How to get a Live Text Widget up and running.

I recently wrote about how Live Text was very popular at a customer, because it would recognize certain text everywhere and provide a related document lookup.

It is very simple and no coding is involved, but you may need to use some Regex to define what text is to be recognized.

Hogne B. Pettersen in the comments asked if I could show how it could be done
So here is a way to get you up and running.

Desktop Policy.
Since you most likely use policies already (you really should!) you will already have one or more Desktop Policies for your users.
The Desktop Policy contains some important information about Widgets.
For a user to be able to create a Live Text Widget you could create a Policy like this.

1) 2 ) Define the catalog server and database. If the Widget database is not created already, create it from the template on the server. It can be any name, but has to match the the name in the Policy
If the policy works for the user a local replica will be created from the server database.
3) You need to enable Live Text and Widget Panel

4) These are very important or you will not get access to create the widgets.
5) You can enable these if you want to distribute the widgets. You most likely do not want to allow by email but by the widget catalog only.

You can do a "Drop All" on the server to push the new policy to all relevant users or do a restart of your Notes client to get the policy changes

You may be able to get the same from some notes.ini settings and avoid the policy, but I can't remember..

The Widget Catalog
The Widget Catalog helps push your widget to your users. You can yourself push a widget to the catalog and define who should receive it (if you have the rights to).
You do not need the catalog to create a local Live Text Widget
It is a very good idea to use the Widget Catalog, but you can also distribute your widget in an email if you want to.

The Live Text example
Lets make a simple example for use of Live Text.

Let the task be to recognize my first name "Jesper" in any text and use it to look up a document with my name in a database containing some names

If you have set up Widgets and Live text correctly you should have these icons in the toolbar
I have created the example database with the names.
It has a sorted view with the names.

and the form

Open the names view in the demo database.

In toolbar click on "Configure a Widget from Current Context" and this will show.
Choose "Open document by key in this view" and click next

Name the Widget and select "Wire as an action"

Go to "Advanced" tab

Enter the name of the field in the example Names database

Click next

1) As you can see I have created a ContentType called "JesperContentType"

2) You can define that when you click "New Recognizer" to define what to recognize in the text

Here you define your Regex definition for your recognized text.
In this example it just finds the text "Jesper" in the content.

In "New Type" I have defined the "JesperContentType" for the example
Click OK and Finish

Using the "Live Text"
If you open any document (like here an email) it will then show Jesper underlined (when in read mode only)

Clicking on the link will open the Jesper document in the test names database

You can assign more than one action to the recognized text, like doing a search, opening another document, etc.
In such a case the different options will show when clicking on the link. You can also define a default action and more.
Since the key is to create the Widget from context, you should try and create widget from your inbox, and see there suddenly more options

The Widget Panel
It is a good idea to keep an eye on the "My Widgets" panel to see what Widgets you have.
From the menu here you have different options. Use "Manage Widgets...." to a list of all the Widgets with Content and Recognizers

Turning of "Live Text"
You maybe do not want the "Live Text" to be "on" all the time.
By going to File\Preferences and by going to "Live Text" you can turn of different Content Type or changes the style of the "Live Text" link

This blog entry is only to get you going and as you can see it is easy to get Live Text up and running.
I do think the "Smart" Live Text Widget stuff can be confusing at best and could have been done much better.

Posted on 09/25/2021 07:08:32 PM CEDT