Workaround for Participant Face Sheet

Following the Release of ETO 20.59.0, the Participant Face Sheet was no longer available on the Participants View/Edit page.

We understand this is a significant change for some organizations. This article explains a workaround for the issue until a resolution is completed by our development team.

Steps to Add the Participant Face Sheet to the Participant Dashboard

Part 1: Setting Up the Report

Access Reports > View Reports
Open the Participant Face Sheet Report
There is no need to run the report, press Cancel when prompted.
Select Save As
Rename the report "Participant Face Sheet 2.1" (Or anything)
Save to the Enterprise Folder
Once saved, we will need to edit the report. We suggest closing the report and accessing it through the Results Dashboard to better edit the report.
Edit the Report in Design mode and open the Query Prompt.
On the Demographic and Family Query Tabs change the Query Filter.
- Remove Participant Name
- Add Participant Site Identifier
- Change to Prompt
- Change Prompt to "autoPID"
Apply Changes and Close
Save the Report

Part 2: Setting Up the Link

Navigate to View Reports > Manage Reports
Refresh the Report List
Open "Uncategorized" and fine your "Participant Face Sheet 2.1"
Right Click and Copy the URL.
This is specific to Chrome, for other browsers see here.
Paste your address in a blank Word, NotePad, or text editor and save it.
It will look like this: https://secure.etosoftware.com/Modules/Reporting/ViewWebiReport.aspx?reportId=111222333

Part 3: Setting Up the Dashboard Message

Program Administration > Dashboard Messages > New Message
Change to HTML

Copy and Paste this HTML

Note: If you have a pre-existing Dashboard Message, you can add this HTML to the preexisting Participant Dashboard Message.

<p><a href="target="></a><a href="#" onclick="
var reportid = '######'
var modules = '/Modules/Reporting/ViewWebiReport.aspx?reportId=';
var prompts = '&prompt0=lsSautoPID&lsSautoPID=';
var setid = {ETO:ActorID};
opendocumentURL = modules + reportid + prompts + setid;
if (reportid) { window.open(opendocumentURL); }
window.focus();">View Participant Report</a></p>
<p>&nbsp;</p>

*A more aesthetic HTML format is available below.
Note: Support cannot provide support on updating or adding HTML images or buttons beyond what is provided in our help articles.

Where ReportID="#####" Enter your ReportID from your URL (Part 2; Step 5).
Add these settings:
- Don't display again = No
- Schedule = Recurring
- Recurrence - Daily, Every 1 Days
- Start Date = Today
- End Date = No end Date
Save your message
Click the title of your message to Assign the Dashboard Message
Edit Message Location to the Participant Dashboard
Edit List to All Sites, Programs, and ass all Roles
Visit a Participant Dashboard a test your link

Alternative HTML for Report Launch

<link href="//netdna.bootstrapcdn.com/font-awesome/4.0.3/css/font-awesome.css" rel="stylesheet" />
<style type="text/css">
    #holder {
    width: 100%;
    height: 100%;
    }
    .logo {
    float: right;
    text-align: right;
    }
    .container {
    padding: 0px 10px 30px 10px;
    width: auto;
    float: left;
    }
    .container h2 {
    clear: both;
    padding: 5px;
    margin: 0;
    font-size: 1.1em;
    }
    .container a {
    display: block;
    width: 90px;
    height: 40px;
    float: left;
    margin: 5px;
    margin-left: 0;
    padding: 5px;
    text-align: center;
    text-decoration: none;
    }
    .container a i {
    display: block;
    margin: auto;
    padding: 0;
    padding-bottom: 5px;
    }
    a .linkDesc {
    display: none;
    }
    .container a:hover {
    height: 100%;
    }
    a:hover .linkDesc {
    text-align: left;
    position: absolute;
    margin-top: 7px;
    margin-left: -5px;
    padding: 5px;
    display: block;
    width: auto;
    }
    a {
    color: #000000;
    }
    /* turns dashboard message title into white */ #divUpdMessage TABLE TR TD TABLE TR TD {
    color: #fff;
    }
    #106 {
    background-color: #efefef !important;
    }
    /*
    Everything below here can be changed to fit the color palette desired
    */
    /* This sets the background color to white for the heading and links */ .container h2, .container, .container a {
    background-color: #fff;
    }
    /* This sets the background color and text color for the link when the cursor hovers over the link */ .container a:hover {
    background-color: #6d5646;
    color: #fff;
    }
    /* These values define color of the borders of the heading and links*/ .container h2 {
    border-bottom: 1px solid #6d5646;
    color: #6d5646;
    }
    .container a {
    color: #6d5646;
    }
    /* This value defines the background color of the box that appears when you hover over the link, and the color of the heading's text*/ a:hover .linkDesc {
    background-color: #A48167;
    }
    .container h2 {
    color: #A48167;
    }
</style>
<div class="container">
<h2>Reports</h2>
<p><a href="#" onclick="
var reportid = '37870654'
var modules = '/Modules/Reporting/ViewWebiReport.aspx?reportId=';
var prompts = '&amp;prompt0=lsSautoPID&amp;lsSautoPID=';
var setid = {ETO:ActorID};
opendocumentURL = modules + reportid + prompts + setid;
if (reportid) { window.open(opendocumentURL); }
window.focus();">Participant Face Sheet</a></p>
<p>&nbsp;</p>
</div>