ConneX allows authorised users to create and manage Atlas or Microsoft Teams workspaces. It is often accessible from workspaces by clicking All Workspaces in the left hand menu, or sometimes it is added to the Launchpad.
Alternatively, the ConneX web part can be used on any Atlas page. Whichever instance of ConneX you are configuring, you'll be able to use the configuration options described in this article.
Please note that the ConneX and My ConneX web parts have the same configuration options and allow you to switch between them.
In this article:
Start configuring
To get started configuring the web part for a specific page, ensure the page is currently in Edit mode, then hover over the web part on the page and click the "pencil" icon to the left of it to open the configuration panel:
Once you have finished configuring the web part, make sure you Publish the page to ensure the changes are saved and visible to all users.
Styling options
The first section shows the Styling options, allowing you change the web part Title. You can also choose whether to show a blank web part if there are no results (default no):
Search settings
A new section, Search settings has been added. First, we can toggle Contextual results - this means we only show workspaces matching the tagging of the current page, similar to how the In Focus web parts work by default in Atlas pages:
You can also apply filters from the in-built ConneX filters menu by setting the filters in edit mode then clicking Apply selected filters. This means that when a user first lands in this page, the ConneX web part will be pre-filtered based on the selection which could save some time searching for workspaces in certain scenarios.
Paging settings
The second section shows the Paging settings, first allowing you to Show paging, which is On by default, giving us access to additional settings:
- Show paging should be enabled to configure the later settings
- Set the number of items per page - if paging is disabled this is just the total number of items shown
- If paging is enabled, set the number of pages to display in range e.g. how many pages are numbered in the control:
- If we have 36 items per page and 6 pages then 216 items total can be browsed by the user.
When paging is enabled you can choose to hide certain elements of the paging controls:
Layout options
In the third section we can set the Layout options:
- ConneX lets you switch between ConneX, My ConneX and This Workspace layouts. You can learn about the differences here: Use ConneX to manage workspaces
- The Display Mode option lets you decide whether to use the full ConneX Cards or instead display each item as a row. In the ConneX configuration the default is to show cards.
- Next we can choose whether or not to show some specific controls:
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- Choose whether to show a New button for direct access to workspace creation
- Choose whether to show a Search Box to allow the user to filter with a text query
- Choose whether metadata Filters are shown
- Choose whether Sorting options are shown
- Choose whether to Show results - if you turn this Off then no workspace cards or rows will be shown in the web part, but you could still show the New button for example. Usually it is best to show some results but reduce the number shown.
- We can manage the Refiners and Labels, and hide results if we just want to use the web part for workspace creation:
- Click Edit refiners to add or remove refiners if needed (usually only removal is needed for unused refiners). Read more below
- Toggle "show pinned workspaces" on or off (new functionality in 4.2)
- Choose how many pinned workspaces should be displayed
- Toggle "hide all workspaces by default" on or off
- Toggle "show results" on or off - if you turn this off then no workspace cards or rows will be shown in the web part, but you could still show the New workspace button for example
- Toggle "results count" on or off
- Click Customize labels to change labels for the following text strings used in the UI, for example if you call "workspaces" sites instead you could change the wording. Read more below
Edit refiners
To configure the Refiners click Edit refiners to bring up the following panel:
- To remove a refiner, click the X on the right hand side of the correct row
- To change the Labels for a refiner, click Edit on the correct row. You can then set the label for each language
- To add a refiner, scroll to the bottom of the panel and in the grey line below the existing refiners:
- Start by choosing from the Select a refiner dropdown - if you do not see the field you need to use please contact support, but all fields relevant to Atlas workspaces should be available.
- Next, click Edit and set the labels for each language
- Finally, click the + on the far right of the new row to add the refiner, then click Save to save your changes.
Customise labels
To customise the labels, click Customise labels to bring up the following panel:
To change one of the labels click Edit on the relevant row then make your changes and click Save. The changes will only apply to this specific instance of the web part.
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