RiSE Settings: Recent history

The Recent History content item displays a list of recently viewed contacts, events, groups, commerce products, and/or gift items. Use the settings at Settings > RiSE > Recent history to customize the text for each item that is displayed in the Recent History.

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Example

There is an annual event with the same name each year. Customize how the event name displays in the Recent History content item so that it is clear which event was recently viewed.

Understanding how to create placeholders

Customizing the text for each type

Before updating the Recent History settings, review the following information:

• After changes are saved, the items listed in the Recent History do not conform to the updated format until the item is visited again. Newly visited items conform to the updated format.
• When left blank, the default display for that type is used. Use the reset icon to reset the data to the default.
• If there is a placeholder that cannot be resolved, the formula is ignored, and the default data is used.

To customize the text for each type, go to Settings > RiSE > Recent history:

• Contacts - Used to display recently viewed individual or organization account pages. Out-of-the-box, recent contact history is displayed on the Community > Find contacts and Community > Dashboard pages. Use PartyData properties to build the placeholders.

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  Example

  {#party.Name}, {party.Id}

• Events - Used to display recently viewed events. Out-of-the-box, recent events history is displayed on the Events > Find events page. Use EventSummaryData properties to build the placeholders.

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  Example

  {#event.Name}, {event.StartDateTime}

• Groups - Used to display recently viewed groups. Use GroupSummary Data properties to build the placeholders.

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  Example

  {#group.Name}, {group.GroupClass.Name}

• Products – Used to display recently viewed commerce products. Out-of-the-box, recent product history is displayed on the Commerce > Find products page. Use ItemData properties to build the placeholders.

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  Example

  {#item.Name}, {item.ItemCode}

• Gifts – Used to display recently viewed gift items. Out-of-the-box, recent gift item history is displayed on the Fundraising > Find gift items page. Use ItemData properties to build the placeholders.

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  Example

  {#item.Name}, {item.ItemCode}

Restricting properties to staff users only

To restrict certain properties to staff users only, use the {if #session.IsStaff} {/endif} placeholders around the staff-only property, for example:

{if #session.IsStaff} {#datasource.property} {/endif}

Replace {#datasource.property} with the desired property.

Table 1: Viewing examples, placeholders, staff users, and all others

Additional syntax options

The following information provides additional formatting options with examples.

Available conditional functions with examples

Acceptable conditional operators