Usage Example
This is one of the most versatile widgets in FreeAgent. You choose the application you would like to pull information from and then you can filter the information you would like to see.
You can use it to view the newest clients you've added to your business. See the items on your to-do list. Or even a list of upcoming meetings for the week.
Configuration
As you configure your widget you'll see the view in the right panel update in real time to reflect the changes you've made.
1. Title
This will add a title for your widget in the top right-hand corner of the screen.
2. App
This field is for choosing the application your Info Panel widget will be used for. The information displayed will be pulled from the application you choose.
3. Conditions and Filters
You can fine-tune what items you see from the application you chose earlier. For example, let's say I chose "Tasks" as the application. Below I'm creating a filter that will only show me the tasks that are due in the time period that I specify.
You can add as many filters as you like.
You can also decide how you would like the information sorted.
4. Settings
Clicking on 'Settings' will take you to the card configuration screen. This may look familiar if you've configured your card layout in application settings before.
These settings allow you to configure how the cards that display the information you've chosen actually look. You can remove and add fields, add an image, and even adjust the footer.
To learn more about card configuration see the following article:
Layout
Now you can decide where you would like to place your widget and how large it should be. It's as simple as dragging and dropping with your mouse or trackpad.