By default, your Member Directory has three tabs: Basic Search, Advanced Search, and Find Anyone (Admin Only). While you can customize each of these to include the search criteria you want, you can also create your own custom search page and add it as an additional tab. An example of this is shown below.
If this is something you'd like to do for your Member Directory, read on to learn how.
Step 1 - Create new page
- Navigate to your Member Directory page (Directory > Member Directory, by default).
- In your Webmaster Links menu, click edit navigation to access the CMS.
- The Directory > Member Directory area is automatically expanded. Click to select the Advanced Search page, and then select Copy from its ellipses menu (...).
- In the resulting dialog, give your new search page a name, and then click Submit.
- Your new page is highlighted, and has a Draft status. In the Page Properties area (to the right), enter a Page Code Name and URL Name. Generally, you can simply use your page name for both, but do not include spaces or special characters (e.g., "Award Winners" is our page name, so we used "awardwinners" for both).
- At the bottom of the Page Properties panel, click Save. Then, click Edit to access Page Designer.
Step 2 - Choose search criteria
Since you copied the Advanced Search page, all of its associated search criteria came with it. Below is an example of the search fields on our Advanced Search page.
Many of these should not be available on our custom Award Winners search page, and it's likely you'll want to remove some of yours as well, so let's learn how to hide the ones you don't want.
- Take a moment to look through the list of search fields on the left and determine which search fields you do and do not want.
EXAMPLE: We didn't need Functional Job Title and Member of Group but we did want to keep Name.
- To remove one of these fields, simply click to highlight it, and in the Properties on the right, check the Hide box.
Step 3 - Add Demographics (optional)
If you want to power your custom search page with custom Demographics, you'll need to create them and then add them to the page.
You can create Demographics on the Admin > Users > Demographics page.
NOTE: For any custom Demographic Category(ies), be sure to check the Applies to People box so they appear on user profiles.
To learn more about creating custom Demographics, see Profile Demographics.
How to add a Demographic to your custom search page
Once you've created and published your custom Demographics, you'll need to add them to your custom search page in the CMS so they display on the front-end.
- In the CMS, click to highlight your custom page, and then select Edit from its ellipses menu (...)
- In the Widget area, select Category > Directory to display the available Directory widgets.
- Drag and drop the Directory Search - Demographic widget to the canvas on the left.
- In the Properties panel to the right, give the Demographic an appropriate name.
- Next, click the edit icon for the widget, and in the dialog, select your custom Demographic from the Demographic Type menu. Click Save at the bottom of the dialog.
- Repeat these steps to add any additional Demographics.
- Lastly, click Save in Page Designer (bottom right of the page).
Step 4 - Add page to Member Directory
The last step is to modify the Member Directory page to include a tab for your new custom search page. To do this, you'll need the Page Code for your new custom page.
- In the CMS, click to highlight your new page and press Ctrl+C / Cmd+C to copy it from the Page Code Name field (remember, your page is located under Directory > Member Directory).
- Now, click SyndicatedDirectoryTabs, followed by Edit from its ellipses menu (...).
- Click to select the Tabs widget, and then click its Edit button.
- In the dialog, click View parameters as text to display another dialog.
- Next, click the Edit toggle so its enabled (this enables the text field above so you can make edits).
- In the ms: Tabs area, your existing Member Directory search tabs are listed, in numeric order, by TabName and TabNavigationCode (i.e., Page Code). Decide what order your new tab should display, and then double click the appropriate numbered TabName and TabNavigationCode parameters in the area below to add them.
EXAMPLE: For example, we wanted our custom tab, Award Winners Search, to display after Basic Search and Advanced Search, so we added Tab3Name and Tab3NavigationCode.
- Once added, the only edit you need to make to these two parameters is to enter a name and the Page Code you copied earlier within the parameters' "".
EXAMPLE: Our parameters equate to:
Tab3Name="Award Winners Search"
IMPORTANT: If you added your new tab/page before one or more existing ones, you'll need to incrementally adjust the numbers for any tabs that come after, as appropriate.
For example, prior to adding our custom tab, we had three: (1) Basic Search, (2) Advanced Search, and (3) Find Anyone (Admin). Because we added our Award Winners Search tab before the Find Anyone (Admin Only) tab, we ended up with (1) Basic Search, (2) Advanced Search, (3) Award Winners Search, and (4) Find Anyone (Admin).
- Click Save to close the Parameters as text dialog.
- Click Save to close the Editing Widget - Tabs dialog.
- Click Save in the CMS, and then click Publish.
Back in the front end, you'll see your new tab, positioned in the order you designated: