Adding Web Page objects

The Web Page object allows a link to a web address or URL to be added to a user page. This is useful for allowing your users to open a specific website or URL inside Legal Enterprise. Developers can specify a web address or construct a URL by building an expression using variables. The resulting page is then accessible under the associated location in the navigation pane.

Web Page objects can also be extended so that as well as displaying a web page, further actions can be processed. For example, a website could be displayed and then automatically logged into a particular area. To enable this, a series of actions are available for use with Web Page objects.

In addition, pages containing a Web Page object can be set as the default home page, firm-wide, group-wide or per user, so that users are automatically redirected to a specific web page each time they log on.

To add a Web Page object:

Use this procedure to add a Web Page object that displays a website and (optionally) performs further actions.

1. From the Advanced Page Designer toolbar, click the Web Page button . A blank Web Page object is added to the page.

• You can also click Add Web Page on the Object menu.

2. When the Edit Web Page dialog box opens, click Add. In the Action type drop-down, select GET.

3. Type "www.irislegal.co.uk" — including the quotes — in the space provided and click OK. Alternatively, you can use the Expression Builder lookup to construct a URL by using variables.

4. (Optional) Use the following action types to build a list of actions to process once the website has been displayed. This is useful if you want, for example, to automate the process of logging into a website (e.g. RTA Portal). You could even code it to perform a search once logged in. Important In order to use action types you will need to know how to identify the appropriate IDs of the elements on the website you want to use.

• CHECK:

  Checks that an element exists with a specified ID, e.g. a login form. Select CHECK from the Action type drop-down and type the appropriate ID in quotation marks.

  CHECK:"<elementID>"

• CLICK:

  Clicks an element with a specified ID, e.g. a log on button. Select CLICK from the Action type drop-down and type the appropriate ID in quotation marks.

  CLICK:"<elementID>"

• IF/ENDIF:

  Checks for an element with a specified ID and, if it exists, performs the actions within the IF/ENDIF block. If the element does not exist, then after 5 seconds the actions after the ENDIF continue. However, if the block contains a second line and that element does exist, then the actions after the ENDIF are performed straightaway, without the 5 seconds wait. Select IF from the Action type drop-down and type the appropriate ID in quotation marks. Don't forget to add an ENDIF!

  IF:"<elementID>"
  ...
  ENDIF:

• GET:

  Fetches a website or web page, e.g. www.irislegal.co.uk. Select GET from the Action type drop-down and type the desired URL in quotation marks.

  GET:"<URL>"

• NEW:

  Fetches a website or web page (e.g. www.irislegal.co.uk) but opens it in a separate browser window, i.e. outside of Legal Enterprise. Select NEW from the Action type drop-down and type the desired URL in quotation marks.

  NEW:"<URL>"

• PAUSE:

  Pauses the actions for the specified number of seconds. You may wish to do this to ensure that a script running on a page has time to finish executing. Select PAUSE from the Action type drop-down and specify the number of seconds without quotation marks.

  PAUSE:<seconds>

• POST:

  Performs an http POST. The first line is the URL, each subsequent line should be a name-value pair for the values to be posted. Select POST from the Action type drop-down and type the desired URL and pairs in quotation marks.

  POST:"<URL>"
  "<name>=<value>"
  "<name>=<value>"
  "<name>=<value>"
  "<name>=<value>"

• SET:

  Sets the value of a specified field on a page, e.g. a password field. If the element does not exist, then it will wait for 15 seconds before continuing. Select SET from the Action type drop-down and type the appropriate ID and value in quotation marks.

  SET:"<elementID>=<value>"

• SUBMIT:

  Submits a form with the specified name. Select SUBMIT from the Action type drop-down and type the name of the appropriate form in quotation marks.

  CHECK:"<formName>"

• To see how this functionality might be used in the real world, please refer to the examples below.

5. Click OK again to update the Web Page object. An entry is inserted into the object block.

• Show me:

  GET:"www.irislegal.co.uk"

• To edit a Web Page object, right-click it and select Edit Web Page.

• To remove a Web Page object, right-click it and select Delete Web Page.

6. Save the page. A shortcut will be visible in the navigation pane, under the location you chose when saving, and clicking it will open the specified web address or URL in the right-hand workspace.

To load Google and search for directions (Example 1):

Use this procedure to configure a Web Page object to open Google Maps and display directions from your office to the address of the currently selected client.

1. Follow the instructions for adding a Web Page object above.

2. When the Edit Web Page dialog box opens, click Add and do the following:

1. In the Action type drop-down, select GET.

2. In the space provided, type "http://maps.google.co.uk/maps?saddr=

3. Immediately after that, type your firm's postcode (e.g. WF15 8HG) and &daddr="

4. Finally, append + postcode_client_default to the end. The complete expression should look like this, where <postcode> is your postcode:

"http://maps.google.co.uk/maps?saddr=<postcode>&daddr=" + postcode_client_default

5. Click OK to add the action.

3. Click OK to update the Web Page object and save the page in one of the top level folders, e.g. My Work. The complete action should look like this:

GET:"http://maps.google.co.uk/maps?saddr=<postcode>&daddr=" + postcode_client_default

4. With a client in context, click the appropriate Web Page shortcut and watch what happens!

• Note The shortcut will be created in the navigation pane at the location you chose when saving the page.

To load the RTA Portal and log on (Example 2):

Use this procedure to configure a Web Page object to open the RTA Portal and log on using your firm's user name and password.

1. Follow the instructions for adding a Web Page object above.

2. When the Edit Web Page dialog box opens, click Add and do the following:

1. In the Action type drop-down, select NEW.

2. In the space provided, type "https://www.rapidclaimsettlement.org.uk" and click OK.

3. Add a PAUSE action and type 2 into the space provided. Click OK.

4. Add a SET action and type "ctl00_ContentPlaceHolder1_UsernameTextBox=<user name>" into the space provided, where <user name> is your firm's user name. Click OK.

5. Add another SET action and type "ctl00_ContentPlaceHolder1_PasswordTextBox=<password>" into the space provided, where <password> is your firm's password. Click OK.

6. Add another PAUSE action, this time set to 3 and click OK.

7. Finally, add a CLICK action and type "ctl00_ContentPlaceHolder1_Button1" into the space provided. Click OK.

3. Click OK to update the Web Page object and save the page in one of the top level folders, e.g. My Work. The complete action should look like this:

NEW:"https://www.rapidclaimsettlement.org.uk"
PAUSE:2
SET:"ctl00_ContentPlaceHolder1_UsernameTextBox=<user name>"
SET:"ctl00_ContentPlaceHolder1_PasswordTextBox=<password>"
PAUSE:3
CLICK:"ctl00_ContentPlaceHolder1_Button1"

4. Click the appropriate Web Page shortcut and watch what happens!

• Note The shortcut will be created in the navigation pane at the location you chose when saving the page.

5. (Optional) If you wish to extend this example to search for the current matter, you need to add the following steps to the above:

CHECK:"PostForm"
PAUSE:3
GET:"https://www.rapidclaimsettlement.org.uk/cfj-web/faces/pages/search/search.xhtml"
SET:"txtBusinessField1=" + rta_ci_applicationid
CLICK:"button"

To set up a Web Page as the home page:

Use this procedure to set a page containing a Web Page object as the default home page. For more details, refer to Setting default home pages.

1. In System Setup, select the level at which you want to set up a home page.

• To set a firm-wide home page, click Configuration > System > General tab.

• To set a group-wide home page, click Security > Group > Group Details tab.

• To set a user specific home page, click Security > User > General tab.

2. Under Home page, type or lookup the name of the user page that contains your Web Page object.

3. Click Save to store your changes.

Notes

• Any system or user page in the software (including any user pages that contain a Web Page object) can be set as a home page.

• Web Page objects can be added directly to a page, they do not need to be part of a group of widgets.

• Only one Web Page object can be added to a user page.

• Pages containing a Web Page object can be included in the import/export of charts and pages.

• In order to use action types you will need to know how to identify the appropriate IDs of the elements on the website you want to use.