Standalone panels
NoteThe queries, dashboards, account pages, or other features on this page are part of the ASI Client Success QuickStart Template and are only available to organizations who implemented iMIS with ASI Client Success.
The following four standalone panels are used as value lists in QuickStart features:
| Panel name | Purpose | Codes |
|---|---|---|
| Contact us contact type | Used in the Contact us feature to define what the inquiry is related to. | Membership Training Other |
| Contact us status | Used in the Contact us feature to define the status of an inquiry. | Submitted InProgress Completed |
| Sources | Used to define the origin of where the user accessed the Contact us feature. | Web Mail Other |
To access these panels, go to Settings > Standalone panel configuration.
Editing the standalone configuration page
To edit the Standalone panel configuration page, do the following:
- Go to Settings > Standalone panel configuration.
- Click the Easy edit icon.
- Select Open in Content Designer.
NoteAlternatively, edit the Standalone panel configuration page from RiSE > Page Builder > Manage content. Navigate through the following folder path: @MyStaff/Standalone Panels. Then select the Configuration content record. A staff user can edit the Standalone panel configuration page by opening the Configuration content record in Page Builder. The Configuration content record is located at @/MyStaff/Standalone Panels.
Adding Standalone panel tabs
To add additional standalone panels for value lists, a staff user must create a content record for each additional standalone panel in the Tabs folder (located at @/MyStaff/StandalonePanels/Tabs).
Do the following:
- Go to RiSE > Page Builder > Manage content.
- Navigate through the following folder path: @/MyStaff/StandalonePanels.
- From the navigation bar, select New > Website Content.
- In the Manage content dialog, choose Add content.
- In the Content gallery, go to Content and choose Panel Editor.
- Name and Title the content item.
- From the Panel drop-down, select the panel source.
- Click OK.
- Click Save & Publish.
- The new panel appears on the Standalone panels configuration page as a new tab.

Updated 1 day ago


