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: | |
5 | Field | Description |
6 | 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. |
7 | Version | Identifies how many versions of this widget have been created. |
8 | Description | A more in-detail description of the widget, used for internal reference. |
9 | Status | This field defines whether the widget is finalized for use in client environments. |
10 | 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. |
11 | Widget Type | This attribute currently is not used. |
12 | Click Save in the top toolbar of the screen. The new widget will be added to the list of available widgets. | |
13 | Click on the Widget configuration cogwheel icon in the Widget Configuration panel. | |
14 | You can now proceed to building and configuring your wizard, as described in the respective sections of this guide. |