You can customize the company interface using widgets in the Interface designer.
Widgets are the interface elements that help you upload files, display data, activity streams, user lists, etc.
You can use widgets to:
- Customize pages. Read more about that in this article.
- Customize forms. Read more about that in this article.
By combining different widgets, you create the interface tailored for your users. In addition, you can save your widget combination and use it on different pages and forms over and over again. Thus, you can create various interfaces, catered to the needs of your company.
You can create and configure widgets in the Interface designer. You can open the designer in two ways:
- Go to the Administration > Interfaces section. Create a new widget or a page for a designer to open.
- Create a new page in the main menu or in the workspace menu. Click Add widget in the center of the page and click on the Interface designer option.
How to operate the Interface designer
The interface designer has three tabs: Template, Context, and Scripts.
When you enter the designer, the Template tab opens. You can find the canvas in the center and all available widgets on the right sidebar.
To add a widget, drag and drop it to the field and configure the settings. Read more about the widget configuration in this article.
Read more about creating your own widgets in this article.
Here, you can quickly combine the widgets by dragging them into each other. For example, add the Panel with header widget to the canvas, then drag the Columns widget into it, and then, add the Table for the report into one of the columns. This combination can be saved for further use. That way, you won’t have to configure the other widgets from scratch.
You can write a script for data processing in the Scripts tab. They are going to be used in widget configuration later. For example, you can display current exchange rates on the page or create a page header that will change depending on the current date by using a script.
The interface designer has different widget types for each system element. Depending on what element of the system you are configuring, certain widget types will be available to you. For example, you can’t add the form sidebar widgets like App element status to a page. Likewise, you can’t add page widgets to the form.