Overview of Widget Rules

A Widget presents a small independent frame of information dynamically on the landing page in OIPA. The widgets will have its own set of actions defined that can be triggered on selection of a record or right click menu options. The business rules of Widget category are configured in the Rules Palette on the Global Rules Pane under the Business Rules node (for the applicable Primary Company).

Widget Rules

Each widget can be configured with one unique rule name within the Primary Company under a new business rule category of 'Widget'. These rules will support the use of CopyBooks. Each Widget Rule main element will have two optional attributes.

  • TITLE: This can be used to define the Widget Display name. If not configured, system will use the default name to display the name of a specific Widget.
  • COMMENT: This can be used add description for the widget.
  • The <Results> element will display the result columns for the widget. If not configured, the default result columns will be displayed.

Important: The XML Configuration Guide contains a detailed explanation of the elements, attributes and values used to configure these business rules. Select Help from the Main Menu and open the XML Configuration Guide. Widget Rules are located in the Business Rules | Widget Rules folder.

The following business rules allow the configuration of various widget types.

ActivityWidget: This rule will allow to view the recent activities (top 20) added or updated by the user. It can be configured to access Fixed Fields in the Activity and Transaction when needed.

ClientWidget: The ClientWidget rule can be configured to produce a list of clients created and updated by the user. The columns to be displayed in the client widget are configurable through this widget rule.

CustomerWidget: The CustomerWidget rule can be configured to produce a list of all customers created and updated by the user. The columns to be displayed in the customer widget are configurable through this widget rule.

PolicyWidget: The PolicyWidget rule can be configured to produce a list of all policies created and updated by the user. The columns to be displayed in the policy widget are configurable through this widget rule.

SearchWidget: SearchWidget rule can be configured to perform,

  • Policy Search
  • Client Search
  • Group Customer Search
  • Case Search

These search links will be available in the search widget only if the rule is configured and are displayed in the order of configured name. If the rule is not configured, then default order and availability will be maintained. <Name> element of SearchWidget rule will contain the valueof codevalue of AsCode.CodeName.AsCodeSearchWidget.

TaggedCaseWidget: This rule can be configured to add the Watch/UnWatch button on NB Case Screens.

TaggedClientWidget: This rule can be configured to add the Watch/UnWatch button on Client Screen.

TaggedCustomerWidget: This rule can be configured by the user to add the Watch/UnWatch button on Customer Screen.

TaggedPolicyWidget: This rule can be configured by the user to add the Watch/UnWatch button on Policy Screen.