How to Create a Form View Widget Using the New Widget Builder

Background information

The new Widget Builder integrates all widget configuration options on a single page.

• By centralizing the management of all configuration options, users no longer need to switch between various pages, saving time and effort, enhancing user experience, improving work efficiency, and simplifying the operation process.
• This integrated design is easy to use and makes the configuration process more intuitive and efficient.  

When to use Form View Widget

Form View Widget is typically used when you want to display a form to collect user input or data. It provides a structured layout for input fields, labels, and buttons to create a user-friendly form for users to fill out.

You can use Form View Widget when you want to create forms for tasks such as submitting requests, collecting customer information, or updating user profiles.

Required permissions

Only users with admin roles can access the New Widget Builder and edit the widget settings. 

1. Access New Widget Builder

1.1 Create a new Form View widget using the New Widget Builder

1. Navigate to Widgets on the MSPbots app menu and click New Widget. 
   
   
   
   
2. Choose the Form View widget type on the New Widget window. 
   
   
   
   
3. Turn on the Try New Widget Builder switch.
   
   
   
   

1.2 Configure an existing widget using the New Widget Builder

1. Navigate to Widgets on the MSPbots app menu.
2. Search and click the widget to open it.
   
   
    
3. Turn on the Try New Widget Builder switch.
   
   

2. Set the Options for the widget

Design

Click Design bar to show the settings.

• Form List - Select a form template from the drop-down list.
• Role - Select one or multiple roles supported by the added form from the drop-down list.
  The form widget can only be submitted if the roles are supported by the form.
  Users with these roles can submit information.
  
  
  
  

3. Save your settings

1. Click the    button in the upper right corner.
   
   
    
2. Fill in the following fields.
   • Name
   • Description
   • More Info
   • Tag
   • Role
     
     
      
3. Click Save.

   New widgets are at the bottom of dashboards, scorecards, and reports. When you save a new widget, the screen will automatically scroll to show where the new widget is.

   You can edit the dashboard design by modifying the widget's placement in the dashboard.

What other actions are available from the widget's screen in the new Widget Builder?

Switching to the original Widget Builder

If you want to switch back to the original Widget Builder page, click to open the Unsaved Changes pop-up window.

• If you do not want to save the settings in the New Widget Builder, click Leave without Saving.
• If you want to save the settings in the New Widget Builder, click Save Changes.
  
  

Creating a bot from the widget

1. Click   > Create Bot.
   
    
    
2. For more details on creating a bot, see How to Create a Bot from a Widget in New Widget Builder mode.

Creating a filter for the widget

The filter is for secondary filtering of the data filtered in the Dataset.

1. Click   > Filter.
   
    
    
2. Select a field you want to filter.
   
   
    
3. Set a condition for the field using the subsequent two dropdowns. For descriptions of each option, refer to What Filter Conditions and Formats are Available for Creating Widgets.
4. If you want to add multiple filter conditions,
   1. Click the Add icon and choose either Add Condition or Add Group.
      • Add Condition - Add a filter condition.
      • Add Group - Add a condition group.
        
        
         
   2. Repeat steps 2 and 3.
5. Select the logical operator AND or OR for the conditions or filter groups.
   • AND - Conditions within a group or groups are connected by an AND relationship, which requires that all conditions or groups must be fulfilled.
   • OR - Conditions within a group or groups are connected by an OR relationship, which means that only one of the conditions or groups needs to be fulfilled.
6. Click ok to keep your settings.
   
   
    

Cloning the widget

1. Click the    button in the upper right corner.
2. Hover over Clone to and select from:
   • Clone to "My Widgets"
   • Clone to Existing Dashboard
   • Clone to New Dashboard
     
      
      
3. Follow the steps below:
   • If you select Clone to "My Widgets",
     1. Fill in the following fields:
        • Name
        • Role
        • Description
          
          
           
     2. Click Confirm to clone the widget as a new widget.
   • If you select Clone to Existing Dashboard,
     1. Select a existing dashabord from the list.
        
        
         
     2. Click Clone.
     3. The page will redirect to the editing mode of the existing dashboard. For more information on how to edit the dashboard, see How to Create and Use Dashboards in MSPbots. 
        You can also find the cloned widget in My Widgets category in Widgets.
   • If you select Clone to New Dashboard,
     1. Select Dashboard or Report.
        
        
         
     2. For more information on how to edit the dashboard or report, refer to the below articles. 
        • How to Create and Use Dashboards in MSPbots
        • How to Create and Use Reports in MSPbots 
          You can also find the cloned widget in My Widgets category in Widgets.

Deleting the widget

1. Click More Options , and then select Delete.
   
    
    
2. Click Confirm.
   
   

Sharing the widget

1. Click the Share icon to copy the URL of the widget.
   
   
    
2. The message Copy Success indicates that the copy was successful and you can share the URL with others who want to view the widget.
   
   

Adding the widget to My Favorites

Click the   button in the upper right corner to add the widget to My Favorites.


 

• When   changes to  , it means the addition was successful.
• After that, you can find the widget in the My Favorites tab.
  
  
   
• If you want to remove it from My Favorites, click   to change it to  .