 Creation Widget

The creation widget allows users to generate files independently by entering their personal data. The widget can include email or phone authentication with verification from a predefined list.

To add a widget, navigate to “Widgets” -> “Creation Widgets” and click the corresponding button to add the widget. You can create an unlimited number of widgets. To use the widget, it needs to be activated.

Widget Fields

The main area of the widget consists of various elements, such as input fields, text blocks, dropdown lists, and more. All data entered by the visitor will be saved in a file on the Drive. Variables in the document being used for creation will be replaced with the variables stored in the file.

Each field must have the following specified:

• Field Title: This title appears next to the field that needs to be filled in, such as “Full Name” or “Email Address”.
• Field Type: Defines the appearance of the field.
• Help Text: Displays just below the field.
• Save to Variable: Indicates which variable will store the input. The variable must be specified using the percent sign as it appears in the document being used to create the file. Examples include %name, %organization, %email, %phone.
• Required to Fill: If the toggle is enabled, the visitor must complete this field.

To delete a field, use the “Delete” button, and to add another field, use the “Add” button.

The fields will appear in the widget in the same order they are arranged during the configuration. You can reorder fields by dragging and dropping them into the desired positions.

Widget Settings

• Source Document: The document that will be used for creating the file. This document must include variables that are replaced with widget field variables.
• Save Files to Folder: Files created through the widget will be saved in the specified folder. This folder can be moved to any folder within Drive. If the folder is deleted, a new one with the document's name will be created in the root of the Drive. This also happens if the setting is left as “Create a New Folder”.
• Email Template: If the widget fields include a variable %email, the file can be sent to the specified email address. You can set a template for the email in the “Email Template” field.
• Widget Title: Text that appears as the widget's title.
• You can provide Subheader Text to add additional information or instructions for filling out the widget.
• Create Button Label: The label on the button that creates the file. The default is “Create,” but you can customize this text.
• Message After File Creation: This message appears above the created file after successful completion.

Authentication

Authentication settings control who can use the widget.

• No Authentication. Anyone can fill out the widget. If the widget includes fields with %email or %phone variables, these will simply be saved with the file, without verification.

• Email Authentication: This type verifies that the provided email address belongs to the user by sending a one-time code to the email. If the code is not entered, the file is not created.

  The widget must include a field with the %email variable and the “Required to Fill” toggle enabled for email authentication to work.

  The “Sender” setting lets you specify which sender is used to send the one-time code.

  Authentication by List: If enabled, the system will not only verify ownership of the email but also check if it exists in a specified list. This allows you to predefine who can use the widget. To set this up, click “Configure” under this setting, then choose a table or document containing the email list and select the relevant column. The “Delete Row” toggle determines whether to remove the email from the list after authentication, meaning only unused emails will remain.

• Phone Authentication: Verifies the phone number belongs to the user by initiating a short call. The user must enter the last 4 digits of the caller ID. If this is not completed, the file is not created.

  The widget must include a field with the %phone variable and the “Required to Fill” toggle enabled for phone authentication to work.

  Authentication by List: If enabled, the system will not only verify ownership of the phone number but also check if it exists in a specified list. This allows you to predefine who can use the widget. To set this up, click “Configure” under this setting, then choose a table or document containing the phone number list and the relevant column. Phone numbers must be in international format (e.g., +71234567890) without additional characters. You can remove extra symbols using the “Find and Replace” feature in Wordform. The “Delete Row” toggle determines whether to remove the phone number from the list after authentication, meaning only unused numbers will remain.

Allow Only One File Creation

If this setting is enabled, users will only be able to create one file per provided email address or phone number. If authentication is enabled, they must first verify ownership. If authentication is disabled, users can enter a different email or phone to use the widget again. To prevent multiple unauthorized file generations, the most reliable method is authentication using a predefined list. If that is not possible, phone authentication can help minimize repeat misuse.

Send the File to Yourself After Creation

The created file will be sent to the account's email immediately after creation. In the “Email Template” field, you can specify the template to use for the email. You can also create a separate email template in Email Templates section. If you include the %data variable in the email text, all file data will be added as a table in that spot.

Add a "Share with Friends" Block

After the file is created, buttons for social networks and messengers will appear below its preview, enabling users to share a link to the website with their friends.

Styling

You can customize the primary color of the widget (buttons and main elements) and the button text color. Additionally, individual CSS styles can be added for widget elements.

Domain

Specify the domain where the widget will be hosted. If someone attempts to embed the code on another site, the widget will not function. If the widget is intended to be used via a direct link without embedding, leave this field empty.

Code for the Website

To display the widget on a website, insert the provided code into the desired location. Place the code where the widget will appear, such as on a dedicated page with the creation widget. If your content management system supports JavaScript insertion, use the standard code. If not, use the simplified code. The key difference is that the simplified code will give the widget a fixed height with its own scrollbar, while the standard code will allow the widget to adapt its height dynamically with no extra scrolling fields.

Access via Link

The widget can be accessed through a link that can be sent to recipients. To enable this, allow link access and copy the generated link.

Widget Modification

If you need to modify the widget dynamically, such as altering specific settings based on the open webpage, you can use a modification table. This is particularly useful if you need to set up multiple widgets on your website or quickly change the email template, styling, or even document, without creating a separate widget. Learn more.