Add a widget to a page

A page is an interface element that users interact with directly. To make a page easy to work with, customize it with widgets. In this way, you will provide users with convenient tools to perform their tasks, for example, a calculator, reports, buttons, links, etc.

начало внимание

Only the users included in the Administrators group can create and customize pages and widgets.

конец внимание

There are several ways to add a widget to a page:

• In the simple page editor.
• In the interface designer.
• By using a page or widget that has already been created and published in the interface designer.

Simple page editor

The simple editor is used when you need to fill a page up with simple widgets, for example, to display text, a chart, a table, incoming phone calls, etc.

To start working in the editor:

1. Create a page. Then click Add widget.

2. Select a widget, set it up, and click Save. The widget will be displayed in the simple page editor.
3. To add another widget, click and select a widget from the list.

4. After you have added all the widgets that you need, click Finish editing in the top right corner of the page. The page with widgets will be saved.
5. To return to the simple editor, click Edit page in the top right corner.

Edit pages in the interface designer

In the interface designer, you can add widgets that are not available in the simple editor. Moreover, you can create your own custom widgets, for example, by implementing a script and introducing complex logic.

Note that when you switch to the interface designer, a widget of Page type is added to the page. This widget will be opened in the designer, where you can fill it with other widgets.

начало внимание

After customizing a page in the interface designer, it is impossible to switch back to the simple page editor mode.

конец внимание

To do that:

1. Create a page and click the Add widget button.
2. In the provided window, click Create custom widget:

If you already have a page, open it, click in the top right corner, and select Widget Builder. The interface designer will open.

In this case, a widget of the Page type will be added to the page, and its template will open in the designer. Widgets saved earlier in the simple editor will be added to the Page widget and displayed in it.

3. Fill the Page type widget by adding other widgets to it and customizing them. Save the changes and publish the finished Page widget.

Note that in the interface designer, you can add any widget to pages except for the side panel widgets. They are designed for forms only.

Use existing widgets

When creating a page, you can add widgets and pages created earlier that have been published in Administration > Interfaces.

To do that:

1. Create a page and click Add widget.
2. In the opened window, the Custom section displays previously created widgets, including widgets of the Page type. Select the desired one, customize it, and click Save.

If you select a ready-made widget of the Page type, it can only be edited in the interface designer. If you add a different custom widget, you can change its settings in the simple editor. Note that the changes you make are applied wherever the edited widget is used.

Edit or remove widgets on a page

To edit or delete a widget, go to the interface designer or simple editor mode.

Select the widget and click the gear or trash can icon in the upper right corner.

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