Widgets

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15

Widgets are portable, reusable components that are used in pages to manage content and process work items.

The default pages in Case Client include widgets that are already wired together. You can wire other widgets together, including widgets from other vendors, to create a customized application.

For example, if you want to create an application for a bank loan department, you can configure the application so that bank clerks can initiate loan applications, and managers can approve or deny those applications. To create this application, you create a Solution space for the bank by copying the default Solution space. The default Solution space contains both Work page and Cases page. The Work page includes the Toolbar and In-baskets widgets. The Cases page includes the Toolbar, Search, Case List, and Case Information widgets.

In our example bank loan application, you might use the widgets to provide the following functions:

In-baskets widget: Use the In-baskets widget to allow bank clerks and managers to view the loan applications that for the Clerk or Manager roles. Most of the work is completed using the In-baskets widget.
Toolbar widget: From the Toolbar widget clerks or managers can start a new loan application. Managers can add new employees to the case worker role from this widget. With the Toolbar widget, you can allow switching between different roles if the clerk, manager, or other bank worker is a member of different roles.
Case Information widget: The Case Information widget displays information about the loan application case in a tabbed format. In the Summary view, clerks can view the associated information for work items. In the Documents view, clerks can do various document-related tasks including: add, view, remove, add comments to a document, and check in or out any document associated with the case.
Search widget: From the Search widget bank clerks and managers can conduct various searches for loan applications.
Case List: The Case List widget displays the list of loan applications.

There are two additional spaces, Case Pages space and Step Pages space, that also include various pre-wired widgets.

After creating space and pages, you can modify the location of widgets on the pages, add widgets onto pages, and configure the widgets.