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Placing widget on custom forms

These steps need to be performed if the customer wants to change the place of widget. 

Note: contract creation is supported from the opportunity only.


  1. Login to Dynamics with Admin privileges
  2. Settings - Customization - Customize the system  
  3.        
  4. Choose opportunity entity and form where you want to place the widget (for example if it is main Opportunity form: Entities - Opportunity - Form- Opportunity)
  5. At Top navigation ribbon click at second tab "Insert"
  6. Create New Section and/or Tab if required to place our Widget
  7. Select Section where widget should be placed
  8.  In the existing field list, find "Oneflow Widget" field: 
  9. Drag and drop it to the section you want to place the widget on : 
  10. Then, double click on the "oneflow widget" field. 
  11. Remove the flag from "display label on the form"
  12. Then, go to "Controls" tab and click on "Add Control"
  13. Find "widget" in the list and click on "Add"
  14. Then, switch the control to widget for  all devices:
  15. Click "Ok"
  16. Click on "Save" and then "Publish" buttons. 
  17. You're done!

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