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Widgets in the utilities pane

Updated on December 13, 2022

Widgets in the utilities pane help your users access data and resources that support the workflow at any time in the case life cycle. For example, a banking application can include the Files and documents widget with which users can upload documents to support the mortgage process.

Utilities pane

The utilities pane that hosts the widget is an expandable pane on the right side of the case page. The following figure shows a sample utilities pane configuration.

In design terms, the utilities pane is a region in the pyMainCaseInner section, which is the default case page, and uses the standard main case page UI template. The widgets are out-of-the-box sections that you can add to or remove from the pane. For more information, see Adding UI components to a view.

Out-of-the-box widgets

Traditional applications include the following widgets:

Case followers
Shows a list of people that work on the case.
Case stakeholders
Shows a list of people who have an interest in the outcome of a case.
Case attachments (Files and documents)
Holds additional documents that support the case.

By default, the utilities pane includes the newer Case attachments section that holds a single attachment that the user can add from a local source, from a URL, or from the application documents. You can also delete and replace the Case attachments section with the Case Attachment Widget (multiple files) section, which supports multiple attachments.

Case tags
Displays tags used in the case.

By default, the he main page template holds the tags widget section directly. The section uses a visibility condition. When you enable tags in your case, the section becomes visible to your users.

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