List view
Portal Widget: List View
What Does the Widget Do?
The List view widget displays a configured defined list view.
Configuration Settings
| Setting | Description |
|---|---|
| With Chrome | Will display your widget as a self contained tile with a title and functional buttons |
| Title | Title must be provided if With Chrome is switched on |
| Icon | The Font Awesome icon that will be displayed next to the title on your widget. |
| Choose list scope | Define the scope of your list. |
| Choose view | Allows you to choose from a variety of list styles. |
| Select row instead of opening it | Available from Clio Operate 7.13. A single click selects the row and broadcasts it on the topic of the widget, instead of opening the work item. A widget such as the Work item portal pane then displays the selected work item. Double-clicking a row still opens it. |
| Select the first row automatically | Available from Clio Operate 7.13. Displays only when Select row instead of opening it is on. Selects the first row when the list loads, so that a linked pane is filled when the page opens. |
| Allow bulk actions | |
| Allow bulk assign | Allows multiple items to be assigned to a user simultaneously. |
| Allow bulk transitions | Allows multiple items to be transitioned to a new phase simultaneously |
| Custom bulk menu context | |
| Custom menu context | |
| Filter Persona | Defines which personas will see the widget in the UI |
| Filter Phase | Defines which phases the widget can be seen in, if not defined it will default to 'visible in all phases' |
| Filter Features | The widget can be aligned to a feature so the widget is only shown when the feature is enabled |
| Filter Security | The widget can be aligned to a permission so the widget is only shown to users with the specified permission |
|
Messaging Topic Name |
Available from 7.10. A name that the list view shares with other widgets, so that they exchange events only with each other. Use it for interactive reports, and from Clio Operate 7.13, to pair the list view with a Work item portal pane. Enter the exact name used on the other widgets in the group. |
Radar - list view count metric
Portal Widget: Radar - List View Count Metric
What Does the Widget Do?
The Radar - List View Count Metric widget renders a configurable count from a list view scope in a radar.
Configuration Settings
| Setting | Description |
|---|---|
| With Chrome | Will display your widget as a self contained tile with a title and functional buttons |
| Title | Title must be provided if With Chrome is switched on |
| Icon | The Font Awesome icon that will be displayed next to the title on your widget |
| Choose List Scope | Defines the list from which your metric will count |
| Configure Metric Display: Add row | Allows you to configure multiple responses to be displayed in the widget dependant on the count |
| Up to | Defines the count up to which your chosen response will be displayed |
| Icon | The Font Awesome icon that will be displayed on the widget |
| Colour | Defines the colour of the icon on your widget |
| Label | Allows you to add a label to provide further information alongside your icon |
| Show Count | Defines whether you want to display the count alongside your icon |
| Filter Persona | Defines which personas will see the widget in the UI |
| Filter Phase | Defines which phases the widget can be seen in, if not defined it will default to 'visible in all phases' |
| Filter Features | The widget can be aligned to a feature so the widget is only shown when the feature is enabled |
| Filter Security | The widget can be aligned to a permission so the widget is only shown to users with the specified permission |
Work type - Multiple list view count aggregator
Portal Widget: Work Type - Multiple List View Count Aggregator
What Does the Widget Do?
The Work Type - Multiple List View Count Aggregator widget enables the display of multiple list view counts in a single widget.
Configuration Settings
| Setting | Description |
|---|---|
| With Chrome | Will display your widget as a self contained tile with a title and functional buttons |
| Title | Title must be provided if With Chrome is switched on |
| Icon | The Font Awesome icon that will be displayed next to the title on your widget |
| Display As | Defines how your data will be displayed |
| Enable Navigate to List | Allows you to enable opening of the relevant worklist from its count on the widget |
| Aggregator Sections, Name | The name label on the individual list count |
| Aggregator Sections, Icon | The icon which will display against the individual list count (only shows on Display As: count) |
| Colour | The colour of the individual bar or count icon on each individual count list |
| Choose list scope | Defines the list view from which your individual list count will be taken |
| Filter Persona | Defines which personas will see the widget in the UI |
| Filter Phase | Defines which phases the widget can be seen in, if not defined it will default to 'visible in all phases' |
| Filter Features | The widget can be aligned to a feature so the widget is only shown when the feature is enabled |
| Filter Security | The widget can be aligned to a permission so the widget is only shown to users with the specified permission |