User Story 1
The National Association of Professionals would like to create a simple Directory of Contacts with the following requirements:
- They only would like Contacts with an Annual Engagement Score of 100 or higher to be visible in the Directory.
- They want a banner image of their logo (Image 1), but no logo image will be necessary.
- This will be a data driven Directory (Table View), with 5 results displayed per page.
- It must have the following Column headers: Full Name, City, State, Membership Type, and Number of Years.
- Front end users should be able to search in this Directory by First Name, Last Name, and Full Name.
- They would like this Directory to be available to the general public.
- Users of the Directory should also be able to print the list of results when visiting the Directory in the front end.
- Detail Page, GeoLocation View, and Enhanced List View should NOT be enabled.
How would the National Association of Professionals Create this Directory?
Prerequisites
- From the App Picker, [Select] Directories.
- From the Directories tab, [Click] the New button.
- They only would like Contacts with an Annual Engagement Score of 100 or higher to be visible in the Directory.
- From the Create a New Directory modal, in the Primary Object field, [Search and Select] Contact. In the Display Name field, [Type] Directory of Contacts and [Click] the Save and Continue button.
- In the Data section of the Display tab, from the Object drop down field, [Select] Contact.
- In the Data section of the Display tab, [Click] the Filter Criteria button.
- In the Create a Filter modal, [Enter] the following values in the corresponding fields: Field: Annual Engagement Score, Operator: Greater than or Equal to, Value: 100. [Click] the Save button.
- They want a banner image of their logo (Image 1), but no logo image will be necessary.
- From the Display tab, next to the Banner Image field, [Click] the Browse button. [Select] Image 1 from the Media Library.
- From the Crop Image modal, [Crop] the image as desired and [Click] the Save button.
- This will be a data driven Directory (Table View), with 5 results displayed per page.
- From the Table tab, [Check] the Enable Table View checkbox (this box should be checked by default).
- From the Table tab, in the Display Results field, [Enter] 5.
- It must have the following Column headers: Full Name, City, State, Membership Type, and Number of Years.
- From the Table tab, [Drag and Drop] the following fields from the Available Fields text box to the Selected Fields text box:
- Full Name
- Billing City
- Billing State
- Billing Country
- Work Email
- From the Table tab, [Drag and Drop] the following fields from the Available Fields text box to the Selected Fields text box:
- Front end users should be able to search in this Directory by First Name, Last Name, and Full Name.
- From the Search, Filter, & Sort tab, [Drag and Drop] the following fields from the Available Search Fields text box to the Selected Search Fields text box:
- First Name
- Last Name
- Full Name
- From the Search, Filter, & Sort tab, [Drag and Drop] the following fields from the Available Search Fields text box to the Selected Search Fields text box:
- They would like this Directory to be available to the general public.
- In the Visibility section of the Display tab, [Confirm] that the Authenticated Users Only checkbox is unchecked.
- In the Visibility section of the Display tab, [Confirm] that the Authenticated Users Only checkbox is unchecked.
- Users of the Directory should also be able to print the list of results when visiting the Directory in the front end.
- From the Table tab, [Check] the Enable List Print checkbox.
- From the Table tab, [Check] the Enable List Print checkbox.
- Detail Page, GeoLocation View, and Enhanced List View should NOT be enabled.
- From the Enhanced List tab, [Uncheck] the Enable Enhanced List View checkbox.
- From the GeoLocation tab, [Uncheck] the Enable Geo Location Display checkbox.
- From the Detail tab, [Check] the Disable Detail View checkbox.
Final Step
From the top-right corner of the Builder, [Hover] your mouse over the downward pointing arrow next to the Save button. [Click] Save and Exit.