The Text Editor of Apps - Advanced Tags


Page tag

Used to open another page in the app by clicking a hyperlink or action button. 

Notes

  • You can use the Page widget if you want users to open the page using an action button.
  • Click Apps - Text Editor - Hyperlink icon.png to insert a link to a Web page, to another app or to an email.

Procedure: How to insert a link / button opening a page

Step 1: Opening the Page tag.

1. Place the cursor where the hyperlink or action button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the Page category.

  • Click the Page Link sub-category to open the app page in the current tab or window and replace the current page.
  • Click the Page Popup sub-category to open the app page in a popup window.
             Apps - Text Editor - Advanced tags Page - Page popup.png  Apps - Text Editor - Advanced tags Page - Page link.png
     

Step 2: Specifying the information.

1. Enter the fields related to the page to open.

  • Select page: Name of the app page you want to display.
  • Link title: Hyperlink or action button text.
  • Modal title: Title of the popup window.
  • Choose button type: Method for opening the link. It can be a hyperlink (Link option) or an action button(Button option).

2. (optional) Define specific colors for action buttons.

  • Background Color: Background color of the action button.
  • Background Color On Hover: Background color of the action button when the cursor moves over it.
  • Text Color: Color of the text displayed in the action button.
  • Text Color On Hover: Color of text in the action button when the cursor moves over it.

3. Click Apps - Add icon.png.
The hyperlink or action button will be inserted in the text editor.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.

 

Data Picker tag

Used to insert data source values (value of a column or a cell, result of a statistical calculation).

Procedure: How to use the Data Picker

Step 1: Opening the Data Picker tag.

1. Place the cursor where the data source column should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the Data Picker category.
The list of data source columns will appear.
         Apps - Text Editor - Advanced tags Data Picker.png
 

Step 2: Specifying the information.

1. Select the data source column you want.

2. Select the value you want to insert.

  • Cell value: Used to display the value of the current record.
    • If you want to display the value of a specific record, you should select it from the #Row drop-down list.
  • Special link tags: Used to indicate the type of column to insert. A HTML tag is automatically inserted.
    • Image tag: Column defining an image.
      tag: <img src="#[FIELD('xxxxxxx')]#" class="fr-draggable"></p>
    • Mailto tag: Column defining a link to emails.
      tag: <tel:#[FIELD('xxxxxxx')]#></p>
    • Tel tag: Column defining a phone number.
      tag: <mailto:#[FIELD('xxxxxxx')]#></p>
    • Skype tag: Column defining a Skype address.
      tag: <skype:#[FIELD('xxxxxxx')]#></p>
  • Statistical aggregate functions: Available depending on the column or record you selected in the data source.
    • Max: Returns the maximum value of the column/record.
    • Min: Returns the minimum value of the column/record.
    • Average: Returns the average value of the column/record.
    • Sum: Returns the sum of the values in the column/record.
    • Count: Counts the number of values in the column/record.
  • Decimals to show: For numeric values, select the number of decimal places.

3. Click Apps - Add icon.png.
 The corresponding instructions will be inserted in the text editor. Open url.png See the description.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.
 

Step 4 (optional): Completing the HTML code for images.

1. Open the HTML code editor via Apps - Text Editor - Html Editor icon.png.

2. Surround the instruction, #[FIELD('Image')]#, with the < img src="..." > tag.

2. Add the HTML height and width attributes to define the size of the image.

         Example documentation icon EN.png  < img src="#[FIELD('Image')]#" height="150" width="100" /" >

Instructions inserted in the text editor

  • For a data source column: #[FIELD('Name_of_the_selected_column')]# 
  • For a specific data source cell: #[CELL(x,y),DIGITS ( n)]#  ==> Cell at the intersection of row x and column y (Note: Numbering starts at 0), followed by the number of decimal places (DIGITS n).

    Example documentation icon EN.png The cell selected is at the intersection of row 2 and column 6 without any decimals ==> #[CELL(1,5),DIGITS(0)]#

  • For a cell with a statistical aggregate function:
    • #[Name_of_the_statistic_function_COLUMN( x),DIGITS ( n)]# ==> Function is applied to column x, followed by the number of decimal places.
    • #[Name_of_the_statistic_function_ROW( x),DIGITS ( n)]# ==> Function is applied to record x, followed by the number of decimal places.

         Example documentation icon EN.png

  • The average value is selected from column 2 with 2 decimal places ==> #[AVERAGE_COLUMN(1),DIGITS(2)]#
  • The sum of values is selected from record 1 without any decimals ==> #SUM_ROW(1),DIGITS(0)]#


 

Workflow tag

Used to add command buttons to the app, enabling you to validate or complete actions related to incidents or service requests without opening Product name - ev itsm.png.
         Apps - Text Editor - Advanced tags Workflow - detail.png

Notes

  • This tag is available only if the text editor is accessed from a widget linked to an EasyVista data source pointing to the AM_ACTION table.
  • You can insert processing buttons in any display mode (List, Tile, or Form).

Procedure: How to insert Closing / Validation buttons

Step 1: Opening the Workflow tag.

1. Place the cursor where the button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the Workflow category.
 

Step 2: Specifying the information.

1. Enter the information.

  • Hide Button: Used to indicate if the command button is hidden (box is checked) or displayed (box is not checked).
  • Custom Label: Used to customize the default labels for each command button.

2. Click Apps - Add icon.png.
The #[EZVTAG-ACTIONS... ]# instruction will be inserted in the text editor.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.

  • The dedicated pane will be closed. You return to the text editor.
  • The command button label is updated dynamically in execute mode based on the context.
    • For actions requiring validation, you can use the Accept, Reject and Information Request buttons displayed in Product name - ev itsm.png when the Finish wizard is selected.
    • For other actions, you can use the Finish button.

List of action types

Action Type Context Possible processing buttons
Operation Transition
Closing Operation X Completed
Closing Transition X Completed
Rating X X Completed
Installation Operation X Completed
Installation Transition X Completed
Logistics X X Completed
Plan with Collision Detection X Completed
Automatic Processing X X Completed
Operation Processing X Completed
Transition Processing X Completed
Operation Approval X Accepted
Information Request
Refused
Operation Approval with Authentication X Accepted
Information Request
Refused
Self Service Approval X X Accepted
Information Request
Refused
Self Service Approval with Authentication X X Accepted
Refused
Self Service Approval with Survey X X Accepted
Refused
Transition Approval X Accepted
Information Request
Refused
Transition Approval with Authentication X Accepted
Information Request
Refused

EasyVista tags

Document Upload tag

Used to insert an action button for uploading documents.
         Apps - Text Editor - Advanced tags EasyVista - Upload detail.png

Notes

  • The name of the button is identical to the one in Product name - ev itsm.png.

Procedure: How to insert a button for uploading documents

Step 1: Opening the EasyVista > Document Upload tag.

1. Place the cursor where the button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the EasyVista > Document Upload category.
         Apps - Text Editor - Advanced tags EasyVista.png
 

Step 2: Inserting the button.

1. Click Apps - Add icon.png.
The #[EZVTAG-UPLOAD_DOC]# instruction will be inserted in the text editor.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.

New Request tag

Used to add a command button to generate a new service request or change request without opening Product name - ev itsm.png. Any associated questionnaire will automatically open.

Examples

  • From the list of current incidents, display the button to generate a change request related to the selected incident.
  • From the entries in the service catalog, display the button to generate a service request associated with the selected entry or an installation request for a software.
             Apps - Text Editor - Advanced tags EasyVista - New request detail.png

Procedure: How to insert a button for generating a request

Step 1: Opening the EasyVista > New Request tag.

1. Place the cursor where the button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the EasyVista > New Request category.
 

Step 2: Specifying the information.

1. Enter the button name in the Button Label field.

  • You must not use special characters such as < > ‘ / etc.
             Apps - Text Editor - Advanced tags EasyVista - New request Properties.png

2. Define the the graphic properties of the button via the Style tab.

         Apps - Text Editor - Advanced tags EasyVista - New request Style.png  New request - Button - Style properties.png

  • (1) Background Color: Background color of the button.
  • (2) Text Color: Color of the button text.
  • (3) Background Color on Hover: Background color of the button when the cursor moves over it.
  • (4) Text Color on Hover: Color of the button text when the cursor moves over it.
  • Font Size: Font size.
  • (5) Border Radius: Radius applied to define more or less rounded corners for the button.
     

3. (optional) Specify the information that have not been updated when creating the request in Product name - ev itsm.png, via the Properties tab.
         Apps - Text Editor - Advanced tags EasyVista - New request - Properties selected.png

  • Service: Entry in the Service Request Catalog or Change Catalog.
    • Once you have selected the catalog entry, click Add Parameter.
    • If the command button is placed in a widget pointing to the Service Request Catalog, the field will be grayed out. The current catalog entry is automatically selected (CATALOG_GUID) and cannot be modified.
  • Destination field (SD_REQUEST): Destination field in the SD_REQUEST table.
    • Select the destination field from among the key fields, fields associated with the key, AVAILABLE_FIELD_... fields and E_xxx fields displayed.
  • Parameter type: Source of the information to be stored in the destination field. The elements to be specified will depend on the type of parameter.
    • Field: The source is a data source field linked to the widget.
      • Select the relevant field from the Column list which displays all authorized fields.
      • If the destination field is a key field, select the primary key of the source table from the Column list (PK field).
          
    • Other Data Sources: The source is another app data source field.
      • Select the relevant field from the Data Source list which displays all app data sources.
      • Next, select the data source field from the Column list which displays all authorized data source fields.
         
    • Tag: The source is a dedicated tag.
      • Select the relevant tag from the Select tag list which contains predefined values.
      • Note: You cannot create new tags. These are defined by Logo - EasyVista.png.
         
    • Value: The source is a value.
      • Enter the alphanumeric value in the Enter value field.

4. Click + Add.
The new parameter will appear at the bottom of the screen with a different color code for each drop-down list.
         Apps - Text Editor - Advanced tags EasyVista - New request - Parameter added.png

  • Move the cursor over the color key to see the details.
  • Click Delete icon.png to delete the parameter.

5. (optional) Add other parameters via Add Parameter.

6. Click Apps - Add icon.png.
The command button will be added to the text editor.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.

Modification of the command button

  • Click the button in the text editor.
  • Click Apps - Text Editor - New request - Modify icon.png.

Update of the name of the command button and the action

The update will perform dynamically in Execute mode based on the context.

  • The request is for a software that can be installed via Click2Get ==> Click2Get will look for the software in the workstation registry using the name and the installed version.
    • If the software does not exist on the workstation, the Install button is used to run the installation in silent mode.
    • If the software exists on the workstation, the Run button is used to run it.
    • If the software is not compatible with the device, e.g. software incompatible with smartphones, the Not Available button will appear.
    • If an installation request for the software was approved but the software has not been installed, the Request N°... button will appear displaying the number and status of the request. This ensures that users will not multiply requests to install the same software.
  • The service request involves another type of service:
    • The New Request button will appear enabling you to create the request. If the service request is associated with a questionnaire, then the questionnaire will automatically open.

Note: The names of the Install and New Request buttons can be modified in the Label Button on the Store field in the Service Request Catalog.

Embed Questionnaire tag

This opens a window for creating a new service request containing all elements of the catalog entry, including questionnaires.
         Apps - Text Editor - Advanced tags EasyVista - Embed questionnaire detail.png

Procedure: How to insert a button for creating a request via a window

Step 1: Opening the EasyVista > Embed Questionnaire tag.

1. Place the cursor where the button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the EasyVista > Embed Questionnaire category.
         Apps - Text Editor - Advanced tags EasyVista.png
 

Step 2: Inserting the button.

1. Click Apps - Add icon.png.
The #[EZVTAG-NEW-REQUEST question="embed"]# instruction will be inserted in the text editor.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.

Status Notification tag

Used to display a green notification banner indicating the status of the created request.
         Apps - Text Editor - Advanced tags EasyVista - Status notification detail.png

Procedure: How to display a green notification banner

Step 1: Opening the EasyVista > Status Notification tag.

1. Place the cursor where the button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the EasyVista > Status Notification category.
         Apps - Text Editor - Advanced tags EasyVista.png
 

Step 2: Inserting the notification banner.

1. Click Apps - Add icon.png.
The #[EZVTAG-NEW-REQUEST-STATUS]# instruction will be inserted in the text editor.
 

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.

Star Rating tag

Used to display rating stars for knowledge base articles.
         Apps - Text Editor - Advanced tags Star rating - detail.png

Notes

  • This tag is available only if the text editor is accessed from a widget linked to an EasyVista data source pointing to the knowledge base.

Procedure: How to display rating stars

Step 1: Opening the EasyVista > Star Rating tag.

1. Place the cursor where the button should be inserted.

2. Click Apps - Text Editor - Advanced tags icon.png and select the Star Rating category.
         Apps - Text Editor - Advanced tags Star rating.png
 

Step 2: Inserting the rating stars.

1. Click Apps - Add icon.png.
The #[DSTAG-star-rating ratingValue ="#[FIELD('...')]# instruction will be inserted in the text editor.

2. Enter the information.

  • Authorized modification: Used to indicate if the field contents are modifiable (box is checked) or if the field is available in read-only mode (box is not checked). If the field is modifiable, the update is performed in Product name - ev itsm.png.
     

Step 3: Closing the tags editor.

1. Click Apps - Text Editor - Advanced tags icon.png.
The dedicated pane will be closed. You return to the text editor.

Tags:
Last modified by Unknown User on 2019/07/09 12:34
Created by Administrator XWiki on 2019/07/09 12:33

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