When you are finished configuring the basic properties, click on the Data tab to continue. It should look like this:
When you are finished configuring the data tab, click on the Filters tab to continue. It should look like this:
When you are finished configuring the widget, click on the save button to save it.
The Enable Paging checkbox will organize fetched records into pages if they are over the paging size value. This can be changed from the widget itself.
The Allow Filtering Records checkbox will add filtering functionality to the widget. For the CRM List View widget, this is represented by a little box above the listed records which shows a visual representation of the current filters in use. This can be changed from the widget itself.
The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.
The FetchXML text area determines what sort of data a widget will be populated with. Clicking the Load Default Fetch option will populate the FetchXML area with a default fetch based on the CRM Entity chosen. By clicking the Build button, we will be sent to another page in order to determine what the widget will look up. For more information on how to use the FetchXML function, please see the FetchXML Builder How-To.
Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.
