Close Work

Name

• Can be set any name

• Name will be displayed in the Clearion Web as the name of the tab for Close Work widget

Work Record Configuration

Work Record Source Table

• The source represents a table where a specific work record is stored (e.g., Work Group, Work Assessment, etc.).

• The source table should be initially added to the Data Source tables

Work Record Closed State

• If the status of the activated record matches the value in this field, then when the Work Spans widget is opened, a notification will be displayed “This work is closed.“

Tasks Configuration

The same config can be applied to the Complete tasks and Unassigned tasks

Tasks Source Table (s)

• Represents data source tables where task records are stored

Tasks Where Clause

• An SQL expression that generates a query that retrieves only those tasks from the source task tables that are related to the current work

• The request will be sent to each of the specified Task Entities tables

• E.g.: WORKGROUP_FK = '{WORKGROUP_PK}' AND STATUS > '3' - this expression retrieves only those records where the WORKGROUP_FK value of the task equals the WORKGROUP_PK value of the work record and the Status field value of the task equals or higher than 3

Tasks Status Groups

• Determines status groups from 1 to 10 for the STATUS field

• The following status groups are available:

  • Open

  • Closed - task records will be moved to this status when the work is closed

  • Complete

  • Unassigned

  • Outstanding

Tasks Columns

• Columns that will be displayed in the Open, Complete or Unassigned Tasks tables

• Columns can be added manually via Add Column

• Columns can be added automatically via Generate Columns:

  • select an appropriate table

  • select all the necessary fields

Columns Settings

• Header Text - any text that represents a column name can be added

• Field - should correspond to a field in a table

• Width - column width

  • It can be set to any appropriate width

  • If set to 0 then the width will be automatically adjusted

• Lookup - lookup can be added if needed

• Visible - determines if a column is visible or hidden by default

  • If hidden, it can be selected in the Columns Selection menu (if it is enabled in the Tasks Table settings)

• Numeric Format - allows user to choose a specific way to display values of numeric fields. There are 3 available numeric formats:

  • Integer - X (a rounded number)

  • Float - X.X (for example- 1.2, 11.5, 10.0)

  • Double Precision - X.XX (for example- 3.30, 0.00, 5.50)

Add Column

Generate Column

Table Settings

• Show Zoom And Highlight - allows to show or hide Zoom And Highlight buttons for the widget

• Visible - determines if the Task Table is visible in the Clearion Web

• Sorting - sorts a column ascending or descending

• Filtering - filters records by specific parameters

• Grouping - groups records by a field

• Search - search field for a table

• Columns selection - allows to select columns that are hidden by default

• Export - allows to export data into an Excel spreadsheet

• Paging - when enabled, allows setting the number of records on a page. When disabled, all records are displayed on one page

• Save Filter Settings - if true then applied filter parameters are preserved when navigating the widget’s tabs till the widget is closed or filter parameters are reset

• Table Name - the title for the Tasks table tab

• Show Zoom And Highlight - The checkbox 'Show Zoom And Highlight' is enabled (set to true) by default, allowing users to zoom in and highlight selected records on the map. In some cases Zoom and Highlight features are redundant in widgets, so user can hide these buttons by unchecking the box

Names Control

• Configuration of the Close Work widget buttons and information notifications

Close & Create Flow

Enable Flow checkbox

• If true, the Close & Create Flow configuration will be enabled and the Close & Create button will be visible to CW users

• If false, the Close & Create Flow configuration will not be enabled and the Close & Create button will not be visible to CW users (Only Close Work flow will be available in this case)

Create Form Fields

• Fields that will be displayed in the Create New Work form can be configured here

• Fields can be added manually via Add Column

• Fields can be added automatically via Generate Columns:

  • select an appropriate table

  • select all the necessary fields

Add Column

Generate Column

Fixed Due Date Button

• Label of the Fixed Due Date Button

Floating Due Date Button

• Label of the Floating Due Date Button

Tooltip Title

• Tooltip text configuration

Disable Button Status

• Work Record Status at which the Floating Due Date Button is disabled and the tooltip is shown

Confirm Modal

• The Close Modal field is a rich text editor that controls the confirmation message displayed in the Close Work modal. It supports HTML-like tags for text formatting (e.g., <b>, <i>, <br/>, <u>) and allows dynamic content insertion through placeholders using double curly braces {{}}.

  User can reference attributes and configuration values inside the modal text, such as {{attributes.WORKGROUPID}} or {{config.ClosedState.FieldValue}}, to display context-specific information.

• The example of the text (the result is on the screenfhot):

You are moving Work Group: {{attributes.WORKGROUPID}} to status {{config.ClosedState.FieldValue}} - Closed.<br />Tasks will be moved to status {{config.TasksStatusGroups.Closed.Value}} - Closed<br /> or unassigned based on your selections.<br />Would you like to proceed?

Configuration

Result

Custom Actions

• Custom actions that determine behavior for such triggers as ‘Close Work’ and ‘Close Work and Create’ buttons

• Custom Actions should be created in advance

Role

• Allows to hide the widget for the selected role

• If all Slider widgets are hidden for a particular role, the Slider itself will be hidden for that role

Save

• Saves the configuration

• The button is disabled till the source tables are added for both work record and tasks

Export / Import

• Please see the article on this topic Widget Export and Import