An this page, you will learn how to use the widgets inside a task form in order to build your optimize your work in a simple and efficient manner. Also, you will be introduced to the potential that each widget type offers in terms of visualizing relevant data.
The metapanel widget is one of the most important widgets inside your form. It is the only widget that gets created with a new task and is always (unless moved or deleted) on top of the task form. It is used to provide access to functionalities such as Download to PDF and Enable/Disable edit-mode . If configured, it can also show the progress, assignees and description of the task.
The form widget is a widget that allows you to view a single part instance, as well as permitting to edit the property values of said part if properly configured.
The paginated table widget shares similar functions with the basic table widget , with the addition that it also allows you to filter on property values.
A paginated table widget with no filters applied
A paginated table widget with filters applied on the "Number of spokes" property
The script widget can be connected to a KE-chain service that can be used to act on certain objects inside the database of KE-chain. Objects such as parts, properties, tasks can be created, modified, or deleted by running the respective script. Read more about this on the Developers API page.
A typical script widget
The notebook widget can achieve same results as the script widget does, but it does not require a service to be connected to it. It does require certain programming skills, as the user can write and run code directly inside KE-chain using this widget.
A typical notebook widget started in interactive mode
The text widget's purpose is to have static text displayed in your task form. Used especially in case of written instructions that the user must read.
Text widget containing instructions
The attachment viewer widget is particularly useful in displaying images and PDF documents inside the task form. The widget is connected to an Attachment property which contains an image or PDF file. The attachment can be uploaded using the drag and drop functionality on the widget, and if the property is configured as View, the user can also start annotating or drawing on the picture using thebutton, or eliminate the attachment using the icon.
Attachment viewer widget linked to an attachment property with a photo inside
The idea behind the task navigation widget is to provide access at a click of a button from your task towards other tasks or links.
Task navigation widget with 2 buttons: one towards another KE-chain task and another one towards an external page
The tasks widget allows visualization of certain activities inside a project. The widget can also be set to filter on tasks' attributes such as start and due date, assignee and status.
Task widget showing only activities that are not processes and have the status set to "Open".
A multi column widget is simply a container for one more other widgets. The widgets are shown in sequence from left to right.
Multi column widget with 3 other widgets inside: a Form widget linked to the 'Bike' part, a Text widget and an Attachment viewer widget incorporating a picture of the bike.
A projects table widget used to show certain projects filtered by the tags attribute or belonging to a certain Team.
Projects table showing the the start date, due date, progress and status of the displayed projects.
A progress widget is used to display only the progress bar found on the metapanel widget. It is often used when the task form has no need of a metapanel widget, but the users still need an overview of what the progress of the form is.
Progress widget illustrating the completion of a task.
A signature widget is required when a task completion needs a signature of the user submitting it. The widget uses an attachment property and is best used on a tablet.
Signature widget without any signature attached to it
Signature widget after the form has been signed
A card widget can be used like a task navigation widget, but has the extra feature that it can also have a picture attached to it. Clicking on a picture would therefore take you to a different link, but you will get more context information regarding where it takes you.
Card widget pointing to a design manual and including a preview towards its preface
A weather bar widget can be used to display weather information recorded at a certain location and a certain time. It is connected to a Weather information property, which displays only the weather at the current location of the user clicking on it. The property can always be refreshed, but otherwise will show the weather at the time of last refresh and will not updated live.