 Widget Creation

With the widget creation, users will be able to create files themselves by entering their personal data. The widget can include email or phone authentication with verification against a separate list.

To add a widget, open "Widgets" - "Widget Creation" and add the widget using the corresponding button. You can create an unlimited number of widgets. To use a widget, it must be enabled.

Widget Fields

The main space of the widget consists of various elements - input fields, text blocks, drop-down lists, and so on. All data entered by the visitor will be saved in a file on the Drive. The variables contained in the document used for creation will be replaced by variables in the file.

For each field, you need to specify:

• Field Title displayed next to the field to be filled, for example, "Last Name First Name" or "Email Address".
• Field Type determines the appearance of the field.
• Help Text located just below the field.
• Save to Variable - in which variable to save the result. The variable should be specified with a percent sign as indicated in the document used for file creation. Example - %name, %institution, %email, %phone.
• Required Field. If the switch is on, the visitor will be required to fill in this field.

To delete a field, there is a "Delete" button, and to add another one, there is an "Add" button.

The fields will be displayed in the widget in the order they are placed during setup. The order of fields can be changed by dragging and moving them as needed.

Widget Settings

• Source Document. The document used for file creation. The document must contain variables that will be replaced by variables from the widget fields.
• Save Files to Folder. Files created in the widget will be saved in the specified folder. The folder itself can be moved to any other Drive folder. If the folder is deleted, a new one will be created in the root of the Drive with the document's name. The same will happen if "Create New Folder" is left in this parameter.
• Email Template. If there is a field with the %email variable among the fields, the file can be sent to the specified email. In the "Email Template" parameter, you can choose which template to send the file with.
• Widget Title. Text placed in the widget header.
• In the subtitle under the header, you can provide additional information or tips on filling out the widget.
• Button Label that creates the file. By default - "Create," but you can write your own text.
• Message after file creation is displayed after filling out and successfully creating the file directly above the created file.

Authentication

Authentication parameters determine who can use the widget.

• Without authentication. Any visitor can fill out the widget. If the widget fields contain variables %email or %phone, this data will simply be saved with the file without verification.

• By email. This type of authentication ensures that the entered email address belongs to the visitor by sending a one-time code to their address. If the code is not entered in the widget, the file will not be created.

  For email authentication, the widget fields must include a field with the variable %email and the "Required" switch must be turned on.

  The "Sender" parameter allows you to specify which Sender to use for sending the email with the one-time code.

  List-based authentication. When this parameter is enabled, not only ownership of the specified address is verified, but also the presence of this address in a separate table. This allows determining in advance the circle of individuals permitted to use the widget. To do this, click on "Configure" directly below this parameter. In the opened window, select the table (or document with a table) where the list of addresses is stored, the column where they are listed. The "Delete row" switch allows specifying whether to delete the row with this address from the table. Thus, the specified table will only contain addresses that have not been used for authentication.

• By phone number. This type of authentication verifies that the phone number belongs to the visitor by sending a short call to the number. The visitor will need to enter the last 4 digits of the reverse number. If this is not done, the file will not be created.

  For phone number authentication, the widget fields must include a field with the variable %phone and the "Required" switch must be turned on.

  List-based authentication. When this parameter is enabled, not only ownership of the specified phone number is verified, but also the presence of this number in a separate table. This allows determining in advance the circle of individuals permitted to use the widget. To do this, click on "Configure" directly below this parameter. In the opened window, select the table (or document with a table) where the list of numbers is stored, the column where they are listed. Numbers should be in an international format only, without any signs, except for "+" at the beginning of the number, for example - +71234567890. Unnecessary symbols can be removed from the table using the "Find and Replace" function. The "Delete row" switch allows specifying whether to delete the row with this number from the table. Thus, the specified table will only contain numbers that have not been used for authentication.

Allow only one file creation

If this setting is enabled, the visitor will only be able to create one file with the entered email address or phone number. With authentication enabled, they will need to confirm ownership of the specified address or number beforehand. With authentication disabled, the visitor will simply need to enter a different address or number to use the widget again. Therefore, the most reliable way to prevent unauthorized multiple uses of the widget is authentication via a pre-specified list. If that's not possible, authentication via phone number helps reduce the number of repeated unauthorized creations through the widget.

Send file to self after creation

The file will be sent to the email account immediately after creation. In the "Letter template" field, you can choose which template to use for sending. In advance, in the Letter templates section, you can create a separate template for sending emails to the account email. If you write the variable %data in the letter text, all the file's data will be added in a table format in that place.

Add "Share with friends" block

Upon file creation, after its preview, social media and messaging buttons will be added to share the link with friends on the site.

Design

You can customize the main color of the widget (buttons and main elements), the text color of the button. You can also specify individual CSS styles for widget elements.

Domain

In this field, you should specify the domain on which the widget will be placed. If someone tries to embed the code on another site, the widget will not work. If you plan to use the widget via a link without embedding it on a website, this field does not need to be filled out.

Code for the site

To display the widget on the site, the code specified in the block should be inserted in the appropriate place on the site. The code must be inserted where the widget will be directly placed. For example, it can be a separate page of the site with the creation widget. If the website management system allows you to embed JavaScript code, you should use the standard code. If not, use the simplified one. The difference will be that in the second case, the widget will have a standard height and its scroll will be separate. When inserting the standard code, the widget's height will adjust accordingly and will not have additional scroll fields.

Access via link

The widget can be accessed via a link that needs to be sent to recipients. To do this, you need to enable the use of the widget via the link and copy it.

Widget modification

If it is necessary to modify the widget "on the fly", that is, to change certain settings depending on which page is open on the website, you can use a modifier table. This is convenient if you need to install several widgets on the site or quickly change the email template, color scheme, or even the document without creating a new separate widget. Learn more.