Setting Display Options - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

Select the Options icon to determine which options display on the Agenda Online Web site. The first time you access these options, default values display on the screen. You can modify the values as needed, and then save them to apply them to the Agenda Online Web site. Options include:

  • Document links display options. Selecting these options provides links to Agenda, Action Summary and Minutes documents on the public page, but only if documents for these options have been published.

  • Search options. Select the options you want available for searching on the public Web site. You can select from search text, meeting type and meeting date. You can also determine the number of items that display in the search results by entering a number in the Search Results Limit box.

    Note:

    If a meeting or meeting document has not been published, that item will not be factored into the search results number.

  • Initial meeting list range display options. Select how you want meetings to display on the Home page when you open the portal. First you must select the Search Type(days, weeks, months, years). Next you must select how many meetings you want to display within the parameters of the search type. Depending on the search type selected, here is how the Search Before and Search After fields work:

    • If you select Days, enter the number of days to search before and after today's date where 0=today's date.

    • If you select Weeks, enter the number of weeks to search before and after today's date where 0=today's date and 1=today's date plus 7 days.

    • If you select Months, enter the number of months to search before and after today's date where 0=today's date and 1=the same date in the next month. For example, if today's date is Feb. 9, the search pulls up meetings between Feb. 9 and March 9.

    • If you select Years, enter the number of years to search before and after today's date where 0=today's date and 1=the same date in the next year. For example, if today's date is Feb. 9, 2015 the search pulls up meetings between Feb. 9, 2015 and Feb. 9, 2016.

  • Search Result Options. These options affect the Meetings page where you can run a meeting search.

    Select one or both of the following options:

    • Tabbed by Year. Select this option to place search results in tabs by year on the Meetings page.

    • Upcoming Meetings Separated. Select this option to separate meetings into Upcoming and Recent tabs on the Meetings page.

    These same two settings also affect the Home page, which displays a pre-configured range of recent and upcoming meetings.

    Note:

    Year tabs do not display on the Home page. The Year tabs display only in the Meetings page, where you can run a search.

    The Search Result Options setting affects the Home page as follows:

    • When both settings are unchecked, meetings display in a single list ordered by date in descending order, without tabs or separation. Meetings farthest out in the future are listed first, with the oldest meetings, or meetings in the past listed last.

    • When only the Upcoming Meetings Separated option is selected, two distinct lists stacked vertically are displayed, with upcoming meetings listed first, and recent meetings listed second. The Upcoming and Recent tabs are not displayed at the top of the lists, rather the two lists are separate. Upcoming and Recent are inferred, based on the dates in each list. If the range contains meetings from multiple years, they are not be broken out into their own sections or tabs per year.

    • When only the Tabbed by year option is selected, the Upcoming and Recent tabs display next to each other. Year tabs are not displayed if there are meetings from multiple years in the range. The Upcoming tab is shown by default.

    • When both settings are selected, the Upcoming tab is displayed at the top of the list, and the Recent tab is listed below. If the list contains meetings from multiple years, meetings are not broken down by year.

Note:

Upcoming meetings are defined as a meeting in which the start time is greater than the current date and time. This means that as soon as a meeting's start time has passed, the meeting is displayed in the Recent meeting list.