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→Main menu section types
===Main menu section types===
Once you have created a main menu link and set it to sections. You , you have a number of section options. Below is an overview of each section option.
====Chart====
Create interactive charts directly from a list view with this section type. This section type gives you the ability to see charts and data tables and it enables the user to drill down into the data for a more granular view. For example, you could see grants aggregated by status and then flip the chart into table view to go directly to a specific grant. The user can also download charts in PNG, JPG, PDF , and SVG format.
[[File:xxx.png|thumb|none|500px|List view charts in a section]]
[[File:xxx.png|thumb|none|500px|List view chart table view options]]
To setup set up a chart section:
# Create a list view with the information you want to chart. If you are only going to use this list view with charts, check configuration only on the list view and it will not show up in the regular list view drop down to users.
# In the desired section, choose the type called “Chart”.
# Choose the desired list view and /or filter.# If you want the user to be able to switch between the chart and the underlying table , enable view options. If you have enabled view options , you can also enable the search panel when in the table view.# Pick the chart type ; for example pie or bar.
# Pick the fields you want to map to the X and Y axis and enter desired captions.
# Choose the aggregation type ; for example sum or count.
# Save
====Custom Link====
The custom link enables you to create a link to any area within the system. Use the lookup button to choose an area in the system you want to link to and it will populate the URL field. You can also manually enter a URL to other areas of the system, but if you do so make sure you use a relative path. For security reasons , we don’t allow linking to pages outside your system.
====List View====
The list view section type enables you to surface a list view from another area of the system. For example, show a list of applications in progress or a list of open calls to which the applicant can apply for from a UTA. You could also show a list or organizations or users. To setup , select the desired list view and optionally select the desired filter and save.<br>'''Show New Button''': this option enables the user to create a new record from your list view. For example, if I am looking at a list of level 1 applications , you can allow the user to create a new level 1 application from this section.'''Show Search Panel''': this option allows you to surface search functionality on your list view within the portal.
Show list view with new button and search and call outs
====List View - Mixed Record Type====
The list view mixed record section type enables you to create a list view composed of different record types. Generally used to create a single task list of all your to-dos, without the clutter and effort of creating each individual list in your portal. To setup:
# Select a list views view and click the + button to join them.
# Repeat for each list view you want in your mixed record type section (example UTA, User, Organization).
# Select the number of columns desired.
# Click Save.
Note : the intent of this section type is to display a list of records from multiple areas and give users an easy way to go to a record so they can edit it. You are also expected to make sure the list views you choose have the same number of columns with the same type of information in the same columns. For example, if I combine 3 list views the first column in all of them should hold something like the name or title of the object.<br>'''Row Clickable''': this option enables the user to be able to open the record by clicking anywhere on the row. If this option is toggled on you do not have to surface an open button on the row.'''Show Search Panel''': this option surfaces a search input so the user can refine what appears in their list view.
[[File:xxx.png|thumb|none|500px|Mixed record type section type]]
====Media Files====
The media files section type enables you to surface media uploaded to applications inside a portal section. For example, you could display all the artwork submitted as part of the application process for applications that were approved.
Optionally , you can filter media that is displayed by media type (video, audio, images) and by status of the record and type of the record.
[[File:xxx.png|thumb|none|500px|Media section type]]
====Section Container====
The section container type is different than the other section types as it is used to control the layout of sections. Typically, the section container is used to hold another section. For example, in the website theme , you might use a section container to display a background image across the full width of the page. Then you might place a text section inside this container and restrict its width to 70% of the page. This would give you a banner with an image background and text overlaying that image but the text would be constrained , so the user could see more of the background image.
[[File:xxx.png|thumb|none|500px|Section container with a section inside]]
====Section in tabs====
This section type is used to display multiple sections within a single section. For example, you could have a section called applications and then within that section , you could have a number of tabs such as Applications in progress, applications in review and applications funded. The user can click on any tab to see the corresponding list view.
[[File:xxx.png|thumb|none|500px|Section in tabs]]
====Text Template====
The text template section is used to display text-based information such as a notice, instructions or a welcome message.
==Portal Building – Advanced==
