My Projects Card View widget

Shows the current user's instruments.

This is the newer version of My Projects, using a card-based layout to display information about each instrument.

See Card views.

You can also use the original My Projects View widget instead.

See My Projects View widget.

In addition to the settings in the widget's configuration, you can configure the card view for different types of instruments in Infor Public Sector.

See System setup and Global service request settings.

You can enter these settings in the widget's configuration:

Setting Description
Show on Render Indicates whether you want to show the list of projects when the widget is first loaded.

Normally the My Projects Card View widget is placed under the My Dashboard widget, which is used to show or hide the list of projects. If you aren't using the My Dashboard widget, then you must select this check box to show the project list.

Use Session Storage Indicates whether the user's search criteria are stored when the user navigates to a record in the search results and then returns to the dashboard.
Note: If you enable this option for the My Projects Card View widget, you must also enable it for the My Assignments Card View widget.
Current Statement Target Page Page that displays the user's current statement.
Start Instrument Target Page Page that is used to start a new instrument.
Application Detail Target Page Page that shows details of a selected application.
Instrument Wizard Target Page Page that shows wizards.
Instrument Wizard Summary Target Page Page that shows wizard results.
Registration Target Page Page that is used to register new users.
Stored Procedure Mode Indicates if you want to use a stored procedure in the database to load the user's instruments. The stored procedure can be used to improve performance.

See Card views.

Records Per Page Maximum number of records to show in the widget at one time. Users can click the navigation links above and below the list of records to view additional pages.
View by Options Used to define various date range options for the search function. The options that you define will appear in the View list in the widget. For example, you might define an option called "This Week" that shows the last seven days.

Use the Default check boxes to specify which date range is shown when the widget opens. For best performance, we recommend setting the default to a limited range such as the last 30 days. The page can be slow to load if too many records are returned.

Search By Status Date Options Used to configure various status date search fields for the filter. For example, you might want to allow users to search for applications based on the date an application was added, or the date a permit was issued. For each check box that you select, Rhythm for Civics displays a pair of "from" and "to" date fields that can be used for searching.
Default Sort By Indicates how the records in the list will be sorted, such as by added date or by record number.
Default Included Records to Indicates whether the included records are initially expanded or collapsed. This only applies to project applications that were created by the CPQ wizards. Included records are the other applications that were created by the wizard, and for which the project application is a container.
Include Sub-type as Filter Criteria Indicates whether you want to include sub-types in the criteria that users can select to filter records. For example, this would allow users to search for building applications by work type, or to search for cases by case group.
Place Cards in this Order Three fields specifying the order in which the cards are displayed.