The widget is placed on a form’s sidebar. It allows you to move a deal or a lead from one pipeline to another. When moved, the item is assigned the New status.
Only users who have editing access permissions for deals or leads can move app items between pipelines.
To add the widget to a form, drag it to the modeling canvas from the right panel of the interface designer or click +Widget on the sidebar of the form you’re configuring. To learn more, see Form templates. Then set up the widget in the window that opens.
The values of the Object* and App* fields are defined automatically.
Events and System tabs
These tabs contain system settings similar for all widgets. They allow you to set the widget’s visibility and access permissions, configure the widget’s behavior when the user hovers over it, etc. Read more about these settings in the System widget settings article.
To finish configuring the widget, click the Save button. To make the form available to users, click Save and Publish on the interface designer toolbar.
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