Click on Images to Expand Them
Step 1: Navigating to the Widgets Tile
Navigate to Administration menu > Single Pane of Glass tile > Widgets tile.
Navigation to Widgets View
Step 2: Opening the Widgets Details screen
Click the New Widgets button. This opens a blank Widget Details screen.
New Widgets button
Step 3: Accessing the Dynamic Wizard Widget
Select the Dynamic Wizard Widget tile at the bottom of the screen.
Type of Widget – Dynamic Wizard Widget
Step 4: Filling Out the Details Panel
There are six fields to fill out.
Required Widget fields
Fill out the fields in the Details panel:
Field | Description |
---|---|
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. |
Version | Identifies how many versions of this widget have been created. |
Description | A more in-detail description of the widget, used for internal reference. |
Status | This field defines whether the widget is finalized for use in client environments. |
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. |
Widget Type | This attribute currently is not used. |
Step 5: Saving the Docupace Start Widget
Click Save in the top toolbar of the screen. The new widget will be added to the list of available widgets.
Widget Save button
Step 6: Accessing Configuration Widget Settings
Click on the Widget configuration cogwheel icon in the Widget Configuration panel.
Edit Widget Configuration icon
Step 7: Building and Configuring Your Wizard
You can now proceed to building and configuring your wizard, as described in the respective sections of this guide.