Widget Use
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Renders Order Import functionality on the Order Import page template. This allows users to import order data directly to the cart, either via CSV file, or by pasting data into an import window. The data is then validated and feedback given to the user. the Customer Client dialog windows to input and edit client and project details. |
Example of Widget Use
Following is an example of the widget in use:
Where can the Widget be placed?
The widget can be used in the following templates:
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- Customer Client Project Maint
- Customer Client Maintenence
- Checkout
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To use the Customer Client Projects feature, this widget must be added to the Customer Client Project Maint, Customer Client Maintenance and Checkout templates. |
Widget Options
Option | Use | Comments | Available from Version |
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Description |
Short specific description of |
widget's use. |
This description is added to the widget title. It makes the widget's |
use clear on the template page. | All |
Layer | The layer the widget is valid for. |
The layering technology allows for the content to be shown to specific audiences.
This is handy if the content is only valid for a certain type of user, or if the same widget is required for more than one audience, but different configuration is needed.
The widget can be added to the zone more than once and the layer feature can determine which audience can see each widget.
Default is: ticked
Untick to disable
Default is: ticked
Untick to disable
Determines whether the import process will continue if the system detects data it can't interpret (e.g. extra columns, for example).
If the flag is enabled, the system will use whatever data it can decipher. If not enabled, the import will be halted and the user will have to correct their data and try again.
Default is: unticked
Tick to enable
Determines whether the import process will continue if the system encounters invalid data.
If the flag is enabled, the valid lines will be imported and the invalid lines will be skipped. If not enabled, the import will be halted and the user will have to correct their data and try again.
Default is: unticked
Tick to enable
The icon displayed to the left of the Data Import heading text.
File Upload Subtitle Icon
Default is: ticked
Untick to disable
Default is: ticked
Untick to disable
Default is: ticked
Untick to disable
Determines whether the browser will wait to process the entire import before giving feedback, or alternatively refresh and display messages as different phases of the import are completed.
Default is: unticked
Tick to enable
Note - Waiting for response can occasionally cause timeout issues with very large datasets or many files. For the user experience, NOT waiting for response is recommended.
Messages Subtitle Icon
The message displayed once the data has been successfully imported.
The placeholders {0} and {1} are replaced with the number of successfully imported products out of the total attempted.
The message displayed when the data import has failed.
The placeholder {0} is replaced the error returned by the system.
The message displayed while the data is being analysed.
The placeholders are replaced by:
- {0} the row currently being analysed
- {1} the number of rows that have failed analysis
- {2} letter 's' to pluralise row to rows (where required)
The message displayed in the overlay while the data is being validated.
The placeholders are replaced by:
- {0} the number of products validated thus far
- {1} the total number of produtcs to be validated
- {2} the number of products that have failed validation
- {3} letter 's' to pluralise product to products (where required)
The message displayed while the data is being imported.
The placeholders are replaced by:
- {0} the number of products imported thus far
- {1} the total number of produtcs to be imported
- {2} the number of products that have failed to import
- {3} letter 's' to pluralise product to products (where required)
The message displayed when a product in the import is substituted with another.
The placeholders are replaced with actual product codes.
The message displayed when a product in the import is set to be substituted, but the substitution product is not found on the web.
The placeholders are replaced with actual product codes.
The message displayed when a product in the import is set to be substituted, but the substitution product is invalid for ordering (out of stock or other condition).
The placeholders are replaced with actual product codes.
Implementation Notes
- Default functionality when errors or zero quantities are encountered is for all lines to be skipped and no lines imported. The user must correct the data and re-import.
- If you would prefer the Order Import to skip error lines / zero quantities, please refer to the widget options "Allow Continue On Analysis Errors" and "Allow Continue On Validation Errors".
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Use Layering to limit widget content to certain groups of users. To use the same widget for more than one user group but with different options set, add the widget as many times as needed in the same zone. Then add layering to define the user group each time. | All | ||
Titles | Use | Comments | |
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Project Dialog Title | Heading for the Project window. | Default: Project | 4.31 |
Client Dialog Title | Heading for the Client window. | Default: Client | 4.31 |
Project Labels (for Project dialog) | Use | Comments | |
Name Prompt | Project name field. | Default: Name | 4.31 |
Client Prompt | Client name field. | Default: Client | 4.31 |
Address 1 Prompt | First address field. | Default: Address 1 | 4.31 |
Address 2 Prompt | Second adderss field. | Default: Address 2 | 4.31 |
Suburb Prompt | Suburb field. | Default: Suburb | 4.31 |
Postcode Prompt | Postcode field. | Default: Postcode | 4.31 |
Client Phone Prompt | Client phone number field. | Default: Client Phone | 4.31 |
Client Email Prompt | Client email address field. | Default: Client Email | 4.31 |
Budget Prompt | Budget field. | Default: Budget | 4.31 |
Start Date Prompt | Start date field. | Default: Start Date | 4.31 |
End Date Prompt | End date field. | Default: End Date | 4.31 |
Comments Prompt | Comments field. | Default: Comments | 4.31 |
Status Prompt | Status field. | Default: Status | 4.31 |
Client Labels (for Client dialog) | Use | Comments | |
Name Prompt | Client/company name field. | Default: Name | 4.31 |
Contact Name Prompt | Contact person field. | Default: Contact Name | 4.31 |
Address 1 Prompt | First address field. | Default: Address 1 | 4.31 |
Address 2 Prompt | Second address field. | Default: Address 2 | 4.31 |
Suburb Prompt | Suburb field. | Default: Suburb | 4.31 |
Postcode Prompt | Postcode field. | Default: Postcode | 4.31 |
Client Phone Prompt | Phone number field. | Default: Client Phone | 4.31 |
Client Email Prompt | Email address field. | Default: Client Email | 4.31 |
Comments Prompt | Comments field. | Default: Comments | 4.31 |
Status Prompt | Status field. | Default: Status | 4.31 |
Buttons | Use | Comments | |
Save Prompt | Text on Save button on Create Client/Project dialog. | Default: Save | 4.31 |
Create Prompt | Text on Create button on Create Client/Project dialog. | Default: Create | 4.31 |
Cancel Prompt | Text on Cancel button on Create Client/Project dialog. | Default: Cancel | 4.31 |
Copy Address Button Prompt | Text on Copy Address button in Project dialog (to copy address from Client). | Default: Copy Address to Project | 4.31 |
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