Mongoose Widget Builder

Badge: 135 · Duration: ~30 mins · Level: 1 · Category: 6

Build a Mongoose portal widget using the UserNames IDO and deploy it to a custom workspace in Infor OS.

Challenge Overview

This challenge tests your ability to design and deploy a portal widget using an Infor Mongoose form. As an IT Admin, you will set up access, create a form using the Runtime Builder, integrate it into a portal workspace, and verify that live data is displayed correctly.

Business Scenario

SitePulse Operations needs to improve how team members access user profile information in the corporate portal. Currently, admins must navigate through multiple menus to look up usernames and descriptions — a slow, manual process that creates bottlenecks during onboarding and access reviews.

As the IT Admin, your task is to build a lightweight, reusable Mongoose widget that surfaces user data directly on the portal home page. This eliminates the need for manual lookups and gives business users instant, self-service access to the user information they need most. A well-configured widget reduces administrative overhead and enables faster operational decision-making.

Requirements

• Access to Infor OS Portal with MONGOOSE-UG-CoreFormsAdmin, MONGOOSE-UG-CoreFormsDeveloper, MONGOOSE-UG-CoreFormsEndUser, MONGOOSE-UG-CoreIDOs and IONDeskAdmin security roles.
• Mongoose Runtime Builder access with Super User access. (Set/Access permissions through the Users form)

Tutorial

Step 1: Navigate to Mongoose

1. Log in to your Infor OS Portal and from the navigation menu select the OS application.
2. Select the Mongoose application card displayed on the homepage.
3. Select the Mongoose DEFAULT application.
4. Click OK.

[!NOTE] The naming will be different for the tenant you are logged into.

Step 2: Create the Form in Runtime Builder

1. Open the Runtime Builder.
2. In the Scope field, select the Site Default option. Click OK.
3. In the Category field, select the FormBuilder option. For the Runtime Builder option, select ResponsiveForm. Click OK.
4. Configure the new form using the following settings:
5. Give the form a Name of UserNameDescWidget_INITIALS
6. Choose Widget as the Form Type.
7. Select the UserNames IDO.
8. Click Next.
9. Under the Select a Layout section, select the List option. Click Next.
10. Move the following properties to the Selected column using the -> symbol:
11. UserName
12. UserDesc
13. [!NOTE] Reordering Fields: If you want to reposition the fields, use the Up or Down arrows next to the selected fields.
14. Click Next.
15. Click Finish to create the form.
16. When prompted to publish this widget to the catalog, click Yes.

Step 3: Create the Portal Workspace

1. From the Navigation menu, click the + Add a Workspace icon.
2. Select New Workspace.
3. Choose Widgets as the workspace foundation:
4. Workspace Name – MongooseWidgetWorkspace_INITIALS
5. Foundation – Widgets
6. Click Continue.
7. Select an Icon for the workspace.
8. Click Create.

Step 4: Add the Infor Mongoose Widget

1. Click the + Add Widget button inside your new workspace.
2. In the Widget Catalog, search for Mongoose.
3. [!NOTE] This is the widget that enables the launching of Mongoose-based forms within the OS Workspaces.
4. Click the + Add Widget icon to add it.
5. Click Save to save the Workspace.

Step 5: Configure the Widget

1. Click the Configure button on the Infor Mongoose widget.
2. Unlock the Title field and change the Name to User Name and Description.
3. Lock the Title field again.
4. Expand the Forms dropdown field and select your Mongoose widget (UserNameDescWidget_[YOUR INITIALS]).

Widget Not Appearing in the Forms Dropdown: If your widget is not listed, you need to register it in the Widget Form Runner. Follow the sub-task below before continuing.

Sub-Task: Register Widget in the Widget Form Runner

Complete these steps only if your widget does not appear in the Forms dropdown:

1. On the Mongoose runtime screen, open the Widget Form form.
2. Click the New icon.
3. In the Form Name field, search for and enter your widget name UserNameDescWidget_INITIALS.
4. In the Description field, enter User Name and Description Widget.
5. Ensure that the Use as Widget check box is selected.
6. Click Save.

Then:

1. Return to the Workspace Widget configuration. Your form should now appear in the Forms dropdown.
2. Once the form is selected in the Forms dropdown, click Save.

Step 6: Test the Widget

1. Switch the workspace to Run Mode.
2. Verify that the User Name and Description widget displays data.
3. Confirm the widget correctly shows both the UserName and UserDesc fields with live data.

Challenge

Now it's your turn. Create a second Mongoose form that displays different fields from the same IDO, then configure and deploy it in your existing workspace.

• Create a new Mongoose form with the name of UserNameUserIDWidget_INITIALS
• Use the Runtime Builder with the UserNames IDO.
• Select the UserName and Userid fields (not UserDesc this time).
• Publish the form to the catalog.
• In your existing Mongoose Widget workspace, configure the Infor Mongoose widget to point to the new form.
• Update the widget title to: User Name and Userid
• Ensure the Widget Form Runner is updated if needed (same process as the walkthrough sub-task).
• Switch to Run Mode and confirm data is displayed correctly.

[!TIP]

• Use the same Runtime Builder workflow — the only difference is which fields you select.
• Make sure the Widget Form Runner form is updated with the new form name before trying to select it in the widget configuration.
• Carefully rename the widget title — it must say "User Name and Userid" exactly.
• Double-check your field selection: Userid, not UserDesc.
• If the workspace shows no data, verify that the correct form is selected in the widget's Forms dropdown.

Required Steps

Submit the following assets to complete the challenge.

From the Mongoose Widget Workspace window:

• Export the Workspace JSON information and submit.

Common Issues

• Incorrect form name
• Wrong fields selected
• Widget not linked to the correct form
• Widget Form Runner not updated

Results

[!TIP] Success: Congratulations! You have successfully completed the Mongoose Widget Challenge and earned the Mongoose-Widget-Builder badge.

[!WARNING] Failure: Almost there! Your submitted Workspace JSON did not pass one or more validation checks. Review the Validation Criteria table above to identify which requirement was not met.

Each attempt builds your confidence with low-code portal development and deepens your understanding of how IDOs power Mongoose widgets. One more configuration and it clicks!