The Select Product widget is used to work with items of the Product Catalog app from the Product Catalog workspace. This widget helps to select a product of interest to the client, for example, on the page of a lead or a deal. You can:
- View product data.
- Fill configurable product attributes with values.
You can place the widget on the forms of apps and tasks in business processes.
начало внимание
The Select Product widget is available when activating one of the paid CRM solutions that include the Product Catalog workspace. Only users with a solution license can use it.
конец внимание
Set up the widget
Let’s review the order of settings for using the Select Product widget on the Leads app forms:
- After selecting a product in the widget and saving the lead page, a service app item is created in the Product Catalog workspace that stores the data of the selected product. To do this, you need to add the PC Product service property with the App (one) type to the context of the Leads app.
In the property settings, select the Products contract from the Product Catalog workspace. The sources of the contract are service apps, in which products are allocated and saved in groups. The created property is specified in the settings of the Select Product widget.
- Add the Select Product widget to the create, edit, and view forms of the Leads app. To do this, in the interface designer, drag the widget from the sidebar to the modeling canvas.
- In the window that opens, select the PC Product property created in the first step.
- Limit access to the product on the lead page to view only. Then the employee will be able to change the product and its attributes only on the edit form of the lead.
- To do this, go to the System tab on the Leads app view form in the Select Product widget settings and set the Read only field to Yes.
- The widget is added to the app form as a field that has no name. Use the Text widget to set the desired field name.
- By default, the field for selecting a Products directory item from the CRM workspace is placed on the lead form. Remove this field as it is not used if employees work with products from the Product Catalog workspace.
- Save the settings of the Leads app forms and publish the changes.
For more information about user actions with the Select Product widget, see Select a product on the app item page.