ISSUE
It is not possible to print Reader materials, like custom dashboards, that are built via portals. Both the delivered auto.pdfs and the static custom .pdfs work, but not portals.
Deliverable
“We’ll need it to update the GSBS App for Registrar Reader Tab Group (for when Craig is downloading applications to the drive) and for a new Reader Tab Group I created: “MBR Enrolled Students.” MBR wants to keep a copy of parts of an enrolled students’ applications in order to have them for when they start conversations with these students about PhD apps/career progression. Sections needed: Employment History, Resume, Research Experience, Personal Statements.”
Research
For dashboards:
Map to static files…./apply/dashpoard/pdf
Not flexible, very fidgety to format, and no granular control of permissions—people can either see the page, or not. And, the most annoying thing (to me) is that you have to build out fields for all possible data points—if your students might have 10 schools in their academic history, you have to have fields set up for schools 1-10, and for most students most of the data fields will be blank, but they still have to be there.
Portals are much more flexible for both formatting and content display, in particular they can dynamically adjust to however many schools or research experiences need to be shown:
But! https://knowledge.technolutions.com/hc/en-us/articles/360033470231-Portals-in-Reader
Enter Containers! https://knowledge.technolutions.com/hc/en-us/articles/9542785890459-Data-Containers#what-is-a-data-container--0-0
Or, actually, not really:
However!!
https://knowledge.technolutions.com/hc/en-us/articles/360035256091-Configuring-Document-Export-Materials --creating materials and formatting them properly
Created appropriate export values on current custom materials, and created some new system materials. Per the instructions, the (for Document Export) materials are Inactive, and I added a Document Export folder:
https://knowledge.technolutions.com/hc/en-us/articles/8781851211419-Creating-a-Document-Export-Query-with-Configurable-Joins --build query in CJ’s
Using a CJ query, the contents of the export can be limited, and arranged.
https://knowledge.technolutions.com/hc/en-us/articles/360034966132-Scheduling-Document-Exports – helps set up the output
All of the documents come as a single .pdf, so it isn’t great for anything other than feeding into some sort of document consumption process, or actually printing them. To get a one-off electronic file seems to be WAY to much work.
https://knowledge.technolutions.com/hc/en-us/sections/360006571391-Exporting-Documents all of the documentation on exporting docs
FGI confirms the only option as of summer 2024 is to set up a .pdf download.
I was able to rebuild the Nutrition Admin .pdf download to behave in test. It is not connected to workflows, so that is not an issue, BUT, the ‘print .pdf’ in the reader application dashboard prints ALL OF THE TABS--and now that we are all showing the Reader Review forms, they will appear when printed from there. Best bet: use the tab within the application.
The bigger problem is GSBS research portal. How do we get that information out reasonably?
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