Action Widgets

Overview

Action Widgets are Nextcloud Dashboard widgets that provide quick-action forms directly on the Nextcloud dashboard. They allow KCC agents and sales teams to perform common CRM operations without navigating into the full Pipelinq app.

Three widgets are provided:

Widget	Dashboard ID	Purpose	Order
Find Client	pipelinq_find_client_widget	Search clients and take quick actions	13
Start Request	pipelinq_start_request_widget	Create new service requests inline	14
Create Lead	pipelinq_create_lead_widget	Create new sales leads inline	15

Standards Compliance

Standard	Reference
GEMMA Callcentercomponent	Quick intake via dashboard
TEC CRM 1.1 (Lead Management)	Lead creation from dashboard
TEC CRM 3.1 (Case Management)	Request creation from dashboard
Nextcloud IWidget API	Dashboard widget interface

Start Request Widget

Provides an inline form for creating service requests (verzoeken) directly from the Nextcloud dashboard.

Fields

Field	Type	Required	Default
Title	Text input	Yes	n/a
Client	Autocomplete	No	n/a
Category	Text input	No	n/a
Priority	Dropdown	No	normal
Channel	Dropdown	No	n/a

Behavior

• Title is required; form submission is blocked if empty.
• Priority options: low, normal, high, urgent.
• Channel options: phone, email, walk-in, web.
• On submit, creates a request via OpenRegister API with status "new".
• On success, displays confirmation message with a link to the created request.
• Shows the 3 most recent requests below the form.

Create Lead Widget

Provides an inline form for creating sales leads with pipeline assignment.

Fields

Field	Type	Required	Default
Title	Text input	Yes	n/a
Client	Autocomplete	No	n/a
Pipeline	Dropdown	No	n/a
Value	Number input	No	n/a
Source	Text input	No	n/a

Behavior

• Title is required; form submission is blocked if empty.
• Pipeline dropdown loads available pipelines from OpenRegister.
• On submit, creates a lead assigned to the first stage of the selected pipeline.
• Supports quick-add mode: pressing Enter submits the form.

Find Client Widget

Provides a client search interface with quick action buttons.

Search

• Live filtering as the user types.
• Displays client type icons to differentiate persons and organizations.

Actions per Client

Action	Description
View	Navigate to client detail page
Create Request	Start a new request pre-linked to this client
Create Lead	Start a new lead pre-linked to this client
Copy Email	Copy client email to clipboard

New Client

• A mini-form allows creating a new client directly from the widget.

Shared Infrastructure

ClientAutocomplete Component

All widgets share a ClientAutocomplete.vue component (src/components/widgets/ClientAutocomplete.vue) that:

• Searches clients by name as the user types (2+ characters).
• Queries the OpenRegister API for matching client objects.
• Emits the selected client object to the parent widget.

Architecture

Each widget consists of three files:

Layer	File Pattern	Purpose
PHP	lib/Dashboard/{Name}Widget.php	Nextcloud IWidget registration
Vue	src/views/widgets/{Name}Widget.vue	Widget UI component
JS	src/{name}Widget.js	Webpack entry point, registers with OCA.Dashboard

i18n

All visible text uses t('pipelinq', '...') for internationalization (Dutch + English).

Styling

All styling uses CSS variables only (NL Design System compatible, no hardcoded colors). Form inputs use @nextcloud/vue components (NcTextField, NcButton, NcSelect, etc.).

Change History

Date	Change	Issues
2026-03-24	Initial implementation (action-widgets)	#83, #85–#97