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Comment: Merged branch "DOC0000944" into parent

SimpleOne provides several comprised widgets for displaying read-only information on inquiriesuser queries, incidents, problems, requests, and change requests forms. One of them is the Static User Information widgetSA widget.

This widget retrieves information from the record referenced in the Caller field. By default, the following fields are information about the user is displayed:

  • First and last name
  • Job title
  • Phone number
  • Email address
  • Company
  • Business Phone
  • Mobile Phone
  • Email
  • TimezoneLocation

Widget appearance

  • Department
  • Unit
  • Work Schedule
  • Image Removed

    Info

    The Static User Information widget does not display empty fields. That is, if some fields in the Employee record are not filled, they will be hidden.

    Widget appearance


    Image Added

    1. User's first and last name.
    2. Job title. This field is hidden if the corresponding column in the user's record is empty.
    3. Phone number. This field is hidden if the corresponding column in the user's record is empty.
    4. Phone number copy button. Click the button to copy the phone number into the clipboard. A corresponding toast message appears.
    5. Email address. This field is hidden if the corresponding column in the user's record is empty. Click the email address to send the caller a message using the default email application on your device.
    6. Email address copy button. Click the button to copy the email address into the clipboard. A corresponding toast message appears
    7. User name – click on the user name to open a relevant record in the Employee table.
    8. Job title.
    9. Fields with available information.

    Image Removed

    1. You can
    reorder widgets and fields using the Form Layout functionality.

    To learn how to change the order of fields within the Static User Information widget, refer to the next section.

    Configuring widget set of fields

    Tip

    Role required: admin.

    To change the set of displayed fields, complete the following steps:

  • Navigate to Portal Structure → Widgets.
  • Open the record named Static User Information.
  • In the Server Script field, find the line 

    Code Block
    languagejs
    themeEclipse
    titleServer Script
    const columnNames = [

    Add or delete column names in lines below. 

    Info

    Please note that the script requires the system column names in single quote marks like 'business_phone' for the Business Phone column.  

    Tooltip
    onlyIcontrue
    appendIconinfo-filled
    iconColorblue
    linkTextHow to get system name

    To get the system name of a column of the Employee table, complete the following steps:

    1. Navigate to Organization → Employees.
    2. In the hamburger menu Image Removed, select Configure → Table.
    3. In the Related Lists area, open the Columns tab.
    4. Using the search boxes or the Condition Builder, find the column you need.
    5. Copy the system name from the Column Name column.
  • Click Save or Save and Exit to apply changes.
  • Tip

    You can also change the fields order by moving lines with their system names in the Server Script field.

    For example, we want to hide the phone numbers and add the name of the employee's manager. To do that we perform the steps described below. In the Server Script field, we make the following edits:

    • deleting lines containing column names 'business_phone' and 'mobile_phone'
    • adding a new line containing the system column name 'manager' from the Employee table
    Section Column
    Code Block
    titleServer Script (before)
                const columnNames = [
                    'business_phone',
                    'mobile_phone',
                    'email',
                    'timezone_id',
                    'location',
                    'department',
                    'unit',
                    'work_schedule'
                ];
    Column
    1. configure the displayed fields and their layout.
    2. User's profile link. Click it to open the user's record in the User (user) table. 

    Add the widget to a form


    To add the Static User Information SA widget to record forms of a specific table, perform the following steps:

    1. Open the table form.
    2. In the hamburger menuImage Added, select Configure → Form → Layout.
    3. From the Available box, move the Static User Information SA widget to the Selected box.
    4. Click Save.

    Configure the widget fields


    The fields displayed in the Static User Information SA widget are organized into rows and columns. The rows can have different number of columns. Each row, regardless of the number of the columns it has, takes the full width of the widget. If a field has no value, the 'not set' placeholder is displayed in the corresponding column.

    To change the displayed fields and their layout, perform the following steps:

    1. In the hamburger menu of the form where the widget is located, go to Configure → Form → Layout.
    2. In the Selected box, select the widget you need to configure. А window with the Schema Option Values field appears on the right.
    3. Specify the system names of columns you need to include in the widget. Format them as shown in the example below.

      Code Block
      themeEclipse
      titleSchema option values
      [["business_phone","timezone_id","location"],["department","work_schedule"]]

      These settings result in a widget with three columns in the first row and two columns in the second row

    Code Block
    titleServer Script (after)
                const columnNames = [
                    'email',
                    'manager'
                    'timezone_id',
                    'location',
                    'department',
                    'unit',
                    'work_schedule'
                ];

    Adding widget to custom ITSM essence

    To add the Static User Information widget to a custom ITSM table, extended from the ITSM Task table, perform the following steps:

    1. Open the custom table form.
    2. In the hamburger menu Image Removed, select Configure → Form → Layout.
    3. From the Available box, move the Static User Information widget to the Selected box

      .

    4. Click Save.

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