Santa Clara University

Schedule/Personalize element

The scheduled element is a container that holds other elements.  A large selection of options allows you to customize when the elements will show up on the page.  Two common uses are:

• Showing content on a single page based on some conditions (who's looking at, what time it is, etc.)
  For example, a sign-up form could be set to be available at 6 AM, the first day of an event registration period and then removed at midnight on the last day of registration.
• Adding it to a template to show content based on the page or subsite
  For example, different subsite title images could be used in a site within the same template

Procedure:

1. Decide on the element(s) that you want to display and when/how you want to show up (see the criteria in the blue box below for an idea of the the available criteria.  If you have more than one element, the first item on the list to match the set of criteria established will be displayed.  For example, if you have two elements with the criteria "1.Display on Wednesdays" and "2.Display every day,"  they must be listed in this order to have the first element show up on Wednesday.  If listed in the opposite order,condition 2 would always be satisfied, and the Wednesday element would never show up.
2. Insert the "Schedule/Personalize" element, found under the Miscellaneous category.
3. Add new elements by clicking the gray "Click here to add a new element" text.
4. Assign a descriptive name.  This is for your reference and does not show up in the site.
5. Select the element type.  The most useful will tend to be the "Formatted Text Block (without header)"  This is the same as the Rich Text Editor.  The list looks different , but is similar to the regular "insert element" menu.
6. If needed, continue to add items (steps 2-4) including one for each of your intended uses. For example, one per subsite, or one for before an event and a second for after.
7. Select "Element Rendering Schedule" to select when/how each element should show up.
8. In the new menu, select the pencil next to the item to schedule and pick "edit timeframe/audience"
9. Select the options that are relevant to make the element show up (described in the blue region below.)  You can use any combination of the items in the list.
10. Submit the changes to continue.  The element that matches the criteria for the page, or the first element in the list, will show up first when the page reloads.
11. Add content to the elements that were added.  To access the other elements.  Click the pencil above the scheduled element and select "Edit Elements..."  Click the glasses icon next to the item that you want to edit, and it will reload the page with that element in the scheduled element space.
12. Submit the changes and check to make sure it is functioning as anticipated(if possible).