Close Work

Serves to configure a business flow that allows to close a work record when the whole flow for this work is done.

When configured, it contains tabs with tasks tables related to a specific work record and buttons that can complete or unassign tasks and close the work.

Field	Description	Visualization
Name	Can be set any name Name will be displayed in the Clearion Web as the name of the tab for Close Work widget
Work Record Configuration	Work Record Source Table The source represents a table where a specific work record is stored (e.g., Work Group, Work Assessment, etc.). The source table should be initially added to the Data Source tables
Work Record Configuration	Work Record Closed State If the status of the activated record matches the value in this field, then when the Work Spans widget is opened, a notification will be displayed “This work is closed.“
Tasks Configuration The same config can be applied to the Complete tasks and Unassigned tasks	Tasks Source Table (s) Represents data source tables where task records are stored
	Tasks Where Clause An SQL expression that generates a query that retrieves only those tasks from the source task tables that are related to the current work The request will be sent to each of the specified Task Entities tables E.g.: WORKGROUP_FK = '{WORKGROUP_PK}' AND STATUS > '3' - this expression retrieves only those records where the WORKGROUP_FK value of the task equals the WORKGROUP_PK value of the work record and the Status field value of the task equals or higher than 3
	Tasks Status Groups Determines status groups from 1 to 10 for the STATUS field The following status groups are available: Open Closed - task records will be moved to this status when the work is closed Complete Unassigned Outstanding
	Tasks Columns Columns that will be displayed in the Open, Complete or Unassigned Tasks tables Columns can be added manually via Add Column Columns can be added automatically via Generate Columns: select an appropriate table select all the necessary fields Columns Settings Header Text - any text that represents a column name can be added Field - should correspond to a field in a table Width - column width It can be set to any appropriate width If set to 0 then the width will be automatically adjusted Lookup - lookup can be added if needed Visible - determines if a column is visible or hidden by default If hidden, it can be selected in the Columns Selection menu (if it is enabled in the Tasks Table settings)	Add Column Generate Column
	Table Settings Visible - determines if the Task Table is visible in the Clearion Web Sorting - sorts a column ascending or descending Filtering - filters records by specific parameters Grouping - groups records by a field Search - search field for a table Columns selection - allows to select columns that are hidden by default Paging - when enabled, allows setting the number of records on a page. When disabled, all records are displayed on one page Save Filter Settings - if true then applied filter parameters are preserved when navigating the widget’s tabs till the widget is closed or filter parameters are reset Table Name - the title for the Tasks table tab Show Zoom And Highlight - The checkbox 'Show Zoom And Highlight' is enabled (set to true) by default, allowing users to zoom in and highlight selected records on the map. In some cases Zoom and Highlight features are redundant in widgets, so user can hide these buttons by unchecking the box
Names Control	Configuration of the Close Work widget buttons and information notifications
Close & Create Flow	Enable Flow checkbox If true, the Close & Create Flow configuration will be enabled and the Close & Create button will be visible to CW users If false, the Close & Create Flow configuration will not be enabled and the Close & Create button will not be visible to CW users (Only Close Work flow will be available in this case)
	Create Form Fields Fields that will be displayed in the Create New Work form can be configured here Fields can be added manually via Add Column Fields can be added automatically via Generate Columns: select an appropriate table select all the necessary fields	Add Column Generate Column
	Fixed Due Date Button Label of the Fixed Due Date Button
	Floating Due Date Button Label of the Floating Due Date Button
	Tooltip Title Tooltip text configuration
	Disable Button Status Work Record Status at which the Floating Due Date Button is disabled and the tooltip is shown
Confirm Modal	Allows to specify variables for Close Work confirm modal Specific fields should be specified for the following fields in the confirm modal Work Name - e.g. Work Group Record ID - e.g. WORKGROUPID Status - e.g. Closed The text of the configured modal: 'You are closing <Work Name>: <Record ID> This will move all tasks to the <Status> status. A new Work will NOT be automatically created. Are you sure you want to proceed?’	Configuration Result
Custom Actions	Custom actions that determine behavior for such triggers as ‘Close Work’ and ‘Close Work and Create’ buttons Custom Actions should be created in advance
Role	Allows to hide the widget for the selected role If all Slider widgets are hidden for a particular role, the Slider itself will be hidden for that role
Save	Saves the configuration The button is disabled till the source tables are added for both work record and tasks
Export / Import	Please see the article on this topic Widget Export and Import