Select Site URL Containing SharePoint List

Select Site URL Containing SharePoint List

Return to Toolpane Configuration Settings

Each instance of Cross Site Display can display one SharePoint list or library.

Enter the site URL that contains the SharePoint list or library to be displayed. Click the View Lists and Libraries button to load all lists and libraries from the specified site. Site URLs can be absolute (http://servername/site) or relative (./site).

NOTE: Bamboo recommends using a relative URL if the Web application has multiple access points using Alternative Access Mappings (AAM) or if the Web Part will be saved as part of a site template.

Select a default view for Cross Site

Select a default view for Cross Site

Return to Toolpane Configuration Settings

Select the view to display by default for the list or library. Cross Site Display will automatically discover the default view for the list or library. You can restrict Cross Site Display to display only this view by disabling the View drop-down menu in the toolbar settings.

DefaultView.jpg

Notice in this example a Task list has been chosen and this type of list typically has multiple views. You can select the view called “My Tasks” and whomever opens the page where the web part has been placed will see tasks assigned to them in the view. If you were to choose the “Due Today” view, then only tasks that are due now will show up in the view on the page.

Select a List or Library for Cross Site

Select a List or Library for Cross Site

Return to Toolpane Configuration Settings

Each instance of Cross Site Display can display one SharePoint list or library. See the table below containing the instructions for the lists, libraries, and views that can be displayed in the Cross-Site Display Web Part.

To select a list or library to display in an instance of Cross Site Display:

Step Action
1. Click the View Lists and Libraries button to populate the Available Lists and Libraries drop-down list.
2. In the SharePoint List or Library drop-down list, select the list or library to display in the Cross-Site Display Web Part
HW63_2013_GeneralSettings_SiteURL_SelectList.jpg

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The following lists, libraries, and views can be displayed in Cross Site Display:

Libraries Views
Document Library Standard Views
Form Library Calendar Views
Picture Library Gantt Views
Wiki Page Library Survey List Views
Lists Overview
Announcements All Responses
Calendar Graphical Summary
Contacts Discussion Board Views
Custom Lists Subject View
Discussion Board Flat View
Issue Tracking Threaded View
Links Picture Library Views
Project Tasks Detailed View
Survey Filmstrip View
Thumbnail View

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How to Display Multiple Lists or Libraries on a Page

How to Display Multiple Lists or Libraries on a Page

HW63_2013_MultipleWebParts.jpgTo display multiple lists or libraries on a page, add multiple instances of Cross Site Display to a Web Part page.

Each Web Part instance is configured individually and can display a different list or library.

Configure Cross SIte to Use a Custom Login Account so Users Can View Data

Configure Cross SIte to Use a Custom Login Account so Users Can View Data

Return to Toolpane Configuration Settings

Cross Site Display uses standard SharePoint security trimming to display items from a list or library. If the currently logged-in user does not have access to view a list or item, it will not be displayed in Cross Site Display .

However, if you would like users to be able to view items in a list even if they do not normally have permission to do so, you can configure a Custom Login Account for the Cross Site Display to use so as to display items with read-only access. The Custom Login Account must have at least View permission on all items in the list or library.

HW63_2013_GeneralSettings_LogginAccount.jpg

Note: The Custom Login Account is used to display SharePoint items only. If the user attempts to perform other actions on the list or item, Cross Site Display will use the identity of the current user instead of the Custom Login Account.

Configure Full Toolbar Settings

Configure Full Toolbar Settings

Return to Toolpane Configuration Settings

By default, Cross Site Display will display the full SharePoint toolbar at the top of the list or library. The toolbar includes access to new item actions, the Actions menu, the Settings menu, and the View drop-down list, if they are available to the current user. To hide these options for all users, uncheck Display Full Toolbar.

Toolbar.jpgTo disable the ability for users to change the view displayed in Cross Site Display, uncheck the option Display Select View Menu. This will allow users to still access toolbar options, but restrict their actions to the view defined by the administrator.

Step Action Result
1. Display Full Toolbar By default, Cross Site Display will display the full SharePoint toolbar at the top of the list or library. The toolbar includes access to new item actions, the Actions menu, the Settings menu, and the View drop-down list, if they are available to the currently logged-in user. To hide these options for all users, uncheck Display Full Toolbar.
2. Display Select View Menu

ShowingView.jpgOn the right side of the web part view that users will see is the drop down selector that a user can pick to see the various views in a list.

If you prefer not to show this selector, you can disable it by unchecking this box. Users who do not have the permission to create or edit views will not see the Modify this View or Create View options in the menu.