The widget is available only for the view and edit forms of an app item. It displays the current status of the item on the side panel. If users are allowed to change the status manually, they can change the status directly in the widget.
To configure the widget, drag it to the canvas from the right panel of the interface designer or click + Widget. To learn more, see Form templates. Fill out the settings in the pop-up.
- App*, App Item*. The values of these fields are set automatically.
- Forbid to change the pipeline. The option is used for leads and deals. Enable it to prevent users from moving items to other pipelines using the widget.
Events and System tabs
These tabs are for system settings that are the same for all the widgets. They allow you to configure a widget’s visibility and access to its data, define what happens, when the user moves or hovers the pointer over the widget, etc. Find out more in System widget settings.
To complete the settings, click Save. To make the changes available to users, click Save and Publish in the top toolbar.