1. eSeries Widgets
Justin Kishbaugh

2. What is a widget? Adds functionality to a Form Preconfigured
Customizable with built in parameters
A Screen Widget is a predefined interface item that can be added to the form builder through the
Add Data Field tab. Many screen widget have parameters that give the ability to
customize the item. All widgets are designed to automatically add interface functionality that would
otherwise have to be created from scratch or would require extensive coding knowledge. The benefit
of a screen widget is that is can be chosen, snapped into place, and with function without much
work. Most of the
widgets are used in Insert or Update
Forms, except where noted
, and are only
available for specific entities

3. Add Case Special Status User Location Picker Calendar Assistant
Widgets We Will Cover
Add Case Special Status
User Location Picker
Calendar Assistant
Add Note Icon
Vacate Future Events
Case Assignment
Directory Person Drop Down Assignment
Dir Person Identification Case Assignment
You can find screen widgets under the Widgets category from the Add Data Field tab. Select the item and add it to the form just like a field. There is no limit on the number of widgets that can be added.

4. Add Case Special Status
Displays a checkbox for each special status.
(Required) You must choose one or multiple Status Types from the drop-down list, or multiple-item picker. Before Status Types can be chosen, the CASE_SPECIAL_STATUS_TYPE lookup list needs to be configured.

5. Entity Form Types Case Special Status Widget Configuration
Statuses(Required)
Form Types
Case Init
Add
Update
Entity
All Case Entities
Edit Start Date
Edit End Date
Edit Memo
Case Special Status
Widget Configuration
Add Duplicate Statuses

6. User Location Picker
Allows the user to choose their default location such as court house and department

7. User Location Picker Configuration
Use Case Location
Use User Location
Form Types
Add
Update
Entity
CaseAssignment
ScheduledEvent
Ellipse Length
Fill Panel on Select
User Location Picker Configuration
Update User Location
Filter By Attribute
Use Case Location - choose whether case location should be used as default Default = true
Use User Location – choose if user location should be used as default if case location is false Default = true
Ellipse Length – Max length of Courthouse name
Fill Panel on Select – on location selection will the panel auto complete default – false
Update User Location – if user changes the court house should it save the change to the user profile Default = false
Filter By Attribute – choose whether or not to filter departments by attributes Default = false
Attribute Name – Widget will only show departments that contain the specified attribute
Attribute Value – Widget will only show departments that contain the specified value
Attribute Type - Widget will only show departments that contain the specified attribute type
Attribute Name
Attribute Value/ Attribute Type

8. Calendar Assistant
Aids the user in picking the best possible day to schedule an event.
The Calendar Assistant widget can be configured to display either available date, time, location periods or time slots meant to aid the user in picking the best possible day to schedule an event. Calendar counts and conflicts will also be available for time periods or time slots
The Calendar Assistant widget doesn’t always update the display list in real time. The Refresh icon can be used to refresh the list. The Items to Display drop-down list will allow you to decide how many items (10, 25, 50...) will be displayed at one time. The Time of Day drop-down list will allow you to choose (AM, PM, or Anytime) and filter the list based on the time of day.
If Counts are being displayed, you can hover over the field to view a pop-up of the events scheduled at that time and location.
Selecting an entry from the Scheduling Assistant widget will automatically populate the start and end times, date, and location fields if they are present on the form. In order for the Scheduling Assistant widget to populate you need to at least have the ScheduledEvent:StartDateTime field. When the field is entered, the Calendar Assistant will display available options.

9. Calendar Assistant Widget Configuration Form Types Add Forms Entity
Mode
Form Types
Add Forms
Entity
ScheduledEvent
Party
Days Out
Show Days Out
Max Day Range
Time
Calendar Assistant
Widget Configuration
Use Location Currently Assigned
Mode – Time slot Configuration or time and location grouping Default value = Day.minutes.location
Days Out – Initial days out for results if start date is not set. Default = 14
Show Days Out – Decide if days out text box should be shown Default = false
Max Day Range - Sets max number of days to look forward Default = 14
Time – Time if day to default to Default = all day
Use Location Currently Assigned – Should the widget use the current case location when creating Default: Location Required
Location Required – If the location should be required before showing results. Default = true
Strict Location – If true the slots returned must match the location. Default = false
Location Required
Strict Location

10. Calendar Assistant Widget Configuration (continued) Form Types
Max Results
Form Types
Add Forms
Entity
ScheduledEvent
Party
Show Max Results
Force
Simple
Closed Slots-(time slots only)
Calendar Assistant
Widget Configuration
(continued)
Show Slot Filler
Max Results – Number of options to display
Show Max Results – If max result dropdown should be shown Default = true
Force – Force the event to match selected If selected on submit the selected date time location and person will be set on the event. If not set the data will only be set if it is null. Default = false
Simple - Restricted interface, doesn’t show counts or controls to filter results
Closed Slots – If closed calendar days/ closed slot/ full slots should be displayed by default(slots only)
Show slot Filter – if slot open/closed drop down should be displayed Default = true
Assignment Roles – The accepted roles to reuse when checking for a person assigned to the case (slots only)
Use person Currently assigned – should the widget use the current official when initializing
Assignment Roles – (time slots only)
Use Person Currently Assigned

11. Calendar Assistant Widget Configuration (continued)
New Assignment Role – (time slots only)
Allow Overbooking – (time slots only)
Hold Reservation Number
Calendar Assistant
Widget Configuration
(continued)
Auto Refresh
New Assignment Role - When adding an assignment via time slot what assignment role should the person receive (slots only and needs to be set if slots are person based)
Allow Overbooking if false then button will be disabled on time slots that are full(slots only)
Hold reservation number Velocity template to determine the hold reservation number to exclude when adding holds to slots.
Auto refresh – Determines whether or not to automatically show slots upon changing the case type event type and start/end date controls.

12. Add Note Icon
Displays a note icon allowing the user to add or display notes attached to the case or case items.
The Add Note Icon widget, similar to the Note Icon widget, will display a note icon allowing the user to add or display notes attached to the case or case items.
By default the icon will display a plus (+) symbol if a note has not been added to the item. If one or more notes have been added the icon just displays the yellow note icon
When the Add Note Icon is clicked the Notes screen will display. By default the Notes screen will display a list of previously created notes. Using the New Note on Open parameter the screen can be configured to display the Add/Edit Note section before the list of existing notes.

13. Form Types Entities Add Note Icon Widget Configuration
Show Current Users Notes Only
Form Types
Folder View
Insert
Update
Header
Entities
All
Add Note Icon
Widget Configuration
When the Add Note Icon is clicked the Notes screen will display. By default the Notes screen will display a list of previously created notes. Using the New Note on Open parameter the screen can be configured to display the Add/Edit Note section before the list of existing notes.

14. Vacate Future Events
Allows users to change the event status of future events.

15. Vacate Future Events Widget Configuration
Forms
Add
Update
Entities
Scheduled Event
Event Result Type
Vacate Future Events Widget Configuration
Event Result Type – sets the event result type that will be added to any event selected within the widget.

16. Calendar Assignment
Assigns a directory person to an event.

17. Calendar Assignment Widget Configuration Entity Form Types
Add
Update
Entity
Scheduled Event
Assignment Roles
Calendar Assignment
Widget Configuration
Assignment Roles – The assignment with the given roles will be displayed, if not set, all assignments will be shown.

18. Directory Person Drop-Down Case Assignment
Displays a drop-down list that allows the user to select a person from the Person Directory.
The Directory Person Drop down Case Assignment widget displays a drop-down list that allows the user to select a person from the Person Directory. The list can be filtered based on the Roles parameter. When a person is chosen and upon form completion the system will search the Person Directory, and will copy the person information into the Case Assignment / Party

19. Dir Person Drop Down Widget Configuration Form Types Add Forms Entity
CaseAssignment
Party
Roles
Preserve Roles
Dir Person Drop Down
Widget Configuration
Roles - Directory Person Roles to display
Preserve Roles – Do not Override role.

20. Dir Person Identification Case Assignment
Displays an input field that allows the user to enter a person’s unique identifier.
The Directory Person Identification Case Assignment widget displays an input field that allows the user to enter a person’s unique identifier corresponding to the identification type specified in the parameter. This can be used instead of a lookup or drop-down list that might be too large or cumbersome to be efficient. Instead the user can enter the unique identifier and upon form completion the system will search the Person Directory for the person, and will copy the information into the Case Assignment / Party

21. Dir Person Identification Case Assignment
Widget Configuration
Identification Type(Req.)
Form Types
Add
Entities
Case Assignment
Party

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