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Reference guides for every widget you can place on a portal or workbench
What Does the Widget Do? A rich set of functionality available on top of a Document Management System (DMS). These are typically accessed through the re...
Explore how to use the calendar view portal widget's functionality to easily manage events on your dashboard.
What Does the Widget Do? The Case Explorer widget displays a list of related cases and the case network. You can also add sections based on a search sco...
What Does the Widget Do? The Case Key Facts widget renders a list of the key fact attributes for a case. Configuration Settings Setting Description With...
What Does the Widget Do? The Case Team widget displays your team members and their related key statistics. Configuration Settings Setting Description Wi...
What Does the Widget Do? The Document Expectations widget allows you to attach documents for your case directly through the portal without having to ope...
What Does the Widget Do? The Drafting Plan widget displays a list of documents that are being drafted for a case.. Configuration Settings Setting Descr...
What Does the Widget Do? The Image Placeholder widget allows you to display an image on your portal which can be optionally used as a clickable link to ...
What Does the Widget Do? The Information Message widget is used to display some information you want the user to be aware of when opening the portal. Co...
What Does the Widget Do? The List view widget displays a configured defined list view. Configuration Settings Setting Description With Chrome Will displ...
What Does the Widget Do? The Matter Radar widget displays a visual snapshot of a cases current state. Configuration Settings Setting Description With ...
Configure the participant summary portal widget.
What Does the Widget Do? The Plan View widget allows you to display work in the format of a plan. A common use for this is on the radar of a work type, ...
What Does the Widget Do? The Property Titles widget displays the property and title details for the case Configuration Settings Setting Description Wi...
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 Setting...
What Does the Widget Do? The Related Documents widget displays documents related to your case. Configuration Settings Setting Description With Chrome Wi...
What Does the Widget Do? The Task Groups widget displays a task list categorised by groups Configuration Settings Setting Description With Chrome Will...
What Does the Widget Do? The Time Entry Radar widget tracks time spent on your case by person. Configuration Settings Setting Description With Chrome Wi...
What Does the Widget Do? The Title Bar widget renders a title ribbon bar with an icon, title and subtitle. Configuration Settings Setting Description ...
What Does the Widget Do? The Wiki widget provides display and management of a Wiki on a piece of work. You can configure pre-defined sections or allow u...
The Work Item Portal Ribbon widget provides a ribbon containing the contextual menu/toolkit for the work item.
What Does the Widget Do? The Work Type - Lifecycle widget displays the lifecycle duration of the work type from its creation in days, months or hours Co...
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....
What Does the Widget Do? The Work Types Grouped by Tags widget displays a task list categorised by tag groups. Configuration Settings Setting Descriptio...
Portals are useful for managing different tasks, but they could be even better with some customisation. Imagine being able to add a ribbon with your own...
What does the widget do? The Prepare Document Browser widget lets you add a list view to a portal page where users can browse the document templates on ...
What does the widget do? This is available from 7.10. The Report View widget displays a ShareDo Report, PowerBI Report or a Dashboard. Radars use the ...