Kaizen #157: Flyouts in Client Script

Kaizen #157: Flyouts in Client Script




Hello everyone! 

Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script and break down the key differences between Flyouts and pop-ups in Client Script, including when to use each one.

In this Kaizen post, 

1. What are Flyouts in Client Script?
2. Flyout- ZDKs and functions in Client Script
3. Use Case
4. Solution
        4.a. Create a Widget for EMI Calculator.
        4.b. Create a Client Script to render the Widget as Flyout.
5. Difference between flyout and popup in Client Script
6. Summary
7. Related links

1. What are Flyouts in Client Script?

Flyouts are floating User Interface that can be moved around and controlled using Client Script. Widgets can be used to render a flyout. The flyout can run independently, and any Client Script can communicate with it. 

2. Flyout- ZDKs and functions in Client Script :

  • createFlyout(name, config) - Creates a flyout. You can specify the heading, dimensions, and animation type using the config parameter.
  • getFlyout(name) - To Fetch the details of a flyout.
  • open(config, data) - Opens the created flyout.
  • notify(data, options) - Notifies and waits for data in a flyout. The options can be wait: true (Client Script execution will wait for a response from the widget) or wait: false - (Client Script execution will not wait for a response from the widget)
  • close() - Closes the active flyout.

Click here for more details about the ZDKs and functions related to flyouts.

3. Use Case :

Sales Advisors in a Finance Consulting Company regularly rely on an EMI calculator to help customers with loan queries. To improve their efficiency and eliminate the need to switch between different windows, the admin manager intends to integrate the calculator directly into CRM. The EMI calculator should appear on the Create Page of the Loans module and remain active until the user closes it.

4. Solution: 

To achieve this in Zoho CRM, we can use Widgets to create an EMI calculator and render them using flyouts in client script whenever the create Page of Loan page loads.

4.a. Create a Widget for EMI Calculator
Install Zoho CLI, and follow the steps given in this document to create the Widget app folder. Then update the html, javascript, and css code as per your requirement.

index.html
  1. <!DOCTYPE html>
  2. <html lang="en">
  3.   <head>
  4.     <meta charset="UTF-8" />
  5.     <meta http-equiv="X-UA-Compatible" content="IE=edge" />
  6.     <meta name="viewport" content="width=device-width, initial-scale=1.0" />
  7.     <title>Document</title>
  8.     <link rel="stylesheet" href="style.css" />
  9.   </head>
  10.   <body>
  11.     <div class="loan-calculator">
  12.       <div class="top">
  13.         <h2>EMI Calculator</h2>
  14.         <form action="#">
  15.           <div class="group">
  16.             <div class="title">Amount</div>
  17.             <input type="range" min="1000" value="30000" max="50000" step="500" class="loan-amount" id="loanAmount" />
  18.             <div class="slider-label">$<span id="loanAmountValue"></span></div>
  19.           </div>
  20.           <div class="group">
  21.             <div class="title">Interest Rate</div>
  22.             <input type="range" min="5" value="6" max="100" step="1" class="interest-rate" id="interesRate" />
  23.             <div class="slider-label"><span id="interesRateValue"></span></div>
  24.           </div>
  25.           <div class="group">
  26.             <div class="title">Tenure (in months)</div>
  27.             <input type="range" min="6" max="100" step="1" value="12" class="loan-tenure" id="tenureMonth" />
  28.             <div class="slider-label"><span id="tenureMonthValue"></span></div>
  29.           </div>
  30.         </form>
  31.       </div>
  32.       <div class="result">
  33.         <div class="left">
  34.           <div class="loan-emi">
  35.             <h3>Loan EMI</h3>
  36.             <div class="value">123</div>
  37.           </div>
  38.           <div class="total-interest">
  39.             <h3>Total Interest Payable</h3>
  40.             <div class="value">1234</div>
  41.           </div>
  42.           <div class="total-amount">
  43.             <h3>Total Amount</h3>
  44.             <div class="value">12345</div>
  45.         <div class="right">
  46.           <canvas id="myChart" width="400" height="400"></canvas>
  47.         </div>
  48.       </div>
  49.     </div>
  50.     <script src="https://cdn.jsdelivr.net/npm/chart.js@3.6.2/dist/chart.min.js"></script>
  51.     <script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
  52.     <script src="main.js"></script>
  53.   </body>
  54. </html>
  • Click here to view the complete code.
  • Once you have added the code, upload the zip file by following the below steps.
  • Go to Setup > Developer Space > Widgets.
  • Click Create New Widget and Fill in the details.

The Hosting should be "Zoho" and mention the html page of the app folder that you uploaded.

Note: 
The widget should be of "button" type in order to render through a Client Script.

4.b. Create a Client Script to render the Widget as Flyout

Configure a Client Script for Create Page(Standard) Loans module, that triggers during onLoad event as shown below. Click Next. Click here to know how to configure a Client Script.



Enter the following script and click Save.
  1. ZDK.Client.createFlyout('EMIFlyout', {
  2.     header: 'EMI Calculator',
  3.     animation_type: 1,
  4.     height: '400px',
  5.     width: '450px',
  6.     close_on_exit: false
  7. });

  9. ZDK.Client.getFlyout('EMIlyout').open(
  10.     { api_name: 'EMI_CALCULATOR_WIDGET', type: 'widget' },
  11.     { data: loanDetails }
  12. );

In the above script, createFlyout() will create a new flyout with header.
Below is the syntax and parameter detail.



Now Open the flyout and render the Widget in the flyout using open() method and specify the api_name of the widget.



Here is how the Client Script renders the flyout.



5. Difference between flyout and popup in Client Script

Flyout
Pop up
A flyout can be moved around the page.

A pop-up cannot be moved anywhere on the page.


It can run independently in a separate thread. The user can interact with the background interface without closing the flyout.

The user cannot interact with the background without closing the flyout.

Use flyouts, when you need to exchange data to and fro between a Widget and Client Script. You can use ZDK.Client.sendResponse() to pass data from a widget rendered as a flyout to the Client Script.


Use popup, when you need to interrupt the screen to gather input from the user or display a message before proceeding. Use $Client.close() to pass data to the Client Script, which will also close the popup.



In the scenario discussed in this post, if you want to make it mandatory for the user to read or interact with the EMI Calculator before entering any value in the create Page(Standard), then you can use pop-up instead of Flyout. Both pop up and flyout can be used to display widgets, and their dimensions can be altered.
Refer to this post to know how to render widgets as pop up using Client Script.

6. Summary
  • In this post, we have seen,
  • Flyouts in Zoho CRM.
  • ZDKs and methods to render a Flyout(Widget) using Client Script.
  • When to use a Flyout and when to use a pop up.


    • Recent Topics

    • Is It Possible to Hide Menu Option from Main Navigation?

      Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

    • How many clients can be added to Zoho Practice?

      How many clients can be added to Zoho Practice without having their zoho app?

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • Need more details on API Usage Dashboard

      Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • Preview an upload PDF or File

      I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

    • Edit item custom fields

      Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

    • Rendering PDF to view on page

      My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

    • Dynamically Fetching Lookup Field Display Value

      I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

    • Create folder is fetch fails

      coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

    • Workflow workdrive rollout

      Hi! When will workflow be rolled out to all users? Thanks.

    • Workdrive and ChatGPT Team Synced Connectors

      Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

    • Are Environments Worth It?

      In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • InvokeURL butchering JSON for OpenAI API calls

      My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

    • Is it possible to pull the Zoho desk data into Zoho analytics in real time

      Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

    • Contact's title in "Contact Role Mapping"

      When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

    • Microsoft Teams now available as an online meeting provider

      Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

      Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to

    • Bug Report and Suggestions for Improvement in Zoho Applications

      Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

    • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

      I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?

    • Select Zoho Contacts as Meeting Participants in Zoho Cliq

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization

    • Creating Secret via Vault API

      Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

    • Ability to Select External Users from Participants List When Scheduling Meetings

      Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under

    • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

      Welcome back to another week of Kaizen! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • CRM for email in Outlook: how to ignore addresses?

      We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

    • Zoho Sign Reminder email template

      Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

    • Outdated state in mexico

      Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

    • Is anyone using Zoho Flow with airtable?

      I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from

    • Default in fields on Form B based on the user selection in Form A

      Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

      Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first

    • Display Client Name in Zoho Creator Client Portal Dashboard

      Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Migrate file from Single File Upload to Multi File Upload

      Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?

    • Next Page