Document Expectations Portal Widget
What Does the Widget Do?
The Document Expectations widget allows you to attach documents for your case directly through the portal without having to open each individual expectation work item. This is particularly useful if your workflow is dependant on receiving multiple documents.
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 |
| Show Command Buttons | Allows you to enable functional buttons on your document expectation work items |
| Show Phase Change Buttons | Allows you to enable phase change functionality on your document expectation work items |
| Show File Upload Buttons | Allows you to enable file upload functionality on your document expectation work items |
| Show Type Row | Allows you to define whether the document expectation type is displayed |
| Show Current Phase | Allows you to define whether the current phase of the document expectation is displayed |
| Show Owner | Allows you to define whether the document expectation owner is displayed |
| Show Phase Change Reason | Allows you to define whether to show the phase change reason where a reason has been configured on the phase plan |
| Show Due Date | Allows you to define whether the due date is displayed |
| Show From | Allows you to define whether the document sender is displayed |
| Friendly Date Tooltip | Allows you to add a hover over tooltip explanation to the due date counter on the document expectation |
| Show Only Phase Features | Allows you to show only document expectations in defined phases |
| 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 |