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Question

Which functionality is available in the "Form Builder" compared to Attribute Category in WebCenter 20.0, 21.03 and 21.0307? What are the gaps and workarounds?

Answer

This first release The early releases of "Form Builder" focuses still focus on some very simple use cases.
Any use case that are "not simple" are not supported yet and even some of the simple ones are sometimes not possible yet.

More features will come up in next release.

We focused on these main use cases:

  • Inline editing from Search Results - edit any information you want to correct from any search.
  • Task Bulk Assignments - re-assign tasks in bulk for some simple resource management.
  • Completion of simple tasks from a Todo Feed - simple tasks including downloading/approving of documents, uploading a new document, etc.
  • Simple Project Creation request - drag and drop some documents to a drop zone, enter some extra information and create the project directly from the dashboard.

This page will focus on a comparison between the existing Attribute Category functionality and Dashboards.

Legend

(tick) <Feature>Supported in WebCenter 20.0 and 21.03

(tick) <Feature>

Status
colourGreen
titleNEW IN 21.03

Supported since WebCenter 21.03

(tick) <Feature>

Status
colourGreen
titleNEW IN 21.07

Supported since WebCenter 21.07
(warning) <Feature>Partially supported in WebCenter 20.0, 21.03 and 21.
03
07
(error) <Feature>Gap! Not supported in WebCenter 20.
0 and
0, 21.03 and 21.07

(question) indicates a section with known workarounds

Types of Dashboards

FeatureNotes
General

(tick) Inline Editing and form editing

Inline editing: do a single change and save.

When form editing:

(tick) Add Save & Cancel buttons in dashboard

(tick) Add Complete task button in dashboards

Note
Since you add them to the dashboard yourself, you can also choose to not have some of these buttons.


(tick) Can be combined with popups and tab layoutStructure your form as per your requirements.
Editing a project/document/task
(tick) Dashboard to edit a project (inline editing or as a form)
(tick) Dashboard to edit a document (inline editing or as a form)(warning) Locations where you can show document dashboards are
very
still somewhat limited at the moment, see below.
(tick) Dashboard to edit a task (inline editing or as a form)
Creating a project/document/task with information from a dashboard
(tick) "Creation View" for Project Dashboards

Design your Project Creation form in dashboards.

(tick) Project Autonaming

(tick) Project Template

(tick) As far as we know all template options are supported

(warning) Cannot set Task Forward vs Backwards Planning, Planning Due Date and Requester in the project creation form (but takes setting from the project and

apply

applies default behavior).

Dashboard Locations


Notes
(tick) All places where we can show the dashboards, focus layout, menu, project landing pageEdit information in all Project/Document/Task Dashboards, inline or as a form with a Save button.
(tick) Different Task Dashboards per Task Type

Configure a dashboard in the task type.

This dashboard will be used in the focus layout, Dashboard Todo Feed or Selection Details block.

(tick) Project Landing Dashboards
(error) Land

(tick) Land on a Dashboard when clicking on a document

Not supported yet.(error) Different Dashboard per Project or Document type

You cannot show different dashboards per project or document in a "Selection Details" or "Dashboard" block.

"Selection Details" will show the same dashboard for all projects, documents (cannot configure per project/document).

As there are no visibility rules yet, you can also not make the same dashboard look differently (so, not usable as a workaround).

Not supported yet.

Editable Information Overview

FeatureNotesProject Information(tick) Edit Project Name, Description, Project Status, Project Manager, Salesperson, Project due date

All Project information can also be edited in a document or task context

Additional options:

  • Link due date to milestone
(tick) Edit text, float, integer, rich text, right to left, date attributes, etc.(tick) Restricted sets(tick) Attributes linked to lists with cascading behavior

(warning) Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.

(warning) Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

(warning) Limitation: linking an attribute to the values of another attribute is not supported yet.

(tick) Multi-value attributes(warning) Needs to be configured in attribute category at the moment. Configuration will improve in the future.(tick) Edit role assignments(warning) Document References

Not fully featured. For details on individual features, see section below.

(error) Customer/location of a project

Not possible yet to edit customer/location of projects anywhere in dashboards.
Cannot be edited in Project Creation/Edit Project Dashboards or Search inline editing.

(error) Project Documents block

It is not possible to show Project Documents in a Dashboard yet.

(question) Possible workarounds:

  • Use a Saved Search block to show the Project Documents.
    (minus) Disadvantage: not possible to add new documents to the project this way.
  • Use a Document Reference block to add or show documents of the project
    (minus) Disadvantage: not possible to sort, filter, ... and need to maintain a list of documents in the document reference.
(error) Show/Edit Bill Of MaterialsNot supported yet.(tick) All permissions settings of WebCenter are taken into account(tick) Make only information editable that you want per dashboardTask Information

(tick) Edit Task Name, Description, Task Status, Task due date, Task estimated date, Task assignee

Additional options:

  • Create new user for task assignee inline
  • Link due date to milestone
(tick) Edit text, float, integer, rich text, right to left, date specifications, etc.(tick) Restricted sets(tick) Attributes linked to lists with cascading behavior

(warning) Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.

(warning) Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

(warning) Limitation: linking a specification to the values of another specification is not supported yet.

(tick) Multi-value attributes(warning) Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.(warning) Task documentsNot fully featured. For details on individual features, see section below.(warning) Document referencesNot fully featured. For details on individual features, see section below(tick) Bulk editing of all editable information in Search (in tasks, documents & projects)New for tasks in WebCenter 20.(warning) Required specifications

Very limited support. No indication of which specifications are missing, just a generic error message. Will be improved in the future. Additionally, required specifications will not be indicated with a * in the dashboard yet.

(question) As a workaround you could change the label of the field and add a * at the end yourself.

(warning) Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.

(error) Synchronize Project Attributes and Task Specifications

All specifications of the task will overwrite the project attributes if the option is enabled.

However, the dashboard will NOT be auto-filled with the current values for the project attributes or indicate whether there are changes since the previous time that you saved the task.

(question) Possible workarounds using workflow? However, even then indicating changes will not be available.

(warning) Needs to be configured in Task Type Specifications tab at the

Status
colourGreen
titleNEW IN 21.07

In both search and dashboards all links to documents can be configured to go to one of these locations:

  • Document Details
  • Viewer
  • No Link
  • Dashboard Popup

Note that when opening a document in a dashboard by clicking on it, it is always shown in a popup. It is currently not yet possible to open it in the current or a new browser tab.

(warning) Different Dashboard per Project or Document type

You cannot show different dashboards per project or document in a "Selection Details" or "Dashboard" block. "Selection Details" will show the same dashboard for all projects, documents (cannot configure per project/document).

As there are no visibility rules yet, you can also not make the same dashboard look differently (so, not usable as a workaround).

However, since WebCenter 21.07, you can customize every search or document reference table to show a different dashboard in a popup when clicking on the document/project name. If similar projects/documents are grouped in the same search/document reference this gives you the freedom to show a different dashboard per type.

Editable Information Overview

FeatureNotes
Project Information
(tick) Edit Project Name, Description, Project Status, Project Manager, Salesperson, Project due date

All Project information can also be edited in a document or task context

Additional options:

  • Link due date to milestone
(tick) Edit text, float, integer, rich text, right to left, date attributes, etc.
(tick) Restricted sets
(tick) Attributes linked to lists with cascading behavior

(warning) Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.

(warning) Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

(warning) Limitation: linking an attribute to the values of another attribute is not supported yet.

(tick) Multi-value attributes(warning) Needs to be configured in attribute category at the moment. Configuration will improve in the future.
(tick) Edit role assignments
(warning) Document References

Not fully featured. For details on individual features, see section below.

(error) Customer/location of a project

Not possible yet to edit customer/location of projects anywhere in dashboards.
Cannot be edited in Project Creation/Edit Project Dashboards or Search inline editing.

(error) Project Documents block

It is not possible to show Project Documents in a Dashboard yet.

(question) Possible workarounds:

  • Use a Saved Search block to show the Project Documents.
    (minus) Disadvantage: not possible to add new documents to the project this way.
  • Use a Document Reference block to add or show documents of the project
    (minus) Disadvantage: not possible to sort, filter, ... and need to maintain a list of documents in the document reference.
(error) Show/Edit Bill Of Materials

Not supported yet.

(tick) All permissions settings of WebCenter are taken into account
(tick) Make only information editable that you want per dashboard

(tick) Mark information that always needs to be filled in as required

Status
colourGreen
titleNEW IN 21.03

Since WebCenter 21.03, information in a project dashboard can be marked as required in the dashboard builder.

Additionally, since WebCenter 21.07 we have better highlighting of fields that are required but not filled in and "validation scripting" which allows custom checks to be done on the information filled in the form before the form is saved.

Task Information

(tick) Edit Task Name, Description, Task Status, Task due date, Task estimated date, Task assignee

Additional options:

  • Create new user for task assignee inline
  • Link due date to milestone
(tick) Edit text, float, integer, rich text, right to left, date specifications, etc.
(tick) Restricted sets
(tick) Attributes linked to lists with cascading behavior

(warning) Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.

(warning) Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

(warning) Limitation: linking a specification to the values of another specification is not supported yet.

(tick) Multi-value attributes(warning) Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.
(tick) Set role assignment using specifications(tick) Restrict Task to an Allowed Assignee (a Group or Role)(warning) Completing tasks with passwords is not supported in Search Results Bulk Editing. Cannot complete multiple tasks with bulk editing if a password is required to complete tasks.(error) Task ChecklistsNot supported yet.(tick) Task completion options related to documents
  •  

  • Set default Folder for uploaded Documents

(tick) All permissions settings of WebCenter are taken into account(tick) Make only information editable that you want per dashboardDocument Information(tick) Edit Document name, Description(tick) Edit text, float, integer, rich text, right to left, date attributes, etc.(tick) Restricted sets(tick) Attributes linked to lists with cascading behavior

(warning) Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.

(warning) Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

(warning) Limitation: linking an attribute to the values of another attribute is not supported yet.

(tick) Multi-value attributes(warning) Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.(warning) Folder

Cannot change folder after having uploaded or created the document. Target Folder can be configured in the sources (see below).

(error) Reference Properties

Not supported yet.

(question) Workaround? Can be shown in the "Content Sheet Block", see below, but that is the only place and not editable yet.

(error) PCM related information

Not supported yet.

(question) Workaround? Note that there is a separate block that can be shown in the Dashboards: "Content Sheet Block". This block is currently read-only.

(warning) Document ReferencesNot fully featured. For details on individual features, see section below.(tick) All permissions settings of WebCenter are taken into account(tick) Make only information editable that you want per dashboardOther(tick) Basic Rich Text Formatting Options

The following formatting options are available for rich text:

Image Removed

(error) Advanced Rich Text Formatting OptionsNot available yet.

Document Creation/Document Rendering

FeatureNotes"Add" Sources

(tick) Upload document

    (tick) Configure allowed extensions

Note
Dashboards always use "chunked upload" (new in WebCenter 20) and do not listen to the Configuration option in General Preferences

(warning) Supports drag and drop to upload. Multiple files can be dropped or added in one go.

(tick) Saved Search Document Source(tick) Saved Search Document Source with SmartNames

SmartNames are supported on all dashboards and take into account non-saved values.

(warning) Know limitations: A few very specific Saved Search SmartNames will not work for non-saved changes yet:
"Project Customer Location Code", "Project Manager Location" and "Project Manager Location Code". 

(error) Saved Search Block with SmartNames

Unlike the "Saved Search Source", the "Saved Search Block" does not take into account non-saved values for SmartNames yet.

Not supported yet.

(error) "New" Document Source

Not supported yet.

(error) This also means that "Run a Standard" is not supported yet

(tick) Asset Management System (e.g. Mediabeacon)

Status
colourGreen
titleNEW IN 21.03

Supported since WebCenter 21.03.(tick) Drag and drop from saved search to dropzone(error) Current ProjectNot supported. (question) Workaround available using Saved Search Document Source.(error) Select from ProjectNot supported. (question) Workaround available using Saved Search Document Source."Update"(tick) Upload new version
(warning) Task documentsNot fully featured. For details on individual features, see section below.
(warning) Document referencesNot fully featured. For details on individual features, see section below
(tick) Bulk editing of all editable information in Search (in tasks, documents & projects)New for tasks in WebCenter 20.

(tick) Mark information that always needs to be filled in as required

Status
colourGreen
titleNEW IN 21.03

Since WebCenter 21.03, information in a task dashboard can be marked as required in the dashboard builder.

Additionally, since WebCenter 21.07 we have better highlighting of fields that are required but not filled in and "validation scripting" which allows custom checks to be done on the information filled in the form before the form is saved.


(warning) Limitation: marking information as required in the dashboard will currently not only block task completion but also saving of the task.

(warning) Required specification can also be configured in the task type. Support for this setting is rather limited though. It will block the task completion, but give no indication of which specifications are missing. If you have specifications marked as required in the task type you should also mark them as required in the dashboard to get a better experience.

(error) Synchronize Project Attributes and Task Specifications

All specifications of the task will overwrite the project attributes if the option is enabled.

However, the dashboard will NOT be auto-filled with the current values for the project attributes or indicate whether there are changes since the previous time that you saved the task.

(question) Possible workarounds using workflow? However, even then indicating changes will not be available.

(warning) Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.

(tick) Set role assignment using specifications
(tick) Restrict Task to an Allowed Assignee (a Group or Role)
(warning) Completing tasks with passwords is not supported in Search Results Bulk Editing. Cannot complete multiple tasks with bulk editing if a password is required to complete tasks.
(error) Task ChecklistsNot supported yet.
(tick) Task completion options related to documents
  •  

  • Set default Folder for uploaded Documents

(tick) All permissions settings of WebCenter are taken into account
(tick) Make only information editable that you want per dashboard
Document Information
(tick) Edit Document name, Description
(tick) Edit text, float, integer, rich text, right to left, date attributes, etc.
(tick) Restricted sets
(tick) Attributes linked to lists with cascading behavior

(warning) Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.

(warning) Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

(warning) Limitation: linking an attribute to the values of another attribute is not supported yet.

(tick) Multi-value attributes(warning) Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.
(warning) Folder

Cannot change folder after having uploaded or created the document. Target Folder can be configured in the sources (see below).

(error) Reference Properties

Not supported yet.

(question) Workaround? Can be shown in the "Content Sheet Block", see below, but that is the only place and not editable yet.

(error) PCM related information

Not supported yet.

(question) Workaround? Note that there is a separate block that can be shown in the Dashboards: "Content Sheet Block". This block is currently read-only.

(warning) Document ReferencesNot fully featured. For details on individual features, see section below.
(tick) All permissions settings of WebCenter are taken into account
(tick) Make only information editable that you want per dashboard

(tick) Mark information that always needs to be filled in as required

Status
colourGreen
titleNEW IN 21.03

Supported since

Since WebCenter 21.03

.(error) ReplaceNot supported yet.(error) DuplicateNot supported yet.(error) Update to latest versionNot supported yet.

(tick) Remove document

Status
colourGreen
titleNEW IN 21.03

Supported since WebCenter 21.03.

(question) Workaround before 21.03: a "Cancel" button can be added to the dashboard so the user can cancel his changes. ("cancel" reverts all non-saved changes)

Operations

(tick) Copy

   (tick) Basic Copy

   (error) Local Copy

   (error) Deep Copy

Currently only "basic copy" is supported.

(tick) Use by Reference(error) LinkNot supported yet.(error) MoveNot supported yet.Document type(tick) Document Autonaming(info) Note: if you are using the "edit field" SmartName in autonaming, this is currently not clear in the UI. It will look like you are entering the whole document name.(tick) Default Attribute Category(info) Note: When uploading a new document, the default attribute category is only assigned when saving. So, it's not possible to directly edit the attributes before saving. It's the same behavior as in DocTableX.(tick) Start Task for new DocumentsOther options(tick) Target Folder

Possible to configure a folder in the source. Folder might also be taken from the task type or the document template.

(info) Note: if you need the user to be able to choose between different folders to upload to himself, you will need to make different upload buttons and dropzone areas available. The user will have to drop his document in the right place to upload to the right folder. He cannot change the folder afterwards.

(tick) Document templates

Document templates are fully supported, including the "default" and "default.pdf" document templates.

(info) Note: if you need the user to be able to choose between different document templates himself, you will need to make different upload buttons and dropzone areas available. The user will have to drop his document in the right place to use the right document template. He cannot change the document template afterwards.

(error) Prevent multiple documents

Document references and Task documents are currently always multi-value. Single value is not supported yet.

Options to not allow multiple documents are not taken into account.

Rendering Options(tick) Show any information which can also be shown in SearchThumbnail, document, Project and Task information, etc. that are available in Search can be shown.(tick) Allow the user to make additional information visible"Available columns" from Search(tick) All rendering options for individual cells from SearchShow/hide time, show project status as icon only/color label, etc.(tick) Search Conditional Formatting on cells in the table(tick) Custom column headers with translation(tick) Different layouts

List, Card, Grid, etc.

Even more layouts might be added in the future. (e.g. thumbnails next to each other or a layout similar to the todo feed)

(tick) Hide table header(error) Expand button

Not supported yet.

(warning)Attaching "Selection Details" block to a "Document Reference" block is also not supported yet and cannot be used as a workaround.

(error) Set "width" of table columnsWe try to provide a good default instead.(error) "Open links in new tab"Not supported yet.(tick) Show document references with a lot of documents (e.g. 1000+ documents)

Paging per 20 results.

No support for filtering and sorting yet to browse through this huge list of document references.

Additional Columns(error) Reference property filterNot supported yet (as mentioned above, reference properties are not supported yet either).(error) Re-order rowsNot supported yet.(error) Local/RemoteNot supported yet.(error) "Allow Bulk Operations" from Attribute CategoryNot supported yet. Cannot bulk delete, replace, make local, update to latest version.Actions

(tick) Table Actions

  • View and Annotate
  • Compare in Viewer
  • Download
  • Add to Cart
  • Download Mail Link
  • Custom actions: Start workflow, JavaScript

(warning) JavaScript actions are the ones configured in the menu builder.
These only have access to the document version, document and project ids. Nothing more.
Not to be confused with JavaScript actions in the attribute category. Those are not supported, see below.

(tick) Inline Actions

  • Approve/Reject/Comment
  • View in 3D
  • View and Annotate
  • Open in ArtiosCAD
  • Download
  • Approval Info
  • Mail Download Link
  • Mail link to
  • Lock
  • Add to Cart
  • Custom actions: Start workflow, create task, JavaScript
(warning) JavaScript actions are the ones configured in the menu builder.
These only have access to the document version, document and project ids. Nothing more.
Not to be confused with JavaScript actions in the attribute category. Those are not supported, see below.

Scripting

Scripting is not available yet. Visibility rules are also not available yet.

FeatureNotes(warning) Styling rules

(tick) Conditional formatting is fully available and live updates while entering values.
(error) It is not possible to use JavaScript yet.
(error) And/Or is not available
(error) Multi-value is not available, but possible to set up multiple rules

(warning) Known limitation of conditional formatting in forms:
You might see formatting change as soon as you start editing any information in the form. The implementation in forms for non-saved values behaves slightly different for date conditions. It does not take into account weekday options configured in the application server. Additionally it executes the rule in the browser timezone, not in the server timezone.

(error) Visibility rulesNot available yet. You cannot make your dashboard look differently based on the data.(error) JavaScript buttons and react

, information in a document dashboard can be marked as required in the dashboard builder.

Additionally, since WebCenter 21.07 we have better highlighting of fields that are required but not filled in and "validation scripting" which allows custom checks to be done on the information filled in the form before the form is saved.

Other
(tick) Basic Rich Text Formatting Options

The following formatting options are available for rich text:

Image Added

(error) Advanced Rich Text Formatting OptionsNot available yet.

Document Creation/Document Rendering

FeatureNotes
"Add" Sources

(tick) Upload document

    (tick) Configure allowed extensions


Note
Dashboards always use "chunked upload" (new in WebCenter 20) and do not listen to the Configuration option in General Preferences

Also supports drag and drop to upload. Multiple files can be dropped or added in one go.

(tick) Saved Search Document Source
(tick) Saved Search Document Source with SmartNames

SmartNames are supported on all dashboards and take into account non-saved values.

(warning) Know limitations: A few very specific Saved Search SmartNames will not work for non-saved changes yet:
"Project Customer Location Code", "Project Manager Location" and "Project Manager Location Code". 

(error) Saved Search Block with SmartNames

Unlike the "Saved Search Source", the "Saved Search Block" does not take into account non-saved values for SmartNames yet.

Not supported yet.

(tick) "New" Document Source

   (tick) Run a Standard

Status
colourGreen
titleNEW IN 21.07

Supported since WebCenter 21.07, including Run a Standard.

(tick) Asset Management System (e.g. Mediabeacon)

Status
colourGreen
titleNEW IN 21.03

Supported since WebCenter 21.03.
(tick) Drag and drop from saved search to dropzone
(error) Current ProjectNot supported. (question) Workaround available using Saved Search Document Source.
(error) Select from ProjectNot supported. (question) Workaround available using Saved Search Document Source.
"Update"

(tick) Upload new version

Status
colourGreen
titleNEW IN 21.03

Supported since WebCenter 21.03.
(error) ReplaceNot supported yet.
(error) DuplicateNot supported yet.
(error) Update to latest versionNot supported yet.

(tick) Remove document

Status
colourGreen
titleNEW IN 21.03

Supported since WebCenter 21.03.

(question) Workaround before 21.03: a "Cancel" button can be added to the dashboard so the user can cancel his changes. ("cancel" reverts all non-saved changes)

Operations

(tick) Copy

   (tick) Basic Copy

   (error) Local Copy

   (error) Deep Copy

Currently only "basic copy" is supported.

(tick) Use by Reference
(error) LinkNot supported yet.
(error) MoveNot supported yet.
Document type
(tick) Document Autonaming(info) Note: if you are using the "edit field" SmartName in autonaming, this is currently not clear in the UI. It will look like you are entering the whole document name.
(tick) Default Attribute Category(info) Note: When uploading a new document, the default attribute category is only assigned when saving. So, it's not possible to directly edit the attributes before saving. It's the same behavior as in DocTableX.
(tick) Start Task for new Documents
Other options
(tick) Target Folder

Possible to configure a folder in the source. Folder might also be taken from the task type or the document template.

(info) Note: if you need the user to be able to choose between different folders to upload to himself, you will need to make different upload buttons and dropzone areas available. The user will have to drop his document in the right place to upload to the right folder. He cannot change the folder afterwards.

(tick) Document templates

Document templates are fully supported, including the "default" and "default.pdf" document templates.

(info) Note: if you need the user to be able to choose between different document templates himself, you will need to make different upload buttons and dropzone areas available. The user will have to drop his document in the right place to use the right document template. He cannot change the document template afterwards.

(error) Prevent multiple documents

Document references and Task documents are currently always multi-value. Single value is not supported yet.

Options to not allow multiple documents are not taken into account.

Rendering Options
(tick) Show any information which can also be shown in SearchThumbnail, document, Project and Task information, etc. that are available in Search can be shown.
(tick) Allow the user to make additional information visible"Available columns" from Search
(tick) All rendering options for individual cells from SearchShow/hide time, show project status as icon only/color label, etc.
(tick) Search Conditional Formatting on cells in the table
(tick) Custom column headers with translation
(tick) Different layouts

List, Card, Grid, etc.

Even more layouts might be added in the future. (e.g. thumbnails next to each other or a layout similar to the todo feed)

(tick) Hide table header
(error) Expand button

Not supported yet.

(warning)Attaching "Selection Details" block to a "Document Reference" block is also not supported yet and cannot be used as a workaround.

(error) Set "width" of table columnsWe try to provide a good default instead.
(error) "Open links in new tab"

Not supported yet.

(info) Note: since WebCenter 21.07 you can however configure specific links to open as a Dashboard in a popup or disable links to go to the project/document completely.

(tick) Show document references with a lot of documents (e.g. 1000+ documents)

Paging per 20 results.

No support for filtering and sorting yet to browse through this huge list of document references.

Additional Columns
(error) Reference property filterNot supported yet (as mentioned above, reference properties are not supported yet either).
(error) Re-order rowsNot supported yet.
(error) Local/RemoteNot supported yet.
(error) "Allow Bulk Operations" from Attribute CategoryNot supported yet. Cannot bulk delete, replace, make local, update to latest version.
Actions

(tick) Table Actions

  • View and Annotate
  • Compare in Viewer
  • Download
  • Add to Cart
  • Download Mail Link
  • Custom actions: Start workflow, JavaScript

(warning) JavaScript actions are the ones configured in the menu builder.
These only have access to the document version, document and project ids. Nothing more.
Not to be confused with JavaScript actions in the attribute category. Those are not supported, see below.

(tick) Inline Actions

  • Approve/Reject/Comment
  • View in 3D
  • View and Annotate
  • Open in ArtiosCAD
  • Download
  • Approval Info
  • Mail Download Link
  • Mail link to
  • Lock
  • Add to Cart
  • Custom actions: Start workflow, create task, JavaScript
(warning) JavaScript actions are the ones configured in the menu builder.
These only have access to the document version, document and project ids. Nothing more.
Not to be confused with JavaScript actions in the attribute category. Those are not supported, see below.

Scripting

Most scripting is not available yet. Visibility rules are also not available yet.

FeatureNotes
(warning) Styling rules

(tick) Conditional formatting is fully available and live updates while entering values.
(error) It is not possible to use JavaScript yet.
(error) And/Or is not available
(error) Multi-value is not available, but possible to set up multiple rules

(warning) Known limitation of conditional formatting in forms:
You might see formatting change as soon as you start editing any information in the form. The implementation in forms for non-saved values behaves slightly different for date conditions. It does not take into account weekday options configured in the application server. Additionally it executes the rule in the browser timezone, not in the server timezone.

(error) Visibility rulesNot available yet. You cannot hide parts of your dashboard based on the data.
(warning) JavaScript buttons

(warning) Since WebCenter 21.07, a basic scripting button can be added to a document reference, but the button does not have access to lists and it cannot do SDK calls, so the use is rather limited. Scripting buttons are not available yet for projects or tasks.

(question) Workaround - While this will not help in most cases, note that for document references, most actions from Search are available.
This includes "Start Workflow" and "Execute JavaScript". This JavaScript follows the menu builder JavaScript syntax and only has access to the document version, document and project ids. Nothing more. Not to be confused with JavaScript actions in the attribute category.

(error) React to changes in the formNot available yet.
(question) Workaround - While this will not help in most cases, note that for document references, most actions from Search are available.
This includes "Start Workflow" and "Execute JavaScript". This JavaScript follows the menu builder JavaScript syntax and only has access to the document version, document and project ids. Nothing more. Not to be confused with JavaScript actions in the attribute category. Those are not supported, see above
(error) Access to WebCenter SDK or other ajax callsNot available yet.

(tick) Block Form submission with Scripting

Status
colourGreen
titleNEW IN 21.07

This is the only type of scripting currently available. This type of scripts did not exist in Attribute Category. It allows you to block form submission if the information in the form is not ok. Right before form validation you can also still adapt some values in the form.



Article information
Applies to

WebCenter 20.0,
WebCenter 21.03
WebCenter 21.07

Created

 

Last revised

01 Apr  

AuthorJEPE


Panel
titleContents

Table of Contents
classinline-toc