Central Register (location item)
|To create a central register, a custom list in SharePoint must be created first.|
Create a Central Register item
- Select 'New Item...
- Choose 'Central Register' from the new item type
|This is the name of the search as it will appear in the navigation tree for OnePlaceMail and OnePlaceDocs|
|Enter a description of the item to be created|
|Site URL||Enter the URL of the central list, or document set containing the central register list|
|List Name||Enter the name of the list, or document library that will be used to return locations|
|Register Type||Options are; List or Document Set|
|Display Column||Select the column that will be used to name the item returned. This can be title or a custom single line of text column.|
|Target URL Column||Select the URL column from the central register.|
Central Register Query
|Base query of a Central Register view||Selecting this button will present a view to select any custom views created in SharePoint. Selecting a view will add the CAML query to the dialogue box below.|
|Query dialog box||
If selecting a custom view from the button above will show the query here.
Alternatively, a custom query can be written freehand here.
A descendant location allows you to target a location across multiple sites. This can be useful when sites are created based off a template, and the same library structure is available within each site.
For example, if every Project Site has a library named "Email Library", we can target the email library from many different sites.
This will group the 'Email Library' together from many locations into one container
|Display Name||Customize the name of the location to be returned|
|Relative URL||Enter the name of the library to be targeted|
|Location Type||Specify the location type of the targeted location|
Determine the behavior when saving to a returned central register item in the solution profile
|Prompt for Properties||Always||Selecting this option, the 'Save to SharePoint' dialog box will always appear to ensure metadata is captured|
|Never||Selecting this option, the 'Save to SharePoint' dialog box will not appear|
|Options||Do not automatically check in documents||By default, OnePlace Solutions will check in a document in the save process. If other workflows need to be run, this setting can be turned off|
Set the locations that are returned when navigating a location returned in a search
Site navigation filtering
|Hide all lists||Restrict navigation tree to hide any lists when browsing the returned search locations|
|Hide system lists / libraries||Restrict the navigation tree to hide all system libraries and lists when browsing the returned search locations|
|Restrict lists / libraries to site quick launch||Restrict the navigation tree to show only locations specified in the site quick launch|
|Hide lists / libraries using specific template ids||Restrict the navigation tree to hide lists or libraries based on specific template ids|
Video : Solution Profiles - how to create a central register item