What Does the Widget Do?
The Related Documents widget displays documents related to your case.
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 Style | Allows you to define how your documents are displayed on the widget |
| Show Label | Defines whether you display the label |
| Default Label Title | The default label that will show on the widget (when grouping by document type, the label for the document type will be used) |
| Maximum Document to Show | Defines the maximum number of documents your widget will display |
| Enable Detailed Related Document Management | Defines whether you can open a Related Documents blade from the widget |
| No Related Documents Message | Defines the message that will display if the case has no related documents |
| Allow Uploads | Defines whether you can upload documents through the widget |
| Expanded Upload | Defines whether the widget is expanded to display upload functionality by default |
| Maximum Documents Allowed (leave blank to allow unlimited) | Defines the maximum number of documents that can be uploaded via the widget |
| Maximum Validation Message | Defines the message that will be displayed when the maximum document limit is met |
| Allow in Phases (leave empty to allow in all phases) | Allows you to define which documents are displayed dependant on what phase they are in, e.g. closed, in review, not required etc. |
| Show Attach from Computer | Defines whether you display a button which allows a user to upload documents from their computer |
| Show Attach from Repository | Defines whether you display a button which allows a user to upload documents from the document repository |
| Show Drag and Drop Upload | Defines whether you want to enable upload of documents by dragging them into the widget. |
| Drag and Drop Label | Defines what message will be displayed in your upload window. |
| Show Upload Folder | Defines whether you allow the user to choose which folder to upload documents to |
| Upload Folder Label | Defines the label on your Upload Folder drop down |
| Default Upload Folder | Allows you to define a default value for the Upload Folder drop down |
| For Document Type | Show only documents of a specific document type. This type will be applied to new uploaded files (if enabled). |
| Group by Document Type | Allows you to categorise your documents by type on your widget (If chosen the type label will be used instead of the label defined by Show Label) |
| Repository Id (leave blank to select based on work type) | Allows you to define a specific document repository to save the documents to. If left blank documents will save to the primary work type repository |
| 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 |