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Updated on 12/9/2019
Workflow Documentation
Integration Tab
Direct link to topic in this publication:

    Integration Tab

    Quick Links

    Use the Integration tab of the Form Designer to add Integration Widgets to your page layout. For information about Integration Widgets, see Integration Widgets

    Before you begin

    Add Integration Widget to Page Layout

    To use the Integration Widget, you must add the widget, as well as all custom fields the widget references. 

    Note that the Integration Widget will not appear on the form. The form will display the custom fields and add the JavaScript required to use the widget.  

    To add an Integration Widget to a form:

    1. Select the Integration tab.
    2. Drag the widget anywhere on the form.
    3. Add all custom fields that the Integration Widget uses to the form.
      For information about adding custom fields, see Add Field to Page Layout.
    4. Click Save.