Display widgets on records and tables forms to gain more functionality or for any other purpose.
To add a widget to a form, follow the steps below:
- Configure widget displayability before adding it to layout.
- Configure the options schema.
After all preparations are done, you can add a widget to a form. For this, please complete the steps below:
- Open the form you want to add a widget to.
- In the hamburger menu, select Configure → Form → Layout.
- Add a widget to form layout.
- Click Save to apply changes.
Configure a widget
Firstly, you need to configure a specified widget that will be available for adding. For this, please follow instructions provided in the Widgets Displaying article.
Add a widget to a form layout
On the form appeared, select a widget you want to add:
- Click on a desired widget from the Available box.
- Drag-and-drop or use form buttons to move the widget to the Selected box.
Define a widget position on the form with
or 
buttons. Use splitter elements to create the form structure.See Form Layout to learn more about form layout configuration.
Configure the options schema
Use the Widget Instance window to specify the widget options.
See Portal widget option to learn more about widget configuring when adding a widget to a page or to a form.
- In the Schema Option Values field, enter the widget options in JSON format.
Specify the desired widget option values, otherwise the default values will be applied:
JSON Example{ "tableName": "itsm_incident", "condition": "state!=10" }The widget of each type has the following common Attributes along with the set of private attributes specified.
See Portal Simple Tags and Box widgets to learn more.
- Click Save to apply the changes and leave the form configuration view.
