Widget integration for field-level lookups

The Review Center supports widget integration to enable field-level lookups.

This feature enables administrators to associate an external widget with a document entity field or a table column. When a reviewer selects the lookup action, the configured widget opens in the Insights panel and displays contextual information from external systems without leaving the Review Center.

Widget integration is configured in the use case type definition.

• For document entity fields you must:
  • Set lookup_enabled to true
  • Configure the lookup_metadata object
• For table columns, configure the table_lookup_metadata object within the table definition.

Both configurations use:

• widget_id to identify the widget
• widget_group to define the widget group

Document Entity Lookup Properties (lookup_metadata)

For a document entity field, the lookup_metadata object supports these properties:

Property	Type	Description
widget_id	String	Unique identifier of the widget triggered for the lookup
widget_group	String	Widget group to which the widget belongs
attributes	Array of Strings	Field keys whose values are passed to the widget as context parameters
message	String	Identifier used to open the widget in the Insights panel

Table Column Lookup Properties (table_lookup_metadata)

For a table column field, the table_lookup_metadata object supports these properties:

Property	Type	Description
widget_id	String	Unique identifier of the widget triggered for the table lookup
widget_group	String	Widget group to which the widget belongs
button_label	String	Label displayed on the lookup button
button_tooltip	String	Tooltip displayed on hover
button_icon_id	String	Icon identifier for the lookup button
attributes	Array of Strings	Column keys whose values are passed to the widget as context

Example

{

"value": "Vendor ID",

"key": "VENDOR_ID",

"required": true,

"disabled": false,

"field_type": "string",

"lookup_enabled": true,

"lookup_metadata": {

"widget_id": "vendor_lookup_widget",

"widget_group": "ERP_Lookups",

"attributes": ["VENDOR_ID", "VENDOR_NAME"],

"message": "M3_InvoiceProcessing_Vendor_ID"

}

}

In this example:

• The lookup action opens the configured widget (vendor_lookup_widget) in the Insights panel.
• The widget receives the specified attributes (of VENDOR_ID and VENDOR_NAME ) as context parameters.
• The widget displays relevant vendor information from the ERP system.

The Review Center also supports IDM document type mapping:

• The idm_document_id in the payload must match the attribute value of the mapped document type.
• The RPA flow must use the configured document type and attribute instead of the previously hardcoded type.