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Getting Started with Use Cases

Setting up your SharePoint intranet pages to pull dynamic content from Microsoft Office 365 applications, SharePoint sites, and other sources has never been easier with the introduction of the Use Cases functionality in ShortPoint Connections. We put together some of the most common ways you want to present content on your site pages and offered the quickest way to achieve them. 


Let us show you how to take advantage of the preset Use Cases in ShortPoint Connections to get the output that you want.


TABLE OF CONTENTS


Prerequisites


What is a Use Case?


A ShortPoint Use Case is a predefined filter or set of filters used to achieve a desired output. We captured how ShortPoint Users frequently apply filters to the content they connect to and offered them quick access links to the product. This allowed us to streamline the process of selecting filters and make it happen with one click. We will continue to build this list as new requirements unfold, and we are open to receiving requests to add Use Cases via our support channel.


How to Apply Use Cases in ShortPoint Connect


Step 1: Add or Edit a Design Element


Let us start by adding a new Design Element or editing one that you want to use to present your content on your ShortPoint web part.


In our example, we are using Slideshows.


Add Shildeshows


Step 2: Select Connection Type


Go to the Connect tab on the Design Element Settings window to view the different connection types. Press the tile of the connection feature you will be using.


Note: As of 7.3.x.xx release, the Use Case functionality is available on Site News, Hub News, and Org News connections; Watch out for updates on further developments about the Use Cases feature.


In our example, we will be using the Site News connection.


Connect tab - Site News connection


Step 3: Fill in the Required Fields


You may need to select or enter necessary inputs in a required field depending on the connection type that you will use. Complete the required fields to view the set of Use Cases that is available.


In our News connection example, we need to pick a Source and a Site to pull data from to view what Use Cases can be applied.


Fill in the connection fields


In the Microsoft Graph API connection, you will be able to proceed to the next step.


Step 4: Choose a Use Case


Use Case options will appear based on the information you entered or selected in the previous step. Select the Use Case that will give you the result you want.


In our example, you can see several Use Case options in blue. We will be choosing the Recently Modified Use Case.


Recently Modified use case


Step 5: Enter Use Case Parameters


Some Use Cases require additional parameters to display content. New input fields will appear for you to fill in. Default values will be displayed for the Use Case, and the parameters will automatically be applied. You can modify this and enter your preferred parameters. Hit the Apply Parameters button once you are done.


Note: You can use Placeholders if you want to present dynamic values in your content. More information can be found in our How to Use Placeholders support article.


In our News Connection example, we need to enter from which Latest Date data will be pulled. We are using a dynamic parameter %TODAY - 5%, which allows us to pull data starting from five days prior to the date the page is viewed.


Fill in the placeholder field




Step 6: Connect and Map Items to Display


When you have configured where you are connecting to pull your news items and customized your settings, you can proceed to establish the connection by pressing the Connect button.


Switch to the Items tab and map the properties you want to display on your page.


Note: Check out the ShortPoint Connect: Basic Tutorial if you need more information about how items are mapped in this step.


In our example, we mapped the Title, Image, Description, and Link so that these items will be displayed on our Slideshows.


Items mapping


Step 7: Insert or Update Design Element


You have now completed all the steps needed to apply Use Cases in ShortPoint Connect. You can press the Preview button to see how your content will appear on your page. Once you are happy with the result, hit Insert or Update.


Insert button


That is all! Data will now be pulled from your source and filtered automatically according to the Use Case you chose to utilize.


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