, select the new Wiki Page and Assigned the condition to the relevant refiner.
Additional Manual Locations
Reporting | |
Administration | Wiki Pages |