Customized Landing Page/Dashboard
This feature provides the ability to define customized dashboard in OIPA . It supports a set of business rules, which allow the configuration of various widget types. These rules can be configured to define the default dashboard view and also allows the configured widgets available to the user to customize their dashboard. Each widget requires a specific widget rule. In addition, system rule is added to enable/disable the dashboard functionality and to configure a default dashboard view.
Prerequisites
N/A
New Items
PolicyWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Policy Widget.
- Controls the title and comment for this widget.
TaggedPolicyWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Tagged Policy Widget.
- Controls the title and comment for this widget.
ClientWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Client Widget.
- Controls the title and comment for this widget.
TaggedClientWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Tagged Client Widget.
- Controls the title and comment for this widget.
CustomerWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Customer Widget.
- Controls the title and comment for this widget.
.
TaggedCustomerWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Tagged Customer Widget.
- Controls the title and comment for this widget.
TaggedCaseWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on Tagged Case Widget
- Controls the title and comment for this widget
ActivityWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the available column on ActivityWidget.
- Controls the title and comment for this widget.
SearchWidget
- Ensures the availability of this widget on OIPA dashboard page.
- Controls the availability and order of search links on SearchWidget.
- Controls the title and comment for this widget.
WidgetSettings
- Enables the OIPA dashboard feature.
- Controls the availability of configured widgets for the default dashboard view.
- Controls the layout for the default dashboard view.
Existing Items
N/A
Configuration Details
The configuration should create a default dashboard where all the supported widget will be available in below mentioned order with 50:50 layout order:
- SearchWidget
- ActivityWidget
- TaggedPolicyWidget
- PolicyWidget
- TaggedClientWidget
- ClientWidget
- TaggedCustomerWidget
- CustomerWidget
- TaggedCaseWidget
WidgetSettings
WidgetSettings rules should be configured to include all the configured widget name in the desired order. <PageLayout> should be set as '01' (50:50 Layout).
<WidgetSettings>
<WidgetNames>
<Name>SearchWidget</Name>
<Name>ActivityWidget</Name>
<Name>TaggedPolicyWidget</Name>
<Name>PolicyWidget</Name>
<Name>TaggedClientWidget</Name>
<Name>ClientWidget</Name>
<Name>TaggedCustomerWidget</Name>
<Name>CustomerWidget</Name>
<Name>TaggedCaseWidget</Name>
</WidgetNames>
<PageLayout>01</PageLayout>
</WidgetSettings>
SearchWidget
Search Widget should be configured to include all the supported search on search widget.
<SearchWidget>
<Name>POLSEARCH</Name>
<Name>CASESEARCH</Name>
<Name>CLNTSEARCH</Name>
<Name>CUSTSEARCH</Name>
</SearchWidget>
ActivityWidget
Activity should be configured to set the title and comment for this widget and to set the available columns on Activity Widget.
<ActivityWidget TITLE="Recently Created Activities" COMMENT="Recently Created Activities">
<Results>
<Table>
<Column ALIGN="LEFT">
<Name>$$$ActivitySource$$$</Name>
<Display>Activity Level</Display>
<DataType>Text</DataType>
<Group>Activity</Group>
</Column>
<Column ALIGN="LEFT">
<Name>TransactionName</Name>
<Display>Transaction Name</Display>
<DataType>Text</DataType>
<Group>Transaction</Group>
</Column>
<Column ALIGN="RIGHT">
<Name>EffectiveDate</Name>
<Display>Effective Date</Display>
<DataType>Date</DataType>
<Group>Activity</Group>
</Column>
<Column ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Text</DataType>
<Group>Activity</Group>
</Column>
<Column ALIGN="LEFT">
<Name>AmountField</Name>
<Display>Detail</Display>
<DataType>Decimal</DataType>
<Group>Activity</Group>
</Column>
</Table>
</Results>
</ActivityWidget>
TaggedPolicyWidget
TaggedPolicyWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Policy Widget.
<TaggedPolicyWidget TITLE="Policy Watch List" COMMENT="User policy watch list">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>PolicyNumber</Name>
<Display>Policy Number</Display>
<DataType>Text</DataType>
<Group></Group>
</Column>
<Column ALIGN="CENTER">
<Name>PolicyName</Name>
<Display>Policy Name</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Owner Name</Display>
<Name>Name</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>TaxID</Display>
<Name>TaxID</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</TaggedPolicyWidget>
PolicyWidget
- PolicyWidget should be configured to set the title and comment for this widget and to set the available columns on Policy Widget.
- PolicyWidget should be available at global as well as overriden at "Prototype" primary company level.
<PolicyWidget TITLE="Recently Created Policies" COMMENT="Recently Created Policies by User">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>PolicyNumber</Name>
<Display>Policy Number</Display>
<DataType>Text</DataType>
<Group></Group>
</Column>
<Column ALIGN="CENTER">
<Name>PolicyName</Name>
<Display>Policy Name</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="CENTER">
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Owner Name</Display>
<Name>Name</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>TaxID</Display>
<Name>TaxID</Name>
<Group ROLECODE="01">Client</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</PolicyWidget>
TaggedClientWidget
TaggedClientWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Client Widget.
<TaggedClientWidget TITLE="Client Watch List" COMMENT="Client Watch List">
<Results>
<Table>
<Column ALIGN="LEFT">
<Display>Client Name</Display>
<Name>Name</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="CENTER">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Address</Display>
<Name>Address</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Phone Number</Display>
<Name>PhoneNumber</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</TaggedClientWidget>
ClientWidget
ClientWidget should be configured to set the title and comment for this widget and to set the available columns on Client Widget.
<ClientWidget TITLE="Recently Updated Client" COMMENT="List of recently updated and created client">
<Results>
<Table>
<Column ALIGN="LEFT">
<Display>Client Name</Display>
<Name>Name</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="CENTER">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<Group>Client</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Address</Display>
<Name>Address</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Phone Number</Display>
<Name>PhoneNumber</Name>
<Group>Address</Group>
<DataType>Text</DataType>
</Column>
</Table>
</Results>
</ClientWidget>
TaggedCustomerWidget
TaggedCustomerWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Customer Widget.
<TaggedCustomerWidget TITLE="Group Customer Watch List" COMMENT="Group Customer Watch List">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>CompanyName</Name>
<Display>Customer Name</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>CustomerNumber</Name>
<Display>Customer Number</Display>
<DataType>Text</DataType>
<Group>GroupCustomer</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column WIDTH="600" ALIGN="LEFT">
<Name>CustomerStatus</Name>
<Display>Customer Status</Display>
<DataType>Text</DataType>
<Group>ClientField</Group>
</Column>
</Table>
</Results>
</TaggedCustomerWidget>
CustomerWidget
CustomerWidget should be configured to set the title and comment for this widget and to set the available columns on Customer Widget.
<CustomerWidget TITLE="Recently Updated Group Customer" COMMENT="List of recently updated and created Group Customer">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>CompanyName</Name>
<Display>Customer Name</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>CustomerNumber</Name>
<Display>Customer Number</Display>
<DataType>Text</DataType>
<Group>GroupCustomer</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Tax ID</Display>
<Name>TaxID</Name>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>Address</Name>
<Display>Address</Display>
<DataType>Text</DataType>
<Group>Address</Group>
</Column>
</Table>
</Results>
</CustomerWidget>
TaggedCaseWidget
TaggedCaseWidget should be configured to set the title and comment for this widget and to set the available columns on Tagged Case Widget.
<TaggedCaseWidget TITLE="Case Watch List" COMMENT="Case Watch List">
<Results>
<Table>
<Column ALIGN="CENTER">
<Name>CaseName</Name>
<Display>Case Name</Display>
<DataType>Text</DataType>
<Group>Case</Group>
</Column>
<Column ALIGN="LEFT">
<Display>Case Number</Display>
<Name>CaseNumber</Name>
<Group>Case</Group>
<DataType>Text</DataType>
</Column>
<Column ALIGN="CENTER">
<Name>PolicyNumber</Name>
<Display>Application Number</Display>
<DataType>Text</DataType>
<Group>Policy</Group>
</Column>
</Table>
</Results>
</TaggedCaseWidget>