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Add a dossier item overview page in InSite

A site manager adds a dossier item overview page to the InSite menu.

To add a dossier item overview page:

  1. Open InSite.
  2. Log on as the site manager.
  3. Click on: Site management.
  4. Click on: Menu in the Site frame.
  5. Go to the location where you want to add the page and click on New.
  6. Enter the description.
  7. Select the action Create new overview.
  8. Click on: Next.
  9. Select the page type.
  10. Select the existing overview on which you want to base this overview.
  11. If applicable, adjust the description.
  12. Click on: Next.
  13. You can now add Keywords.
  14. Click on: Next.
  15. Select the Only available on the current site check box if you want to make this page available only for a specific user group.
  16. Choose an existing selection you want the page to be available for.

    This selection allows you to make the page available for a specific set of users. Choose an existing selection created in Profit to make the page visible only for users in the selection.

  17. If applicable, select an input form.

    You can use an input form to make sure that the visitor fills in a form before they can access this page. If you have logged on as the site manager and you navigate to a page that has an input form linked to it, you will not need to complete the input form; however, you can open the properties of the input form and edit the form.

    Note:

    If a linked input form has been blocked, a visitor will not be able to access the form or the linked page. In that case a message is displayed that the requested page is temporarily not available.

  18. Click on: Add. Close the menu.

Templates per dossier item type

If you add a dossier item type for InSite, Profit automatically adds the Overview, Create, Show and Change templates for it.

The templates that Profit adds for a dossier item type, are derived from a basic template that is supplied as a default.

Overview

An overview with a view is available for every dossier item type. In addition, general overview templates are available.

Example:

For the Profit InSite question dossier item type, the Questions overview template is available.

Create

You cannot add a template if you have not been authorised via the Record CRM / dossier authorisation filter.

Example:

For the Profit InSite question dossier item type, the Create question template is available.

Show

You can only see the dossier item type if you have been authorised via the authorisation filter, or if the dossier item is part of the workflow and you have rights to the task in question.

Example:

For the Profit InSite question dossier item type, the Question template is available.

Adjust

You can only change the dossier item type if you have been authorised via the authorisation filter, or if the dossier item is part of the workflow and you have rights to the task in question.

Example:

For the Profit InSite question dossier item type, the Modify question template is available.

Page type per dossier item type

If you add a dossier item type for InSite, Profit automatically adds a page type. By default, you also have access to the basic page type: Dossier basis.

The new page type is derived from the Dossier basis page type with the description from the dossier item type as the description.

Example:

For the Profit InSite vraag dossier item type, you have the Profit InSite vraag. page type.

Functionality per dossier item type

If you add a dossier item type for InSite, Profit automatically adds Functionality that is derived from the functionality that is linked to the basic page type. The templates are linked to this new functionality.

Directly to

  1. Configure a dossier for InSite
  2. Add a dossier item type
  3. Features of a dossier item type
  4. Feature group
  5. Add source data
  6. Add a response template
  7. Add an action type
  8. Add a dossier item page in InSite
  9. Set up the display of a user image in a response
  10. Add a dossier item overview in InSite
  11. Link a print report to a dossier type
  12. Add a dossier item type for organisations, persons and contacts
  13. Submit a dossier item with a completed Employee destination

Process

Configure