B
Bonzai 2
Web Parts

Documents Rollup

Display documents from SharePoint libraries with default list or card layouts, sorting, pagination, and view filtering.

DocumentsFeature Parity: 95%

Get Documents Rollup Working in 3 Steps

10-20 minutes

Prerequisites

  • Bonzai 2 package installed on your site
  • A document library with files
1

Add the web part

Edit your page and add "Bonzai Documents Rollup" from the Bonzai category.

2

Select a library

Choose your document library from the List picker in the property pane.

3

Configure display

Set template (Default or Card), sort order, and items per page, then publish.

When to Use This Web Part

Use this when you need to...

  • Display recent documents on a page
  • Show department-specific files
  • Create a simple document gallery
  • Highlight featured documents

Best page locations

  • Homepage — recent documents widget
  • Department pages — team documents
  • Landing pages — featured file showcase

Consider alternatives when...

  • Full search experience — use Document Portal
  • Tabular data view — use Documents Table

Related web parts:

Document Portalfull search and refinementDocuments Tabletabular view with sorting

Common Configurations

Copy these ready-to-use configurations:

Recent Documents

Show recently modified documents

Best for: Homepage sidebar
Configuration
titleRecent Documents
templateNamedefault
sortBymodified
itemsPerPage10
showPagingOn

Document Cards Gallery

Card layout with thumbnails

Best for: Department page
Configuration
titleDepartment Files
templateNamecard
itemsPerRow4
itemsPerPage12
showPagingOn

Featured Documents

Show only promoted documents

Best for: Landing page
Configuration
titleFeatured Documents
showPromotedItemsOn
templateNamecard
itemsPerRow3

Compact Document List

Minimal list with link to library

Best for: Dashboard widget
Configuration
titleDocuments
templateNamedefault
itemsPerPage5
showMoreTextView all documents
showMoreUrl/sites/docs/Documents

Best Practices

Sort by Modified date

Set "Sort By" to Modified to show the most recently updated documents first.

Use views for filtering

Create SharePoint views to filter documents, then select that view in the web part.

Card layout for visual content

Use the Card template with 3-4 items per row for document libraries with images or visual content.

Troubleshooting

Still need help? Contact Bonzai Support


Reference

Document Library Schema

Documents Rollup uses standard document library fields. No custom columns are required, but you can add a Promoted/Featured column to mark promoted documents.

  1. Select an existing document library with files.
  2. Optional: add a Featured (Yes/No) or PromotedState (Number) field for promoted filtering.
  3. If using promoted filtering, set the field value on documents you want to feature.
ColumnTypeRequiredNotes
TitleSingle line of textYesDefault library field
FileLeafRefSingle line of textYesFile name (built-in)
FileRefHyperlinkYesServer-relative path (built-in)
ModifiedDate/TimeYesUsed for sorting
CreatedDate/TimeNoFallback sort
FeaturedYes/NoNoOptional promoted filter (PromotedState also supported)
PromotedStateNumberNoOptional promoted filter (SharePoint system field)

Property Pane Configuration

Title Settings

PropertyTypeDescription
titleTextWeb part title displayed above the content
titleUrlTextOptional URL to make the title clickable
titleIconOptionDropdownTitle icon mode: Custom or None
titleIconNameIcon PickerFluent UI icon picker (e.g., DocumentSet, Document)
titleIconUrlTextCustom icon URL (overrides icon name)
descriptionText (Multiline)Optional description below the title
showMoreTextTextText for the "Show More" link in footer
showMoreUrlTextURL for the "Show More" link (empty = hidden)

Data Source Settings

PropertyTypeDescription
siteUrlTextSite URL where the library is located (empty = current site)
listNameList PickerDocument library to display files from
viewNameView PickerView to filter documents (depends on selected library)
sortByDropdownSort by: Name, Modified Date, Created Date, or File Size
showPromotedItemsToggleShow only promoted/featured documents

Dynamic Filters (Category/Tags)

PropertyTypeDescription
enableCategoryFilterToggleEnable category-based filtering for this web part
categoryFilterLabelTextCustom label above the category dropdown (shown only when no pre-selection is made)
categoryFilterColumnDropdown / TextSelect which library column to use for Category
selectedCategoriesMulti-selectLock the web part to specific categories. Only documents matching these values are returned from the server. When set, the runtime Category dropdown is hidden from end users.
enableTagFilterToggleEnable tag-based filtering for this web part
tagFilterColumnDropdown / TextSelect which library column to use for Tags
selectedTagsMulti-selectLock the web part to specific tags. Only documents matching these values are returned from the server. When set, the runtime Tag dropdown is hidden from end users.

Display Settings

PropertyTypeDescription
templateNameDropdownDisplay template: Default (list) or Card
itemsPerRowDropdownItems per row in Card view (2-6), only for Card template
itemsPerPageSlider (5-50)Number of documents to display per page
showPagingToggleShow pagination controls
visibleMetadataFieldsMulti-selectChoose which metadata to show per document (e.g., Author, Modified Date, Created Date, File Size, File Type). Uncheck all to show file names only.
fixedHeightSlider (0-800)Fixed height in pixels (0 = auto height)
chromeTypeDropdownChrome type: None, Title Only, Border Only, Title and Border
enableContentTargetingToggleFilter content by user profile attributes

Features Checklist

  • ✅ List and Card display templates
  • ✅ View-based filtering
  • ✅ Multiple sort options (Name, Modified, Created, Size)
  • ✅ Pagination support
  • ✅ Promoted/featured items support
  • ✅ Dynamic category/tag filters with server-side pre-filtering and runtime user dropdowns
  • ✅ Configurable metadata fields
  • ✅ Content targeting
  • ✅ Configurable items per row (Card view)
  • ✅ Custom title with icon and link
  • ✅ Show more link