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The Page Record

 

The following fields are available in System Setup > Pages. Required fields have an asterisk (*) beside the field name.

Display Name* 
The Name that appears in the Main Menu in MinistryPlatform .

Singular Name*
The Singular version of the Display Name that appears on the record form header and as the label for foreign keys associated with records on this page.

Description 
A user friendly description. This is what appears in the "tool tip" when hovering over the navigation item.

View Order* 
The order of the Page in the section list.

Table Name* 
The name of the table object in SQL Server that contains data for this Page.

Primary Key 
The integer column in the table that is set as the identity primary key.

Display Search 
[this field is deprecated]

Default Field List* 
A comma-delimited list of fields that appear in the All Records grid view of the Page and are available as merge fields in new messages.

These may include:

  • Fields from this Page's table 
  • Fields from related Page tables using the Table Lookup Convention ("_Table").
  • Calculated Field expressions (valid sql expression representing a single field).
  • Field Tokens

Selected Record Expression*
Throughout the Platform each record is presented by a text value produced by a SQL expression. This field specifies the SQL expression which describes a single record on this Page. This is used to generate a friendly name for records when one or more columns are associated with other Pages (tables). If more than one field is used as the record expression, the field names need to be concatenated. The size limit for a Selected Record Expression is 255 characters. For example, when addresses are displayed on other pages, the Street/City/State/Zip are all concatenated to produce a full address from the separate values in the record.

The generated expression is used in the following places:

  • The record title, when viewing a record in the platform
  • Drop-down lists referring to this page from other pages
  • The "Attached To" column in My Tasks
  • In place of a record in the Advanced Search Tool when a User does not have access to the Page

The SQL Expression must be a single, valid expression:

USE CAUTION! Changes to the "Selected Record Expression" field should be fully tested and monitored. If an MP process stops working or throws errors, change the expression back. Also, if the expression is too long (more than 255 characters) on pages that have an MP Process, it may cause unusual errors in the Platform, or stop an MP Process from working completely.

Filter Clause 

SQL that is part of the WHERE clause that returns data to the Page. Applied to all Views and all Users. Should be left blank for main Pages. Primarily use for Filtered Pages. No table should have more than two Pages without a filter clause.

There should always be an Unfiltered version for each table. The API uses the unfiltered version. All other Pages accessing the table should be Filtered.

Start Date Field  
The column that holds the starting DateTime value for a record that is used by (and is necessary for) the calendar view as well as the recurrence copy dialog.

End Date Field  
The column that holds the ending DateTime value for a record that is used by the calendar view as well as the recurrence copy dialog.

Contact ID Field 
The field in the table that leads back to the Contact record associated with this record. Used by existing Reports and Tools. The Contact_ID can be found several tables removed via foreign keys and the Table Lookup Convention ("_table"). A value here enables the Contact Card for this Page and includes the Page in Select Message Recipients.

Default View 
A Page View that has been created for this page. If left blank, the All records view is used.

Pick List View 
A Page View record which filters any drop-downs that select from this Page. This is also the default View in the Pick-List. For example, setting this to "Users With Security Roles" in the Users Page limits the default lists in other Pages where Users are selected (such as "My Tasks"). This must be a View explicitly associated with this Page (in the View itself).

Image Name 
Each Page can have a customized icon for display in the MinistryPlatform menu bar (nouns). For example, the Milestones page can have an icon of a birthday cake or the Payments page can have an icon of a credit card. A SPoC can customize these icons in the Platform by:

  1. Go to the Font Awesome library.
  2. Find the desired icon.
  3. Click on the icon.
  4. Note the icon name (e.g. the envelope icon name is: fa-envelope-open).
  5. From the Platform, go to System Setup > Pages.
  6. Open the desired Page record.
  7. Click Edit.
  8. In the Image Name field, enter the icon name.
  9. Click Save.
  10. To see the changes immediately, click About > Refresh Cache.

Direct Delete Only 
Setting this to True ensures only Users with full rights to this Page will be able to delete records from this Page. Prevents cascading deletes from associated records. At times and when using certain applications, it is helpful to set this as False in order to allow users to delete from related pages. If this is set to false, ensure that your security rights are set to account for this. 

System Name 
A field used internally by the Platform. Not for use by third parties. Ensure that this is not a duplicate value to any other page.

Date Pivot Field 
A field on the table or a related table, generally text, that is used by the timeline view for Group records.

Custom Form Name 
<span "="">A field used internally by the Platform. Not for use by third parties.

Display Copy* 
If True, Users with edit rights to this Page have the option to copy records on this Page.

Suppress New Button*
If True, Users with full (or any) rights to this Page will not be able to create records using the New page action. This field is initially set to False for all pages other than Contacts

Global Filter ID Field: The fully qualified (table.column) name of the field the Global Filter should assess. 

In Global Search: If True, a Page will be included in Global Search results.  If True, Page will appear in drop-down menu of New Message Tool. 

Note: The Display Copy field is set to false by default on the Donation and Donation Distribution sub-pages so that when a Parent page (e.g. Event, Program, etc.) is being copied (for some reason) the creation of duplicate Donation records is prevented. This value should only be changed by a SPoC with full understanding of the possible consequences of Donation records being duplicated erroneously. Donations legitimately needing to be copied should leverage the Copy Batch Tool or the Copy Selected Donations report.