Widget Use
| Excerpt |
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Displays a list of panel that lists orders waiting for the user's customer account status, including balance owing and payment terms, as well as links to statements and the account payment pageapproval on the User's dashboard. |
Example of Widget Use
Where can the Widget be placed?
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- Dashboard page
Widget Options
| Option | Use | Comments | Available from Version* | |||
|---|---|---|---|---|---|---|
| Description | A short description of the widget's use. | We recommended this field be updated so This description is added to the widget title. It makes the widget's purpose is clear at a glance from 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 Use layering to limit widget content to certain groups of users. To use the same widget for more than one audience, user group 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. | All | |||
| Titles | ||||||
| Title | The heading displayed at the top of the widget. | Default is: Account Status | 4.10 | |||
| Title Icon | The icon displayed to the left of the widget title. | Default iswith 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 | |||
| Maximum Number of Orders | Maximum number of orders to show in the list. | Default: 5 | 4.31 | |||
| Order By | Whether orders for approval are listed by order date or order number. | Default: Order Date | 4.31 | |||
| Sort Order | Whether orders in list are sorted in descending or ascending order by default. | Default: Descending | 4.31 | |||
| Titles | ||||||
| Title | Heading for the panel. | Default: Orders Requiring Approval | 4.31 | |||
| Title Icon | Icon displayed with the heading. | Default: cv-ico-general-barsthumbs-up | 4.1031 | |||
| Buttons | ||||||
| Pay Now View All Button Label | The text on the button which redirects the user to the account payment pageText for button user clicks to view all orders needing approval. | Default is: Pay NowView All | 4.1031 | |||
| View Statements All Button Label | The text on the button which redirects the user to the account statements page. | Default is: View Statements | 4.10 | |||
| View Invoices Button Label | The text on the button which redirects the user to the invoices page. | Default is: View Invoices & Credit Notes | 4.10 | |||
| Prompts | ||||||
| Payment Terms Label | The prompt for the Payment Terms field. | Default is: Payment terms | 4.10 | |||
| Total Balance Owing Label | The prompt for the Total Balance Owing field. | Default is: Total Balance Owing | 4.10 | |||
| Total Balance Due Label | The prompt for the Total Balance Due field. | Default is: Total Balance Due | 4.10Icon | Icon displayed next to View All button. | Default: cv-ico-general-plus2 | 4.31 |
| Messages | ||||||
| No Data Message | Message when user has no orders needing their approval. | Default: Currently no data to be loaded | 4.31 | |||
| Loading Data Message | Message when system is checking for orders needing the user's approval. | Default: Loading data | 4.31 | |||
| Prompts | ||||||
| Date Heading | Heading for date of order column. | Default: Order Date | 4.31 | |||
| Order Number Heading | Heading for order number column. | Default is: Order Number | 4.31 | |||
| Entered By Heading | Heading for order/quote creator column. | Default: Entered By | 4.31 | |||
| Reference Heading | Heading for order Reference Number column. | Default: Your Reference | 4.31 | |||
| Total Heading | Heading for order total column. | Default: Total | 4.31 | |||
| GST Prompt | Heading for GST/sales tax column. | Default: GST | 4.31 | |||
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Related help
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