What Does the Widget Do?
The Participant Summary widget gives you quick and easy visibility of a case's key participants. Use the filtering functionality to display different groupings of participants in other widgets. For example, you can highlight the client or show your internal participants separately from external stakeholders.
You can configure this widget to display as a list or in a card view. The card shows a larger view of each participant. You can set the widget up so it shows as a card if a certain number of participants are present or a list if more than that exists.
You can have more than one participant summary widget on your portal - this enables you to separate the display of participants into logical groupings.
Configuration Settings
| Setting | Description |
|---|---|
| With Chrome | Will display your widget as a self-contained tile with a title and functional buttons. |
| Title | The 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. |
| Help text | Any short text line you want to show when the mouse is hovered over the widget. |
| Expanded | Whether or not the widget is expanded by default. |
| Exclude participants of these types | Allows you to exclude participants by type, e.g. person, team, vehicle etc. |
| Exclude participants' roles in these categories | Allows you to exclude participants by role category. |
| Exclude participant roles | Allows you to exclude participants by individual role. |
| Include participant roles | Allows you to show only certain participant roles. |
| Hide add participant button | Removes the ability to add participants to a case via the widget. |
| Display menus on participants | Defines what accessibility you have to edit participants through the widget. |
| Max cards to show | Defines the maximum number of cards the widget can show before switching to a list view. |
| Filter Persona | Defines which personas will see the widget in the UI. |
| Filter type | Defines which work type the widget can be seen in. If not defined, it will default to available to all types with no exclusions. |
| 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. |