Example And Details¶
For this, you would create a Status Flag search including only those with a Member Status of Member and whatever other criteria you wish to include, such as an age or resident code. The URL link for that directory could be posted anywhere on the church website, so that it is easily accessible by your church members.
Status Flags are automatically updated very early each morning, so people will be included or excluded from the directory based on that Status Flag update.
Each database can have only one online picture directory that uses a Status Flag.
If a person is not included in the Status Flag used for the directory, they will not be allowed to view it. Even if the directory and includes large numbers of people, you can still post the link online and be assured that it will be viewable by only those with that Status Flag.
Exclusions from Directory¶
If someone does not want to be included in an online directory you handle this by creating an Extra Value named something such as DoNotIncludeInDirectory with a value of true. Then exclude anyone with that Extra Value in your Status Flag search, so that only those without that EV will be included in the search results.
You can name the Extra Value anything you want, you just need to be sure that the Status Flag search that you use for the directory will exclude anyone with that EV on their record.
Steps to Create a Main Directory for a Status Flag¶
- Extra Value
When using a Status Flag for your directory, the exclusions will be based on an Extra Value.
- Step 1, Search
Create a search to find those you want to include in the online picture directory. Suggestion: If you want this for your church membership, your search would be those whose Member Status is Member.
Your search must also include a Condition to exclude the EV you are using for those who do not want to be included - that is, the exclusions.
Save your search using the Status Flag naming convention.
After you have both of these done, you are ready to set up the directory.
- Step 2
Go to Administration > Setup > Settings > System > Administration and find the PictureDirectorySelector setting.
In the Setting Value field enter the name of the Status Flag search you are using for this purpose. Do not use the colon and only enter the first part of the name. See image.
Click the blue check mark to save.
- Step 3
The SQL Script and the Template will automatically get added to your database when you run the directory for the first time.
Go to the URL for your database and add the following after .com:
Then hit Enter.
This will display the people who are included in the Status Flag you entered in the Settings and create the default Script and Template.
- Step 4
Now verify that the SQL Script and the Text Content are in your database.
Go to Administration > Setup > Special Content > SQL Scripts and you will see a script named PictureDirectorySql. This script will be the same for every database.
Next go to Administration > Setup > Special Content > Text Content where you will see a file named PictureDirectoryTemplate. This template can be changed based on the specific information you want to include/exclude from your online directory.
We have the code for the default template and for one more template included in this article.
- Step 5
If you are using the default Template, then you are ready to make the directory available.
If you want to use a different Template, see information regarding templates.
Update terminology for Involvements