Create Custom Widget

Role Required: SDAdmin

 

To create a custom widget,

• Go to Admin > Developer Space > Custom Widget.

• Click New.

• Fill out the details using the pointers given below:

  • Name: Provide a name for the widget.

  • Description: Provide a brief description of the widget.

  • Upload Widget/ Create Widget: Upload the zip file that contains the custom widget package. Note that the file size should not exceed 5 MB.

• Click Save.

 

 

List View Operations

Edit Custom Widgets 

• To edit a custom widget, make necessary changes in the plugin-manifest file.

• Click Actions beside the required custom widget and select Edit.

• Upload the latest zipped file to the application.

• Click Update.

 

Delete Custom Widgets

Click Actions beside the required widget and select Delete.

 

Preview and Manage Custom Widgets

• Click on a widget to preview its details.

• Under the Basic tab, you can:

  • Download the ZIP file containing the custom widget package.

  • Edit or delete the custom widget.

  •  Use Edit Source Code to modify the widget directly in the built-in editor.

 

 

Configure Display Location

• On the Display Location tab, click Manage Locations to add or remove widget locations.

• For each added location, use Add new criteria to define conditions for displaying the widget. The widget will appear only when specified criteria is met.

  • Associate Roles: Select the roles for which the widget should be visible.

  • Criteria: Define the conditions.

  • Show to Requester: Enable this option to make the widget visible to the requester.

• Enable/Disable Widget Items: Click the Toggle button beside a widget to enable/disable it.

 

 

 

Manage Connections

View and authorize the connections associated with the widget under the Connections tab.

 

 

 

Configure Variables

In the Configurations tab, you can:

• Add variables and assign values.

• Enable encryption for sensitive values using the toggle option.

 

 

The widget added to the request details right panel and request details tab is shown below: