The Resource Navigator® may be installed on any page on the WordPress SiteConnex website template. The Resource Navigator can be customized to have fields turned on or off, or even pre-searched, all based on the settings found under the Resource Views.

By default, each Resource Navigator has the Homepage Resource Navigator Search Widget and Default Resource Navigator (Full) Resource Views that you can use.  In general, The Resource Navigator works by rendering the Shortcode associated with a Resource View on a given page. Each Resource View may be placed on one (or multiple) pages, and any edit to a Resource View will impact every place where that Resource View Shortcode has been placed.

To install the default* Resource Navigator Resource View on a page:

  1. Click on Resource Navigator from the left hand menu
  2. Select All Resource Views from the sub-menu option under Resource Navigator
  3. Click on Default Resource Navigator (Full) from the table
  4. Copy the Shortcode (e.g. [resource_view id="xyz"])
  5. Edit the page you wish to place The Resource Navigator on
  6. Insert a Text Block, paste the Shortcode in the content area
  7. Save/Publish the page
*Please note that this same process may be used for any other Resource Views you create.

To create a custom Resource Navigator Resource View

  1. Click on Resource Navigator from the left hand menu
  2. Select All Resource Views from the sub-menu option under Resource Navigator
  3. Click on the 'Add Resource Views' button at the top of the page
  4. Enter a Title for the Resource View - please be descriptive
  5. Under General Settings, pick a desired View Type (Search w/ Full Directory is the standard Resource Navigator)
  6. Set desired settings under the Search Filters (you can Set Default Value, Enable/Disable, and/or Require each field); When Set Default Value is checked, please select the desired value from the drop down directly under the name of the field. You may also change the order of any field by clicking on the field and dragging it to the desired position.
  7. Set any Additional Settings and Detail and Update Page Settings
  8. Click Update from the top right
  9. Copy and place the Shortcode on a page (same process as the instructions above)
To Edit a Resource Navigator Resource View

  1. Click on Resource Navigator from the left hand menu
  2. Select All Resource Views from the sub-menu option under Resource Navigator
  3. Select the Resource View you would like to edit (by default there is the Homepage Resource Navigator Search Widget and the Default Resource Navigator)
  4. Change the desired settings
  5. Click Update from the top right
Examples of Custom Resource Views

Baltimore SourceLink Micro Loans, https://www.baltimoresourcelink.com/micro-loans/
Settings for the Baltimore SourceLink Micro Loans Resource View:

  • View Type - Full Directory
  • Set Default Value for Area of Assistance - Financial Resources and Assistance
  • Set Default Value for Specific Need - Micro Loans
  • Location for Log - Baltimore SourceLink - Micro Loans Page (this location is logged in SourceLink reports)

Baltimore SourceLink Map of Incubators, Accelerators, and Co-working Spaces, https://www.baltimoresourcelink.com/innovators-accelerators-and-coworks/
Settings for the Baltimore SourceLink Incubators, Accelerators, and Co-working Spaces Resource View:

  • View Type - Full Directory
  • Set Default Value for Area of Assistance - Office, Incubator, Laboratory, Kitchen and Meeting Space
  • Set Default Value for Specific Need - Accelerator / Incubator / CoWorking / Makerspace
  • Enable Map View - Option Checked
  • Default to Map View - Option Checked