-- User --

Managing Widgets

Widgets can be created, modified or deleted using the Manage Widgets dialog.

HTML Container Widget

This type of widget is an iframe, which may be linked to a local HTML/CSP file or a remote URL.

To create an HMTL Container widget:

  1. Click Options and from the drop down list select Manage Widgets.
  2. Click Create a Widget.
  3. Select HTML Container and complete the various attributes.
  4. Click Preview/Modify to see how the widget will look.
  5. Click Save.
Widget Attributes

Widget Information
  • Type a unique name.
  • (Optional) Input a description of the widget.
  • (Optional) Enter a comma-separated list of one or more keywords to tag this widget.
  • (Optional) Select the Hidden check box so that the widget may be added to tabs only in the master file.
  • (Recommended) Input a height, e.g. 250, 250px, 15em, etc. to prevent a scrollbar or extra white space from appearing in the widget.
Widget Content

Two options are available for creating content in an HTML Container widget.

To link to a CSP or HTML page:

  1. Create a new folder in the Dashboard's main folder.
  2. Place the file and any supporting files (e.g. images) in that folder.
  3. In the widget content area select Use a CSP or HTML page.
  4. Click Browse.
  5. Navigate to the new folder and select the CSP/HTML file. If using a website link, input the website's URL starting with ‘http://'.

To link to a widget using embed code (JavaScript):

  1. Use this option to link to a widget on the web. Sites like iGoogle and WidgetBox provide code snippets, which can be used to embed a widget in a web page.
  2. In the widget content area, select Link to a Widget using embed code (JavaScript).
  3. Copy and paste the code into the text box.

To edit an HMTL Container widget:

  1. Right-click on the widget in the table and choose Edit, or double-click on the widget in the table.
  2. Edit the attributes as described for a new widget.

To delete an HTML Container widget:

  1. Right-click on the widget in the table and choose Delete.
  2. Click Yes to confirm deletion.
  3. (Recommended) If this widget was created using a CSP or HTML page, delete the file and folder.

Rich Text Widget

This type of widget contains rich text including hyperlinks and images.

To create a Rich Text widget:

  1. Click Options and from the drop-down list select Manage Widgets.
  2. Click Create a Widget.
  3. Select Rich Text and complete the various attributes.
  4. Click Preview/Modify to see how the widget will look.
  5. Click Save.
Widget Attributes

Widget Information
  • Type a unique name.
  • (Optional) Input a description of the widget.
  • (Optional) Enter a comma-separated list of one or more keywords to tag this widget.
  • (Optional) Select the Hidden check box so that the widget may be added to tabs only in the master file.
  • (Recommended) Input a height, e.g. 250, 250px, 15em, etc. to prevent a scrollbar or extra white space from appearing in the widget.
Widget Content

Input the content in the editor and use its toolbar to modify the font, apply styles, and/or insert images and links.

To edit a Rich Text widget:

  1. Right-click on the widget in the table and choose Edit, or double-click on the widget in the table.
  2. Edit the attributes as described for a new widget.

To delete a Rich Text widget:

  1. Right-click on the widget in the table and choose Delete.
  2. Click Yes to confirm deletion.

Workflow Widget

This type of widget consists of an image with clickable areas that drill-down to documents on the Working Papers Document Manager.

To create a Workflow widget:

  1. Click Options and from the drop-down list select Manage Widgets.
  2. Click Create a Widget.
  3. Select Workflow and complete the various attributes.
  4. Click Preview/Modify to see how the widget will look.
  5. Once the preview is generated, click on the workflow sections to map documents. This will launch a dialog. For details on how to complete this section, see Editing a workflow section and mapping documents. Note that at least one section must be mapped before the widget may be saved.
  6. Click Save.
Widget Attributes

Widget Information
  • Type a unique name.
  • (Optional) Input a description of the widget.
  • (Optional) Enter a comma-separated list of one or more keywords to tag this widget.
  • (Optional) Select the Hidden check box so that the widget may be added to tabs only in the master file.
Image Map

The image map file holds the coordinates of the interactive areas in the image file. A predefined image map from the Dashboard's library may be used or a custom image map can be created.

To use a library image map:

  1. Click Browse to open the library
  2. Click on an image map in the list to select it.
  3. (Optional) Select Preview to see the image.

To use a custom image map:

  1. Specify the image and map files.
  2. Click Browse.
  3. Navigate to the location of the image/map file and select it.

Notes:

  • The image file must be of a format that supports transparency (i.e. GIF or PNG).
  • The dynamic sections of the image should be transparent so that the title and completion color will be visible.
  • The workflow diagram itself may be composed of rectangular, circular and/or polygonal shapes; however, rectangular shapes render best.
  • The recommended maximum image size is 950 x 375 pixels; anything larger will result in scrolling on a 1024 x 768 screen resolution, which is the minimum for Working Papers. There may be more height allowance if the Dashboard does not display a header and/or footer.
  • The map file contains the coordinates of the clickable sections in the image. The contents of this file must be valid well-formed XML.

Completion Colors for a Workflow Image

For each state, click on the color selector buttons to assign a main color and a text color.

Icon Completion State
None

Not Started

No roles are signed off on any document.
◷

In Progress

At least one role is signed off on at least one document.
✓

Completed

All roles are signed off on all documents.
!✓

Completed with Exception

All roles are signed off on all documents except for one or more documents, which were deleted.

Other Settings

  • Check completion status.
  • Click Manually to have the widget update only when Check Completion Status is selected from its drop-down menu.
  • Click Automatically at repeated intervals to have the widget repeatedly check the completion status and update the sections.
  • Input the number of seconds to wait before checking again, e.g. input 300 to check every 5 minutes.

To edit a Workflow widget:

  1. Right-click on the widget in the table and select Edit, or double-click on the widget in the table.
  2. Complete the Widget Information and Completion Colors sections as indicated for a new widget. The Image Map section is not available here because the image map is the core of this type of widget and modifying it is essentially the same as creating a widget.

To delete a Workflow widget:

  1. Right-click on the widget in the table and select Delete.
  2. Click Yes to confirm deletion.
  3. (Optional) If created using a custom image map, delete the image file from the WidgetImages folder to reduce clutter. This file is not automatically deleted in case the image is being used by other widgets.

Editing a workflow section and mapping documents

A section may be edited only after previewing a newly created workflow or while editing an

existing workflow. See the steps above for creating and editing workflow widgets.

  1. Click on a section to launch the Edit Workflow Section dialog.
  2. Complete the attributes below.
  3. Click Save.
Attribute Description
Section Title

Input a title; this will be displayed in the image and as a tooltip when the mouse hovers over this section.

Completion Roles
  • These roles are pulled from the roles activated in Working Papers.
  • Check all the roles that must be signed off on each mapped document for this section to be Completed.
  • At least one role must be checked if the section is mapped.

Section Mappings
  • Check all the documents that should be mapped to this section.
  • Click on a folder to set or remove a watch.
  • If watched, any documents added later to that folder or any of its subfolders on the Document Manager will automatically be mapped.
  • A watch may be removed only on the top-most folder because a watch means that the entire contents of the folder are monitored.
  • If this section is mapped to documents or folders that no longer exist on the document manager, these mappings will be listed here. If they are not removed, the section will be shown as Completed with Exception when all the roles are signed off.

To remove a mapping:

  • Click on a mapping in the table to select it then click on Remove.
  • Click on RemoveAll to get rid of all these mappings
  • Click on Reset to undo the removal.

Snapshot widget

This type of widget contains one or more snapshots which are tables that may display client file information including engagement properties, CaseView calculations, etc.

To create a Snapshot widget:

  1. Click Options and from the drop down list select Manage Widgets.
  2. Click Create a Widget.
  3. Select Snapshot and complete the various attributes.
  4. Click Preview/Modify to see how the widget will look.
  5. Click Save.
Widget Attributes

Widget Information
  • Type a unique name.
  • (Optional) Input a description of the widget.
  • (Optional) Enter a comma-separated list of one or more keywords to tag this widget.
  • (Optional) Select the Hidden check box so that the widget may be added to tabs only in the master file.
Widget Content
  • The widget must contain at least one snapshot.
  • If there is more than one snapshot, they may be reordered using the Move Up and Move Down buttons.
  • Click on a snapshot in the table to select it, and then click on either button to change its position.
  • Snapshots will be laid out left to right in the widget. If the widget is not wide enough to have all the snapshots on one row, the overflow snapshots will wrap to the next row and continue left to right.
  • To edit a snapshot, right-click on it in the table then choose Edit and complete as described for a new snapshot.
  • To delete a snapshot, right-click on it in the table then choose Delete. Click on Yes to confirm deletion.

To edit a Snapshot widget:

  1. Right-click on the widget in the table and choose Edit, or double-click on the widget in the table.
  2. Edit the attributes as described for a new widget.

To delete a Snapshot widget:

  1. Right-click on the widget in the table and choose Delete.
  2. Click Yes to confirm deletion.

To create a Snapshot:

A Snapshot may be created or edited only while creating or editing a Snapshot Widget. See the steps above for creating and editing Snapshot widgets.

  1. In the Widget Content section of the Create/Edit a Snapshot Widget dialog, click the Create Snapshot button to launch the Create a Snapshot dialog.
  2. Complete the attributes.
  3. Click Save.
Attribute Description
Snapshot Title
  • Input a unique title; this will be displayed at the top of the table.
  • (Optional) Click the B, I, and/or U buttons to bold, italicize and/or underline the title.

Snapshot Content
  • Initially this table contains two rows and two columns. Click the Add button and select either Add a Row or Add a Column to add more rows and columns. For optimal performance, only add as many rows and columns as needed.
  • To delete a row or column, click on a cell in that row or column, right-click on it then choose Delete Row or Delete Column from the menu.
  • If there is more than one row, they may be reordered using the Move Up and Move Down buttons. Click on a row in the table to select it then click on either button to change its position.

To change the width of a column:

  1. Place the mouse pointer on the right edge of the column header.
  2. When it changes to a left and right pointing arrow, click and hold the left mouse button and then drag left to shorten or right to widen.

This width will be saved and used to size the column when the snapshot is rendered so ensure that it is wide enough to fit the result of the evaluation of the calculation in the column's cells.

To input a description or calculation:

  1. Click on the cell, then input it directly, or right-click then choose Calculation Editor from the menu
  2. Input a calculation and click the Evaluate button to see the result.
  3. Click OK to save the calculation, or Cancel to discard.

Notes:

  • The input could be text or a calculation.
  • If text, it should be enclosed in quotes.
  • If a calculation, the format should be the same as a CaseView cell calculation.
  • See Working Papers and CaseView Help for details on calculations, expressions, and the functions available.