397 lines
20 KiB
Markdown
397 lines
20 KiB
Markdown
# React Content Query web part (SharePoint Online-Compatible)
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## Summary
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> **NOTE:** This web part was built with SPFx 1.10.0, making it only compatible with SharePoint Online. If you wish, you can use [an earlier version of this web part](../OnPrem/README.md) which is compatible on-premises versions of SharePoint.
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The **Content Query web part** is a modern version of the good old **Content by Query web part** that was introduced in SharePoint 2007. Built for Office 365, this modern version is built using the **SharePoint Framework (SPFx)** and uses the latest *Web Stack* practices.
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While the original web part was based on an **XSLT** templating engine, this *React* web part is based on the well known [Handlebars templating engine](http://handlebarsjs.com), which empowers users to create simple, yet powerful **HTML** templates for rendering the queried content. This new version also lets the user query *any site collections* which resides on the same domain URL, add *unlimited filters*, query `DateTime` fields to the *nearest minute* rather than being limited to a day, and much more.
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![Web Part Preview](assets/toolpart.gif)
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## Used SharePoint Framework Version
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![1.11.0](https://img.shields.io/badge/drop-1.11.0-green.svg)
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## Applies to
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* [SharePoint Framework Developer](https://docs.microsoft.com/sharepoint/dev/spfx/sharepoint-framework-overview)
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* [Office 365 developer tenant](https://docs.microsoft.com/sharepoint/dev/spfx/set-up-your-developer-tenant)
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## Solution
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Solution|Authors
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--------|-----------
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react-content-query-web part (Online)|David Warner II ([Warner Digital](http://warner.digital), [@DavidWarnerII](https://twitter.com/davidwarnerii))
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react-content-query-web part (Online)|Hugo Bernier ([Tahoe Ninjas](http://tahoeninjas.blog), [@bernierh](https://twitter.com/bernierh))
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react-content-query-web part (Online)|Paolo Pialorsi ([PiaSys.com](https://piasys.com/), [@PaoloPia](https://twitter.com/PaoloPia?s=20))
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react-content-query-web part |Simon-Pierre Plante
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react-content-query-web part (Online)|Abderahman Moujahid
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## Version history
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Version|Date|Comments
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-------|----|--------
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1.0.0|May 04, 2017|Initial release
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1.0.1|July 23rd 15, 2017|Updated to GA Version
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1.0.3|August 12, 2017|Added external scripts functionality
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1.0.4|August 31, 2017|Fixed a bug where tenant sites/sub-sites were missing from the **Web Url** dropdown
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1.0.5|September 1st, 2017|Added a **Site Url** parameter next to the **Web Url** parameter in order to narrow down the results
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1.0.6|September 19, 2017|Upgraded to SharePoint drop 1.2.0 and added the site URL and web URL preselection when adding the web part for the first time on a page. Also fixed a bug with fields that had spaces in their internal names (automatically replaced with `_x0020_` by SharePoint).
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1.0.7|November 17, 2017|Reverted to drop 1.1.0 in order to keep compatibility for SP2016 on-premise
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1.0.8|March 17, 2018|Updated to store the selected list using its ID instead of its title, so the web part keeps working if the list title gets updated.
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1.0.9|March 28, 2018|Added a switch to enable the web part to apply it's query recursively within folders, and fixed a bug where webs could sometimes not appear under the web URL dropdown
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1.0.10|April 5, 2018|Fixed a bug where the webs of the selected site collection were not being loaded correctly for particular tenants
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1.0.11|May 22, 2018|Fixed a bug causing filters to loose their sort order in IE
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1.0.12|April 19, 2020|Upgraded to SPFx 1.10
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1.0.13|April 28, 2020|Added support for Dynamic Data
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1.0.14|October 30, 2020|Fixed (lookup-)fields with special characters
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1.0.15|November 2, 2020|Upgraded to SPFx 1.11; Added support for jsonValue
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## Disclaimer
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**THIS CODE IS PROVIDED *AS IS* WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.**
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## Minimal Path to Awesome
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### Global dependencies
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Requires Gulp globally installed:
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```shell
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npm install --global gulp
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```
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### Building the code
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Download & install all dependencies, build, bundle & package the project
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```shell
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# download & install dependencies
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npm install
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# transpile all TypeScript & SCSS => JavaScript & CSS
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gulp build
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# create component bundle & manifest
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gulp bundle
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# create SharePoint package
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gulp package-solution
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```
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These commands produce the following:
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- `./lib`: intermediate-stage commonjs build artifacts
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- `./dist`: bundled script, along with other resources
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- `./temp/deploy`: all resources required by component(s) to deploy to a CDN (when `--ship` argument present)
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## Build options
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- `gulp clean`: Deletes all build output (`/dist`, `/lib`, `/temp`, etc.).
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- `gulp build`: Transpiles all TypeScript & SCSS to JavaScript & CSS, generates source map files & TypeScript type declaration files
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- `gulp bundle [--ship|-p|--production]`: Runs gulp task **build**, then uses webpack to create the JavaScript bundle(s) and component manifest(s) as defined in `./config/config.json`. The `--ship`, `-p` or `--production` argument specifies a production build that will generate minified bundles.
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- `gulp serve [--ship|-p|--production]`: Runs gulp tasks `build`, `bundle` & starts the local webserver. Depending on the project type, it opens the browser and navigates to the local workbench or specified URL (in the case of extension components). The `--ship`, `-p` or `--production` argument specifies a production build that modifies the resulting package for production hosting rather than local hosting of assets.
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- `gulp package-solution`: Creates the SharePoint Package (`.sppkg`) file.
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- `gulp dist`: Creates a production-ready SharePoint Package (`.sppkg`) file. The following gulp task gets executed in this specific order `gulp clean`, `gulp bundle`, `gulp package-solution.`
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- `gulp dev`: Creates a development-ready SharePoint Package (`.sppkg`) file. The following gulp task will be executed in this specific order `gulp clean`, `gulp bundle`, `gulp package-solution.`
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> View all available gulp tasks by running `gulp --tasks`
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## Features
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### Cross site collection
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The web part uses the search in order to get all sites under the current domain, which makes it possible to query not only sub-sites but other site collections and their sub-sites as well. By default, the current site collection and the current web on which the user is adding the web part will be pre-selected automatically.
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![Cross-Site Collection](assets/allsites_v2.gif)
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### Unlimited filters
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The user isn't limited to 3 filters anymore, an unlimited amount of filters can be added to narrow down your query
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![Filters](assets/filters.gif)
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### Improved date/time filters
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It is now possible to include time validation when querying date fields, giving the ability to be more precise when it comes to querying items against date values.
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![Date/time](assets/datetime.gif)
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### Handlebars templating engine
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Enjoy a simple, yet powerful, HTML-based templating engine for rendering your results. The web part even generates a default Handlebars template for you based on the view fields you have selected during the configuration!
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For advanced users, more than 150 Handlebars block helpers are available by default within the user-defined template. For a list of all block helpers, see [handlebars-helpers](https://github.com/helpers/handlebars-helpers#helpers)
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### Built-in template editor
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Edit your Handlebars template directly within the tool pane using a built-in [code editor](https://ace.c9.io/) which provides code folding, syntax highlighting, line wrapping, indentation and many more features to the tip of your fingers.
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### Include your own external scripts and/or block helpers!
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You can now specify your own external scripts that needs to be loaded either **before** or **after** rendering the Handlebars template.
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![External scripts](assets/externalScripts.png)
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External scripts can be used to include either libraries such as *jQuery*, or even *custom logic scripts* that can leverage the exposed `onPrerender` and `onPostRender` methods for advanced functionality.
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### Dynamic Data support
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You can configure the web part to be a provider of [Dynamic Data](https://docs.microsoft.com/en-us/sharepoint/dev/spfx/dynamic-data) for other web parts. You simply need to select the `ID` field in the list of **View Fields** and to include in the Handlebars template an HTML element with CSS class name `selectItem` and a custom `data-\*` attribute with name `data-itemId` providing the value of the `ID` field for every item. Here you can see a sample code excerpt of a selection button:
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```html
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<button class='selectItem' data-itemId='{{ID.textValue}}'>Select</button>
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```
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If you like, in the property pane panel where you configure the View Fields and the Handlebar template, there is a button called **Configure item selector** that you can press to automatically select the `ID` field and to enrich the auto-generated Handlebars template with the above HTML code.
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![Configure item selector](assets/configureItemSelector.png)
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The output in the Handlebars template will be like the following one.
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![Item selector template](assets/itemSelectorTemplate.png)
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Once you configured the item selector, you can update its HTML code, if you like. The default template will output UI like in the following image.
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![Item selector template output](assets/itemSelectorTemplateOutput.png)
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If you did not customize the auto-generated Handlebars template, you can even remove the item selector by pressing **Clear item selector**, which will become available when the item selector is configured.
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![Clear item selector](assets/clearItemSelector.png)
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In order to consume the Dynamic Data provided by the web part, you will have to add to the current modern page another web part -- created as a Dynamic Data consumer -- and choose **Connect to source**.
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![Connect to source](assets/connectToSource.png)
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Once connected to a source, you will able to connect any of the following properties:
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* `webUrl`: the absolute URL of the web containing the currently selected item.
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* `listId`: the ID (GUID) of the list containing the currently selected item.
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* `itemId`: the ID (number) of the currently selected item.
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![Dynamic Data connection](assets/dynamicDataConnection.png)
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## Getting Started
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### Adding the web part to your page
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To add the **Content Query web part** to your site page you have two options:
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* Either clone this repository, build the project yourself and connect it to SharePoint (see [Connect your client-side web part to SharePoint](https://docs.microsoft.com/sharepoint/dev/spfx/web-parts/get-started/connect-to-sharepoint))
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* Or download the `react-content-query-web part.sppkg` file available in the `sharepoint/solution` folder of the repository and add it directly in your app catalog in order to be able to use it in your site.
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> Note: The second method will only work for Office 365 sites, since the `.sppkg` file points to an Office 365 public CDN URL which expects the referrer to come from a valid `https://**\*.sharepoint.com\***` URL.
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### Configuring the web part
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As seen in the [User friendly configuration](#user-friendly-configuration) section, configuring the web part is quite straight forward. However, here's a list of *gotchas* that could save you some time :
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* The **Web Url** property uses the search to find all sites that are under the current domain. That being said, newly created sites can take a while to appear within the dropdown options, based on the search crawl schedule.
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* The **Filters** property still supports query string expressions like `[PageQueryString:ParamName]` for text fields, and date expressions such as `[Today]` or `[Today] + 4` for date fields.
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* The **Template** property stops getting automatically generated while selecting view fields as soon as the template is manually updated, in order to prevent unwanted loss of templating efforts.
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* The **Template Url** property has priority over the **Template** property, which means if a valid handlebars template URL is provided, the inline template will be kept, but ignored at runtime.
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### Designing your Handlebars template
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#### Basics
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Before anything, make sure you understand the basics of Handlebars and its associated syntax by reading their [documentation](http://handlebarsjs.com)
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#### Available tokens
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To make it simple, a **template context** is automatically exposed within the handlebars template, giving the user the ability to work with the following exposed tokens :
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Property | Description
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`{{items}}` | The array of objects that represents the items returned from the CAML query
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`{{pageContext}}` | The SPFx [PageContext](https://github.com/SharePoint/sp-dev-docs/blob/master/reference/spfx/sp-page-context/pagecontext.md) object which contains useful information about the current web, list, user, language etc...
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`{{accessDenied}}` | A boolean value indicating if the current user has a denied access to the configured site that gets queried. This gives the designer the power to decide what to render in a case where the current user doesn't have access to the queried site.
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`{{webNotFound}}` | A boolean value indicating if the configured site that gets queried doesn't exist anymore. This also gives the designer the power to decide what to render in a case where the queried site doesn't exist anymore.
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#### Available block helpers
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Besides the available tokens above, nearly 150 [block helpers](http://handlebarsjs.com/block_helpers.html) are also available for use in the Handlebars template, see [handlebars-helpers](https://github.com/helpers/handlebars-helpers#helpers) for a list of all possible block helpers.
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*Example using the "compare" block helper for conditional rendering based on current language :*
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```handlebars
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{{#compare pageContext.web.language '==' 1033}}
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<h1>This is rendered if current language is 1033</h1>
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{{else}}
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<h1>This is rendered if current language is anything else
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{{/compare}}
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```
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#### Displaying items and their values
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For displaying items and their field values, we must first iterate through the exposed `{{items}}` token using a `{{each}}` block helper:
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##### Handlebars
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```handlebars
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{{#each items}}
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<div class="item"></div>
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{{/each}}
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```
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##### Output
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```html
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<div class="item"></div>
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<div class="item"></div>
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<div class="item"></div>
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...
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```
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Once we can loop within the items, we can render any field, as long as the field has been selected in the **View Fields** property of the tool pane. The Handlebars token corresponding to a field is always the field's internal name, which is displayed between `{{brackets}}` next to the field's display name in the property pane for reference.
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##### Handlebars
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```handlebars
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{{#each items}}
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<div class="item">
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<p>MyField value : {{MyField}}</p>
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</div>
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{{/each}}
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```
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##### Output
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```html
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<div class="item">[object]</div>
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<div class="item">[object]</div>
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<div class="item">[object]</div>
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```
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We are almost there, the above code is rendering an `[object]` because the Content Query web part offers 3 different ways to render a field value:
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Property | Description
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`{{MyField.textValue}}` | Renders the text value of the field, a more readable end-user value to use for display.
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`{{MyField.htmlValue}}` | Renders the HTML value of the field. For example, a *Link* field HTML value would render something like `<a href="...">My Link Field</a>`
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`{{MyField.rawValue}}` | Returns the raw value of the field. For example, a *Taxonomy* field raw value would return an object which contains the term `wssId` and its label
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`{{MyField.jsonValue}}` | Returns a JSON object value of the field. For example, an *Image* field JSON value would return a JSON object which contains the `serverRelativeUrl` property
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##### Handlebars
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```handlebars
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{{#each items}}
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<div class="item">
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<p>MyUserField text value : {{MyUserField.textValue}}</p>
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<p>MyUserField html value : {{MyUserField.htmlValue}}</p>
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<p>MyUserField raw value : {{MyUserField.rawValue}}</p>
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<p>MyImageField JSON value : {{MyImageField.jsonValue}}</p>
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</div>
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{{/each}}
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```
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##### Output
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```html
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<div class="item">
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<p>MyUserField text value : Simon-Pierre Plante</p>
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<p>MyUserField html value : <a href="..." onclick="...">Simon-Pierre Plante</a></p>
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<p>MyUserField raw value : 26</p>
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<p>MyImageField JSON value: [Object] </p>
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</div>
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...
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```
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You can use `JSONValue` to parse complex fields -- such as image fields -- and display images, for example:
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```html
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<img src="{{MyImageField.jsonValue.serverRelativeUrl}}" />
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```
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### Including your own external scripts and/or block helpers
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#### Including basic library files
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For including JavaScript files within the web part, file URLs must be added to the **External Scripts** parameter available in the tool pane.
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![External scripts](assets/externalScripts.png)
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Each file URL must be on its own line, and placed in the desired order. The scripts will be loaded asynchronously, but in a sequential fashion, which means that the web part will wait until a script is completely loaded before proceeding to load the next one.
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#### Including custom logic files
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If you need custom logic files that can interact precisely **before** or **after** the rendering of the HTML generated by the *Handlebars* template, you must follow the pattern below in order for the web part to recognize the endpoints and call them when needed :
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```javascript
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ReactContentQuery.ExternalScripts.MyScriptFile = {
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onPreRender: function(wpContext, handlebarsContext) {
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// Do something before rendering (ie: adding a custom block helper)
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},
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onPostRender: function(wpContext, handlebarsContext) {
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// Do something after rendering (ie: calling a plugin on the generated HTML)
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}
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}
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```
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Looking at this example, here are the key things that needs to be respected in order for the file to work :
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#### Namespace
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* The script uses a namespace which starts by `ReactContentQuery.ExternalScripts.`, followed by the name of its own file
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* The name of the file has to be written without its `.js` extension, and without any characters that aren't letters or numbers
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* The name of the file needs to respect the same casing as in it's URL
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Examples :
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##### MyScript.js
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```javascript
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ReactContentQuery.ExternalScripts.MyScript {
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...
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}
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```
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##### _My-Funky*named*Script_.js
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```javascript
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ReactContentQuery.ExternalScripts.MyFunkynamedScript {
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...
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}
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```
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#### Functions
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* The script implements the `onPreRender` function for code that has to be executed before rendering
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* The scripts implements the `onPostRender` function for code that has to be executed after rendering
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Both functions provide the following parameters:
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Parameter | Description
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----------------------|-------------
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`wpContext` | Represents the context of the web part that called the function, which exposes all kinds of useful information such as `wpContext.
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`domElement` | Represents the HTML element on which the current web part is being rendered.
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`handlebarsContext` | Represents the handlebars context used for generating the template of the current web part. Can be used for adding handlebar block helpers in the `onPreRender` function for example.
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#### Including custom block helpers
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Custom *block helpers* that can be used directly within the *Handlebars* template can be added simply by using a custom logic script file that implements the `onPreRender` function.
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Example:
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##### MyCustomBlockHelper.js
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```javascript
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ReactContentQuery.ExternalScripts.MyCustomBlockHelper = {
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onPreRender: function(wpContext, handlebarsContext) {
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// Adds the "testHelper"
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handlebarsContext.registerHelper('testHelper', function(param, options) {
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return "Output from testHelper : " + param;
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});
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}
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}
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```
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<img src="https://telemetry.sharepointpnp.com/sp-dev-fx-web parts/samples/react-content-query-web part/online" />
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