Widget: Watch

The Watch widget displays watch items in a list. Watch items are pinned dataforms that you want to track and review by a specified Review Date.

You can optionally add a note about the watch item that you can view or edit from the Watch widget by clicking the Edit icon.

The Watch widget can be added to the ClientSpace Home page or to a workspace landing page.

Configuring the Widget Layout

To add the Watch Widget to a widget layout:

  1. Go to System Admin > Widget Layouts.

  2. Open the desired widget layout by clicking (Open) next to the layout in the grid to edit it.

  3. What do you want to do? 

    • If the Required Forms widget is not already part of the widget layout: In the Widget Layout Details window, click the Add Widgets button. The Widget Library window displays. Click Watch > Add Widgets.

      Widget Library window with Query Widget Option Highlighted

      The Widget Library window closes. A Watch control displays on the Widget Layout Details screen.

    • If the Watch widget IS already part of the widget layout:  Skip to step 4.

  4. Drag the entire frame to the desired position to move it and drag the bottom right corner of the widget control to change the frame dimensions.

    Note: A scroll bar will automatically be created if the Watch List items exceed the Widget frame dimensions.

  5. Click Save.

Pinning Dataforms

To pin a dataform to the Watch widget:

  1. Open the dataform.

  2. In the Action Center toolbar, click (Add this Dataform to your Watch List).
    The Modify Watch Item window displays with the Review Date field defaulting to the current date.

  3. Completed the following fields:

    • Accept the current Review Date, type a different date, or click (Calendar) to select a different date.

    • Optionally, click the Freeze Review Date checkbox to preserve the selected Review Date if the record is updated and saved.

      Note: Watch widget functionality verifies the user who updates a dataform before determining if  review date settings should be updated.

      • If Freeze Review Date is selected, the Review Date for your pinned items stays the same when you make changes.

      • If Freeze Review Date is not selected, the Review Date for your pinned items stays the same when you make changes.

      • If Freeze Review Date is not selected, the Review Date for your items updates when others make changes.

    • Optionally, in the Notes field, type a brief note describing the reason you are creating the watch list item. This information displays in the Note column of the Watch widget. Note that you can also add or edit a watch item note by clicking the Edit icon next to the watch list item.

  4. Click Save.

    The watch item is listed in the Watch widget. The watch item name is comprised of the value from the Default field of the “watched" dataform followed by the workspace name in parenthesis.

    Note: If there is no Default field chosen for the dataform, then the dataform name will be displayed.

Managing Pinned Dataforms

To manage Watch widget items:

  • If the watch item name is greater than 50 characters, you will see an ellipsis after the 50 character limit is met. To view the entire name, hover your mouse pointer over the watch item to see the full description.

  • By default, the view is set to Current. Current watch items have a Review Date of the current date or prior (i.e., they are currently due for review or past due for review). Click the down arrow and select All to switch to a view that includes currently due, past due and not yet due items.

  • To open the watch item dataform from the watch list, click (Jump) next to the watch item. You can quickly see the review date associated with the form for the current user login, hover over the pin icon in the Action Center.

    Note: The hover text updates on dataform load. If you have recently applied changes to the current form which affect the review date, you can click Reload in the Action Center to update the hover text.

  • To remove a pinned watch item from the list, quickly edit a Review Date, or add/edit a note, access the Modify Review Date window using one of the following options:

    • From the Watch widget, click the Edit icon.

    • Open a pinned dataform. Then, click (Remove this Dataform from your Watch List) in the Action Center.

      Note: Clicking the red pin does not remove the pinned item immediately. Both methods display the Modify Review Date window.

    From the Modify Review Date window, you can:

    • Update the review date in the New Review Date field.

    • Select Freeze Review Date to keep the Review Date for your pinned items the same when you make changes.

    • Add a note or edit a note in the Notes field.

    • Click the Unpin button to remove a pinned watch item from the list.