Global Widgets Management

The Global Widgets management page controls the master list of widget types available throughout the system. This interface manages the Global.Widgets table, which determines which widgets appear in the "Add Widget" dropdown menus and controls their display order, categorization, and availability.

Quick Start

To add a new widget type: Click Add â?? Fill in widget name, alias, description, and category â?? Set position number â?? Click Add. To reorder widgets: Edit POS values or drag rows using the grip handles â?? Click Save POS Order. To deactivate widgets: Check boxes â?? Click Deactivate Selected.

Access Requirements

This page requires Admin-only access (Client.ID = 1). Only the primary system administrator can manage global widget types as these settings affect all users across all workgroups.

Toolbar Functions

Button Function Description
Add Add Widget Type Opens modal to create new widget type with name, alias, description, category, and position
Back Navigation Back Returns to previous page in browser history
Close Close Page Closes page or returns to Control Panel if in iframe
ð??? Refresh Page Reloads the current page to refresh data
Search Box Sticky Search Searches widget names, aliases, and categories. Search persists across page refreshes
Show All Clear Filters Clears search filter and shows all active widgets
Show Inactive View Deactivated Shows only inactive/deactivated widget types
Resequence Auto-Number POS Automatically renumbers all position values using the increment setting
Increment Field Resequence Step Sets the increment value for resequencing (default: 10)
Save POS Order Save Positions Saves all position changes made in the POS column or via drag-and-drop

Data Table Columns

Column Description Sortable
Checkbox Select widgets for bulk operations (deactivate, reactivate, hard delete) No
Drag Handle Grip icon for drag-and-drop reordering of widget positions No
Widget Name Primary identifier for the widget type (shown in bold) Yes
Alias Alternative display name for the widget (optional, shown in gray) Yes
Category Widget category shown as colored badge from Widget_Categories table Yes
Description Detailed description of widget functionality (truncated at 120 characters) Yes
POS Position/sort order value (editable text input, center-aligned) Yes
Actions Edit button linking to GlobalWidgets_RecordEdit.cfm No
Status (PLHA) 4-bit status flags: Private, Locked, Hidden, Active (clickable toggles) Yes
ID Unique database identifier for the widget type Yes

PLHA Status System

Each widget type uses a 4-bit bitmask system for status flags. Each letter represents a clickable toggle:

Flag Bit Value Color When On Description
P - Private 8 Red Widget is private/restricted access
L - Locked 4 Purple Widget is locked from editing
H - Hidden 2 Blue Widget is hidden from normal view
A - Active 1 Green Widget is active and available for use

Click any letter to toggle that specific flag. Inactive flags appear in light gray. The Active flag (A) is the primary visibility control.

Bulk Operations

Active Widgets Mode

When viewing active widgets (default view):

  • Deactivate Selected: Check boxes and click the red "Deactivate Selected" button to soft-delete widgets (clears Active bit)
  • Check All: Use the header checkbox to select/deselect all visible widgets across all DataTables pages

Inactive Widgets Mode

When viewing inactive widgets (click "Show Inactive"):

  • Reactivate Selected: Green button restores widgets by setting the Active bit
  • Permanently Delete: Red button performs hard deletion (irreversible database removal)

â? ï¸쳌 Deletion Warning

Hard deletion permanently removes widget types from the database and cannot be undone. Only deactivated widgets can be hard deleted. Active widgets must first be deactivated (soft delete) before permanent removal.

Position Management

Manual Positioning

  1. Edit the POS values directly in the table's POS column
  2. Lower numbers appear first in widget dropdown menus
  3. Click "Save POS Order" to commit all position changes
  4. Changes affect the order widgets appear in "Add Widget" dropdowns

Drag and Drop Reordering

  1. Click and hold the grip handle (��) in the second column
  2. Drag the row to the desired position
  3. Release to drop the row in the new location
  4. POS values automatically update during drag operations
  5. Click "Save POS Order" to save the new arrangement

Automatic Resequencing

  1. Set the desired increment value (default: 10)
  2. Click "Resequence" to auto-number all positions
  3. First widget gets increment value (10), second gets 20, etc.
  4. Click "Save POS Order" to commit the new sequence

Adding Widget Types

  1. Click the green "Add" button in the toolbar
  2. Fill in the Add Widget Type modal:
    • Widget Name: Primary identifier (required, max 100 characters)
    • Alias: Alternative display name (optional, max 100 characters)
    • Description: Detailed explanation of widget functionality
    • Category: Select from predefined categories (loaded from Widget_Categories table)
    • Position (POS): Sort order value (default: 500)
  3. Click "Add" to create the widget type
  4. New widget types are automatically set to Active status

Searching and Filtering

The search functionality persists across page refreshes and searches multiple fields:

  • Widget Name: Primary widget identifier
  • Alias: Alternative display names
  • Category: Widget category names

Search terms are stored in the client session and maintained until manually cleared.

Status Filtering

  • Default View: Shows only active widgets (Active bit = 1)
  • Show Inactive: Shows only deactivated widgets (Active bit = 0)
  • Show All: Clears search filters and returns to active view

Data Table Features

  • Sorting: Click column headers to sort (excludes checkbox, drag handle, and actions columns)
  • Pagination: Default shows all records, configurable to 25/50/100 per page
  • State Saving: Table remembers sort order, pagination, and search settings
  • Responsive Design: Table adapts to different screen sizes
  • Row Highlighting: Hover effects for better visual feedback

Integration Points

  • Global.Widgets: Master widget types table managed by this interface
  • Global.Widget_Categories: Provides category names, labels, and colors
  • Sponsors: User authentication and permission validation

AJAX Endpoints

  • ajax_GlobalWidgetToggle.cfm: Handles PLHA status bit toggling
  • GlobalWidgets_RecordEdit.cfm: Individual widget type editing interface

Workflow Examples

Creating a New Widget Category

  1. Ensure the desired category exists in Widget_Categories table
  2. Click "Add" to open the widget creation modal
  3. Enter widget details and select the appropriate category
  4. Set position value to control dropdown order
  5. Submit to create the widget type

Reorganizing Widget Display Order

  1. Use drag-and-drop to visually reorder widgets
  2. Or manually edit POS values for precise positioning
  3. Use "Resequence" for clean, evenly-spaced numbering
  4. Click "Save POS Order" to commit all changes
  5. Test widget dropdown menus to verify new order

Managing Widget Lifecycle

  1. Active Use: Widget appears in all dropdown menus
  2. Soft Deactivation: Remove from dropdowns but preserve data
  3. Review Period: Use "Show Inactive" to review deactivated widgets
  4. Hard Deletion: Permanent removal after confirmation period

Summary

The Global Widgets management interface provides comprehensive control over widget types available throughout the system. Use this page to add new widget types, organize their display order through position values or drag-and-drop, manage categories and descriptions, and control widget availability through the PLHA status system. All changes affect widget dropdown menus across all user workgroups, so careful testing is recommended after modifications. The interface supports bulk operations for efficiency and maintains audit trails through soft-delete workflows.