McGill Profiles in the WMS - Enable and re-order profile fields


OVERVIEW

Target audience: Site Administrators, Site Managers

McGill Profiles in the Web Management System (WMS) is used for managing biographical information about faculty, staff, and students. By default, only a few basic fields will be initially available but you can enable others.

In this article:

The McGill Profiles feature of the WMS allows you to display information about people in a consistent way throughout your website. You can choose the level of detail you want to provide. By default, only a few basic fields will be initially available:

Additional fields available (such as Salutation, Office Hours, Degree(s), Title, etc.) will first need to be enabled before they can appear in a profile.

Note: The fields you choose to display will apply to all the profiles within your website.

Some fields, once enabled, will display on both individual Profile pages and the Profiles List. This includes:

Enable Profile fields

Fields that can be enabled are grouped into 3 categories: Banner Updatable fields, Filterable fields and Basic fields.

To enable fields, go to Structure > McGill Profile Field settings.

Click on the FIELDS tab at the top and by default you will be on the Field management tab.

Banner Updatable fields

Under Banner Updatable fields, you can choose which fields should be enabled in profiles. Select the field according to the LABEL column and put a check mark for it under the ENABLED column.

You can have these fields update automatically from Banner by putting a check mark for the field under the UPDATE FROM BANNER column.

Updateable fields

If UPDATE FROM BANNER is checked, it means that the data can only be updated by changes made in Banner. These fields cannot be edited by Site Managers.

Click Save at the bottom of the page to save any changes you have made.

note

NOTE:

Before checking the UPDATE FROM BANNER option for Phone number, please ensure that your phone number is correctly listed in Banner. You can verify your phone number when you login to Minerva.

Filterable fields

Filters appear as blocks in the right sidebar of the Profiles List page. Filterable fields (such as Department, Research Areas, Languages Spoken, etc.) can be used as filters to narrow down the list of profiles displayed in the Profiles List.

Each filter is a McGill Profile field that contains allowable values. These values are used to display only a subset of relevant profiles in the Profiles List.

For example, if the Department field is set as a filter, visitors will be able to filter the Profile List to display only those profiles associated with a specific department such as Geography.

For more information on filters, see McGill Profiles: Setup Filters

Basic fields

Under Basic fields, you can choose which fields should be enabled in profiles. Select the field according to the LABEL column and put a check mark for it under the ENABLED column.

Click Save at the bottom of the page to save your changes.

Re-Order Fields

note

NOTE:

The fields Address, Email address, and Phone should NOT be re-ordered as they will appear in the grey Contact Information block. If you change the order, the contact information may not be displayed properly. The Mobile Phone field, if enabled, will also appear in the grey Contact Information block.

To re-order fields, go to Structure > McGill Profile Field settings. Under the FIELDS tab click on the Ordering tab.

Use the drag and drop icon to move the fields to the desired position.

Click Save when you are done.

references

ADDITIONAL REFERENCES: