Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

The Cards portal component allows users to share worksheet records with portal users in a visually structured card format, providing an easy-to-read overview of key data.


The Cards component displays records from an existing worksheet as individual cards. Each card represents a single worksheet record and presents data based on a predefined card configuration created in the Worksheet Editor.

Cards can only be displayed from worksheets that already exist in the project. If no specific worksheet card has been configured or selected for portal display, a default card layout will be shown automatically. Administrators can filter and sort worksheet data to control which records appear and in what order.

Step 1: Prepare Worksheet and Cards

Before configuring the Cards component:

  1. Ensure the relevant worksheet has been created in the project.
  2. Create one or more card views in the Worksheet Editor to define how records should be displayed.

Note:
Cards must be created in the Worksheet Editor before they can be selected in the portal.

Example:
Create a worksheet named “Procedural Steps” and define a card showing step name, responsible party, and status.

Step 2: Add a Cards Component

  1. Open the Portal Builder.
  2. Add the Cards component to the desired page.
  3. Open the Properties tab to configure the component.

Step 3: Configure Cards Properties

Configure the following options:

OptionExplanation
HeadingHeading text for the Cards component (maximum 100 characters).
Content source – worksheetRequired. Select the worksheet from which records will be displayed.
FilterApply filters such as date, party responsible, procedural step, status, date added, added by, date updated, or updated by.
CardSelect the card view used to display worksheet records.
Primary sort field: FieldChoose a field to control the primary sort order.
Primary sort field: OrderSet sorting from A–Z or Z–A.

Example:
Configure a Cards component titled “Recent Case Updates” filtered by status and sorted alphabetically by procedural step.

Step 4: Portal User Card Experience

When viewed by portal users:

  • The heading appears at the top of the component.
  • Each worksheet record is displayed as an individual card.
  • The content and layout of each card follow the selected card design.
  • Only records matching the configured filter and sorting rules appear.

If no card has been explicitly selected, the portal automatically displays records using a default card layout.

Example:
Portal users view a set of cards summarizing upcoming procedural steps, each with clear status indicators.

Display example of 'cards' component:


Use the Cards component to present worksheet data in a clean, accessible format that highlights key information while maintaining control over filtering and sorting.