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. If the rule is not configured, the system displays the following default columns defined by the <Result> element for the widget.

  • CustomerNumber
  • CustomerName
  • TaxID
CustomerWidget: Elements and Attributes
Element/Tag Attributes Parent Element Description Element/Attribute Values

<CustomerWidget>

   

This is the start and end tag of the element.

 
  TITLE  

Optional: Defines the display name that will appear at the top of the widget.

String
  COMMENT  

Optional: Defines the description of Widget.

String

<Results>

 

  <CustomerWidget>

Optional: This is the start and end tag of the Results element.

 

 

<Table>

 

  <Results>

Required element: The element that defines the screen as a table format and controls the display of results, formats results in a table. See Table Element. Mask attribute will not be supported.

 
<Column>   <Table>

The container element for column configuration.

 

<Display>

 

  <Table>

Defines the header for the search result table column.

 

<Name>

 

  <Table>

Specifies the database column in which the field values are stored.

 

<Group>

 

  <Table>

Indicates the table/screen that stores the field being referenced.

Note: All the groups supported for Customer search Screen result set is supported for CustomerWidget.

 
<DataType>   <Table>

Defines the data type of the field.

 

XML Schema

<CustomerWidget TITLE="[String]" COMMENT"[String]">
<Results>
<Table NAME="">
<Column ALIGN="" FORMAT="">
<Display></Display>
<Name></Name>
<Group></Group>
<DataType></DataType>
</Column>
</Table>
</Results>
</CustomerWidget>

XML Example

<CustomerWidget TYPE="Customer" TITLE="Watch List - GroupCustomer">
<Results>
<Table>
<Column ALIGN="RIGHT">
<Name ITALICS="Yes">CustomerNumber</Name>
<Display BOLD="Yes">Number</Display>
<DataType>Text</DataType>
<Group>GroupCustomer</Group>
</Column>
<Column ALIGN="LEFT">
<Name>CompanyName</Name>
<Display>Name</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="CENTER">
<Name>TaxID</Name>
<Display>FEIN</Display>
<DataType>Text</DataType>
<Group>Client</Group>
</Column>
<Column ALIGN="LEFT">
<Name>Address</Name>
<Display>Address</Display>
<DataType>Text</DataType>
<Group>Address</Group>
</Column>
</Table>
</Results>
</CustomerWidget>