| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to add and configure the Cards component in the Portal Builder, including worksheet and card preparation, property configuration, and the portal user card experience.
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. Administrators can filter and sort worksheet data to control which records appear and in what order.
Cards can only be displayed from worksheets that already exist in the project. Cards must be created in the Worksheet Editor before they can be selected in the portal. If no specific card has been configured or selected for portal display, a default card layout is shown automatically.
Preparing the worksheet and cards
Before configuring the Cards component, ensure the following exist in the platform:
- The relevant worksheet has been created in the project.
- One or more card views have been created 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.
Adding a Cards component
- Open the Portal Builder.
- Add the Cards component to the desired location on the page.
- Open the Properties tab to configure settings.
Configuring Cards properties
Configure the following options in the Properties tab:
| Option | Description |
|---|---|
| Heading | Header text for the Cards component (maximum 100 characters). |
| Content source – worksheet | Required. Select the worksheet from which records will be displayed. |
| Filter | Apply filters such as date, party responsible, procedural step, status, date added, added by, date updated, or updated by. |
| Card | Select the card view used to display worksheet records. |
| Primary sort field: Field | Choose a field to control the primary sort order. |
| Primary sort field: Order | Set sorting to A–Z or Z–A. |
Example: Configure a Cards component titled Recent Case Updates filtered by status and sorted alphabetically by procedural step.
How the Cards component appears to portal users
When viewed by portal users, the heading appears at the top of the component. Each worksheet record is displayed as an individual card, with content and layout following 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.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.