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Line Items Widget

Add detailed line items that roll up to a parent request. Use this widget to display or capture detailed information about an invoice, purchase request, or similar item.

Title

Set the title of the widget. Include a descriptive title to help users understand the specific content of the widget.

interface_title_field.png

Description

Add a description for the widget. This description displays below the widget title.

interface_description.png

Show description as a tool tip

Select whether to display the widget description as a tool tip, hiding it by default.

When displayed as a tool tip, any rich text formatting in the description is removed.

interface_show_desc_as_tooltip.png

Icon

Change the widget icon and icon color—or remove the icon. Widgets always include a default icon.

Select the crossed-out icon option, interface_widget_no_icon.png, to remove the icon.

interface_icon.png

User access level for items

Configure the user access settings for items: whether users can view, edit, or create items.

interface_inner_items_user_access_level.png

Enable Display Conditions

Select whether to dynamically display the widget based on custom conditions. When enabled, a conditions group displays; when the specified conditions are met, the widget displays.

For example, you can set a condition to display an input-type widget only if a user enters a specific value, prompting the user to provide additional information.

For more information about configuration condition groups, see Conditions.

interface_enable_disp_conds.png

Condition Evaluation Method

Set how display conditions are evaluated:

  • Evaluate conditions on the first load - Evaluate conditions only when the page first loads. This option does not dynamically show or hide relevant widgets when a user makes a selection; refreshing the page is required.

  • Continuously evaluate (default) - Continuously evaluate conditions as the user views and interacts with the interface. Use this option to enable the interface to dynamically show or hide relevant widgets based on user input.

interface_conditon_eval_method.png

Show as a quick navigation tab

Select whether to display the widget as a quick navigation tab. When this option is set to Yes, this widget and all those below it will display on a single tab until the next widget that's configured to display as the quick navigation tab. Additionally, you can set the quick navigation menu label override and edit the label icon.

interface_show_in_quick_nav.png

Items

Configure the options for creating, displaying, and exporting items.

Item creation button "Create" form

Set the button title for the create form to create a new item. (A create form must exist for this to display.)

interface_inner_items_item_creation_button_create_form.png

Select "Create" form

Enable users to create an item using a create form.

interface_inner_items_select_create_form.png

Minimum line items and Maximum line items

Set the minimum and maximum number of line items to display in the widget.

interface_detailed_items_min_and_max_line_items.png

Filter and sort items

Apply conditions that determine which items display in the widget.

interface_inner_items_filter_and_sort_items.png

Sort by field

Select a field to sort the items by as a default.

When you select a field to sort by, additional options display for the Sort Order and Sort order method.

interface_inner_items_sort_by_field.png

Allow pivot mode

Select whether to allow users to use pivot mode in the widget dropdown menu.

interface_inner_items_allow_pivot_mode.png

Display advanced filters

Select whether to display the advanced filter mode, which allows users to enter complex filter conditions across columns in a single input.

The advanced filter can display fields that are included but deselected in the Table Fields section.

interface_inner_items_display_advanced_filters.png

Emphasize Text

Select whether to make the primary text bold for improved readability in some use cases.

interface_line_items_emphasize_text.png

Show deactivated items

Selected whether to display deactivated items in the item table.

interface_show_deactivated_items.png

Allow export of items

Select whether to allow users to export filtered items in CSV or XLSX format.

interface_inner_items_allow_export_of_items.png

Allow export of all configured columns

Select whether to allow users to export only the visible (filtered) columns or all columns configured for the widget.

Table Fields

Select the module fields to display in the widget.

interface_inner_items_table_fields.png

Inline Actions

Add actions users can initiate in-line on the item by selecting the options button, three_dots.png.

interface_detailed_items_inline_actions.png

Set Initial Values

Select whether to set any initial values for specified fields as a new item is created in the widget. To set initial values, select + Add new parameter, select the field you want to set a value for, and insert the value (select the insert field button, insert_field.png, to set a dynamic value).

interface_line_items_set_initial_values.png