"Update Incident Wizard" Custom Widget


Apps - Custom widget - Update incident wizard icon.png This type of widget belongs to the Custom Widgets category > Operation in the widget library. It is used to update the description of an incident in a form.

The wizard works in the same way as the one in Product name - ev itsm.png.

  • If the selected incident is closed, an error message will appear.
  • The new description is added to the end of the existing description for the incident, in order to keep track of the history of changes.
  • A User Update action is automatically created.
  • The history of changes will be updated.

Example

Open url.png See the procedure.

  • Display the list of incidents using a Data Viewer widget. Click the record to display its details using a Secured HTML widget.
             Incident - List before update.png
  • Click [ UPDATE DESCRIPTION ]. The Update Incident wizard will appear.
             Incident - Update Description.png
  • Enter the new description and click [ SEND ]. The wizard will update the description and the incident form will be refreshed.
             Incident - List after update.png

Notes

Open url.png See General remarks on widgets.

  • You access the wizard from a widget that displays records pointing to the SD_REQUEST table.
    • You can also access the wizard using the hyperlink or action button that will open the wizard for the current record.
    • Certain properties of the hyperlink or action button cannot be modified. To change them, you must delete the hyperlink or action button and create it again.
  • The wizard displays a form predefined by Logo - EasyVista.png.
    • This form contains a Memo section for entering the description and two buttons, [ SEND ] and [ CANCEL ] used to validate or cancel data entry.
    • Other empty widgets can be used to define or modify the layout of the form.
    • You can add new widgets.

Caution

  • To ensure the wizard works correctly:
    • The three predefined widgets in the form Cancel Button, Send Button and Update details must not be deleted.
    • Only certain properties of these widgets can be modified.

List of properties

Content

Cancel Button widget: Button for canceling data entry.

  • Label: Button name. 
  • Scripts: Name of the script run when users click the button. The preselected Close modal option is used to close the wizard without updating the incident.
  • Text (Note: Non-modifiable): Name of the Update details widget.
     

Send Button widget: Button for validating data entry.

  • Label: Button name. 
  • Scripts: Name of the script run when users click the button. The preselected Update Incident option is used to update the incident in Product name - ev itsm.png.
  • Data source: Name of the EasyVista data source pointing to the list of incidents in Product name - ev itsm.png. This is the same data source as the one used by widgets for displaying the list and the details of incidents.
  • Text (Note: Non-modifiable): Name of the Update details widget.
     

Update details widget: Field for entering the new description

  • Wysiwyg: Non-modifiable.
  • Placeholder: The text displayed in the description field is automatically cleared once the user starts typing.
  • Label: Name of the data entry field.

Theme

Open url.png See the description of properties.

Procedure: How to implement the Update Incident wizard

Best Practice icon.png  To implement the functionality quickly, you can select Operation > All Incidents List - Line & Details (Large & Small) and use the custom widget. You can also use the IT Portal template, which contains a page for displaying incidents.

1. Open the app you want and add an EasyVista data source pointing to a list of incidents.

  Example documentation icon EN.png

  • Query: Home > My Incidents
  • Filter: Open
  • View: List with description

2. Create a page to display the list of incidents.

  • Click Apps - Manage pages icon.png and then click Apps - Add icon.png in the Objects pane.
  • Add a Data Viewer widget for displaying the list of incidents in the page you created.
    • Ensure that the widget points to the EasyVista data source.
    • Define the display in Tile mode.
  • Add a Secured HTML widget to display the details of an incident.
    • Ensure that the widget points to the EasyVista data source.
    • Click Apps - Edit Html icon.png next to the HTML Code field and define the display for the incident details.

3. Create a page dedicated to the wizard for updating the description of incidents.

  • Click Apps - Manage pages icon.png and then click Apps - Add icon.png in the Objects pane.
  • Rename the page and unselect the box next to its name to hide it in the app.
  • Add an Apps - Custom widget - Update incident wizard icon.png Update Incident Wizard custom widget (Custom Widgets > Operation).
  • Display the Send Button widget and select the EasyVista data source used by widgets for displaying the list and the details of incidents.
  • If required, modify the button names in the Label property of the Send Button and Cancel Button widgets.

4. In the Secured HTML widget that displays the details of an incident, add an access to the wizard by inserting a hyperlink or action button.

  • Select the page displaying the list of incidents.
  • Display the Secured HTML widget.
  • In the Properties Inspector, click Apps - Edit Html icon.png next to the HTML Code field.
  • In the text editor, place the cursor in the row where the hyperlink or action button should be displayed.
  • Click Apps - Text Editor - Advanced tags icon.png to display the Advanced Tags pane and select Page > Page Popup.
             Create button - Advanced Tags.png
    • Select page: Name of the page dedicated to the wizard created in step 3.
    • Link title: Name of the hyperlink or action button used to open the wizard.
    • Modal title: Title of the dialog box opened by the wizard.
    • Choose button type: Method for opening the wizard. It can be a hyperlink or an action button. If you want a hyperlink, select Link by clicking to the right of Link. If you want an action button, select Button by clicking to the left of Button.
  • Click Apps - Add icon.png. The hyperlink or action button will automatically be inserted in the text editor.
  • In the text editor, you can then:
    • Use the alignment options available in Apps - Text Editor - Align paragraph icon.png to align the hyperlink or action button within the row.
    • Modify certain characteristics of the hyperlink or action button by clicking the relevant options displayed. Note: If you want to modify the name of the page dedicated to the wizard, the title of the dialog box opened by the wizard or the method for opening the dialog box, you must delete the hyperlink or action button and create it again.
  • Click [ OK ].

5. Click EVApps - GUI - Execute icon.png to switch to preview mode.

  • Run the wizard in an incident. 
  • Go to Product name - ev itsm.png and check that the incident is correctly updated and that a User Update action is created.
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Last modified by Unknown User on 2017/09/08 11:38
Created by Administrator XWiki on 2017/01/03 11:35

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