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Question

Web Access iframe improvements

asked on March 3, 2017

This is related to my previous post, but I think I need to elaborate on the use case a bit more and recommend additional features and improvements.

First of all we love Web Access 10. It's the greatest thing since sliced bread. We stopped showing the desktop client to new clients and are working to switch existing clients to use WA 10. The prospect of embedding it into a form to be able to display repository contents is awesome and opens new possibilities. I know you could do it before with older versions of WA but the new one looks slick, is responsive and works very well. I just want to elaborate on a type of scenario we have come across several times recently.

In this scenario, we want to use Web Access inside a form in order to display documents submitted through the form in a previous step. This is pretty easy to do. However, what makes this scenario challenging is that the users involved are not tech-savvy. At all. In fact some of them can barely use a computer and we are going to have to train them heavily to transition them from a paper-based environment to a Laserfiche environment.

As such, we need the embedded Web Access view to be extremely simple and locked down. This is to prevent accidents, errors, and general confusion. The only thing the users should be able to do when looking at WA through a Form iframe is:

  • See a list of documents
  • Click a document and view its image in full-screen mode

 

That's it. We don't want the users to be able to do the following:

  • Use the checkboxes next to the document name in the entry browser. Most people end up clicking them in their first attempt to open a document (hey, it's a checkbox, why not click it right??). Then they wait for a few seconds and get confused when nothing happens. Like I said, very non-technical users. So we need a way to get rid of those checkboxes in this locked down view. They aren't needed anyway since multi-selecting docs is not needed in this case.
  • Right-click anything to open its context menu (need a way to disable it)
  • Drag and drop new documents into the folder (we need all file imports to be done via Forms)
  • Open documents inside the same iframe (they currently open in a new tab and we need to prevent this)
  • See a document's thumbnails or metadata pane (page navigation should occur only through the up and down arrows on the doc viewer toolbar)
  • Place annotations on the document or rotate it, or change it in any other way
  • When viewing a document inside the iframe, quickly and easily go back to the folder
  • Perform searches or log themselves out (a way to hide/remove the entry browser toolbar and the navbar that doesn't require custom JavaScript)

 

I know some of these are possible via the readonly query parameter. The problem is that the help files state read-only mode only works if the user has to log in after clicking the link. Once again though, these users are very very non-technical and the last thing we want is to display a login screen to them. We want to leverage LFDS single sign-on as much as possible, so readonly mode needs to work somehow when the user is already logged in.

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Replies

replied on March 6, 2017

Hi, Ege,

 

Glad to hear you guys love the web client so much. Just to clarify, do your non-tech-savvy users actually need rights and privileges to perform these actions, or is your goal simply to hide them?

 

Most of your requests can be accomplished with our security features.

  • Drag and drop - it cannot be disabled, but if you simply deny them the Import feature right, then they won't be able to import anything
  • You can open documents in the same iframe by using a web client query parameter at the end of your WA url
    •    ?newtab=disabled
  • You can use attributes to hide the panes that you want
    •  [WebAccess]ShowMetadataPane, [WADocView]ShowMetadataPane, [WADocView]ShowThumbnailPane, etc
  • You can deny them certain entry access rights on a document so they can't place annotations or modify a document
  • We have the Return to Folders action in the DV will let them go back to the folders. We are working on the DV UI so things are more intuitive and accessible
  • Search - simply deny them the Search feature right, and the search bar will be hidden

 

Other concerns

  • There is no out-of-the-box way to hide the checkboxes. It's pretty commonly used throughout Laserfiche products.
  • We can look into disabling the context menu, but if they have the proper security setup, then they shouldn't be able to get themselves into trouble

 

If our frontend security features are not enough, is there something specific you would like to see? Are you looking for a way to add granular security to every single component in the web client? Also, what proportion of your total user base would you say are "non-tech-savvy"? Beyond technical prowess, are there other kinds of users that would benefit from a simpler web client UI?

 

Thanks for your feedback. Cheers!

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replied on August 3, 2018

Thanks for the info Alex, but can you explain where the attributes you mention are set ([WebAccess]ShowMetadataPane, [WADocView]ShowMetadataPane, WADocView]ShowThumbnailPane, etc)?  I can't find any documentation on this.

Thanks.

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replied on August 3, 2018

These attributes are used behind the scenes when you toggle these panes in the UI, so I'm not sure if they would be documented. For 10.3.1 and below, you can find these options in the Display Options dropdown in the top blue ribbon. Under the Details submenu, you can choose to hide the right pane altogether. See screenshots below:

In the Doc Viewer, you can also choose to hide Thumbnails/Text:

 

Note, we are planning on overhauling some of these UI elements in our 10.4 release to make things more intuitive. 

 

Cheers

 

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replied on September 28, 2018

In 10.4 will it be possible to show or not show elements of the Web Client using URL parameters?

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replied on September 28, 2018

We do already have a URL parameter which will hide the top Laserfiche bar as well as the left folder tree pane. Checkout "mode=embed" documented in  https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-us/userguide/default.htm#../Subsystems/client_wa/Content/ShortcutsURLs/URLs.htm . This is useful if you're trying to embed the web client in an iframe or other application.

 

 

Other than that, there aren't any ways to remove elements through a URL param, and there aren't any plans slated for 10.4.

 

Which UI elements are you looking to hide? We'd love to hear some more info about your use case.

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replied on September 30, 2018

"mode=embed" doesn't work for me.

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replied on October 1, 2018

Are you appending the parameter using an ampersand?

For example, https://ServerName/laserfiche/browse.aspx?repo=Reponame&mode=embed

It appears some of the example URLs in the documentation are wrong. They should be using an ampersand when appending a URL parameter. Apologies for that, I'll be sure to have the documentation updated appropriately.

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replied on October 1, 2018

Can descriptions be added for the different View Modes in the documentation?

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replied on October 1, 2018

Sure, I've asked our UE team to take a look.

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replied on July 15, 2019

Hi @Alex Kang,

I think the documentation is wrong. When I use the sample:

https://servername/laserfiche/browse.aspx?db=Repository#/?id=entryID&mode=embed&newtab=disabled

Embed doesn't work.

When I use:

https://servername/laserfiche/DocView.aspx?db=Repository&docid=entryID#?mode=embed&newtab=disabled

Taken from here:

where dbName is the name of your repository. Note that this URL option will only take effect if the link is used when the user is logged out; it will not take effect if used while a user is logged in.

View mode options can be combined with other URL options by appending an ampersand and then the option at the end of the URL.
https://servername/laserfiche/browse.aspx?db=dbName#/?id=entryID&mode=embed&newtab=disabled

 

-Ben

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replied on July 15, 2019 Show version history

You're absolutely right. The slash between the hashtag and the question mark is not valid.

I'll put in another note to our UE team.

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replied on July 15, 2019

Hi Alex,

without the slash, the Web Client redirects to

/DocView.aspx?db=dbName&docid=xxx

but strips the directive "mode=embed"

If I construct the URL with DocView.asp and mode=embed, it works as expected. My concern is if one of those aspx methods is going to be deprecated, then I'd like to be sure to use the right aspx :)

 

-Ben

 

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