Directory Templates

What is it?

Directory Templates allow you to configure the front end, or member view, or your Member Directory. 

How to Access

Navigate to Community > Directory

From the Directory page, click on Directory Templates.

Creating a New Template

1. From the Directory Templates page, click the New plus sign in the top right-hand corner.

2. Give the new template a name, then click Create.

3. Once on the edit screen, add the Attributes that you want to display in the template. To add a new Attribute, click Add a Row. You can add multiple rows to each section (except for the top row) by clicking Add A Row again after saving an Attribute.

 

• Label: If you'd like any text to preface the attribute you're adding, type it in the label box (for example, Email: ##Email##, where "Email:" is the label tex

• Attribute: This menu allows you to select which attribute you'd like to add

• Style: Select whether or not you'd like this particular attribute to display as bold and/or italic

• Advanced Setup: The advanced setup option allows you to add multiple attributes on the same line/row (for      example, city, state zip) and will also accept HTML tags

NOTE: There is no "save" button as changes/additions to your template(s) are saved automatically.

Examples

Example #1 - 1 column layout

Looks like:

Example #2 - 2 column layout

Looks like:

How are Profiles Sorted When Viewing the Results?

Profiles are sorted by Last Name then First Name, then Organization based on the data that appears configured in Group Attribute Security. eg. if you want Organization alphabetized, you would need to ensure Last Name and First Name do not appear in the results.

Viewer Assignments

Viewer assignments allow you to alter how profiles are displayed in your directory based on the person viewing it. If a group has a template assigned to it (other than “default”), any member of that group will see the directory based on the assigned template. The template assigned to a group will be how those group members will view all other groups/members in the directory. Groups assigned the “default” template will see the directory based on the template marked as default on the main search templates page (indicated with a yellow star). This is different than group assignments (below) because the profile display is based on the viewer's database group rather than the profile's database group.

Example: Image #1 is how the directory displays for someone from the "member" group, and image #2 is how the same directory displays when someone from the "organization" group views it.  Notice that the same 2 profiles display completely different depending on who views them (members see a 2 column layout, organizations see a 1 column layout).

Image #1:

Image #2:

How it's done

1. First, make sure you have more than 1 existing template listed on the search templates page - if not, create 1 for each group assignment before continuing.

2. From the search templates page select "assignments" in the upper-right corner

3. Your database groups will be listed in the left column, with each one having a template drop-down menu in the right column.  Use the drop down menu to select the appropriate template for each group (the menu will contain all of the templates that you currently have).  The "default" option means that the template set as default will be used (marked with a yellow star on the main search template page).

Group Assignments

Group assignments allow you to alter the way profiles appear in your directory based on what database group they are part of. This is different than Viewer Assignments (above) because the profile display is based on the actual profile’s database group rather than the viewer’s database group.

Example: the image below shows 2 profiles from different database groups (the group names are highlighted with red boxes), each displaying with a different search template.  Since this was accomplished using group assignments, the profiles will display the same no matter who happens to view them (member, organization, public, etc.).

How it's done

1. From the search templates page click on the + icon next to the template that you'd like to add a custom group template to

2.Select the group that you're customizing the template for and then click "create"

3. Complete the new template by adding the appropriate attributes in the layout of your choice

4. When finished, click "close" towards the top-right.  You'll go back to the main search templates page where you'll notice your custom group template(s) indented under the main group.

How Directories Display

Directories will display alphabetically by last name, first name, then organizational name.

If you are displaying an organizational member type, then it will sort by organizational name.