Designating a form as a “widget form”

On the Widget Forms form, specify this information:

Form Name

Select the name of the form from the list.

Description

Optionally, provide a form description.
Select the Use as Widget check box.

This field is checked by default.
Click Save.

Note: The Access As field contains the name of the environment where the current row was created. If the current row has an Access As value that is different from the current environment’s Access As, that row will be read-only.