Add Block
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
The Add Block window lets you add Chart, Custom Content, Data Set List, and Forms blocks to a Hub's Summary page.
Chart blocks let you display information in a visual format such as bars in a bar chart, lines in a line chart, or slices in a pie chart.
Custom Content blocks offer a wide range of possibilities for displaying diverse information. They let you embed source codes, display images, add links, and utilize formatting options to effectively communicate important details such as internal policies, holiday schedules, tax changes, and more.
Data Set List blocks show data set information. This information can be anything in your system captured by a simple query and uploaded into J1 Web as a data set. For example, you may show a list of all available courses, recipients with missing or invalid contact information, enrolled students graduating in the upcoming term, etc.
Forms blocks make forms available from a Summary page. Unlike assigned forms, forms displayed in a Forms block do not create To Dos and are available only to users with permission to access the form. For example, you can add HR forms to the Personnel module and forms related to campus housing to the Student Life module to be completed as needed.
Block Type | Best Used For |
|---|---|
Chart | Visualizing trends and metrics. |
Custom Content | Policies, announcements, instructions, and embedded content. |
Data Set List | Displaying dynamically generated lists. |
Forms | Making forms available from a Summary page. |
To manage blocks, a user must belong to a module role with the Can manage blocks permission available and enabled. These are typically module manager and administrator-level roles.
There are no unique roles and permissions required to view blocks. Users only need to belong to a module role. For example, to see blocks on the Employee Hub's Summary page, users must belong to an Employee role.
For Chart and Data Set List blocks, users can only see information in the block when they have permission to access the selected data set. For example, if a user doesn't belong to a role with access to the course catalog data set and that's the one the block is configured to use, the block will appear blank.
For Forms blocks, users can only see forms in the block when a form they have permission to is enabled.
Access the Summary page where you want to add the Chart block.
From the Block settings drop-down, select Add block. The Add Block window appears.
From the Block Type drop-down, select Chart.
Click the Add Block button. The block is added to the page in a disabled state and can only be viewed by users with permission to manage blocks.
From the Chart block, click the Edit icon.
In the Block Title field, enter a short and recognizable name for the block. Enter up to 200 characters.
In the Detailed Description field, enter additional information and context to the information being shown.
From the Data Set drop-down, select the data set information you want to display in the block.
Tip
Only simple chart queries uploaded to the Data Sets page can be selected. If you are not seeing a query you expect, verify you belong to a role with permission to access it.
Users that do not belong to a role with access to the selected data set will not see any content in the block.
From the Chart Type drop-down, select the chart format you want used to show the information. Available chart types depend on the structure of the selected data set.
Change Disabled to Enabled.
Click the Save button. The block is immediately available to users with access to the Hub's Summary page.
Access the Summary page where you want to add the Custom Content block.
From the Block settings drop-down, select Add block. The Add Block window appears.
From the Block Type drop-down, select Custom Content.
Click the Add Block button. The block is added to the page in a disabled state and can only be viewed by users with permission to manage blocks.
From the Custom Content block, click the Edit icon.
In the Block Title field, enter a short and recognizable name for the block. Enter up to 200 characters.
Add, edit, or remove custom information.
Tip
Tools for developing your custom content:
Click this icon to insert an image:
Click this icon to insert a hyperlink:
Click this icon to insert source code:
Click this icon to perform an accessibility check on your content to ensure it meets accessibility requirements:
Change Disabled to Enabled.
Click the Save button. The block is immediately available to users with access to the Hub's Summary page.
Access the Summary page where you want to add the Data Set List block.
From the Block settings drop-down, select Add block. The Add Block window appears.
From the Block Type drop-down, select Data Set List.
Click the Add Block button. The block is added to the page in a disabled state and can only be viewed by users with permission to manage blocks.
From the Data Set List block, click the Edit icon.
In the Block Title field, enter a short and recognizable name for the block. Enter up to 200 characters.
From the Data Set field, select the data set information you want to display in the block.
Tip
The Data Set List block uses data sets categorized as Data Set Lists. Users that do not belong to a role with access to the selected data set will not see any content in the block.
Change Disabled to Enabled.
Click the Save button. The block is immediately available to users with access to the Hub's page.
Access the Summary page where you want to add the Forms block.
From the Block settings drop-down, select Add block. The Add Block window appears.
From the Block Type drop-down, select Forms.
Click the Add Block button. The block is added to the page in a disabled state and can only be viewed by users with permission to manage blocks.
From the Forms block, click the Edit icon.
In the Block Title field, enter a short and recognizable name for the block. Enter up to 200 characters.
From the Show column in the list of forms, click the No slider to make forms you want available Yes.
If you want to specify a range of time for the form to be available, select Start and End dates. Once the end date is met, the form no longer appears in the block.
Change Disabled to Enabled.
Click the Save button. The block is immediately available to users with access to the Hub.
If certain users do not have permission to access a form, the block will not display it. Access to forms is controlled by the form's configuration and module access codes permitted to access it.
Every module in the system has a Summary page. Chart, Custom Content, and Data Set List blocks can be added to these Summary pages. You can access a Hub's Summary page by clicking on a module name from the left-hand navigation menu.
Anyone with access to a Summary page with the Chart, Custom Content, Data Set List, and Forms blocks on it.
Some block content may be hidden if users do not have permission to access the underlying data set or form.
No, newly added blocks are disabled. For others to see the block, you'll need to customize the content and enable it.
Yes. Multiple instances of the same block type can be added to a Summary page.
A Forms block makes forms available on a module's Summary page for eligible users to complete when needed. Forms displayed in a Forms block do not create To Dos and are commonly used for forms that are available on an ongoing basis, such as Human Resources, housing, or campus services forms.
Assigning a form creates a To Do and directs specific users to complete the form. Assigned forms are typically used when completion is required, such as onboarding forms, annual acknowledgements, or other task-based requests.
Once a data set is used, it cannot be deleted.
It is no longer shown in the Forms block.