Case item details

CaseItemDetails is a built-in component of Portal which contains the case info which users can interact with. In order to show needed case’s information, Portal supports overriding concept for CaseItemDetails.

Each CaseItemDetails contains

  • CaseItemDetailsDataAndDescription (1) box.

  • CaseItemDetailsDocuments (2) box.

  • CaseItemDetailsRelatedTasks (3) box.

  • CaseItemDetailsRelatedCases (4) box.

  • CaseItemDetailsHistories (5) box.

  • CaseItemDetail custom panel: caseItemDetailCustomTop, caseItemDetailCustomMiddle, caseItemDetailCustomBottom

case-standard-1

case-standard-2

Important

All visible widgets will be configured in Global Variable Portal.CaseDetails.

How to configure widgets in case details

  • Settings of all visible widgets on case details page are saved in Global Variable Portal.CaseDetails.

  • Cockpit Administrator can configure widgets via global variable Portal.CaseDetails on Cockpit settings page. edit-variable-portal-task-case-details

  • Default configuration includes 5 widgets.

    {
  "widgets":
  [
    {
      "type": "information",
      "id": "information",
      "axisX": 0,
      "axisY": 0,
      "width": 6,
      "height": 8
    },
    {
      "type": "document",
      "id": "document",
      "axisX": 6,
      "axisY": 0,
      "width": 6,
      "height": 8
    },
    {
      "type": "technicalCase",
      "id": "technicalCase",
      "axisX": 0,
      "axisY": 8,
      "width": 12,
      "height": 6
    },
    {
      "type": "relatedTask",
      "id": "relatedTask",
      "axisX": 0,
      "axisY": 14,
      "width": 12,
      "height": 6
    },
    {
      "type": "history",
      "id": "history",
      "axisX": 0,
      "axisY": 20,
      "width": 12,
      "height": 6
    }
  ]
}

  • Structure of each widget in variable Portal.CaseDetails:

    type: There are 6 types: information, document, technicalCase, relatedTask, history, custom

    id: It’s used to detect custom widgets.

    axisX: HTML DOM Style left will be calculated by formula axisX / 12 * 100%

    axisY: HTML DOM Style top will be calculated by formula axisY / 12 * 100%

    width: HTML DOM Style width will be calculated by formula 60 * width + 20 * (width - 1)

    height: HTML DOM Style height will be calculated by formula 60 * height + 20 * (height - 1)

    styleClass (optional): add CSS Classes to HTML DOM

    style (optional): add inline style to HTML DOM

Important

  • Do not change type and id of widgets. You can change axisX, axisY, width and height to update size and position of widgets.

  • axisX, axisY, width and height must be integers.

  • axisX + width must not be larger than 12.

How to custom Case details UI

Refer to portal-developer-examples project for examples.

  1. Introduce an Axon Ivy project which has PortalTemplate as a required library.

  2. To customize case detail, you must customize Portal Home first. Refer to Customize Portal home to set new home page.

  3. Copy the PortalStart process from PortalTemplate to your project. Point PortalHome element to your custom home page in previous step. This process is new home page and administrator should register this link by Portal’s Admin Settings.

  4. Use Axon Ivy HtmlOverride wizard to override CaseInformation HTML dialog.

  5. After previous steps, you can override Case details UI elements as shown/hidden element by keywords:

    To show/hide, please using showItemDetailsHeader and showItemBackButton code. For more details, please refer to Show/Hide components.

    And to add a new elements, please refer to Add new Custom panel code

Show/Hide components by keywords

Refer to the ui:param tag list in CaseInformation.xhtml of PortalTemplate. In case, we want to show/hide any elements on CaseItemDetails, we should override value of ui:param

List valid parameters:

  • ui:param name="showItemDetailsHeader" value="true"

    To show/hide Case header, by default it’s true. You should set as false in case we set alwaysShowDetails for CaseItem.

  • ui:param name="showItemBackButton" value="true"

    To show/hide Back button, by default it’s true.

Show custom widgets

There are two steps for adding new custom panels.

  1. Cockpit admin must configure global variable Portal.CaseDetails on Cockpit Page to add custom widgets.

  • Example Portal.CaseDetails with including 1 custom widget configuration:

    {
  "widgets":
  [
    {
      "type": "information",
      "id": "information",
      "axisX": 0,
      "axisY": 6,
      "width": 6,
      "height": 8
    },
    {
      "type": "document",
      "id": "document",
      "axisX": 6,
      "axisY": 6,
      "width": 6,
      "height": 8
    },
    {
      "type": "technicalCase",
      "id": "technicalCase",
      "axisX": 0,
      "axisY": 20,
      "width": 12,
      "height": 6
    },
    {
      "type": "relatedTask",
      "id": "relatedTask",
      "axisX": 0,
      "axisY": 26,
      "width": 12,
      "height": 6
    },
    {
      "type": "history",
      "id": "history",
      "axisX": 0,
      "axisY": 32,
      "width": 12,
      "height": 6
    },
    {
      "type": "custom",
      "id": "caseItemDetailCustomTop",
      "axisX": 0,
      "axisY": 0,
      "width": 12,
      "height": 6
    },
    {
      "type": "custom",
      "id": "caseItemDetailCustomMiddle",
      "axisX": 0,
      "axisY": 14,
      "width": 12,
      "height": 6
    },
    {
      "type": "custom",
      "id": "caseItemDetailCustomBottom",
      "axisX": 0,
      "axisY": 38,
      "width": 12,
      "height": 6
    }
  ]
}

2. Refer to the caseItemDetailCustom* section in CaseInformation.xhtml of PortalTemplate.

  • We need to define ui:define with a valid name such as caseItemDetailCustomTop, caseItemDetailCustomMiddle and caseItemDetailCustomBottom.

  • Add your custom code into tags above.

  • Finally, your custom widget will be displayed in CaseItemDetails page.

  • Below is example code for adding custom widgets to case details

<!--!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  !!!! START: AREA SHOULD BE CUSTOMIZED !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  !!!!!!!! START: TO SHOW /HIDDEN ANY SECTIONS OF CASE DETAILS, YOU CAN TURN TRUE/FALSE FOR BELOW PARAMETERS !!!!!!!!!!!!!!!!!!!!!!!!
  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    Attribute showItemDetailsHeader: To show the header of case details. By default it's true
  !!!!!!!! END SHOW /HIDDEN SECTIONS !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-->

<ui:param name="id" value="#{cc.clientId}" />
<ui:param name="showItemDetailsHeader" value="#{cc.attrs.showItemDetailsHeader}" />
<ui:param name="descriptionComponentToUpdate" value="#{cc.attrs.descriptionComponentToUpdate}" />
<ui:param name="isWorkingOnTask" value="#{cc.attrs.isWorkingOnTask}" />

<!--!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  !!!!!!!! START: TO ADD YOUR CUSTOMIZATION CODE ON THE CASE DETAILS PAGE, WE PROVIDE 3 SECTIONS AS BELOW HELP YOU CAN DO IT !!!!!!!!
  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-->

<ui:define name="caseItemDetailCustomTop">
    <h:panelGroup styleClass="ui-g-12" layout="block">
      <div class="card card-w-title case-detail-card">
        <div class="case-detail-section-title u-truncate-text">
          <h:outputText value="This is custom panel on top section" />
        </div>
        <div class="Separator" />

        <div class="custom-task-details-panel-top">
          <h1>This is custom content on top</h1>
          <p>Custom height to auto</p>
          <p>Custom font size to 1.6rem</p>
        </div>
      </div>
    </h:panelGroup>
</ui:define>

<ui:define name="caseItemDetailCustomMiddle">
    <h:panelGroup styleClass="ui-g-12" layout="block">
      <div class="card card-w-title case-detail-card">
        <div class="case-detail-section-title u-truncate-text">
          <h:outputText value="This is custom panel on middle section" />
        </div>
        <div class="Separator" />

        <div class="custom-task-details-panel-middle">
          <h1>This is custom content on middle</h1>
          <p>Custom height to auto</p>
          <p>Custom font size to 1.6rem</p>
        </div>
      </div>
    </h:panelGroup>
</ui:define>

<ui:define name="caseItemDetailCustomBottom">
    <h:panelGroup styleClass="ui-g-12" layout="block">
      <div class="card card-w-title case-detail-card">
        <div class="case-detail-section-title u-truncate-text">
          <h:outputText value="This is custom panel on bottom section" />
        </div>
        <div class="Separator" />

        <div class="custom-task-details-panel">
          <h1>This is custom content on bottom</h1>
          <p>Custom height to auto</p>
          <p>Custom font size to 1.6rem</p>
        </div>
      </div>
    </h:panelGroup>
</ui:define>

<!-- !!!!!!!! END ADD YOUR CUSTOMIZATION !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-->
<!-- !!!! END: AREA SHOULD BE CUSTOMIZED!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-->

  • In additional, we have a full flexibility page if we use ui-g-* class to define the width of panel