Boards
Boards allow members or users of your website to publish to a list on your website that is displayed in date order. For example, with a Jobs Board, members or users can publish available jobs to a jobs list on your website. Other potential uses of Boards include Classifieds Boards which will allow members to publish items for sale (for neighborhood associations or local communities), and Announcement Boards which allows members to publish announcements.
Important Note: Board listings need to be associated with a member/account, users can then manage their listings by signing into their account. If an account is deleted, the listings associated with that account will be deleted as well.
Creating A New Board
From Jobs/Other Boards, click on Create New Board. You will be prompted for a board name and the default template to use for the board. The board name is a single word with alphanumeric characters only - this name is used in the URL so it has to be short and simple (eg. "jobs", "classifieds", "announcements").
Board Settings
Once the board has been created, on the Settings tab you can then customize the settings for the board. For example you can:
- Only allow members to view listings.
- Charge a posting fee for users to create listings.
- Only allow members to create listings, or allow public users to create listings as well.
Note that if you allow public users to create listings, you will need to setup checkout actions to create accounts for those users in a folder on checkout. An error will occur if a listing cannot be associated with an account.
Form Template
This form template controls the information users provide when creating a new listing. You can add/remove fields and drag/drop fields or boxes to re-arrange the form. You can also customize existing fields - or example for a Jobs Board, you can customize the Salary Range field with options that make sense for your organization.
For the Jobs Board, a Tags box is used to allow users to associate industry with the listing. Note that you can add new tags by clicking on the "+" icon, delete and existing tag by clicking on the tag, and re-arrange the tags using drag/drop.
Display Template
The display templates control how the listings appear on your website. The Listing Summary template controls how each listing appears in the list view, while the Listing Page template controls how the listing appears on its own page (ie. once a user clicks on a listing from the list).
Please see article on Display Template HTML Tags for list of tags that can be used for these HTML templates.
You can also setup Search/Filters to allow users to filter through your listings quickly. Note that only Select type fields and Tags can be added as search/filters. There is no general text search for listings.
Creating Website Pages
You will need to create 3 (separate) pages on your website:
- View Listings - this page is where the listings will be displayed.
- Post Listings - this page is where users go to create a new listing.
- Manage Listings - this page is where users go to manage their listings. Note that this page can be used to manage listings across all boards (if you have multiple boards), so you do not need to create a separate Manage Listings page for each board.
From your CMS (ie. WordPress, SquareSpace, Weebly, W/O Code, etc) create a page for each of the above functions. Then from the board's Dashboard, click on "Embed" and place the corresponding shortcode or HTML snippet on each of these pages.