Group List Editor

• Name - Enter a name for the content item. This text appears during design mode (configuration).
• Title - Enter the text to display above this iPart on the rendered page. If blank, no title displays. The following variables can be used to display information for the selected contact: {0} - First Name, {1} - Full Name, {2} - Organization.
• Do not render in design mode - Select this option to prevent content record data from being loaded in the content editor. This improves performance during design time (configuration).
• Display a border around this content - Select this option to display a border around this iPart on the rendered page.
• Display for authorized users only - (enabled by default) Hides the iPart from public users when accessing data for another person, which prevents spoofing (changing the ID in the URL to access another's data). Disable this option if you need to make this iPart visible to public users, such as for a public profile.
• Display for authorized users only - (enabled by default) Hides the iPart from public users when accessing data for another person, which prevents spoofing (changing the ID in the URL to access another's data). Disable this option if you need to make this iPart visible to public users, such as for a public profile. Note: This iPart may behave differently if you have edited the permissions defined in your ClaimsMap.xml and ClaimTemplates.xml files. By default, only System Administrators and members of the Staff Group have the claims to access data for any user in the system.
• Display profile image - Select this option to display profile images as thumbnails in the group list.
• Show inactive memberships - Select this option to display both active and inactive members within a group list.
• Allow editing - Select this option to allow users to add, edit, or delete members within any group listed. Some restrictions apply: 1) Only System Administrators and Staff (Full and Casual users) can add members to a group. 2) Only group members, System Administrators, and Staff can delete members from a group and edit membership information if available.
  • Link text for adding a contact - Enter the text to display on the link a user clicks to add group members.
• Clicking on a contact opens their profile page - Enable this option so that users can click names in the list to open the contact's profile page. The page that opens when they click the link depends on the rules defined in the Party.aspx file, located by default in C:\Program Files\ASI\iMIS\Net. When this option is disabled, clicking a contact's name opens the Group Member Detail window instead, from which you can view the contact's group membership information. If you want users to have easy access to both the account pages and the Group Member Detail window, enable both this option and Provide option to view and edit membership details.  
  • Provide option to view and edit membership details - (this option is only available if you have enabled Clicking on a contact opens their profile page) When enabled, users can click an icon to switch between list modes. When the icon is enabled, clicking names in the list opens the Group Member Detail window to view and edit group membership information. When the icon is disabled, clicking names in the list opens the contact's profile page. Users cannot view or edit group membership information from this iPart if you disable Provide option to view and edit membership details.
• Is the page context (parent) for this iPart a group? Choose Yes if the context for this iPart is a specific group, and you wish to display its group members and sub-groups. Choose No for any other type of context. For example, choose Yes to display all members of a chapter and any committee groups within that chapter.
• URL parameter for parent ID - Leave this field blank, unless you want to change which URL parameter the iPart uses for a parent ID value. By default, the iPart looks for a UniformKey or iUniformKey parameter value. If neither is available, the iPart uses the selected or signed-in user as the parent ID.
• Display a list of
  • Groups owned by the parent ID and their members - Select this option to display a list of groups owned by a particular parent ID, and the members of those groups. If multiple groups are owned by the parent ID, initially only the groups are listed, but each group can be expanded to display members. If only a single group is owned by the parent ID, initially all of the group members are listed. For example, if you add the Group List Editor to an organization contact's account page (and choose the relevant group type), it will automatically display an organization roster (a group member list).
  • Groups that the parent ID is member of - Select this option to display a list of groups that the parent ID belongs to (memberships).
  • Both of the above (use this option to display two-way relationships) - Select this option to display both groups (and group members) that the parent ID owns AND groups that the parent ID belongs to. This option should be used to display relationships between two entities.
• Automatically create a group if one does not exist - Select this option to allow users to add members to a group even if a group of that type does not already exist. This option is only available if Allow editing is enabled and Groups that the parent ID is a member of is NOT selected. For example, you can choose to only display a chapter's committees. If no committees exist yet, no groups are listed, but a user can click the add link to automatically create a committee and add members. Select this mode if you want to display an organization roster, so that the organization group can be auto-created when you add the first member.
  • Group owner type - Select the type of owner for the group that will be created automatically. Depending on how your system is set up, the available owner types can include broad categories such as Events, Contacts, Groups, and Public.
  • Group type to auto-create - Select the type of group which will be created automatically when users add members. When you select a group type for this option, it is automatically added to the list of group types to include.
• Choose the group types to include - Select the group types you wish to include in the list of groups, sub-groups, and/or group memberships. For example, if a chapter has both committee and club sub-groups, you can select one or both to be displayed within the iPart. If you wish to display a contact's memberships in organizations, committees, and chapters, you can choose all of these group types.

Notes

• A good use for this iPart is to add it to a page that already displays information about a contact, event, or some other type of group page. In most cases, the Group List Editor will detect the group, parent, or contact ID in the URL and display a group list in the mode you select. If you add the iPart to a group page, and a group list does not display as you would expect, check the URL of the web page to determine if it uses a URL parameter other than UniformKey or iUniformKey.
• You can create, edit, and delete group types, roles, and statuses from Tools > Setup > Groups. A group type that represents a two-way relationship can be defined as a Relationship Group.
• You can hard code URL parameter values using a navigation item. From Site designer > Manage sitemaps, create or edit a navigation item and in the URL Parameters field, enter a parameter name and value. For example, ID=123.