Case Team Portal Widget
What Does the Widget Do?
The Case Team widget displays your team members and their related key statistics.
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 |
| List view | Defines the list which the widget will query |
| Group by participant role | Group the users listed in the widget by the roles they have on work |
| Filter by team | Filter the items shown in the list by team |
| Show profile picture | Defines whether you display the Case Team's profile pictures |
| Show primary team role | Defines whether you display the team member's primary team roles |
| Show contact details | Defines what contact details you show for each Team member |
| Show portfolio count | Allows you to display a count of how many cases each team member is a participant in |
| Portfolio count label | Allows the portfolio count to be shown |
| Call to Action; Select a command | Allows a call to action to be specified to open a specific action. |
| 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 |