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WDGT TEST-WDGT-002 UC: UC-11.2

Create a Custom Widget

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Prerequisites

  • User is logged in
  • User is on a list page with the widget library accessible

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Open the widget library by clicking the Customize Widgets button on a list page
The widget library popover opens
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2
Click the New Widget button
The widget creation form is presented
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3
Verify the form includes fields for: field selection, aggregation type, and filter
Widget creation form displays field selector, aggregation type dropdown, and filter options
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4
Select a field (e.g., ‘Annual Revenue’) and an aggregation type (e.g., ‘Sum’)
Field and aggregation type are selected in the form
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5
Click Save to create the custom widget
The widget is saved successfully
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6
Verify the new widget appears in the Available section of the widget library
The custom widget is listed among the available widgets
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7
Add the new widget to the page and verify it renders data correctly
The custom widget displays on the page with aggregated data based on the configured field and aggregation
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Acceptance Criteria

← Customize Widgets on a List Page