CM2WebShare User Manual 4.8.9

GETTING STARTED

1. Open a web browser and browse to CM2Webshare
2. This will load the CM2Webshare home page
   

COMPATIBLE BROWSER

Please ensure you are using a compatible browser

• Microsoft Edge
• Google Chrome
• Mozilla Firefox

HOME PAGE NAVIGATION

Within the homepage, each table that is created has a range of features that can be applied. The following features are (in order of appearance):

NAME

A unique name to find a CM2WebShare Table.

DESCRIPTION

An optional detailed description about the CM2Webshare Table.

UPDATED BY

The person who last updated the table.

DATE LAST UPDATED

The date and time which the table was last updated.

ADDITIONAL FEATURES

• Lock Show a table is locked for editing
• Edit a CM2WebShare Table
• Delete a CM2WebShare Table
• View a CM2WebShare Table
• Copy a CM2WebShare Table URL
• Copy a CM2WebShare Table iFrame Link
• Copy a CM2WebShare Table ePathway Link
• Copy a CM2WebShare Table Index (CSV formatting) Table Index
• Download a CM2WebShare Table CSV file Download

SEARCHING FOR TABLES

Use the Search By dropdown to determine the criteria to search on.

Enter the search into the search bar and press enter. Alternatively clicking the magnify glass will also start the searching process.

Any tables found will be displayed on the home page.

CREATING A NEW TABLE

1. On the Home Page, click the Create New Table button
   

2. The New Table configuration page will load, and the table is pre-populated with the following fields :

   • Title
   • Record Number.

These can be removed by clicking on the rubbish bin icon. The fields on the page may be different based on the selected record type. Use the arrow icons in the right column to move the fields into the order you wish to display within your table.

The values you place in the fields will be applied to create a web-based table of Content Manager Records.

3. Searching for Records can be completed in three separate ways:
   a. Searching by Folder
   b. Searching by Saved Search
   c. Searching by custom Content Manager String Search

SEARCHING BY FOLDER

To activate folder searching click the folder search checkbox; An input will display upon click.

The Search Folder (Container) dropdown list will display all favourited folders upon your first click. To search for a particular folder, start typing the folder's title to begin a search.

SEARCHING BY SAVED SEARCH

To activate saved search searching click the Saved Search checkbox. An input will display upon click.

The saved search dropdown list will display all favourited saved searches available for display and is searchable by Save Search name. To see all saved searches available, in the input bar type "all".

SEARCHING BY CONTENT MANAGER STRING SEARCH

To activate Content Manager string searching click the Content Manager Search checkbox.
You can now input a Content Manager search string directly into this field.

TABLE SETTINGS

1. Table Columns (Metadata Properties)
   Table columns are created by selecting Metadata Properties from the list provided as illustrated below
   

Metadata properties are populated by the predefined properties within Content Manager and any additional fields created. The search bar allows you to search through the list to find the property to intend to use.

To add a column to the table, select the field desired using the checkbox. The sorting arrows allow for the table rows to be moved up and down to position the fields into the most ideal configuration for the display.

If you wish to remove a Field from the table, you can press the delete button on the corresponding row, or alternatively, uncheck the check box of the corresponding field within the list.

2. Extra Table Settings
   Add extra features to your table by using the optional table settings below
   

• Display Record Type Icons will allow for the Record's Title to have its corresponding Content Manager record type icon attached to the record's row, for clear identification of the records type.
• Display File Type Icons will allow for the Record's Title to have its corresponding file type icon attached to the record's row if there is an electronic record attached, for clear identification of the file type.
• Sort Table Data will allow for the CM2WebShare table to be sorted on load by a selected Content Manager Field in ascending or descending order.
• Electronic Records Only will filter the saved search to display only records that have electronic records attached.
• Custom Amount of Records per Page will create pages based on the number of records per page you want to display. Maximum number of records per page is 500.

• Download Documents allows for records from Content Manager to be downloadable from the CM2Webshare table created.
• View Documents allows for records to be viewed within Content Manager using the CM Launcher.
• Edit Documents allows for records to be edited using the CM Launcher.
• Download PDF Rendition allows for records that have PDF Renditions to be downloaded (if applicable)
• Disable Title allows the Titling of the CM2WebShare table to be removed from view
• Disable Search Bar allows for the searching functionality of the CM2WebShare table to be removed from view.

3. Table Themes
   To add a theme to a table, select a pre-existing theme from the drop-down table.
   If a theme is not selected, a default theme will be placed onto the table which may be changed within the editing stage.
   

4. Previewing the Table
   Pressing save will allow you to see a quick preview of what your configured table will look like on display as illustrated below
   

EDITING A TABLE

1. On the Home Page, click the Edit Button (Pencil Icon)
   

2. The Edit Table configuration page will load

3. You can now edit any of the existing settings needed

DELETING TABLES

1. On the Home Page, click the Delete Button (Rubbish Bin Icon)
   

2. A confirmation will appear to confirm the deletion process

3. Click the Delete button

VIEWING A TABLE

1. On the Home Page, click the View Button (Eye Icon)
   

2. The table will open in a new tab for viewing

ADD TABLE TO A WEBPAGE

FYB CM2Webshare provides you with multiple ways to share your newly created tables.

1. Tables can be shared using a URL link to send via email, mobile, or hyperlinked within a web page
2. Tables can be embedded in web pages using an iFrame link

USING THE URL LINK

1. On the Home Page, click the URL button (Clipboard Icon)
   

2. The URL link to the selected table will be copied to the clipboard

3. Paste the link to the web browser to see the table

USING THE IFRAME LINK

1. On the Home Page, click the iFrame button ("< / >" Icon)
   

2. A popup will prompt for the height and width for the iFrame (in pixels)
   

3. The iFrame link to that table has been copied to your clipboard and now can be shared

The link will be in the following format :
< iframe src="http://[MYSERVER]/Grid/Grid/[GRID-ID]" width="XXpx" height="XXpx" frameborder="0">< /iframe>

CM2WEBSHARE TABLE MINIMUM SIZING

For CM2WebShare to seamlessly work within an iFrame, the minimum width for a CM2WebShare table with 3 columns, is 600px. For each additional column add 150px per column.

Please note these measurements are a guidance based off the default theme setting, and may require slight adjustment to suit your tables needs.

Adjusting the width to less than the recommended minimum width may see issues with the use of CM2WebShare tables.

EPATHWAY TABLE LINK

1. On the Home Page, click the EPathway button (Path Arrow Icon)
   

2. The EPathway link to the selected table will be copied to the clipboard

TABLE INDEX (Comma Delimited Format)

1. On the Home Page, click the Table Index button (Aa Icon)
   

2. The Table Indexof the selected table will be copied to the clipboard in CSV format.

DOWNLOAD CSV

1. On the Home Page, click the Download button (Down Arrow Icon)
   

2. A copy of the table's content will be downloaded to CSV format

THEMES

1. On the Home Page, click the Themes button from the dropdown menu
   
2. The Theme page will load if you are an administrator in Content Manager
   

Within the theme page you can complete the following:

• Upload a customised theme using CSS
• Create a new theme using the CM2WebShare interface
• Delete an existing theme

UPLOADING A CUSTOM CSS THEME

1. Within the theme page, click the Upload Custom Theme button

2. When the upload theme page load, supply a theme name
   

3. Select your CSS File within your computer by clicking on the choose file button
   

4. Click the Save button to upload your theme

When creating a custom CSS file, please ensure that you have read the CM2WebShare CSS Styling Guide and Template, and followed the directions correctly to ensure that the CSS file created will work with the CM2WebShare table.

CREATING A NEW THEME

1. In the Create New Themes page, fill out the details to create a new theme.
   The colour pickers allow you to search for your desired colour
   

A theme name is needed to save a theme and you cannot name a theme the same name as a pre-existing theme.

2. Click Save to save the theme

Themes can now be used on all CM2WebShare tables

DELETING A THEME

On the theme listing screen, to remove a theme please follow the steps below

1. Find the theme you wish to delete
2. Click the trash icon to remove the theme
   
3. When the prompt appears click Delete
   
4. The theme will be removed from the theme list

CUSTOM TABLES USING QUERY STRINGS

The CM2WebShare Custom Link Template allows for CM2WebShare tables to be created using Content Manager search strings.

CREATING A CUSTOM TABLE

1. Start with your base URL: www.servername/CM2WebShare/Grid/Grid?

2. Go to Content Manager and create a search string that will return the records you need.

3 Add the Content Manager search string after the '?'.

URL : www.servername/CM2WebShare/Grid/Grid?Title:example%20and%20type:2030

If you wish to exclude options from your table, skip this step.

4 Add options to the URL, add '?options=' to the end of the Content Manager search string

All Table options have a set name. To enable an option, just add the option name after '?options='

To add multiple options, add %20 between each option.

The following table options can be configured within the URL.
URL : www.servername/CM2WebShare/Grid/Grid?Title:example%20and%20type:2030?options=VIEW%20EDIT%20PAGES=10

5. To add a theme to the table, after options add &theme= followed by the name of the theme.

6. To add fields to the table, add &fields= followed by the field name, replacing any whitespace with ' - '. To add multiple fields, use %20 between each field.

7. To add a name to the table add name= followed by the name of the table, replacing any whitespace with ' - '.

8. To add a description to the table add *description= followed by the description of the table, replacing any whitespace with ' - '.

9. Paste the created URL into the browser. If the URL is configured correctly, a CM2WebShare table will be created and will display the records from the Content Manager query created.