Since version 6.7.0 teams using UpSlide are able to have Dynamic Libraries which generally contain tombstones or staff bios. Setting up a Dynamic Library can typically be done within the Classic Library environment.
Dynamic Library Setup
Dynamic Library location
A Dynamic Library can be stored in one of two places:
- A SharePoint Online Document Library root folder. Recommended option as easy to control permissions and content is backed up. For more information on setting up a Document Library refer to this article.
- A shared server folder accessible by all users.
Dynamic Library contents
Your UpSlide consultant will provide you with the following four items to make the Dynamic Library work:
- A folder called Images containing all of the image files required for the tombstones or bios
- A folder called Templates. The templates are made up of a combination of three files, a .bin, a .js and a .json, which are necessary to manage dynamic changes within a single Library (displaying a US flag for US deals, etc.).
- A CSV or XLSX file called Data
- A CSV or XLSX file called Schema
Setting up permissions
Updates to the Data file will be seen immediately by all UpSlide users. We recommend giving write permissions to only the Administrator users who will be in charge of updating the Dynamic Library content. All UpSlide users need to have read permissions for the Dynamic Library folder.
As with the Classic Library, entire Dynamic Libraries can be permissioned so only certain users have access to the content. For example:
www.company.sharepoint.com/sites/UpSlideLibraries/CompanyTombstones with read permissions for everyone.
www.company.sharepoint.com/sites/UpSlideLibraries/DealAdvisoryTombstones with read permissions for only the Deal Advisory team.
SharePoint read/write permissions
We advise all clients set one rule by default on a Dynamic Library Document Library created: restrict write access only to the administrators of the Dynamic Library. I.E. those adding or editing data in the Dynamic Library. All users/consumers of the Dynamic Libraries must have read access.
An optional step to prevent an administrator from deleting the Data or Schema file is to set a specific permission level on those two files to prevent deletion. You can do this in SharePoint
Site settings > Site permissions > Advanced permission settings > Permission levels
Add a new permission level for the administrators where they cannot delete items within the area.
