Creating a New Docupace Start Widget
Step | Result | |
|---|---|---|
| 1 | Navigate to Administration menu > Single Pane of Glass tile > Widgets tile. | |
| 2 | Click the New Widgets button. This opens a blank Widget Details screen. | |
| 3 | Select the Dynamic Wizard Widget tile at the bottom of the screen. | |
| 4 | Fill out the fields in the Details panel: | |
Field | Description | |
| 5 | Name | Users will not see this name; it is for internal reference only. Name it in a way that can be recognized by your co-workers for its function. |
| 6 | Version | Identifies how many versions of this widget have been created. |
| 7 | Description | A more in-detail description of the widget, used for internal reference. |
| 8 | Status | This field defines whether the widget is finalized for use in client environments. The status does not affect functionality of the widget, but may be used to filter and recognize incomplete widgets. Options: Approved, Not Approved |
| 9 | Widget Title | This is the name that is displayed to the user. Call the widget based on the function that it will fulfill to the end-user on the client-side. For example, New Client Account Opening. |
| 10 | Widget Type | This attribute currently is not used. |
| 11 | Click Save in the top toolbar of the screen. The new widget will be added to the list of available widgets. | |
| 12 | Click on the Widget configuration cogwheel icon | |
| 13 | You can now proceed to building and configuring your wizard, as described in the respective sections of this guide. |
