Working Groups and Suggested Experts Panel

Custom forms can include the Social widget, which displays a working group and an expert panel.

Working Group

The working group shows the number of interactions other users have had with the item and then displays the number of interactions for each of those users. It also displays the current fields in which the user is selected. The users are sorted based on the number of interactions in a list.

Note: The current user is not displayed in the list of users in the working group.

You can select a user to open the details pane. The details pane contains contact information for the user, the number of interactions broken down by type, and the current fields in which the user is selected, such as Owner or Submitter.

The interactions are divided as follows on the details pane. They are denoted by a unique icon:
  • image indicates the number of transitions. Transitions include submit, updates, and other transitions.
  • image indicates the number of notes added to the item using the item actions or on item update.
  • image indicates the number of attachments added to the item. Attachments include files, URLs, and item links.

Expert Panel

You can display a list of suggested experts by clicking the Suggest 3 Experts link on the Social widget. The suggested experts are a list of users who are ranked based on the number and kind of similar items that they worked on. The top three users are displayed.

Click a suggested expert to display contact information. If this user has a configured email address, you can send the user an email by clicking the email link.

The experts are found and ranked based on the following criteria:
  • The title words in the item are used to search for similar items within the same project and subprojects. Similar items are found and ranked based on a weighted keyword search of the title and description of the items.
  • Only items that have been in the same state over the past six months are evaluated.

  • Deleted users are not included in the suggested expert list.

  • The current user is not included in the suggested expert list.