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The Lawson InfoBrowser Widget – Exporting and Importing

September 13, 2015

By: Patrick Dowd, Senior Technical Consultant, Infor Consulting Services

The Lawson InfoBrowser Widget is one of the strongest and most flexible tools found within Infor Lawson Smart Office.  InfoBrowser Widgets are configured by Power Users to query Lawson tables and return records that meet specific criteria.  While these widgets can be used as an ad hoc analysis tool, InfoBrowser Widgets are best suited as exception lists (e.g. looking for unpaid invoices), or data anomalies (e.g. vendors missing a tax id).

Vendors missing a Tax ID

InfoBrowser1

Once an InfoBrowser Widget has been created by a Power User, it may be desirable to share the widget with other users or have a Smart Office Administrator publish the Widget to the Widget Library.  In order for this to be possible, it is important to understand the steps required to export and import an InfoBrowser Widget.

Export Steps

Once the InfoBrowser Widget has been created, click the Settings icon in the upper right-hand corner of the widget:
InfoBrowser2

Click the Export button:
InfoBrowser3

Once the Save As dialogue is displayed, choose a location to save the .xml file that has been generated and provide a meaningful name.  In the example below, I have named the file Missing Tax ID’s.xml:

InfoBrowser4

*Please note you are not exporting the InfoBrowser data, rather you are exporting the InfoBrowser definition (e.g. table, fields, criteria, etc.)

Once the InfoBrowser has been exported, the .xml file produced can be sent to other users for sharing purposes, or to a Smart Office Administrator so it can be published to the Widget Library.

Import Steps

Launch the Widget Library and add a new Lawson InfoBrowser Widget to your Canvas.  Click the Import Button:

InfoBrowser5

Tip:  Alternatively, a permanent shortcut can be added to the Canvas that will automatically open a new InfoBrowser Widget: widget://add/?Scheme=S3.Client.Widgets.DataWidget.DataBrowser.  This will eliminate the need to open the Widget Library.

Browse to and open the location where you have saved the .xml file:
InfoBrowser6

Once the Widget Settings open, click Save:

InfoBrowser7

The importing user will now have the InfoBrowser Widget created by the exporting user:

InfoBrowser8

Note: The steps above reflect the process of sharing InfoBrowser Widgets amongst users.  The same steps can be followed to publish the widget to the Widget Library.  In that scenario, the user that receives the exported .xml file would be a Smart Office Administrator.  The Administrator would follow the import steps and then publish the widget using the Pre-Defined Widgets tool under the Administration Tools menu.


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