Creating the OnBase Integration Widget in Trimble Unity Permit Public Access - Creating the OnBase Integration Widget in Trimble Unity Permit Public Access - To complete the integration between Trimble Unity Permit Public Access and Electronic Plan Review, configure the OnBase integration widget in Trimble Unity Permit Public Access. This widget enables direct navigation to the associated Plan Review project after creating a permit application, allowing users to complete their profiles and upload necessary documents. - OnBase - Integration for Trimble Unity - OnBase/Integration-for-Trimble-Unity/Foundation-26.1/Integration-for-Trimble-Unity-and-Cityworks/Trimble-Unity-Permit-Public-Access/Configuration/Creating-the-OnBase-Integration-Widget-in-Trimble-Unity-Permit-Public-Access - Foundation 26.1 - Foundation 26.1

To complete the integration between Trimble Unity Permit Public Access and Electronic Plan Review, configure the OnBase integration widget in Trimble Unity Permit Public Access. This widget enables direct navigation to the associated Plan Review project after creating a permit application, allowing users to complete their profiles and upload necessary documents.

1. Access the Trimble Unity Permit Public Access portal as a Trimble administrator by entering your Trimble URL in a browser.
2. Log on using your credentials.
3. From the side menu, select Admin.
   The Admin page is displayed.
4. Navigate to the LAYOUT tab.
5. In the Profile pane, select Case Summary from the Layout drop-down list.
   The Case Summary Top Bar slot is displayed in the Widget Slots pane.
6. Select the Case Summary Top Bar slot and click Add Widget.
   A new widget is created under Case Summary Top Bar.
7. Select the new widget and click Edit Widget.
   The Widget Configuration dialog box is displayed.
8. From the Widget Type drop-down list, select HTML.
9. In the Widget Name field, modify the widget's name.
10. In the TYPESCRIPT section, enter code for the integration widget.
    Note: A complete sample TypeScript file can be found in Hyland Community or provided by Hyland Support.

    The following table lists required Plan Review case parameters that must be mapped to their equivalent Trimble Unity application case objects. This mapping enables the transfer of Trimble metadata to OnBase for automated Plan Review portal user and project creation.

    Plan Review Parameter	Trimble Case Object	Notes
    token	encodeURIComponent(sig)	Maximum number of characters: 150
    email	context.user.Email	Maximum number of characters: 254
    userName	context.user.FirstName and context.user.LastName	Maximum number of characters: 254
    identifier	context.case.CaseNumber	Maximum number of characters: 20
    projectName	context.case.CaseName	Maximum number of characters: 150
    reviewTypeName	context.case.CaseTypeDesc	Maximum number of characters: 150 Note: The CaseTypeDesc in Trimble must match an existing Review Type name that is configured in OnBase Configuration. To create a review type in OnBase, see Creating Review Types in the Electronic Plan Review documentation.
    externalIdentifier	context.case.CaObjectId	Maximum number of characters: 20

    The following table lists optional Plan Review case parameters that can be mapped to their equivalent Trimble Unity application case objects.

    Plan Review Parameter	Notes
    streetNumber	Maximum number of characters: 10
    streetName	Maximum number of characters: 255
    city	Maximum number of characters: 150
    state	Maximum number of characters: 20
    zipCode	Maximum number of characters: 10

11. In the CSS section, enter code for the integration widget.
    Note: A complete sample CSS file can be found in Hyland Community or provided by Hyland Support.
12. Click Save.
    All the changes are saved.
13. Click Close.
14. In the Profile pane, click Save Profile.