<< Click to Display Table of Contents >> Inbox |
One of the options you can add as an experience element is the Inbox. With this control, you can display all the cases and their related information associated with the signed-in user directly on the page. This allows each Persona to interact with their corresponding cases using the Activity form.
To add the control, go to the Controls menu and drag it from the Experience Elements section onto the page.
Once added to the page, you can configure content, design, visibility, and layout settings.
In the Manage tab, you can select the process whose cases will be displayed in the Inbox control:
In the Design tab, you can configure several appearance settings:
•Align: Set the text alignment to left, right, or center.
•Control height: Define the height of the control using screen percentage or pixels.
•Control width: Define the width of the control using screen percentage.
•Column width: Adjust the width of individual columns by selecting one from the drop-down list and using the slider (values range from 80px to 500px). Repeat for each column as needed, and save your changes (Save button in the top bar) to apply them in the published app.
In the Visibility tab, you can define whether the control is visible to specific Personas and their Contexts by selecting the corresponding checkboxes. Check the box for each Persona you want to grant access to, or select All to make the control visible to all Personas.
Once your app is published, you can use the filter button located in the top-right corner of the control. If a filter is applied with a single process selected, the Inbox control displays the specific columns designed for that process. If multiple processes are selected—or if no filter is applied—system columns are displayed instead.
You can filter cases by Status, Case number, Process, Case creation date, Case due date, and Activity due date.
On mobile devices, the Inbox control interface adjusts to provide more space for viewing activity details. Field titles such as Process, Case creation date, or Case due date are clearly displayed for better readability.
Last Updated 5/11/2025 8:12:12 PM