Utilities panel

Low-code configurable 8.6

The utilities panel houses modular widgets that provide quick access to data or resources that support a user’s workflow at any time and in any part of the case.

The utilities panel is displayed on the right side of the case view. It is automatically removed if there are no widgets for a case.

When selecting between a utility widget or a tab, you should consider the following:

  • If the information must be quickly available at all times, use a utility widget
  • If the information needs an in-depth review, use a case tab

The collapsed utilities panel contains a set of icons that, when clicked, reopens the utilities panel.