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InterChange Widgets Reference Guide Version 3.4 (March 2017)

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Page 1: InterChange Widgets Reference Guide - Akumina, Inc.akumina.com/resource-center/documents/developer/InterChange Widgets...Akumina: InterChange Widgets Reference Guide 2 Table of Contents

InterChange Widgets Reference Guide

Version 3.4 (March 2017)

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Table of Contents List of Available InterChange Widgets ................................................................................................................................ 3 AnnouncementItems Widget ............................................................................................................................................. 5 Banner Widget .................................................................................................................................................................... 7

Calendar Widget ............................................................................................................................................................... 10 CompanyCalendar Widget ................................................................................................................................................ 12 Content Block Widget ....................................................................................................................................................... 14 DocumentsSummaryList Widget ...................................................................................................................................... 17

EventDetail Widget ........................................................................................................................................................... 20 GenericItem Widget ......................................................................................................................................................... 21 GenericList Widget ........................................................................................................................................................... 23 Important Dates Widget ................................................................................................................................................... 49 My Teams Widget ............................................................................................................................................................. 52

People Directory Widget .................................................................................................................................................. 55 QuickLinks Widget ............................................................................................................................................................ 57 RSSNews Widget ............................................................................................................................................................... 59 Traffic Widget ................................................................................................................................................................... 60

Weather Widget ............................................................................................................................................................... 62 Document Management System (DMS) Control .............................................................................................................. 64 Discussion Board Control .................................................................................................................................................. 66

Adding a Widget based Control ............................................................................................................................................ 71

When do I use an OOB widget versus creating a new one? ................................................................................................. 73

Decision Tree .................................................................................................................................................................... 73 Use Case 1 ......................................................................................................................................................................... 74

Use Case 2 ......................................................................................................................................................................... 76 Use Case 3 ......................................................................................................................................................................... 79 Use Case 4 ......................................................................................................................................................................... 80 Use Case 5 ......................................................................................................................................................................... 82

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List of Available InterChange Widgets Click on the widget title or image to jump to the detail for the widget.

AnnouncementItems Banner Calendar CompanyCalendar

ContentBlock DocumentSummaryList EventDetail GenericItem

GenericList – NewsDetail GenericList – Hero Item GenericList – DepartmentListing

GenericList – My Apps

GenericList –Department

News GenericList –Photos List GenericList – Photos Media

Gallery GenericList – FAQ Summary

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GenericList – Department News Listing

ImportantDates MyTeams PeopleDirectory

Quicklinks RSSNews Traffic Weather

Document Management (DMS)

Discussion Summary Discussion – Create New Discussion - Listing

Discussion - Thread

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AnnouncementItems Widget

Main Features

• Displays the Announcement Title, Summary text and creation date • Lists the latest items in reverse chronological order by creation date • Provides the ability to set the maximum number of items to display • Includes both start and expiration dates to automatically expose and remove content from site • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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AnnouncementItems Widget Properties Example Instance

PROPERTY DETAILS LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App.

ICON Selects the icon that is displayed to the left of the widget title. DISPLAYTEMPLATE Value = PageTemplate for this widget # OF ITEMS TO DISPLAY This controls how many items to display. A value of “0” will display all items. VIEW ALL LINK N/A ENABLE PAGING Value for this type of instance = false

VIEW View Name = NewsList View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/AnnouncementItems/Default.html

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Banner Widget

Main Features

• Supports image, title, sub-text, button text and link on a per slide basis • Control the positioning of text on the slides • Control the display of slide controls • Supports both slide and fade animation types • Unique drag/drop UI in InterChange allows for easy ordering and activation/deactivation of individual items • Dynamically adjusts to accommodate image size • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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Banner Widget Properties Example Instance

PROPERTY DETAILS LISTNAME Name of the SharePoint list that contains the data to be displayed for this instance.

INFINITE LOOP Sets the slideshow to automatically loop the content. Values are “true” and “false”

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AUTOPLAY Causes the banner to automatically start playing on page access. Values are “true” and “false”

SHOW NAVIGATION Enable the display of the slide navigation selector (dots). Values are “true” and “false” TRANSITION EFFECT Transition between slides.

Values are “horizontal” or “fade” SLIDE DURATION (MS) The amount of time spent on each slide before progressing. Time is in milliseconds. TEXT COLOR Text color themes. Values are “white“, “black”, “grey” TEXT LOCATION Location on the slide for the text block.

Values are

1. “top_left” • “top_center” • “top_right” • “middle_left” • “middle_center” • “middle_right” • “bottom_left” • “bottom_center” • “bottom_right”

TEXT ALIGNMENT Alignment of the text displayed in the set location. Values are “left”, “center” and “right” MAX H1 CHARACTERS Maximum number of characters that the H1 title will display MAX H2 CHARACTERS Maximum number of characters that the H2 subtitle will display MAX BUTTON CHARACTERS

Maximum number of characters that the button will display

WEBPARTTHEME N/A (future) LINKBUTTONTHEME N/A (future) ENABLEPREVIEW Value = false for this instance VIEW View Name = BannerDefault

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/Banner/Default.html

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Calendar Widget

Main Features

• Includes both a grid view and list view of the calendar events • Supports category filtering • Supports .ics calendar format download of an event to add to calendars such as Outlook • Supports recurring events • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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Calendar Widget Properties Example Instance

PROPERTY DETAILS LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App.

ENABLE PREVIEW Value = false for this instance ICON Selects the icon that is displayed to the left of the widget title. CATEGORY If desired, the name of an existing event category can be entered here which will render

the calendar with that category selection chosen by default. LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SHOW CATEGORIES If false, the Category Filter will not be displayed

If true, the Category Filter will be displayed VIEW View Name = Calendar

View Template URL =

/Style Library/DigitalWorkPlace/Content/Templates/Calendar/Default.html

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CompanyCalendar Widget

Main Features

• Utilizes the Microsoft Graph API to display event data from a shared calendar in Office 365 (AzureAD required) • Provides a grid view, list view and detail view of events • Support .ics calendar format download of an event to add to calendars such as Outlook • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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CompanyCalendar Widget Properties Example Instance

PROPERTY DETAILS GROUP NAME REQUIRED – Name of the O365 Group that contains the calendar to display COLOR Choices are “Blue” and “Green”

ICON Selects the icon that is displayed to the left of the widget title. VIEW View Name = CompanyCalendar

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/CompanyCalendar/Default.html

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Content Block Widget

Main Features

• Optional header bar supporting web part title and icon • Full rich text support, editable using InterChange's WYSIWYG editor. • Alert style option which changes control display and icon to call additional attention to the content • Expiration date to automatically remove content block from site, if desired • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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Content Block Widget Properties Example Instance

PROPERTY DETAILS LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. SITE WIDE ALERT MESSAGE

This text message displays on the page where the text is set on the snippet. This value would rarely be used as a site wide alert, since a better approach is to use a control item across all pages that would be set on the ak:instructionset.

DISABLEALERT If false, the alert message will not be displayed If true, the alert message will be displayed

ENABLE PREVIEW Value = false for this widget DYNAMIC PREVIEW Value = true for this widget DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App. ICON Selects the icon that is displayed to the left of the widget title.

INSTRUCTION SET Path to the IDS list if it exists. This value will be found on the Control App item. Example

for a site wide alert message highlighted in yellow:

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CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration

[whole number] = cache for specified time (secs) VIEW View Name = ContentBlock

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/contentBlock/alert.html

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DocumentsSummaryList Widget

Main Features

• Can be used in two modes: display documents from all Document libraries in the site collection, or ONLY from the current site.

• Supports up to four tabs: Newest, My Recent, Popular, Recommended • The number of documents to display in each category can be controlled • Easily sort documents by title, date modified, site, or modified by • Documents displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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DocumentsSummaryList Widget Properties Example Instance

PROPERTY DETAILS DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App.

ICON Selects the icon that is displayed to the left of the widget title. DOCUMENT LIBRARY NAME This is the name of the document library to search. There is only one name allowed,

so when searching across all sites in a site collection, the document library names must be the same.

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TABS TO DISPLAY There are four tabs available for display: "Newest,My Recent,Popular,Recommended". This comma separated list (no space between items) is used to determine which to display and in what order.

NEWEST FILES TO DISPLAY Maximum number of newest files to display RECENT FILES TO DISPLAY Maximum number of recent files to display POPULAR FILES TO DISPLAY Maximum number of popular files to display RECOMMENDED FILES TO DISPLAY

Maximum number of recommended files to display

NEWEST INFORMATION TEXT

Specifies the message text to display when viewing the Newest tab

RECENT INFORMATION TEXT

Specifies the message text to display when viewing the Recent tab

POPULAR INFORMATION TEXT

Specifies the message text to display when viewing the Popular tab

RECOMMENDED INFORMATION TEXT

Specifies the message text to display when viewing the Recommended tab

POPULAR NUMBER OF DAYS

Size of the window to calculate the popular results. For example, a window of 30 days would calculate the most popular based on the number of hits over the last 30 days.

ONLY LOOK ON CURRENT SITE

When set to “false” the DSL will bring results from all sites in the Site Collection with the target document library name. When set to “true”, only results from the current site will be displayed.

VIEW View Name = DocumentsSummaryList View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/DocumentsSummaryList/Default.html

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EventDetail Widget

Main Features

• Displays the detail for a calendar event. Most often used in conjunction with a calendar widget page. Note that the calendar widget expects the detail page to be “EventDetail.aspx”.

• Support .ics calendar format download of an event to add to calendars such as Outlook • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

EventDetail Widget Properties Example Instance

PROPERTY DETAILS LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALENDAR LINK The URL of the associated calendar page which is mapped to the same list VIEW View Name = EventDetail

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/EventDetail/Default.html

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GenericItem Widget The GenericItem widget is a flexible widget which can work with any content type (list structure) to retrieve data for a single list item that is then passed to a View to render on the site. The following is just one example of a component found in the OOTB Digital Workplace which uses the GenericItem Widget.

Main Features

• The GenericItem widget returns a single content item from the specified list • The column data returned for that item can be specified on an instance basis • The GenericItem widget can work with any list and is not dependent on a specific content type • As a flexible content data retrieval widget, many views can be associated with the widget to provide flexible

rendering of the data elements on the site. The New Detail item above is just one example of a view that can be associated with the GenericItems widget.

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GenericItem Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for

use in this instance. For this example, the selectfields = AnnouncementTitle,Image,Start_x0020_Date,Body

LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowNewsDetail” CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the

current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration

[whole number] = cache for specified time (secs) VIEW View Name = NewsDetail-MainContent

View Template URL = /Style Library/digitalworkplace/Content/Templates/GenericList/NewsItem.html

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GenericList Widget The GenericList widget is a flexible widget which can work with any content type (SharePoint list structure) to retrieve data for an array of list items that is then passed to a View to render on the site.

Main Features

• The GenericList widget returns an array of content item from the specified list • The column data returned for those items can be specified on an instance basis • The GenericList widget can work with any list and is not dependent on a specific content type • As a flexible content data retrieval widget, many views can be associated with the widget to provide flexible

rendering of the data elements on the site. The following sections are examples of the widget instances found in the OOTB Digital Workplace which use the GenericList Widget.

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GenericList – NewsDetail

Main Features

• Provides a summary list of the items in the news list • Displays and Orders the items based on their Start Date • Does not display items that have reached their Expiration Date • Includes a link to the full news listing page

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GenericList – News Detail Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for use

in this instance. For this example, the selectfields = Created,Image,FriendlyUrl,Start_x0020_Date,AnnouncementTitle

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled. LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance.

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CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to specify is “ShowNewsItems”

ISASYNCCALLBACK Value for this type of instance = false VIEWXML The viewxml contains any special manipulation of the data that needs to be done by the

widget BEFORE it gets render by the specified view. In this case, the viewxml is set to the following string: <View><Query><OrderBy><FieldRef Name='Start_x0020_Date' Ascending='FALSE'></FieldRef></OrderBy><Where><And><Leq><FieldRef Name='Start_x0020_Date'></FieldRef><Value IncludeTimeValue='TRUE' Type='DateTime'><Today ></Today></Value></Leq><Or><Geq><FieldRef Name='Expires' ></FieldRef><Value IncludeTimeValue='TRUE' Type='DateTime'><Today ></Today></Value></Geq><IsNull><FieldRef Name='Expires' ></FieldRef></IsNull></Or></And></Where></Query><RowLimit>4</RowLimit></View> Note that the number of items (Rows) to display on the site is specified in the <RowLimit>4</RowLimit> argument.

CALLBACKTYPE Value for this type of instance = postdataload

DATALOADPROPERTIES N/A CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the

current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

VIEW View Name = NewsDetail-SideContent View Template URL = /Style Library/digitalworkplace/Content/Templates/GenericList/NewsList.html

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GenericList – Hero Item

Main Features

• Displays a single news item from a list as a hyperlinked image with a display title overlay • Selection of the new item to display is determined by tags in the widget instance • Can be set to display the latest content with a specific tag • Can be targeted based on the current user’s department, city or AD group • Item is hyperlinked using the FriendlyURL to the dynamic display page for the content

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GenericList – Hero Item Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for

use in this instance.

For this example, the selectfields = AnnouncementTitle,Image,Category,FriendlyUrl ENABLE PAGING If false, the widget will not display paging controls

If true, the widget will display paging controls (if implemented by developer in widget) ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled.

LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowHeroItem” ISASYNCCALLBACK Value for this type of instance = false VIEWXML N/A for this type of instance

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CALLBACKTYPE Value for this type of instance = customdataload DATALOADPROPERTIES {"tag":"CORPORATE","featured":"true","callback":"GetTagAsValue"}

For this widget, you can specify several “name”:”value” properties to control the functionality: tag – this value is used when you want to display content based on a specific metadata tag that has been applied. In the example above, the widget is looking for content that has been tagged with the term CORPORATE. featured – this is another flag which can be used to further refine the content criteria to only select from content that has the “featured” flag set (an option in the App Manager content app). Values are true or false. callback – this determines the type of logic which will be used to determine the content to display. The following are the values that can be used:

• GetTagAsValue – will select from content that has the metadata tag defined in the tag property.

• GetTagAsDepartment – will select from content that has the metadata tag that matches the Department value from their AzureAD user data. For example, if the current user is in the Finance department as defined in Azure AD, using this callback value would display content tagged with “Finance”. This is used for targeting content to the current user.

• GetTagAsCity - will select from content that has the metadata tag that matches the City value from their AzureAD user data. For example, if the current user is in Boston as defined in Azure AD, using this callback value would display content tagged with “Boston”. This is used for targeting content to the current user.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration

[whole number] = cache for specified time (secs) VIEW View Name = HomePage-Hero

View Template URL = /Style Library/digitalworkplace/Content/Templates/GenericList/TargetedNewsItem.html

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GenericList – Department Listing Page

Main Features

• Automatically displays the list of enabled subsites (Departments) with hyperlinked icons and titles • Uses the settings in the Department Manager management app to determine the color and the visibility of the

department link.

GenericList – Department Listing Widget Properties Example Instance

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PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection.

SELECTFIELDS N/A for this use.

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled.

LIST NAME N/A for this use.

CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to specify is “ShowDepartmentItems”

ISASYNCCALLBACK Value for this type of instance = false VIEWXML N/A for this use.

CALLBACKTYPE Value for this type of instance = customdataload

DATALOADPROPERTIES N/A for this use.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

VIEW View Name = DepartmentList View Template URL = /Style Library/digitalworkplace/Content/Templates/GenericList/DepartmentList.html

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GenericList – Dashboard My Apps

Main Features

• Provides quick access to InterChange AppManager apps directly from the front end site • Once logged into InterChange, displays a select list of sites that the current user can access, along with the

associated apps the user can access for each site. • Clicking on an app icon launches the app in a new tab or window

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GenericList – My Apps Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS N/A for this use.

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled. LIST NAME N/A for this use.

CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to specify is “DashboardShowAppsItems”

ISASYNCCALLBACK Value for this type of instance = false VIEWXML N/A for this use. CALLBACKTYPE Value for this type of instance = customdataload DATALOADPROPERTIES N/A for this use.

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CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration

[whole number] = cache for specified time (secs) VIEW View Name = Dashboard-My-Apps

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/Dashboard/AppsList.html

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GenericList – Home Page Department News

Main Features

• Displays news items from specified departments (subsites) • If UserContext is enabled, displays the news item from the current user’s department in the lead (top) position. • If more departments than slots available, does a random display of 4 sites (configurable) • Each item is linked to the FriendlyURL

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GenericList – Home Page Department News Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for use

in this instance.

For this example, the selectfields = Title,Image,FriendlyUrl ENABLE PAGING If false, the widget will not display paging controls

If true, the widget will display paging controls (if implemented by developer in widget) ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled.

LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowHomePageDepartmentNewsItems” ISASYNCCALLBACK Value for this type of instance = false

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VIEWXML The viewxml contains any special manipulation of the data that needs to be done by the widget BEFORE it gets render by the specified view. In this case, the viewxml is set to the following string: <View><Query><OrderBy><FieldRef Name='Start_x0020_Date' Ascending='FALSE'></FieldRef></OrderBy><Where><And><Leq><FieldRef Name='Start_x0020_Date' ></FieldRef><Value IncludeTimeValue='TRUE' Type='DateTime'><Today ></Today></Value></Leq><Or><Geq><FieldRef Name='Expires' ></FieldRef><Value IncludeTimeValue='TRUE' Type='DateTime'><Today ></Today></Value></Geq><IsNull><FieldRef Name='Expires' ></FieldRef></IsNull></Or></And></Where></Query><RowLimit>1</RowLimit></View>

Note that the number of items (Rows) to display on the site is specified in the <RowLimit>1</RowLimit> argument.

CALLBACKTYPE Value for this type of instance = customdataload DATALOADPROPERTIES For this widget, you can specify the list of departments/sub-sites from which you want

to display news items. If you specify more than four departments, the widget will pull from four departments randomly. To specify departments, add in the ‘URL’ value (not name) for the department using the following format ="{‘sites’:[‘Marketing’,’HR’,’IT’,’Finance’]}" NOTE: If targeting is enabled, the lead article will be displayed from the current users Department as defined in their User profile. If their department is not in the list of available departments, then the widget will default to displaying random departments.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

VIEW View Name = Home-DeptNews

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/GenericList/HomeDepartmentNews.html

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GenericList – Home Page Photos list

Main Features

• Provides a summary listing of the most recent additions to the Photo Gallery, with a link to the Media Galley page

• Click on an image will launch a modal window viewer for that image

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GenericList – Home Page Photos List Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for

use in this instance.

For this example, the selectfields = _ModerationStatus,Image ENABLE PAGING If false, the widget will not display paging controls

If true, the widget will display paging controls (if implemented by developer in widget) ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled.

LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowFeaturedPhotoItems” ISASYNCCALLBACK Value for this type of instance = false

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VIEWXML The viewxml contains any special manipulation of the data that needs to be done by the widget BEFORE it gets render by the specified view. In this case, the viewxml is set to the following string: <View><Query><OrderBy><FieldRef Name='Created' Ascending='FALSE'></FieldRef></OrderBy></Query><RowLimit>5</RowLimit></View> Note that the number of items (Rows) to display on the site is specified in the <RowLimit>5</RowLimit> argument.

CALLBACKTYPE Value for this type of instance = postdataload

DATALOADPROPERTIES N/A for this use.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

VIEW View Name = HomePage-Photos View Template URL = /Style Library/digitalworkplace/Content/Templates/GenericList/FeaturedPhotos.html

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GenericList – Photos Media Gallery Page

Main Features

• Provides a listing of images which have been enabled for display in the Gallery using the Image Gallery App • Clicking on an image will launch a modal window viewer for that image • Supports lazy load of images as the user scrolls the browser window to optimize performance

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GenericList – Photos Media Gallery Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for

use in this instance. For this example, the selectfields = Image

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled. LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowMediaGalleryPhotoItems” ISASYNCCALLBACK Value for this type of instance = false VIEWXML N/A for this use

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CALLBACKTYPE Value for this type of instance = postdataload DATALOADPROPERTIES N/A for this use CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the

current user.

0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

VIEW View Name = MediaGallery-Photos

View Template URL = /Style Library/digitalworkplace/Content/Templates/GenericList/MediaGalleryPhotoList.html

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GenericList – FAQ Summary

Main Features

• Summary list of the Question/Answer pairs for the FAQ’s • Maximum number of items to be displayed can be set • Displays link to the full FAQ listing page

GenericList – FAQ Summary Widget Properties Example Instance

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PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection.

SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for use in this instance. For this example, the selectfields = Title,Answer,ItemActive

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled. LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowFAQItems” ISASYNCCALLBACK Value for this type of instance = false VIEWXML The viewxml contains any special manipulation of the data that needs to be done by

the widget BEFORE it gets render by the specified view. In this case, the viewxml is set to the following string: <View><Query><OrderBy><FieldRef Name='ItemOrder' Ascending='TRUE'></FieldRef></OrderBy></Query><RowLimit>10</RowLimit></View> Note that the number of items (Rows) to display on the site is specified in the <RowLimit>10</RowLimit> argument.

CALLBACKTYPE Value for this type of instance = postdataload DATALOADPROPERTIES N/A for this use.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration

[whole number] = cache for specified time (secs) VIEW For the Summary FAQ that appears on the Subsite Home Page:

View Name = Subsite-Home-FAQ View Template URL =

/Style Library/DigitalWorkPlace/Content/Templates/GenericList/FAQ.html For the FAQ Page that lists all the FAQ Questions (with no ALL QUESTIONS link): View Name = Subsite-FAQPage

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/GenericList/FAQPage.html

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GenericList – Department Home Page News listing

Main Features

• Displays the four most recent news articles from the current site (can be used on the parent or subsites) • Filters out news articles that are past their expiration date or before their start date • Includes link to the full news listing page

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GenericList – Department Home Page News Widget Properties Example Instance

PROPERTY DETAILS LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site.

If true, the list which contains the data is on the root of the Site Collection. SELECTFIELDS The data fields (columns) from the SharePoint list that the widget should retrieve for use

in this instance. For this example, the selectfields = AnnouncementTitle,Image,FriendlyUrl

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled. LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowDepartmentFeaturedNewsItems” ISASYNCCALLBACK Value for this type of instance = false

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VIEWXML The viewxml contains any special manipulation of the data that needs to be done by the widget BEFORE it gets render by the specified view. In this case, the viewxml is set to the following string: <View><Query><OrderBy><FieldRef Name='Start_x0020_Date' Ascending='FALSE'></FieldRef></OrderBy><Where><And><Leq><FieldRef Name='Start_x0020_Date' ></FieldRef><Value IncludeTimeValue='TRUE' Type='DateTime'><Today ></Today></Value></Leq><Or><Geq><FieldRef Name='Expires' ></FieldRef><Value IncludeTimeValue='TRUE' Type='DateTime'><Today ></Today></Value></Geq><IsNull><FieldRef Name='Expires' ></FieldRef></IsNull></Or></And></Where></Query><RowLimit>4</RowLimit></View> Note that the number of items (Rows) to display on the site is specified in the <RowLimit>4</RowLimit> argument.

CALLBACKTYPE Value for this type of instance = postdataload DATALOADPROPERTIES N/A for this use.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget

-1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

VIEW View Name = Subsite-Home-DepartmentNews View Template URL =

/Style Library/DigitalWorkPlace/Content/Templates/GenericList/DepartmentNews.html

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Important Dates Widget

Main Features

• Items can be explicit items in a list OR linked to calendar events • Links can be set to open in the same window (site links) or a new window (external links) • Includes expiration date support to automatically remove content from site • Support for unlimited number of events • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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Important Dates Widget Properties Example Instance

PROPERTY DETAILS LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance.

VIEW ALL LINK Name of the page which contains the associated Calendar if being used to read calendar events (in this example, the widget is reading an explicit list of dates and not linked to a Calendar list)

DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App. ICON Selects the icon that is displayed to the left of the widget title. DATES ARE FROM CALENDAR

A null or “false” value means that the dates are not coming from a calendar list type. A “true” value means that the dates are coming from a calendar list type

FEATURED FIELD This is the name of the field in the list which contains the “featured” flag. When the “Dates are from Calendar” is set to “true”, the featured flag in the list is required to be set to true for the event to be displayed on the widget.

CALENDAR DISPLAY This field is ONLY used if the "Dates are from Calendar" field is true. The values for the Calendar Display field are either: blank = show dates beginning from yesterday

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month = show dates beginning one month ago

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

# OF ITEMS TO DISPLAY

This controls how many items to display.

VIEW View Name = HomePage-ImportantDates

View Template URL = /Style Library/digitalworkplace/Content/Templates/ImportantDates/DigitalWorkspaceDefault.html

FIELD Details

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My Teams Widget

Main Features

• Displays the team members (based on the People Directory) with the same “Department” profile value as the current user

• Requires that user profile information is enabled either through the GraphAPI/AzureAD or through the SharePoint Profile Service synchronization

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My Team Widget Properties Example Instance

PROPERTY DETAILS

LIST IS ON ROOT SITE If false, the list which contains the data for this instance is on the current site. If true, the list which contains the data is on the root of the Site Collection.

SELECTFIELDS N/A for this use.

ENABLE PAGING If false, the widget will not display paging controls If true, the widget will display paging controls (if implemented by developer in widget)

ITEMS/PAGE Sets the number of items to display on each page IF paging is enabled. LIST NAME Name of the SharePoint list that contains the parameters for this widget. CALLBACKMETHOD The callbackmethod is set by the developer of the widget. For this use, the method to

specify is “ShowMyTeamItems” ISASYNCCALLBACK Value for this type of instance = true

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VIEWXML N/A for this use.

CALLBACKTYPE Value for this type of instance = postdataload DATALOADPROPERTIES N/A for this use.

CACHE INTERVAL Sets the time (in secs) that the data should be saved in the local browser cache of the current user. 0 = do not cache the data for this widget -1 = use the default caching strategy set in the Digital Workplace configuration [whole number] = cache for specified time (secs)

GET PHOTO FROM AD If true, the photo to display is pulled from AzureAD. If false, the photo to display is pulled from another source.

VIEW View Name = Dashboard-MyTeam View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/Dashboard/MyTeamList.html

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People Directory Widget

Main Features

• Utilizes either the SharePoint Profile Service or Azure Active Directory/Microsoft Graph API to display personnel data

• Includes search and filtering for fast and efficient employee lookups • Includes both a grid view (shown) as well as a list view • Provides ability to adjust and add new filter facets

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People Directory Widget Properties Example Instance

PROPERTY DETAILS

DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App. SORT BY Sort order for the listing. Choices are “First Name” or “Last Name” FACETS Determines the facets which will be displayed for filtering on the left side of the display.

These facets can be modified by developers to match the data content which exists for users. For this OOTB example the facets are defined as follows: [{ "facetName":"department","facetDisplayName":"Department"},{ "facetName":"officelocation","facetDisplayName":"Office Location"}]

GET PHOTO FROM AD If true, the photo to display is pulled from AzureAD.

If false, the photo to display is pulled from another source. DISPLAY NAME AS Sets how the name will be displayed in the listing. Choices are “First Last” or “Last, First” SHOW A-Z SELECTOR Controls the display of the A-Z selector. “True” displays the selector, “False” hides the

selector. DEFAULT DISPLAY VIEW Sets the default display view for the Directory. Choices are “Tile” or “List” VIEW View Name = PeopleDirectory

View Template URL = /Style Library/digitalworkplace/Content/Templates/PeopleDirectory/Default.html

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QuickLinks Widget

Quicklinks View

DeptMenu View

Main MenuView

Main Features

• Features top level links and categories with fly-out menus to display second level items • Allows for an unlimited number of top level links and categories • Links can be set to open in the same window (site links) or a new window (external links) • Supports two levels of categorization • Supports both a list of links and menu controls • Easily managed via an InterChange Content App using a drag/drop, tree style UI for adding categories and links • Automatically adjusts the size of the main level and fly-outs to support list lengths • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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Quicklinks Widget Properties Example Instance

PROPERTY DETAILS

LIST NAME Name of the SharePoint list that contains the data to be displayed for this instance. DISPLAYED TITLE If a value is entered, then the title will appear on the header of the App. ICON Selects the icon that is displayed to the left of the widget title. VIEW View Name = MainMenu

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/Quicklinks/DigitalWorkplaceMenu.html View Name = DeptMenu View Template URL =

/Style Library/DigitalWorkPlace/Content/Templates/QuickLinks/ItemTemplateSubSite.html View Name = Quicklinks View Template URL =

/Style Library/DigitalWorkPlace/Content/Templates/QuickLinks/ItemTemplate.html

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RSSNews Widget

Main Features

• Displays an RSS feed. The view controls the number of items to display.

RSSNews Widget Properties Example Instance

PROPERTY DETAILS RSS FEED URL Valid URL for the RSS feed CALLBACKMETHOD N/A for this use. VIEW View Name = RssNews

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/RssNewsList.html

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Traffic Widget

Main Features

• Utilizes Google Maps API for traffic data (free Google Developer account required) • Location display can be preset or detected based on user city attribute • Mobile-ready via Responsive Web Design

Traffic Widget Properties Example Instance

PROPERTY DETAILS CITY N/A for this use.

STATE N/A for this use. POSTAL CODE Postal Code is used to communicate with the Google Maps API to retrieve the traffic data.

If not using targeting (user location attribute) then the location displayed is this postal

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code location. If using targeting, the current user’s postal code (if it exists) will override this value.

CALLBACKMETHOD Value = GetTrafficLocation VIEW View Name = Traffic

View Template URL = /Style Library/DigitalWorkPlace/Content/Templates/Traffic/Default.html

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Weather Widget

Main Features

• Weather location can be preset or detected based on current user’s city attribute if using targeting • Mobile-ready via Responsive Web Design

Weather Widget Properties Example Instance The following is the properties panel which is displayed when a new instance of the XXXXXXX is created:

PROPERTY DETAILS CITY City for the default Postal Code. This is required as the weather API service does not

return the city associated with the Postal Code. If using targeting, the City will be read from the current user’s profile data along with the postal code.

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STATE State for the default Postal Code. This is required as the weather API service does not return the state associated with the Postal Code. If using targeting, the State will be read from the current user’s profile data along with the postal code.

POSTAL CODE Postal Code is used to communicate with the weather API service to retrieve the weather data. If not using targeting (user location attribute) then the location displayed is this postal code location. If using targeting, the current user’s postal code (if it exists) will override this value.

CALLBACKMETHOD Value = GetWeatherLocation VIEW View Name = Weather

View Template URL =

/Style Library/DigitalWorkPlace/Content/Templates/Weather.html

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Document Management System (DMS) Control The InterChange DMS Controls are a full document management listing that combines a folder tree view, document list, search filter, refiners and multiple tab views into one easy to use interface. Each of these controls can be used together or separately in any needed combination to address specific site needs. That said, together the InterChange DMS controls deliver a complete replacement for, and significant upgrade to, the standard SharePoint Library experience. The DMS controls includes a powerful drag/drop mode with a tagging wizard that prompts users to complete any required metadata fields and select whether they want to check-in the documents as part of the upload. No more documents being left checked out by accident. As with all InterChange Controls the DMS Controls support mobile access via Responsive Web Design out of the box. The DMS Control uses the existing Snippet technology, so it is setup and managed differently than the other InterChange widgets.

Main Features

• Four controls combine to provide the full experience: • Folder tree • View tabs (Most Recent, My Documents, Popular, Recommended) • Document Grid • Refiners • Includes a powerful drag/drop mode with wizard which prompts user to complete any required fields and select

whether they want to check-in the documents as part of the upload. • Context menu appears with the correct options based on user selection • Create new files or drag/drop them to add • Folder tree navigation linked to the document grid

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• Refiners adjust as documents list changes • Quick search filters files listed in the grid dynamically as user types • Preview pane provides document preview (requires Office Web Apps installed) and quick link to the document • Fully supported by the IDS (Instruction Data Set) technology and InterChange Control Apps • Items displayed are security trimmed based on specific site user's SharePoint permissions • Mobile-ready via Responsive Web Design

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Discussion Board Control The InterChange Discussion Board control, allows organizations to offer an engagement and communication tool for users of the SharePoint site. The control leverages and the SharePoint discussion board app, but improves the experience for the visitors and administrators of the control. The Discussion Board Controls use the existing Snippet technology, so are setup and managed differently than the other InterChange widgets.

Main Features

• Special InterChange control that leverages the SharePoint discussion board app • Discussion boards provide forums for site participants to discuss topics with each other. • Fully supported by the IDS (Instruction Data Set) technology and InterChange Control Apps • Mobile-ready via Responsive Web Design

Discussion Summary Control Snippet <div id="discussionsummary12" ak:title="Human Resources DiscussionSummary" class="ak-controls ak-discussionsummary-control" ak:icon="None" ak:previewcount="100" ak:titlecount="20" ak:posttype="op" ak:noofposts="5" ak:displayavatar="true" ak:discussioncreateurl="/sites/TestD/HR/Pages/DiscussNew.aspx" ak:discussionthreadurl="/sites/TestD/HR/Pages/DiscussThread.aspx" ak:discussionlistingurl="/sites/TestD/HR/Pages/DiscussList.aspx" ak:documentlistname="Documents" ak:discussionlistname="Discussions_AK"> </div>

FIELD DETAILS id Unique name for this instance of the control ak:title If a value is entered, then the title will appear on the header of the App. ak:icon Selects the icon that is displayed to the left of the Document Summary List title.

See “Reference Values for Icons” section for list of available icons ak:previewcount The number of characters to display of the message body preview

ak:titlecount The number of characters to show in the title of each discussion item displayed ak:posttype Choose to display the “original post” (op) or the “last post” (lp) for each

discussion thread ak:noofposts The number of discussion threads to display in the summary ak:displayavatar Display (true) or disable (false) the avatar

ak:discussioncreateurl Relative url to the discussion creation page ak:discussionthreadurl Relative url to the discussion thread page ak:discussionlistingurl Relative url to the discussion listing page ak:documentlistname Specifies the name of the document library to use for documents that are added

to a discussion thread ak:discussionlistname SharePoint list which contains the content

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Discussion Board Create New Control Snippet <div id="creatediscussion19" ak:title="Human Resources CreateDiscussion" class="ak-controls ak-creatediscussion-control" ak:discussioncreateurl="/sites/TestD/HR/Pages/DiscussNew.aspx" ak:discussionthreadurl="/sites/TestD/HR/Pages/DiscussThread.aspx" ak:discussionlistingurl="/sites/TestD/HR/Pages/DiscussList.aspx" ak:documentlistname="Documents" ak:discussionlistname="Discussions_AK">

</div>

FIELD DETAILS id Unique name for this instance of the control

ak:title If a value is entered, then the title will appear on the header of the App. ak:discussioncreateurl Relative url to the discussion creation page ak:discussionthreadurl Relative url to the discussion thread page ak:discussionlistingurl Relative url to the discussion listing page ak:documentlistname Specifies the name of the document library to use for documents that are added

to a discussion thread

ak:discussionlistname SharePoint list which contains the content

Discussion Board Listing Control Snippet <div id="discussionboardlisting17" ak:title="Human Resources DiscussionBoardListing" class="ak-controls ak-discussionboardlisting-control" ak:previewcount="100" ak:titlecount="20" ak:posttype="op" ak:noofposts="5aak" ak:displayavatar="true"ak ak:discussioncreateurl="/sites/TestD/HR/Pages/DiscussNew.aspx" ak:discussionthreadurl="/sites/TestD/HR/Pages/DiscussThread.aspx" ak:discussionlistingurl="/sites/TestD/HR/Pages/DiscussList.aspx" ak:documentlistname="Documents" ak:discussionlistname="Discussions_AK">

</div>

FIELD DETAILS id Unique name for this instance of the control

ak:title If a value is entered, then the title will appear on the header of the App. ak:previewcount The number of characters to display of the message body preview ak:titlecount The number of characters to show in the title of each discussion item displayed ak:posttype Choose to display the “original post” (op) or the “last post” (lp) for each

discussion thread ak:noofposts The number of discussion threads to display in the summary

ak:displayavatar Display (true) or disable (false) the avatar ak:discussioncreateurl Relative url to the discussion creation page ak:discussionthreadurl Relative url to the discussion thread page

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ak:discussionlistingurl Relative url to the discussion listing page ak:documentlistname Specifies the name of the document library to use for documents that are added

to a discussion thread ak:discussionlistname SharePoint list which contains the content

Discussion Thread Control Snippet <div id="discussionthread21" ak:title="Human Resources DiscussionThread" class="ak-controls ak-discussionthread-control" ak:displayavatar="true" ak:discussioncreateurl="/sites/TestD/HR/Pages/DiscussNew.aspx" ak:discussionthreadurl="/sites/TestD/HR/Pages/DiscussThread.aspx" ak:discussionlistingurl="/sites/TestD/HR/Pages/DiscussList.aspx" ak:documentlistname="Documents" ak:discussionlistname="Discussions_AK"> </div>

FIELD DETAILS id Unique name for this instance of the control ak:title If a value is entered, then the title will appear on the header of the App.

ak:discussioncreateurl Relative url to the discussion creation page ak:discussionthreadurl Relative url to the discussion thread page ak:documentlistname Specifies the name of the document library to use for documents that are added

to a discussion thread ak:discussionlistname SharePoint list which contains the content

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Discussion Summary

Discussion Board Listing

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Discussion Board Create New Discussion

Discussion Thread

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Adding a Widget based Control Adding a widget to a page involves the following steps:

1. Put the page in Edit mode 2. Add a SharePoint “Content Editor” web part (located in the “Media and Content” Category of the web part

gallery) to the page in the position you want the control

3. After adding the web part, click inside the Content Block web part. The SharePoint ribbon options will change

and the “ ” button will appear. 4. Click on Edit Source and an HTML Source window will open in which you can paste the widget instance code that

you copied from the widget instance you wanted to add. The widget instance code is available in the Widget Manager for the instance you created:

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5. NOTE: If you are adding a new Content Editor web part to the page, you should edit the web part to turn the “Chrome Type” to None so that the Content Editor web part title will not be displayed on the page.

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When do I use an OOB widget versus creating a new one?

Decision Tree We have three options for widgets with Digital Workplace Framework:

• Existing Control • Generic List Control (GLC) • Custom Widget

When we determine our approach we will need to ask the following questions:

Does the functionality of proposed control resemble that of an existing control?

Yes

No

Use Existing Control

Does the data for proposed control sit inside SharePoint?

Yes

No

You will need: Widget Snippet

Use GLC Use Custom Widget

You will need: SharePoint List with

Data Callback function

Template Widget Snippet

You will need: Widget Definition

Template

Widget Snippet

Does the data model of existing control contain the required columns of the data model for the

proposed control?

Does the output of the existing control conform to that of the proposed control?

You will need:

Widget Snippet

Template

No

Yes

Does the data origin of the existing control conform to that of the proposed control?

You will need: Customdata

callback Widget Snippet

Yes

No

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Consider the following use cases to help you better understand the Widget Design decision making process.

Use Case 1 Jim has been tasked with building a FAQ page for his company’s Sales Team. After meeting with them, the Sales Team gives Jim the following requirements

• Sales team members need to be able to do all content management for the FAQ within InterChange • Questions can be edited • Answers can be edited • Questions can be archived, meaning they will not show up on the page but they will remain in the system

Now that Jim has his requirements he is ready to go through the Widget Decision Tree to design his widget.

Does the functionality of the proposed control resemble that of an existing control? Jim opens up the widget manager and searches through the widget instances. He notices an instance of the GenericList widget called Finance-FAQ-FAQ

Jim investigates further by editing the app. He takes note of the fact that it refers to a list called FAQ_AK

He creates a new page on the site, adds a content editor, pastes the snippet in and publishes.

Jim affirms that this widget displays items comprised of questions and answers stored in a SharePoint list. This resembles the proposed control. The answer to this question is yes.

Does the data model of the existing control contain the required columns of the data model for the proposed control? From the requirements, Jim determines that his FAQ data model has 3 required columns

• A Text field for the question • A Text field for the answer • A Boolean field for the Archived Item

Jim compares these columns to the FAQ_AK list.

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The Title and Answer fields conform to his requirements for the question and answer. Jim assumes ItemOrder allows the user to reorder the items, this exceeds his requirements but doesn’t impede on what was initially requested so he is fine with it. He suspects ItemActive may work as the Archived Item field. He tests this out by modifying the item within the FAQ content app in InterChange. FAQ is configured as a slider app, so he flips ItemActive to false by hitting the On-Off switch on the item.

He clicks ‘Publish’ and visits his snippet he pasted earlier

The question is no longer in the page, but remains in the list. The data model of the existing control does contain the required columns of the data model for the proposed control. The answer to this question is yes. Jim knows he can use this Existing Widget.

Does the output of the existing control conform to that of the proposed control? Judging from his observations of the snippet’s output in the previous questions. Jim concludes that the output of the existing control conforms to that of the proposed control. The answer to this question is yes.

Does the data origin of the existing control conform to that of the proposed control? Jim notes that the existing control draws its data from the FAQ_AK list within SharePoint. Since the Sales Team wants to be able to edit FAQ entries within SharePoint he concludes that proposed control also will store its data within a single list inside of SharePoint. The answer to this question is yes. All Jim will need is the Widget Snippet of the existing FAQ widget. He gets it from the Widget Instances window that he accessed when answering the first question. For details on how to use Existing Widgets, see the Akumina - Digital Workplace – Widget Manager Overview Document.

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Use Case 2 Han has been tasked by her company’s Marketing Department with building an image gallery linked to the company’s Facebook page. After her meeting with the Vice President of Marketing she has gathered the following requirements.

• The image gallery will retrieve images from a Facebook album specified by the Marketing department • The image gallery will need to be on a designated ‘Image gallery page’ • A set number of images should display on the page • When the user clicks on an image it should be displayed in a popup

Now that Han has her requirements she is ready to go through the Widget Decision Tree to design her widget.

Does the functionality of the proposed control resemble that of an existing control? Han is viewing her company’s Digital Workplace site and notices a link on the top bar called Media Gallery. She clicks on it.

This navigates her to a page called MediaGalleryPhotoList.aspx. On a page there is an existing photo gallery widget.

Han clicks on an image and it appears as a popup.

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Han affirms that this widget displays a set of images and displays them in a popup when clicked. She concludes that the functionality of this existing widget resembles that of the proposed widget. The answer to this question is yes.

Does the data model of the existing control contain the required columns of the data model for the proposed control? From the requirements, Han determines that her Facebook Photo Gallery Data Model contains the following columns

• An Image Hyperlink column called Image

Han opens up the Digital Workplace Widget Manager and observes that the photo gallery widget she found is a GenericList widget instance that is pulling data from the ImageGallery_AK list.

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Han decides to investigate the ImageGallery_AK list.

The Image column in the ImageGallery_AK list conforms to the required column in Han’s data model. The answer to this question is yes.

Does the output of the existing control conform to that of the proposed control? Han recalls the requirements related to output

• A set number of images should display on the page • When the user clicks on an image it should be displayed in a popup

She compares each requirement to the output of the existing control. Han observes that the existing control displays a set of images on the page, and the number of images to be displayed can be controlled from the Widget Manager.

The first requirement is met. Han also remembers that when she clicked on an image it was displayed in a popup. The second requirement is met. The output of the existing control conforms to the proposed control. The answer to this question is yes.

Does the data origin of the existing control conform to that of the proposed control? Han knows that the data for the existing photo gallery widget is stored within a list inside of SharePoint. However, the photo gallery widget that the Marketing Department wants needs to draw its data from the company Facebook page, a

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third party source. Therefore, the data origin of the existing control does not conform to that of the proposed control. The answer to this question is no. Han will need to create a Customdataload callback for the existing photo gallery widget. She will also need the Widget Snippet of an instance of the existing photo gallery widget that is using her Customdataload callback. For details on how to create Customdataload callbacks, see the Akumina – DigitalWorkplace – Customdataload Callback Widget Document.

Use Case 3 Sarah has been tasked with building a news ticker for her company homepage by the Digital Outreach team. After her meeting with the Director of Digital Outreach she has gathered the following requirements.

• News on the ticker needs to be the latest news stories from the web (ie from AP) • A story should be the title with a link to the actual news article • Ticker should grab the top ten stories at time of retrieval • Ticker should display one story at a time and rotate on a timer

Now that Sarah has her requirements she is ready to go through the Widget Decision Tree to design her widget.

Does the functionality of proposed control resemble that of an existing control? Sarah opens up the widget manager and searches through the widget instances. She sees a widget called ‘RssNews’ that looks promising.

Sarah creates a new page on the site, adds a content editor, and pastes the snippet within

Sarah affirms that the widget is displaying news stories that link to articles. This resembles the Proposed Control. The answer to this question is yes.

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Does the data model of the existing control contain the required columns of the data model for the proposed control? From the requirements, Sarah concludes that the proposed control has 2 columns in her data model.

• A Text Field called Title • A Text Field called Url

The existing RSS news feed is a custom widget that retrieves its data from a third party. Sarah will verify the data model by inspecting the widget’s output. She right clicks on the first item in the RSS Feed and sees what data is returned.

The item contains both a url, href=http://blogs.findlaw.com/in_house/2017/01/i-9-issues-when-hiring-foreign-workers.html, and a title, I-9 Issues When Hiring Foreign Workers. Sarah affirms that the answer to this question is yes. She can use an Existing Widget.

Does the output of the existing control conform to that of the proposed control? To answer this question, Sarah compares to output of the existing control to her requirements. The requirements relating to output are the following

• A story should be a title that links to the actual news story • Ticker should grab the top ten news stories upon retrieval • Ticker should display one story at a time and rotate on a timer

The first requirement is met by the output. However, the last two requirements are not. The existing control only retrieves 4 stories, not 10, and the stories do not display one at a time on a carousel. The answer to this question is no. Sarah will need to create a custom Template. Add the new template to the RssNews control. Create a new instance of the control using the new template and grab the Widget Snippet from it. For details on how to use an Existing Widget with a custom Template, see the Akumina - Digital Workplace – Widget Manager Overview Document.

Use Case 4 Praneet has been tasked with creating a Featured Event widget by his company’s HR department. After meeting with Director of HR he has gathered the following requirements:

• The Featured Event widget needs to be on the HR department’s home page • Members of the HR department need to be able to add and edit events via InterChange • Each individual event must link to a page for each event • A featured event has a title and description, the description will only appear on the page though • A featured event has the start date and time • A featured event as an image, when the user clicks on the image it will send them to the page. • The widget will not feature past events

Does the functionality of proposed control resemble that of an existing control? Praneet opens up the widget manager and searches through the widget instances. He sees a widget called ‘ImportantDates’ that looks promising.

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Praneet investigates further by editing the widget instance. He notes that the widget is referring to data stored in a list called ‘ImportantDates_AK’.

Praneet creates a new page on the site, adds a content editor, and pastes the snippet within.

Praneet notes that although the widget does not identically conform to his requirements, it is displaying event dates, titles, and descriptions. This is enough for him to continue exploring using it. He concludes that this existing widget resembles the proposed widget. The answer to this question is yes.

Does the data model of existing control contain the required columns of the data model for the proposed control? From the requirements, Praneet can deduce that the required columns for the data model of the proposed control are the following:

• A Text field for the Title field • A Date field for the Start Date field • A Date field for the Expires field • A Text field for the Description field • A Hyperlink field for the FriendlyUrl field

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• An Image field for the Image field

Praneet compares these columns to those of ImportantDates_AK

Praneet observes that an Image column is missing and concludes that the data model of items in ImportantDates_AK does not contain the required columns for the data model of the proposed control. The answer to this question is no.

Does the data for proposed control sit inside SharePoint? Praneet recalls the following requirement.

• Members of the HR department need to be able to add and edit events via InterChange

Since users are adding and editing content in InterChange the data is being stored in a SharePoint list. The answer to this question is yes. Praneet will need to build a new Generic List Widget. He will need to create a custom SharePoint List, which he will base off of the ImportantDates_AK but with additional columns. In addition, he will need to define a custom Callback function in digitalworkplace.custom.js, upload a custom Template, create a new instance of the GenericList widget using this template, and the Widget Snippet from this instance. For details on how to build a Generic List Control see the Akumina - Digital Workplace – GLC Quick Start Document.

Use Case 5 Zoran has been tasked with creating a Stock Ticker widget by his company’s Finance Department. After a meeting with the CFO he has gathered the following requirements

• The widget will need to display current stock prices • The widget will need to allow users to customize what symbols they want the stock prices for • The widget will need to display multiple stock prices at the same time • The widget will need to display the price differential • The widget will need to display a chart of the daily price

Now that Zoran has his requirements, he starts down the Widget Design Decision Tree.

Does the functionality of proposed control resemble that of an existing control? Zoran searches the widget instances within the Widget Manager and he cannot find anything that is related to displaying stock prices. The answer to this question is no.

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Does the data for proposed control sit inside SharePoint? Zoran recalls one of the requirements he gathered.

• The widget will need to display current stock prices

Since the stock price has to be current, the data will need to be retrieved from a third party that is reporting stock market prices. Therefore, the data for the proposed control does not sit inside SharePoint. Zoran will need to build a Custom Widget for this task. He will need to define a custom Widget Definition within digitalworkplace.custom.js, upload a custom Template, create a new custom widget within the Widget Manager, create a new instance of this custom widget, and the Widget Snippet from this instance. For details on how to build a Custom Widget see the Akumina - Digital Workplace – Custom Widget Document.