About the Social Widget

Custom state forms may include the Social Widget, which displays the working groups and the expert panel where you can select to have experts suggested for the item.

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 where the user is selected. Users are sorted based on the number of interactions in a list. You can click image to send an e-mail message about the item.

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

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

The interactions are divided as follows on the details pane. They are noted with a unique icon:

  • image: Indicates the number of transitions executed by the user. Transitions include submit, updates, and other transitions.
  • image: Indicates the number of notes added by the user.
  • image: Indicates the number of attachments added by the user. Attachments include images, files, URLs, and item links.

Expert Panel

If your administrator has configured the Experts feature, you can select to 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 from this ranked list are displayed.

Click on a suggested expert to display their contact information. If the user has a configured email address, you can choose to send the user an email by clicking on 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 within the items.
  • Only items that have been in the same state in 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.