Showing posts with label Layout template. Show all posts
Showing posts with label Layout template. Show all posts

Friday, October 27, 2023

Using PnP Modern Search to display today's work anniversaries

In a way this is part 2 on how to using PnP Modern Search to display days of celebration. In Using PnP Modern Search to display today's birthdays I showed how to display birthdays, so a natural progression is to show how to display work anniversaries.


I was really surprised how difficult this proved to be. I even discussed the topic with Mikael Svenson and Marc Anderson and I realized that I had to cheat in order for it to work.


The problem is that date manipulation in KQL is hard at best and sometimes impossible. In order to find a work anniversary I must compare Today and the Hiredate managed property, but ONLY the day and month part.

Calculating how many years the employee has been with the company is also required and I have NO idea how to get that using KQL.
























Objective

I wanted to be able to display two options: 
  • Employees having a work anniversary today, and also how many years they have been with the company
  • Employees having a work anniversary within the next 7 days + number of years.

How to cheat

In order to achieve the objectives, I had to get:
  • The account 
  • The hiredate, but with the year segment being the current year
  • The number of years the employee has been with company at the next anniversary




 










I added birthdayThisYear while I was at it, in order to be able to show upcoming birthdays.


The basic idea is that I change the hiredate from eg. 10/26/2005 to 10/26/2023 as that allows me to compare Today with this value πŸ˜€
(RefinableDate12 is mapped to the HiredateThisYear property)

Who is having a work anniversary today?
RefinableDate12=Today

Anniversary within the next x days is also a piece of cake:
 RefinableDate12<{Today+7} AND RefinableDate12>{Today}

Implementation

Asking the intern to keep the list above in sync would be a cruel and unusual punishment, and hence actually forbidden in the USA, something to do with a constitution or something like that.

The list should of course be synced with the source, in this case the User Profile Application, at least once each month. The reason I am not using Graph is that birthday is not in the schema.







Prereq: Map SPS-Birthday and SPS-Hiredate to RefinableDate00/01

Once data is showing up in those RefinableDate properties you should be ready to create the list.
Grab the script here . It will create a few Site Columns and a Content type on the site collection of your choosing. The list is then created, and the Content type added to the list.
The Add-UserDataToList function will query the UPA for accounts and write the data we need to the list.
 
Hit the Reindex site in the site collections Search and Offline Availability section for the site columns to be picked up by search.

Map the crawled properties to a couple of RefinableDates. I prefer to make this mapping on the tenant level as I usually don't know where I might need them in the future. 

Find the Content Type ID of the Content type created by the script.


Add a Results web part, name it "Todays work anniversaries"

Set the Query template to: 

Contenttypeid:0x01009290F0FA40E7CB42B55D6D96F897262B* RefinableDate12=Today

(replace 0x01009290F0FA40E7CB42B55D6D96F897262B with the value for the your content type) 

Add a Results web part, name it "Upcoming anniversaries (7 days)"

Set the Query template to: 

Contenttypeid:0x01009290F0FA40E7CB42B55D6D96F897262B* RefinableDate12<{Today+7} AND RefinableDate12>{Today}

(replace 0x01009290F0FA40E7CB42B55D6D96F897262B with the value for your content type) 


Add the managed properties birthdayhiredateAccountOWSUSER, nextWorkAnniversaryInYearsOWSTNMBR, RefinableDate10, RefinableDate12 to the Selected Properties in both web parts.

Enter Layout slots

Change UserEmail to use the  birthdayhiredateAccountOWSUSER property

Change Date from Created to RefinableDate12


For both web parts you can select the People layout on "page 2" in the web part configuration.

Set Secondary text to: 

{{{Title}}} has been with us {{{nextWorkAnniversaryInYearsOWSTNMBR}}} years

(remember to click Use Handlebars expression)

Set Tertiary text to:

{{getDate (slot item @root.slots.Date) "MMMM-D"}}

(remember to click Use Handlebars expression)

Set the sorting on the Upcoming Anniversaries to RefinableDate12 asc


Run the Add-UserDataToList  function in a runbook or similar once a month and you should be done😊

Saturday, October 21, 2023

Work with your Handlebar based layouts in an interactive way

 

Just a small tips and tricks blog post about working with custom layouts in PnP Modern Search Results web parts.

The Results web part comes with a build in result template editor:








However, my preferred way to work with display template is to use the External Template URL:




  1. Select the out of the box template you intend to customize.
  2. Grap the base template config from the "Edit result template"
  3. Paste it into VS Code/Notepad and save it as a HTML file on your PC.
  4. Upload the file to a document library on your tenant
  5. Copy the URL of the HTML file (get it from Version history or similar)
  6. Paste it into the "Use an external template URL" field 
  7. Sync the document library to your PC
  8. Open the HTML file from the sync'ed document library on your PC using VS Code or similar.
  9. Update the code and save, and all it takes to see the change is a F5 on the page with the web part.

 Easy, right?  πŸ‘ŒπŸ˜Š

(And you get all of the modern editor stuff and GitHub Copilot as well)