Prerequisites
- You must already have a case filter created in Jadu Connect. This filter defines the list of cases and the columns that will be displayed in the widget.
- The columns you configure in your case filter will be displayed in the dashboard, so it is important to refer to Case Filter Best Practices to ensure usability.
Configuring the UMN Case List Widget
After adding the UMN Case List widget to your homepage, follow these steps to configure it:
- Select the pencil icon in the widget's title bar to open the Settings.
- Configure the following settings:
- Title: Enter a title for the widget that will be visible to users.
- Filter: Select the case list filter you created in Jadu Connect.
- Maximum number of cases to display: Define the maximum number of cases should be returned (e.g. 25, 50).
- Note: If your filter returns more than this number, not all cases will be shown.
- Rename Columns (Optional): You can provide more user-friendly names for one or more of the columns from your Jadu Connect filter.
- Take Responsibility Button: Select Yes if the widget will be used as a team queue.
- Action Button Text (Optional): Customize the button label used for Next Form URL fields (e.g. "Approve", "Review") instead of the default Progress case.
- Select Continue to save and close the widget configuration.
(Optional) Configuring as a Team Queue
If you want the widget to function as a team queue with the Take Responsibility feature, you need to perform these additional steps:
- In the widget settings, set the Take Responsibility button option to Yes.
- In Jadu Connect, add the following fields to your Edit case form:
- Responsible Person - Email
- Responsible Person - Name
- In your case filter, add the following column:
- Responsible Person - Email
Related Articles:
Jadu Dashboard: Publish a Homepage
Jadu Dashboard: Work with Team Queues and Use the Take Responsibility Feature