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Creating and Listing Page Types

Ryan Bickham avatar
Written by Ryan Bickham
Updated over 2 weeks ago

Sift Pages let you create profile pages for "anything" in your organization using the same familiar experience that comes with creating your person profiles, as well as adding some additional functionality and benefits! These pages can exist for things like office locations, employee resource groups, open roles, or anything else. Watch the walkthrough video below to see how to create Sift Pages and take a look at our website for some use case examples.
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Read Full Transcript

"Hello and welcome to this overview and tutorial video on Sift Pages. During this video, we will be covering what Sift Pages are, the different types of pages you can create, how to assign editors and keep them up to date, as well as other tips and tricks surrounding this topic. So what exactly are Sift Pages?

Sift Pages are very similar to your user profiles, but instead of showing information on a specific person, Sift Pages can be used to showcase other things such as open roles within your organization, internal projects you're working on, teams, office locations, communities, and much much more. Simply put, if you have the data and you want to create a Page to showcase it, Sift can do it.

These Pages make it easier to connect with colleagues and understand the structure and activities of the organization as a whole. Now, let's jump into it. To begin, you'll want to access the admin dashboard by clicking on the icon here on your top toolbar. Once you're in your admin dashboard, you're going to want to click on the "Pages" link on the left hand side. Here is where all of your pages will be housed within Sift.

Next step is to click on the "New Page Type" button at the top. Now as you can see, we have two different Page types that we can create from: either Attribute Pages or Independent Pages. We'll go over each in more detail later on, but let me give you a brief explanation of what each one is first so you know which type of page you want to create. So Attribute Pages are our most common option.

Let's use our projects example here. Choosing this option will make a page so that the type you create can be associated to a person's profile inside of Sift. This means that people will be able to be assigned to these pages and vice versa. When choosing this option, if Ashley Baker, for example, is working on Project A, she will appear on the page for Project A, and Project Awill appear as a chip on her pro file.

Attribute Pages can be created from any attribute that you currently have residing in your system already that is collecting data. Now Independent Pages function the same way as Attribute Pages except they do not have people associated to them. With an Independent Page, there will be no members tab on the page and people will not have these pages on their profiles. They will only be available using Search. Use cases for Independent Pages may be something like company announcements page or something more informal that isn't necessarily associated to an individual person. Now that we know the differences between the two types of Pages, we're going to go into each one in more depth.

First off, let's start by creating an Attributes Page. So this next option will give us the ability to choose from an existing attribute that already resides in our system or create a new one. For our example, we're gonna create one from an existing attribute. So on this next page you can either hit the drop down and scroll and find the attribute that you want or you can start typing it in the box here. We're gonna use team as our example.

Once you select your attribute, we'll go ahead and create the page by clicking the "Create Page Type". Now that we've created our Team Page container, we'll give the system a minute to go through and look at that particular attribute and pull in all the values for it. Upon clicking "Reload", we can see that it's pulled in pages for twenty four different values with the Team Attribute. We can also see the member count for each Page. So there's 13 people in advertising, 38 in compensation, 58 in customer relations, and so forth. Now, just as a heads up, your pages will not be visible to your end users until you toggle this "Publish Pages" switch to on.

Leaving this off will allow you to fine tune and perfect your Pages before deploying out to your external users. Because Attribute Pages allow you to invite users to them, there are some additional settings that you may want to explore when it comes to membership. One of these settings is how you group your members. If you enable this setting, you can manage what the main title for groupings are called. For this example, it's set to role. Now you can also create subgroups for roles so you can separate your users by their job title such as Lead, Designer, Developer, and so forth. Simply enter them here on this line and separate them by a comma or a line break. You can also allow editors to create new groups if you'd like as well. We'll go into more of that later on.

The next Page type we will be covering are Independent Pages. To create an Independent Page, what we'll need to do is simply click on new page type and choose Independent Pages and then give it a name. We're gonna call this one award. Click on "Create Page Type", and now we can start creating new Pages. To do so, click on "New Pages", and we'll give this one a name of "Employees of the Month". This will be a Page where we can recognize all of our current employees who have received the employee of the month award. Now say you wanna bulk create pages instead of entering them in one by one. This is pretty simple.

To do so, click on "New Pages" and what we're gonna do is we're gonna put in all of our Page names that we want to create and separate them by a comma. After clicking "Create", we can see it mass created all of the Pages that we entered in separated by a comma. If you ever want to go in and delete a single Page or an entire Page group, regardless if they are created by an Attribute or set up as an Independent Page, you can do so by doing either of the following: For a single Page that you want to delete, simply click on the three dots and choose delete page. It's going to ask you to type in the page name as a fail safe to make sure you don't accidentally delete something.

The same can be done for the entire Page group by going to general settings and then clicking on the red "Delete Pages" button. Again, you have to type in the name of the Page group, so in this case Award, before this delete option will become available. Now that we've covered the different types of Pages we offer, how they're created, ways to change the membership settings and also even how to delete them, we can begin fine tuning how we want our Pages to look. If you're familiar with how to change the layout for your user profiles, this next part will be pretty simple for you to do as they're very similar.

When it comes to our Pages, we can see which stock attributes are currently set to be displayed on our Pages by clicking on "Attributes". We can also create new ones as well by selecting "New Attributes", choosing the type of attribute that we want to set up, and then following the next steps that pop up on the screen. Once you have all of your attributes created, we could choose where we want them to appear on our Pages by selecting layout. Here, we can move around what is already existing on the Page by dragging and dropping or using the up and down arrows. You can also add a new section based on either a single attribute, "description" would be an example for this, or creating a category section such as contact information.

Now that we have our Pages fine tuned and looking exactly how we want them to from a layout perspective, we can go ahead and make a few more visual changes such as the Page logo and header photo for each Page. Let's use our data page as an example. To change the logo, click on the icon at the top, choose "Upload File", and browse to the image that you want to upload. Here you can scale and crop it so that it fits a little bit better, and then we'll go ahead and save it, and now we can see it's our new logo for our Page. To change the header, it's very similar. Click on the photo icon here. Click on "Change Your Header" photo.

And browse out to the file that you wanna set and hit crop and save. You also have the ability to modify the data on your Pages that are editable by clicking on the pencil icon and filling out that section much like how you would do for your own user profile. Another option would be to assign an editor to the Page who can modify this information as well. Typically this would be the team or group's leader. That way it allows them to keep everything up to date without having you as the admin being the one one to go in and make all of the necessary changes. To add an editor, click on "Manage Editors", add an editor, and start typing in the person's name.

For this example, since this is our data group, we're gonna set Susan Kempton who's our Chief Technology Officer as the editor of the Page. Once we select her, we can click submit and she is now able to edit this Page. As previously mentioned, once you're ready to have your Pages visible to your users, simply go back to that section within the admin dashboard and toggle the publish pages setting to on and click on publish. Now that your Pages are visible to your organization, you can access them a few different ways.

One way is to utilize the Big Search option and type in the Page name and selecting it from your results. Another option is just by clicking on "Dirctory" at the top and on the left hand side you will see that we have our team pages and then you can select the page that you want to view. That pretty much covers all the basics when it comes to creating pages within Sift. If you would like more information on things that we haven't covered in this video, you can simply visit our help article knowledge base or you can send us an email to support@justsift.com and we'll be more than happy to assist you. Until then, as always, happy sifting!"

Creating Page Types

Step 2: Go to the Pages section

In the Admin Dashboard, click Pages on the left side navigation. You will see a table that contains a list of all of your Page Types.

A Page Type refers to the type of thing you're trying to represent in the profile page. Each page type can have multiple profile pages. For example, you could have a Page Type called "Projects" and two different pages for "Project A" and "Project B". Each Page Type will have an assigned profile layout, so while Project A and Project B would have different information on them, they would both have attributes like "Project description", "Project status", etc. and their pages would be laid out in the same way.

Step 3: Click the "New Page Type" button


After clicking the "New Page Type" button on the top-right of the screen, you should see a dialog open that will walk you through creating your Page Type. The first step is to choose whether you want to create:

Attribute Pages: This is the most common option. Let's use our "Projects" example. Choosing this option will make it so Pages of the type you create (e.g. "Project A") can be associated to Person profiles inside of Sift. This means that people will be able to be assigned to these pages, and vice versa. When choosing this option, if "Ashly Bakey" is working on "Project A", she will appear on the Page for "Project A", and "Project A" will appear on Ashly's Profile Page.

Independent Pages: Independent Pages function the same way as Attribute Pages, except that they do NOT have people associated to them. With an independent page, there will be no "Members" tab on the page, and people will not have these pages on their profiles. They will only be available using search. Use cases for independent pages may be something like a company announcements page, or something informational that isn't necessarily associated to any individual person.

Step 4: Select the person attribute option

We are going to assume that we're creating "Attribute Pages" from the first step. For independent pages, you will only need to name your page type, then you're done!

You now have a couple of options:

Convert an existing attribute: If you already have data on your person profiles that you would like to make pages from, you should choose this option. For example, if you already have an attribute called "Office City" assigned to all of your people, you can convert this attribute, and we will automatically create all of the pages for you! After choosing this option, simply pick an existing attribute from the dropdown menu, and finish creating your page type. Afterwards, we will convert all of your existing values into pages in the background, you will be taken to the Page Type Management area, and we will let you know when they're finished being created.

Create a new attribute: If you want to create pages for something that you don't already have on Sift, such as Projects, you should choose this option. After choosing, you will be able to name your Page Type, and choose the type of attribute that you want added to your person profiles to associate pages to people.

Choose Page if you want people to only be able to be associated to one page of this type (ex: Office Location, Department)

Choose Page Collection if you want people to be able to be associated to multiple pages of this type (ex: Projects, Employee Resource Groups)

Step 5: Where do I go next?

Now that you've created your Page type, you will be taken to the Page Type Management area to set up your Page type further! This includes:

  • Creating pages

  • Updating the profile layout

  • Managing membership and access options


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Managing Page Types

After creating page types, you may come back to this page at any time to view all of the types you've created, and click on one of them to be taken to its specific management area.
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