SimpleOne provides several widgets for displaying read-only information on user queries, incidents, problems, requests, and change requests forms. One of them is the Static User Information SA widget.
This widget retrieves information from the record referenced in the Caller field. By default, the following information about the user is displayed:
- First and last name
- Job title
- Phone number
- Email address
- Company
- Timezone
Widget appearance
- User's first and last name.
- Job title. This field is hidden if the corresponding column in the user's record is empty.
- Phone number. This field is hidden if the corresponding column in the user's record is empty.
- Phone number copy button. Click the button to copy the phone number into the clipboard. A corresponding toast message appears.
- 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.
- Email address copy button. Click the button to copy the email address into the clipboard. A corresponding toast message appears.
- Fields with available information. You can configure the displayed fields and their layout.
- 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:
- Open the table form.
- In the hamburger menu
, select Configure → Form → Layout. - From the Available box, move the Static User Information SA widget to the Selected box.
- 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:
- In the hamburger menu of the form where the widget is located, go to Configure → Form → Layout.
- In the Selected box, select the widget you need to configure. А window with the Schema Option Values field appears on the right.
Specify the system names of columns you need to include in the widget. Format them as shown in the example below.
Schema 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.
- Click Save.
