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Placing widget on custom forms

Note: contract creation is supported from opportunities only.

 

        Login to Dynamics with Admin privileges

  1. Settings - Customization - Customize the system  
  2.        
  3. Choose opportunity entity and form where you want to place the widget (for example if it is main Opportunity form: Entities - Opportunity - Form- Opportunity)
  4. At Top navigation ribbon click at second  tab "Insert"
  5. Create New Section and/or Tab if required to place our Widget
  6. Select Section where widget should be placed
  7.  In the existing field list, find "Oneflow Widget" field: 
  8. Drag and drop it to the section you want to place the widget on : 
  9. Click on "Save" and then "Publish" buttons. 
  10. You're done!

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