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WDGT TEST-WDGT-001 UC: UC-11.1

Customize Widgets on a List Page

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Prerequisites

  • User is logged in
  • User is on a list page (Companies, Contacts, or Opportunities)

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Companies list page
The Companies list page loads with existing widgets displayed
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2
Click the Customize Widgets button
A widget library popover opens showing Available widgets and Selected widgets
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3
Verify the popover displays two sections: Available widgets and Selected widgets
Both Available and Selected widget sections are visible in the popover
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4
Drag a widget from the Available section to the Selected section
The widget moves to the Selected section and appears on the page
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5
Verify the widget appears on the list page in real-time
The newly added widget renders on the page with data
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6
Reorder selected widgets by drag-and-drop within the Selected section
Widgets reorder on the page to match the new arrangement
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7
Remove a widget by dragging it to the trash zone (or clicking its remove control)
The widget is removed from the page and returns to the Available section
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8
Reload the page and verify the widget customization persists
The customized widget layout is preserved after page reload
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Acceptance Criteria

Create a Custom Widget →