Create new preferences widget

circle-check

A preferences widget is the customizable end-user facing form that your organization surfaces to collect the end-users preferences as defined in your organization's configuration tree. In this article, we will cover how to create a new preferences widget.

circle-exclamation

Click Preference Management on the left-hand panel and ensure the Widgets tab is selected on the subsequent page.

Click Create a widget.

circle-info

Prerequisites: Your organization will need at least one purpose added to your organization's PMP configuration tree before creating a preferences widget.

Before a preferences widget is created your organization will need to select the format for the preferences widget.

circle-info

Click here for additional information on the different preferences widget formats.

Click the radio button for Single purpose widget and select Next step to continue.

On the subsequent screen select a purpose (or preference associated with a purpose) to add to the widget.

Click Generate widget when finished.

circle-info

Only one purpose (or preference associated with a purpose) can be selected. Once the preferences widget is generated the selected purpose/preference cannot be changed.

A new preferences widget will be generated with a Draft status and added to your list of Active preferences widgets.

Once a new preferences widget is generated, your organization can continue editing the various components of the widget in the subsequent tabs and publish the widget when finished.

circle-info

Click here to learn more about editing and publishing your newly created preferences widget.

Last updated