Web Configuration – Overview
Web Configuration - Concepts
Web definitions
Generic information
List page
List block
Search block
List layout
Additional SQL
Show / hide action buttons
Searching in Self-Service
CAD Viewer
Configuring generic features
Adding a site
Adding a web definition
Configuring fields on a web definition
Configuring icons in Self-Service modules
Configuring large text fields
Using operators in search fields
Hiding field values
Creating sections on a page
Sorting of lists
Using macros to auto-populate fields on web forms
Dynamically updating the end date & time
Adding help text to a page
Adding help text to a section
Customizations via translations
Specifying a hint text
Adding a placeholder text
Uploading documents
Making file upload mandatory
Uploading SVG images in Self-Service
Adding additional SQL statements for filtering
Linking web definitions to navigation groups
Linking user groups to a web definition
Applying javascript
Changing the styling of a web form
Editing CSS styling
Specifying custom styling
Uploading system images
Using system images in CSS
Copying a web definition
Exporting a site’s definition(s)
Importing a site’s definition(s)
Making forms dynamic
Making elements optional or mandatory
Dynamic behavior for multiselect fields
Configuring web definitions
Web Client
Creating a Web Client
Removing Web Client buttons from the ribbon
Making My account settings for end users
Allowing users to add a new email address
Allowing users to choose a theme
Homepage
Creating a homepage
Adding gadgets to the homepage
Assigning gadgets a fixed position on the homepage
Adding a generic filter for gadgets on the homepage
Replacing the Planon logo with a custom logo
Self-Service modules
Account
Configuring basic account management for application managers
Working with a User account list
CAD Viewer
Configuring CAD Viewer
Knowledge base
Adding a Knowledge base definition
Including HTML in Knowledge Base items
Move requests
Move request list
Adding a Move request list
Move request wizard
Adding a Move request wizard
Configuring a Draft status for move requests
Orders
Order definition
Adding an Order definition
Order list definition
Adding an Order list definition
Product store
Adding a product store definition
Adding a Product store list
Publisher
Publisher components
Row expander
Breadcrumbs
Display document as link
Charts
Adding a Publisher list
Adding a row expander
Adding a Publisher details definition
Charts prerequisites
Adding a Publisher chart
Adding a KPI chart
Supported chart types in Web Configuration
Publisher CAD Viewer
Reservations
Reservation list
Adding a reservation list
Reservation wizard
Configuring the use of the floor plan in the Reservation wizard
Adding a Reservation wizard
Selectors
Adding a selector
Service requests
Request list
Adding a service request definition
Adding a request list
Checking for duplicate requests
Import from Planon Self-Service 1
Linking questionnaires
Linking standard orders
Services
Adding a web definition in Services
Configuring graphics for the Services gadget
Visitors
Visitor list
Adding a visitor list
Adding a visitor
Adding a car park
Workflow
Workflow list
Web configuration
External content
Defining external content
Space demand form
Configuring a space demand form
Mobile start page
Creating a mobile start page
Service Desk
Configuring the Service desk module for the Web client
Linking Service desk to a user group
Linking Service Desk to a Navigation Panel group
Customizing the Search panel
Service list
Linking the Add panel to a Service list
Configuring the Service desk View panel
Configuring navigation from Service Desk to back-office TSIs
Configuring navigation from Service Desk to back-office TSIs
Web content
Adding web content
Meters
Adding a meter web definition
Configuring the Meter search list
Configuring the Meter details page
Configuring the Meter readings - add page
Examples of Additional SQL
Variables
Troubleshooting
Web Configuration – Field Descriptions
Homepage fields
Custom settings
Numbers
Color
Font
Axis
Behavior
Lines
Attribute availability
Autosuggest fields
Document fields
External content fields
Gadget - configuration
Space demand form fields
Mobile start page fields
Service Desk fields
Service Desk Search fields
Selector fields
CAD Viewer fields
Knowledge base fields
Knowledge base - configuration
Knowledge Base - HTML fields
Move request list - fields
Move request list - configuration
Move request wizard - fields
Move request wizard - configuration
Order list fields
Order list - configuration
Orders - fields
Orders - configuration
Products list page - Actions configuration
Publisher list - configuration
Row expander - configuration
Publisher details - fields
Publisher details - configuration
Publisher Chart fields
Publisher Chart page - configuration
Chart examples
Publisher CAD Viewer fields
Reservation list fields
Reservation list - configuration
Reservation wizard - configuration
Reservation wizard fields
Request list fields
Service request fields
Request list - configuration
Service request - configuration fields
Questionnaire fields
Duplicate requests fields
Visitor fields
Visitor - configuration fields
Visitor list fields
Visitor list - configuration
Workflow list fields
Workflow list - configuration
Workflow details fields
Workflow details - configuration
Workflow - Labor hour settings
Workflow edit fields
Workflow edit - configuration
Workflow order details fields
Workflow order details - configuration