Back Forward Visual Dictionary — User portals and forms

The tables below present icons, controls and shapes that may appear in the Case Manager, Case Worker, Manager, or User portals. See Visual Dictionary — Designers and developers for a similar index to the images in the Designer Studio and rule forms.

Click an image to access a topic that explains the icon or mark. Some icons have multiple meanings depending on context.

Case Manager and Case Worker portals

These portal provide users with access to their cases, tasks, upcoming deadlines and goals, and other tools. See About the Case Manager and Case Worker portals.

Case and Subcase Switch Application Switch Portal RSS Show Data Maximize work item Availability Skills Profile Work Group
Workbasket Log off My Cases My Events My Dashboard Export Debug icon SmartInfo icon Event Feed Related Cases Subscribe
My Worklist                    

Reporting

Available in the Designer Studio, Manager, and Case Manager portals, the Report Browser lets you find, run, schedule, and subscribe to reports. The Report Viewer lets you view and interact with reports. See Using the Report Browser, Working with the Report Viewer and Scheduling reports.

Personal Reports Shared Reports Standard reports New Report Categories Function Builder icon      
Add Column Configure chart Edit Columns Email report Export to Excel Export to PDF Print report Report Filtering Report Title Save As

User forms (V6.2)

User forms created with the Application Accelerator or Application Express use copies of the standard harnesses Work-.New, Work-.Confirm, Work-.Review, and Work-.Perform. See Working with user forms (V6.2+).

Required field New status Flow Action Local Flow Action Notes Work Parties Attachments Red dpt Add Work Close Form
Red clock Related Cases Green Urgency Print Review Save Update Where-am-I Add Action Add Subcase Assignment
Pending Open Resolved Tag Follow Unfollow History        

User forms (V5.1-V6.1)

User forms created with the Application Accelerator in V5.3-V6.1 are typically based on copies of the standard harnesses Work-.New, Work-.Perform, Work-.Review and Work-.Confirm. See Working with user forms (V5.X).

Required field Attachments Spellcheck Expand all History calendar Copy work item Paper clip Print work item Expandall
Reopen Save Where-am-I? Folder Open Where-am-I        
Related topics About Harnesses

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