Widget Use
| Excerpt |
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Renders Order Import functionality on the Order Import page template. This allows users to import order data directly to the cart, either via CSV file, or by pasting data into an import window. The data is then validated and feedback given to the user. the Customer Client Project Maintenance page for the Customer Client Project feature. |
Example of Widget Use
Following is an example of the widget in use:
Where can the Widget be placed?
The widget can be used in the following templates:
- Order Import Page TemplateCustomer Client Project Maint Template
| Info |
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To use the Customer Client Projects feature, this widget must be added. |
Widget Options
| Option | Use | Comments | Available from Version |
|---|---|---|---|
| Description |
| Short specific description of |
| widget's use. |
| This description is added to the widget title. It makes the widget's |
| 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.
Use Layering to limit widget content to certain groups of users. To use the same widget for more than one |
user group but |
with 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 |
| Heading | Heading for the Search section. | Default |
: |
Untick to disable
Default is: ticked
Untick to disable
Determines whether the import process will continue if the system detects data it can't interpret (e.g. extra columns, for example).
If the flag is enabled, the system will use whatever data it can decipher. If not enabled, the import will be halted and the user will have to correct their data and try again.
Default is: unticked
Tick to enable
Determines whether the import process will continue if the system encounters invalid data.
If the flag is enabled, the valid lines will be imported and the invalid lines will be skipped. If not enabled, the import will be halted and the user will have to correct their data and try again.
Default is: unticked
Tick to enable
The icon displayed to the left of the Data Import heading text.
File Upload Subtitle Icon
Default is: ticked
Untick to disable
Default is: ticked
Untick to disable
Default is: ticked
Untick to disable
Determines whether the browser will wait to process the entire import before giving feedback, or alternatively refresh and display messages as different phases of the import are completed.
Default is: unticked
Tick to enable
Note - Waiting for response can occasionally cause timeout issues with very large datasets or many files. For the user experience, NOT waiting for response is recommended.
Messages Subtitle Icon
The message displayed once the data has been successfully imported.
The placeholders {0} and {1} are replaced with the number of successfully imported products out of the total attempted.
The message displayed when the data import has failed.
The placeholder {0} is replaced the error returned by the system.
The message displayed while the data is being analysed.
The placeholders are replaced by:
- {0} the row currently being analysed
- {1} the number of rows that have failed analysis
- {2} letter 's' to pluralise row to rows (where required)
The message displayed in the overlay while the data is being validated.
The placeholders are replaced by:
- {0} the number of products validated thus far
- {1} the total number of produtcs to be validated
- {2} the number of products that have failed validation
- {3} letter 's' to pluralise product to products (where required)
The message displayed while the data is being imported.
The placeholders are replaced by:
- {0} the number of products imported thus far
- {1} the total number of produtcs to be imported
- {2} the number of products that have failed to import
- {3} letter 's' to pluralise product to products (where required)
The message displayed when a product in the import is substituted with another.
The placeholders are replaced with actual product codes.
The message displayed when a product in the import is set to be substituted, but the substitution product is not found on the web.
The placeholders are replaced with actual product codes.
The message displayed when a product in the import is set to be substituted, but the substitution product is invalid for ordering (out of stock or other condition).
The placeholders are replaced with actual product codes.
Implementation Notes
- Default functionality when errors or zero quantities are encountered is for all lines to be skipped and no lines imported. The user must correct the data and re-import.
- If you would prefer the Order Import to skip error lines / zero quantities, please refer to the widget options "Allow Continue On Analysis Errors" and "Allow Continue On Validation Errors".
Other Widgets
...
Projects | 4.31 | ||
| Prompts | |||
| Client Status Label | Text for Client Status dropdown label in Search section. | Default: Client Status | 4.31 |
| Create Start Date Label | Text for Create Start Date input label in Search section. | Default: Create Start Date | 4.31 |
| Create End Date Label | Text for Create End Date input label in Search section. | Default: Create End Date | 4.31 |
| Project Name Filter Label | Text for project name input label in Search section. | Default: Project Name | 4.31 |
| Client Name Label | Text for Client Name input label in Search section. | Default: Client Name | 4.31 |
| Search Button Label | Text for Search button in Search section. | Default: Search | 4.31 |
| New Project Button Label | Text for Add New Project button in Search section. | Default: New Project | 4.31 |
| Edit Button Label | Text for Edit button in Project list section. | Default: Edit | 4.31 |
| Delete Button Label | Text for Delete button in Project list section. | Default: Delete | 4.31 |
| Cancel Delete Button Label | Text for Cancel deletion button in confirmation popup window. | Default: Cancel | 4.31 |
| Confirm Delete Button Label | Text for Confirm deletion button in confirmation popup window. | Default: Delete | 4.31 |
| Titles | |||
| Search Results Title | Heading text for Search Results section. | Default: Search Results | 4.31 |
| Tooltips | |||
| Delete Unavailable Tooltip | Message displayed when user hovers over greyed Delete button of a project with a linked order. | Default: This project cannot be deleted because it is associated with an order. | 4.31 |
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