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ShortPoint People Search: Upcoming Birthdays Configuration

Using 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:

Upcoming Birthdays example



TABLE OF CONTENTS


Before we begin


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:


User Profiles in Admin Center


Click Manage User Profiles:


Manage User Profiles


Find the user profile you would like to check and open it by clicking Edit My Profile:


Edit My Profile


Scroll to the Birthday and make sure the field is not left empty and is set to be shown for Everyone:

Birthday


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:


Search


Then, click Manage Search Schema:


Manage Search Schema


Switch to the Crawled Properties tab:


Crawled Properties


In the list of properties, locate the People:SPS-Birthday and click it to open the menu:

People:SPS-Birthday



Step 2. Map People:SPS-Birthday to a Managed Property


Click Add a Mapping in the Mappings to managed properties section:

Add a Mapping


Search for RefinableDate18 property. Select it and click OK:


Managed Property Selection



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:


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:

Managed Property Settings


In the opened settings, make sure the following options are checked or active:

  • queryable;
  • retrievable;
  • refinable;
  • sortable.


Queryable & RetrievableRefinable & Sortable


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:

Insert ShortPoint Design Element (modern experience)


  • Classic experience:


1. Choose the Insert tab in the Ribbon.

2. Click the blue Insert button.

Insert ShortPoint Design Element (classic experience)


Then, select the chosen Design Element from the ShortPoint Page Builder grid: 


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:


Settings tab




Switch to the Connect tab and choose People Search from the connection options:


Connect tab - People Search


2.2. Apply a Filter


Choose an Upcoming Birthdays filter from the drop-down of the relevant field:


Upcoming Birthdays filter


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:

Select Birthday Mapped Property


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:

Number of 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:

Connect button


After you see that the connection is successful, proceed to the next step to map the items:


Connected successfully



Step 3. Map the Items


Switch to the Items tab:


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:

Chain icon - items mapping


For the Upcoming Birthdays, you can select the birthday date - Birthday without year property is corresponding to it:


Upcoming Birthdays mappings


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:

Preview


Then click Insert/Update to save your changes:


Insert/Update


Result


Here is how your end result may look like on your page:


Upcoming Birthdays example on the page


Related articles:

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