Roll-Ups

CorasWorks Roll-Up™ technology is one of the most mature and comprehensive capabilities of the CorasWorks system. 

At its base, roll-up technology is the primary display of information in a CorasWorks workplace. It is used to connect a display with information located throughout a workplace. It can simply be used to display information from the current site or from a single remote site. However, it is most commonly applied to provide consolidated views of information across a number of separate sites - hence, the commonly known name "roll-up."

For example, you can use a roll-up to display a list of all the tasks that have been assigned to you across any number of different project sites.

When a display is added in the form of a web part at the presentation tier, we call it a roll-up. These roll-ups connect a display located in one place (site, portal, or area) with one or more lists located in any other sites, portals, or areas within your SharePoint environment. They search the selected lists or libraries, return appropriate information, consolidate it if necessary, and display it. Users can then view this information and drill down into individual items. They can also perform actions with the information.

A couple of additional notes about roll-ups and the technology are:

• Roll-ups are extensively configurable by end-users using the CorasWorks web part administration interface.  In total, there are more than 200 different features that are part of the roll-up technology.
• Using configuration options, you can create hundreds of different views of information, using different displays from lists, to tree-view by source, to charts, to calendars.
• Using the Roll-Up Wizard, you can quickly build you own roll-ups with custom schemas (field definitions).
• Roll-ups can connect to remote information across sites, site collections, and virtual servers.
• The scope of information consumed by roll-ups can be centrally controlled using a master list of information sources, thereby eliminating configuration requirements as your desired scope changes.
• Certain behavior of roll-ups, such as how many levels in a hierarchy it will look for information, can also be centrally controlled.

To learn more, we recommend that you:

• View the Calendar roll-up demonstration linked above
• Visit the Roll-Up Showrooms linked above
• View any CorasWorks solution - most of the user interfaces include roll-up displays