Welcome Box
The component to increase visits to the SharePoint intranet by offering content and useful links for users' activities.
What is Welcome Box
Welcome Box is a welcome space to greet users in your SharePoint intranet, where you can say hello and provide quick access to recommended resources and/or the personal profile. Thanks to this feature, you can encourage personal profile completion and increase site visits by offering helpful content and links for your colleagues' daily tasks. Additionally, there is a notification icon that allows you to view all items created or modified during a certain period of time.
Explore the advantages of Intranet.ai Welcome Box by clicking here to learn more.
Add the Welcome Box web part to a SharePoint page
If your page is not already in edit mode, click Edit at the top right of the page.
Hover your mouse above or below an existing web part and you'll see a line with a circled +, like this:
Click on it and, in the web part search box, enter Welcome Box to quickly find and select the Welcome Box web part, which is named "IAI - Welcome Box".
Once the web part is added, it defaults to the following view, with two default icons displayed on the buttons below the image.
Click the Edit properties
button on the left of the web part to open the property pane and set options such as View settimgs, Profile settings, Settings, Left icon settings and Right icon settings. See below for more information on each of these sections.
Configuration
View settings
The layout settings allow you to customize the appearance of your application by adjusting various layout settings.
By opening this first configuration, you will see the following options:
Do you want to hide the background? You can choose to hide or display the webpart background. The default setting is “No”. This means that, by default, the webpart is characterized by a white background. If you enable this option, the white card background will be completely removed, allowing the content appear directly on the page. As a result, the webpart will be transparent, showing either the selected background image or the chosen SharePoint page color.
Do you want to hide the background shadow? You can choose whether to show or hide the background shadow. The default setting is “No”. This means that, by default, the webpart is characterized by a subtle depth effect that can make the webpart stand out more against the rest of the page. If you enable this option, the shadow behind the background will be removed, giving the web part a flatter, cleaner look without any depth.
Select the type of background shadow: if you decide to set the background shadow, a further configuration will appear and you can select the style from High Contrast, Light, or Dark options.
If you select High contrast, this option creates a strong, bold shadow effect that provides a high level of contrast between the background and the content.
By choosing the Light background shadow, it will create a soft and subtle effect, giving a more delicate and gentle depth to the background.
Finally, the Dark background shadow style provides a darker, more intense effect, adding depth and emphasizing the background even more.
Enter the title of the application: thanks to this configuration, you can customize the application title. If you keep it blank, SharePoint will show the default title "Welcome box" at the top left angle of the webpart.
Do you want to hide the title? Here you can select whether to show the webpart title or hide it. If set to visible, the web part title will appear on the left side.
Mobile view in 3 columns: activating this option allows you to adopt the mobile view, which is more compact than the default one.
Do you want to hide the webpart on mobile devices? If you activate this option, Welcome Box won't be displayed on mobile devices.
Data sources
The data sources section allow you to configure the data sources related to the notification icon and My Profile area.
Enter the site URL where the last access list is.
Choose the last access list from the drop-down menu.
To configure data sources for your notification area, click on Configure data sources and complete the panel as follows:
Enter the absolute URL of the site where the list you are interested in is located.
Enter list URL: enter the list URL respecting the /sites/site/Lists/list format. For documents, you can enter just the document library name.
Click to sort items by creation date (uncheck) or last change date (check).
Select the list data type you want to visualize between News, Documents, Events, Pages, Notice Board and Engagement Board.
Insert the URL where the notice board page is only if 'Notice Board' data type was chosen.
insert the site URL where the My Profile list is.
Choose the My Profile list from the drop-down menu.
Profile settings
In this section, you can link the user's personal profile to the Welcome Box web part.
Insert user link: here you can input the link to the My Profile page (if available). If you fill in this field, you'll be able to access the above-mentioned section by clicking on the profile picture.
Select where to open the page: you can choose to open the link on a new page or the current page.
Please note: it is not mandatory to fill in these fields.
Settings
In this section, you can customize the text of the welcome message. Three placeholders are supported:
{givenName}: the web part replaces this placeholder with the user's name;
{surname}: the web part replaces this placeholder with the user's surname;
{welcomeText}: the web part replaces this placeholder with a localized text which changes according to the current time: - From 6 AM to 1PM: "Good morning" - From 1PM to 6PM: "Good afternoon" - From 6PM to 6AM: "Good evening"
For example: {welcomeText}, {givenName} {surname}!
The placeholder {welcomeText} starts with an uppercase letter if it is placed at the beginning of the text or after a period; otherwise, it is all lowercase.
You can choose whether to include all placeholders or select just one or two. If you leave this field blank, Welcome Box will only show the user's name and surname, which is the default behaviour of the web part.
Left icon settings
In this section, you can customize the left button by choosing a link and an icon.
Insert the link to associate with the left button.
For example: https://intranetai.sharepoint.com/sites/iai-demo-saas/SitePages/SystemPages/MyProfile.aspx
Type the name of the icon. You can find the list of the available icons here.
For example: People
You can also choose whether to open the link on a new page or the current page.
Right icon settings
In this section, you can customize the right button by choosing a link and an icon.
Insert the link to associate with the right button.
For example: https://intranetai.sharepoint.com/sites/iai-demo-saas/SitePages/SystemPages/People-directory.aspx
Insert the icon. You can find the list of the available icons here.
For example: Phone
You can also choose whether to open the link on a new page or the current page.
Notification icon settings
In this section you can define the settings related to the notification area.
Show notification icon: if you enable this option, the notification icon will be displayed.
Show content X days before last login: you can choose the number of days before your last login to the intranet in which the contents were published. The content will be displayed in the first tab of the notification area.
Show content in the last X days: you can choose the number of days within which the content is published. The content will be displayed in the second tab of the notification area.
Open link in a new tab: if you enable this option, the link to the content will open in a new tab, otherwise it will open on the current page.
Hide untranslated news: on translated pages, by default the web part also shows news that hasn't been translated. This option allows you to display only the news articles that have been translated into the language of the page. If you disable this option, untranslated news will also be visible, appearing in their original language if a translation is not available
Filter news by audience: if you enable this option, news will be filtered by audience.
This On/Off command will allow you to have the news filtered by audience: if you put a specific Security AD Group in Audience property of the news, this will be proposed to the users inside that specific group. If you leave this property blank, the news will be visible for everybody. If you want to discover more about SharePoint audience feature, click here.
Hide the first tab: if you enable this option, the first tab won't be displayed.
You can enter the title of the first tab.
You can enter the title of the second tab.
Please note: the button links can be changed at any time and are visible to all users.
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