Creating a Link Widget in Wavity
  • Widgets in Wavity are interactive components or visual elements within a user interface (UI) that provide users with specific functionalities, data visualizations, or quick access to information and actions.
  • Widgets can be added/edited to interfaces/dashboards in Wavity platform. This feature allows you to customize dashboards based on your requirements. For more details on creation of dashboards, please refer the following link: How To Create Role-Based Interface/Dashboards/Layouts | Wavity
  • A Link Widget serves as a shortcut that connects users to specific forms or lists within an application. It acts as a quick link that can either open a new form (for data entry) or display existing records from the linked application. It’s designed for ease of access and seamless navigation within the Wavity platform.
  • Only an Admin of your organization has the access to create or update widgets in Wavity.
  • To create a new Link widget: Click on “Manage Widget”.
  • The Widget Settings pop-up will be displayed. As shown in the image below, all existing active widgets in the layout are listed. To create a new widget, click the ‘Create New’ button.
  • You can create various types of widgets such as Reports, Analytics, Table, Links, Bulletin & Columns in the layout.
  • To create a new link widget, click on "Links".
  • Choose a color for the widget to customize its appearance.
  • Enter a title for the widget to identify it clearly.
  • Provide a title for the individual link, as shown below. Then, select the appropriate data source or application from which the data will be displayed.
  • Choose the type of view to display in the widget when the title link is clicked:
  • Selecting "Create" will open a new form with fields to be filled out.
  • Selecting "List" will display all existing records from the selected data source or application/forms.
  • Select the icon from the dropdown as shown in below image.
  • Select the ‘Box’ icon to select the form fields as per your requirements. You can select or deselect any of the fields asper your requirement. Only the selected data fields will be displayed after clicking the link.
  • Similarly, you can add more links as needed. To apply a filter, click the ‘Filter’ icon.
  • Under Permissions, select the appropriate user category such as End User, Approver, Manager, or Moderator, as shown below. Only users in the selected category will be able to view or edit the link to the data source application.
  • Choose the field from the data source application that you want to filter. You can apply various operators such as Equal, Not Equal, In, Empty, and Not Empty.
  • Based on the selected field, all corresponding values will be displayed in the Value dropdown. Select the required value to apply the filter.
  • To add more complex filtering conditions, you can use the "And" and "Or" functions: Enabling "And" will apply the filter only if all conditions are met. Enabling "Or" will apply the filter if any condition is met.
  • Finally, click the "Apply Filters" button, as shown below.
  • Click on “Create” button to create a new link widget.
  • An example of a link widget is shown below for your reference.