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.

Notes
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 pop up.

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.


    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • Customer Management: #5 Never Let the Customer Slip

      When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers

    • Deluge date time issue

      The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025

    • Zoho Projects Android and iOS app update: Mobile device permission based on user profiles

      Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentioned

    • treatment for rehires

            Hello,  we are aware of the fact that Zoho People at the moment does not has a provision for rejoining exited employees. But is there any quick fix or hack to this? It will be appreciated a lot. 

    • Zoho Projects Android and iOS app update: Timesheet module is now renamed as 'Time Logs', delete option has been renamed to 'Trash'.

      Hello everyone! We have now renamed the Timesheet module as Time Logs and the delete option as 'Trash' on the Zoho Projects Android and iOS app. Time Logs Android: Time Logs iOS: Trash option Android: Trash option iOS: Please update the app to the latest

    • Zoho Mail app update: Manage profile picture, Chinese (Traditional) language support

      Hello everyone! In the latest version (v3.1.9) of the Zoho Mail app update, we have brought in support to manage profile picture. You can now set/ modify the profile picture within the app. To add a new profile picture, please follow the below steps:

    • Reminders for Article Approval

      Is there a way to send reminders for approvers to review articles and approve/deny them? I'm not seeing that option anywhere.

    • Add Full-Screen Viewing for Quartz Recordings in the Client Interface

      Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the

    • 2025 Recap: A Year to Remember | Zoho Inventory

    • Important Update : Pipedrive deprecated fields no longer supported in Zoho Analytics

      Dear Pipedrive users, We would like to inform you about a recent update related to your Pipedrive integration with Zoho Analytics. The Pipedrive team has deprecated certain fields from their application. You can find more details in the official Pipedrive

    • Product Updates in Zoho Workplace applications | November 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert

    • Right-Click Pipeline to Open in New Tab

      Please add the ability to right-click on a pipeline to open it in a new tab

    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

    • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

      I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable

    • sync views to sheet

      Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do

    • How to update the Status in a custom module?

      Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");

    • Opening balances - Accounts Receivable and Payable

      Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or

    • Replace Zoho Invoice with QuickBooks

      We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.

    • 2025 Highlights: A Year of Steady Progress and Significant Developments

      As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management. In the Spotlight Introducing Online Booking (US edition only - Early access) Enable online

    • Function #42: Show the actual rate of items on invoices

      Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to an

    • Ability to Set Text Direction for Individual Cells in Zoho Sheet

      Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use

    • Warehouse fast processing

      Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,

    • Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

      Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.

    • Start/Stop Timmer in Chrome Extension

      The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.

    • Invalid collection string

      I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changed

    • Zoho Directory 2025: New Features | Security Enhancements | Enriched UI

      Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smoother

    • zoho people 5 report

      How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User Report

    • Leave Report Emailed Weekly

      I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

    • Zoho Flow Decision Continuing Despite Not Meeting Conditions

      I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted Contact

    • Tip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'

      As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with different

    • Zoho Recruit Slow and Freezing on all screens

      We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

    • Credit Management: #2 Configuring Right Payment Terms for Credit Control

      Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

    • Dependent (Conditional) Fields in Zoho Bookings Forms

      Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the value

    • Bug Report: Search fails to find existing notes after Evernote import

      Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of that

    • Marketing Tip #13: Win repeat customers with post-purchase emails

      The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask for

    • Zoho Form

      I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533

    • Create & Update Zoho Vault Passwords via Zoho Flow

      Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwords

    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

    • Migrate different zoho subscription to zoho one

      Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

    • Features, Feedback and Votes

      We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise

    • Next Page