| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
The Single Card portal component allows users to share a specific record from a worksheet with portal users, displaying the information in a single, structured card format.
The Single Card component is designed for highlighting one specific record from a worksheet, such as a key procedural step, important milestone, or summary entry. Instead of displaying multiple records, this component focuses on a single entry and presents it using a predefined card layout.
The data displayed is controlled by selecting a source worksheet, a specific record, and a card configuration created in the Worksheet Editor. Sorting options help determine how records are evaluated when applicable.
Step 1: Prepare Worksheet and Card
Before configuring the Single Card component, ensure that:
- The relevant worksheet has been created in the project.
- At least one card view has been configured in the Worksheet Editor.
Important:
A worksheet is required, and cards must be created before they can be selected for display.
Example:
Create a worksheet named “Case Overview” with a card that summarizes key case details.
Step 2: Add a Single Card Component
- Open the Portal Builder.
- Add the Single Card component to the desired portal page.
- Open the Properties tab to configure the component.
Step 3: Configure Single Card Properties
Configure the following options:
| Option | Explanation |
|---|---|
| Heading | Header text for the Single Card component (maximum 100 characters). |
| Content source worksheet | Required. Select the worksheet where the record is stored. |
| Record | Choose the specific record to share with portal users. |
| Card | Select the card view used to present the record. |
| Field | Choose a field for primary sorting logic. |
| Order | Set the order as A–Z or Z–A. |
Example:
Configure a Single Card component titled “Next Procedural Step” that displays one record using a card designed to show deadlines and responsible parties.
Step 4: Portal User View
When displayed to portal users:
- The heading appears at the top of the component
- A single card is shown, representing the selected record
- The card layout follows the design defined in the Worksheet Editor
Only the chosen record is visible, making this component ideal for emphasis or summary information.
Example:
Portal users clearly see the most important upcoming step without needing to browse multiple records.
Display example of 'single card' component: 
Use the Single Card component to spotlight critical information from a worksheet, ensuring portal users can quickly access and understand key records.