You can use this widget only for the Leads and Deals apps. It is added on the side panel of a form and allows you to move a deal or a lead from one pipeline to another. When moved, the item is assigned the initial status of a selected pipeline.
Only users who have the Edit access permissions can move app items between pipelines.
To configure the widget, drag it to the canvas or click +Widget on the side panel of a form. Enter the settings in the opened window.
The Object* and App* fields are defined automatically.
System settings are the same for all the widgets. They are used to configure a widget’s visibility and access to its data, define what happens, when the user moves or hovers the pointer over a widget area, etc. Find out more in the System widget settings article.
To finish the configuration, click Save and Publish in the upper left corner of the page.
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