Designating a form as a “widget” form

Open the Widget Forms form, and initiate a new record.
Provide this information:

Form Name

Select the name of the form that you want to designate and use as a widget.

Description

Optionally, provide a description of what the widget is intended to do.
Select the Use as Widget check box.
Save.

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