Try ShortPoint nowUsing ShortPoint People Search connection type, you can display the information about your organization members on the SharePoint page.
In this article, we will show you how to configure the Birthday property, which you can use for Upcoming birthdays People Search filter.
Here is how it may look like on your page:
TABLE OF CONTENTS
- Before we begin
- Prerequisite
- Part 1. Configuring the Birthday property
- Part 2. Setting up the People Search Connection
- Result
Before we begin
- This article is applicable for SharePoint 2019 and Office 365 environments. If you are looking for SharePoint 2013 or SharePoint 2016 configurations, please continue to this article: Upcoming Birthdays Configuration for SharePoint 2013/2016 On-Premise.
- In order to configure the Birthday property, you should be a SharePoint Admin to access SharePoint admin center.
- To use ShortPoint People Search connection , make sure to have ShortPoint installed on your SharePoint site(s). We recommend you always have the latest ShortPoint version.
- You should be a ShortPoint user to add ShortPoint Design Elements to your pages, and set up the ShortPoint Connect.
Prerequisite
To make the solution work, make sure that your organization users have the Birthday filled in. You can always check this information in your SharePoint admin center.
From there, open the User profiles:
Click Manage User Profiles:
Find the user profile you would like to check and open it by clicking Edit My Profile:
Scroll to the Birthday and make sure the field is not left empty and is set to be shown for Everyone:
Part 1. Configuring the Birthday property
Once you confirmed that the Birthday is filled in for the User profiles, open the SharePoint admin center for the property configuration.
Info: The Birthday property exists by default, so you do not need to create a new property.
Step 1. Locate the People-SPS:Birthday crawled property
From the side menu of the SharePoint admin center, click More features and then Open under the Search section:
Then, click Manage Search Schema:
Switch to the Crawled Properties tab:
In the list of properties, locate the People:SPS-Birthday and click it to open the menu:
Step 2. Map People:SPS-Birthday to a Managed Property
Click Add a Mapping in the Mappings to managed properties section:
Search for RefinableDate18 property. Select it and click OK:
Note: You can choose any RefinableDate property you prefer. In this article we are using mapping Birthday with RefinableDate18 as this is what we keep selected by default when you configure the Upcoming Birthdays ShortPoint People Search connection.
Scroll to the bottom of the page and click OK to save the settings.
Step 3. Check the RefinableDate property settings
Switch to the Managed Properties tab:
Find the RefinableDate property that you have mapped the People:SPS-Birthday to. You should be able to see your mapping under the MAPPED CRAWLED PROPERTIES section. Click the property name to open the settings:
In the opened settings, make sure the following options are checked or active:
- queryable;
- retrievable;
- refinable;
- sortable.
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Click OK to save the changes if you made any.
Part 2. Setting up the People Search Connection
Once you are done with Birthday property configuration, you can set up the People Search connection to display the Upcoming Birthdays.
Step 1. Add a ShortPoint Design Element
Add any ShortPoint Design Element to the page. Design Elements can be easily added to your pages using ShortPoint Page Builder.
Modern experience:
In the edit mode of the page, click the blue Insert button to open the ShortPoint Page Builder:
Classic experience:
1. Choose the Insert tab in the Ribbon.
2. Click the blue Insert button.
Then, select the chosen Design Element from the ShortPoint Page Builder grid:
Idea: For the purpose of this article, we will add the Date Lists Design Element, however you can use any other Design Element you like.
Once you've added a ShortPoint Design Element, the Settings tab will open:
Step 2. Connect to People Search
2.1. Select People Search
Switch to the Connect tab and choose People Search from the connection options:
2.2. Apply a Filter
Choose an Upcoming Birthdays filter from the drop-down of the relevant field:
Make sure that the mapped property for Birthday is selected correctly - as it was configured before in the part 1, step 2. In our case, it's RefinableDate18:
Indicate the Number of days to show for the upcoming birthdays (the upcoming birthdays that will be within the next X days). By default, it's 7 days:
2.3. Proceed with connection
You can add the Items limit and Enable Caching for the Design Element if you'd like. Once you're done with all settings, click the Connect button:
After you see that the connection is successful, proceed to the next step to map the items:
Step 3. Map the Items
Switch to the Items tab:
Press the chain icon on the right of the Design Element field (for example, Title) and select from the drop-down which property corresponds to it:
For the Upcoming Birthdays, you can select the birthday date - Birthday without year property is corresponding to it:
Idea: If you are using Date Lists or Events Design Element, we recommend mapping Birthday without year to the Date/Start Date field.
Note: To know more about items mapping, please check our ShortPoint Connect: Basic Tutorial.
After you are done with mapping, you may Preview your results:
Then click Insert/Update to save your changes:
Result
Here is how your end result may look like on your page:
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