Kaizen #99 - Render Widgets Using Client Script

Kaizen #99 - Render Widgets Using Client Script

Hello everyone!
Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script.

Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions that utilize data from third-party applications. You can build widgets for Zoho CRM using our JS SDK.

You can render a Widget through Client Script and pass data from the Widget to the Client Script.

Use Case:
At Zylker, a manufacturing company, the Service Agent places orders using the Orders module.  There is a sub-form named Product list. The user should add the products by clicking the "Add row" button every time. 



To avoid this, Zylker wants the users to select multiple products from a single pop-up. Once the user selects the products from that pop-up , the sub-form "Product list" should get updated with all those products(one product in one sub-form row).

Solution:

Whenever the user picks the Product Category, you can create a Client Script to render the widget. The Products selected by the user on the widget , will be passed to the Client Script and will be added as separate rows in  Product list subform.
 
1. Install Zoho CLI and add code to the app folder.
2. Upload the zip file as a Widget.
3. Create a Client Script to render the Widget and to add data to the Sub-form.


1.  Install Zoho CLI and add code to the app folder 

Follow the steps given in this post and add the html code, javascript file and css file.

Index.html



<!DOCTYPE html>
<html>
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width">
  <title>Choose products</title>
  <link href="styles/style.css" rel="stylesheet" type="text/css" />
</head>
<body>
  <div class="wgt_cp_popupContent">
    <section class="wgt_cp_contentWrap">
      <div hidden="true" id="noProductDiv">
        <pre>No products associated to the selected deal</pre>
      </div>
      <table width="100%" cellspacing="0" id="pTable">
        <thead>
          <tr class="wgt_productTblHead">
            <th><input type="checkbox" id="selectAll"     onclick="selectAllProducts(this)"></th>
            <th>Product Name</th>
            <th>Product Category</th>
            <th>Unit Price</th>
            <th>Quantity in Stock</th>
          </tr>
        </thead>
        <tbody id="tbody"></tbody>
      </table>
    </section>
  </div>
  <script src="./script/script.js"></script>
</body>
</html>


Script.js

var count = 0;
var productData, maxRows = 0;
ZOHO.embeddedApp.on("PageLoad", async function (data) {
 console.log("data from Client Script", data);
 maxRows = data.max_rows;
 const search_response = await ZOHO.CRM.API.searchRecord({ Entity: "Products", Type: "criteria", Query: "(Product_Category:equals:" + data.product_category + ")" })
 if (search_response && search_response.data && search_response.data.length) {
  productData = search_response.data;
  var htmlString = "";
  productData.forEach(({ id, Product_Category, Product_Name, Unit_Price, Qty_in_Stock }) => {
   htmlString = htmlString.concat(
    `<tr>
     <td><input type='checkbox' onclick='selected(this)' id='${id}' class='products'></td>
     <td>${Product_Name}</td>
     <td>${Product_Category}</td>
     <td>${Unit_Price}</td>
     <td>${Qty_in_Stock}</td>
    </tr>`
   );
  });
  document.getElementById("tbody").innerHTML = htmlString;
 } else {
  document.getElementById("pTable").hidden = true;
  document.getElementById("noProductDiv").hidden = false;}
});
ZOHO.embeddedApp.init();
function selected(element) {
 element.checked ? count++ : count-- ;
 document.getElementById("selectedCount").innerHTML = `${count} Products selected`;
}
function closewidget() {
 if (count > maxRows) {
  alert("Selected product is greater than the maximum subform rows.");
 } else {
  var selected_products = [];
  for (product_element of document.getElementsByClassName('products')) {
   product_element.checked && selected_products.push(productData.find(product => product.id === product_element.id));}
  console.log("returning to Client Script ...", JSON.stringify(selected_products));
  $Client.close(selected_products);}
}


As per the above script, the products are fetched from the "Products" module based on the "Product Category" selected by the user. This information is captured in "search_response" and is added to the body of  widget.html. 
Here,  the code $Client.close(selected_products); will pass the selected products from Widget to the Client Script and close the widget rendered from Client Script. Click here for more details about the variable $Client.
Next step is to upload the zip file of the app folder.
Click here to view the complete code.

2. Upload the zip file as a Widget
  • Go to Setup > Developer Space > Widgets.
  • Click Create New Widget.

  • 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.

3. Create a Client Script to render Widget and to add data to the subform
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.
  • The Client Script should render the Widget when the user selects Product Category. So Client Script should have field event on the field "Product Category".
  • On the Client Script IDE, you can see the below details.

  • Enter the following script in the Client Script IDE and click save.

var products_list = ZDK.Page.getField('Product_list').getValue();
if (products_list.length === 1) { // Clear subform if empty row
    !Object.values(products_list[0]).every(value => !!value) && products_list.pop();
}
// Open widget with product category & max. allowed rows based on existing subform data
var selected_products = ZDK.Client.openPopup({
    api_name: 'choose_products', type: 'widget', header: 'Choose Products', animation_type: 1, height: '570px', width: '1359px', left: '150px'
}, {
    product_category: value, max_rows: 25 - products_list.length
});
// Update subform with Selected Products from the widget Popup
if (selected_products.length) {
    selected_products.forEach(product => {
        products_list.push({ Product_Name: { id: product.id, name: product.Product_Name }, Quantity: 1, Unit_Price: product.Unit_Price });
    });
  ZDK.Page.getField('Product_list').setValue(products_list);
}


  • To render a widget from Client Script, use openPopup(config, data)  ZDK. You can specify the configuration details like api name of the widget, title, size, animation type as parameters and specify the data to be passed as 'PageLoad' event data in the Widget. 
  • The response from the widget (i.e user selection) is captured by the variable "selected_products". Then each product (id,name,product_name,quantity and unit_price) is pushed to the list products_list. Finally, the product list value  is updated to the Product Category sub-form using setValue(value) ZDK. 
  • Here is how the Widget gets rendered through Client Script.



We hope you found this post useful. We will meet you next week with another interesting topic! If you have any questions let us know in the comment section.

Click here for more details on Client Script in Zoho CRM.

As we approach the 100th post in our Kaizen series next week, we invite you to share your queries and concerns with us.  We are always looking for ways to improve our content and make it more relevant to our readers.

Please fill out this form to share your thoughts.



Happy Coding!




    • Sticky Posts

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Recent Topics

    • Question - why no way to input a 'tool description' and 'tree of 'tools'

      Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description

    • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

      Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web

    • Can I create a custom function for chart of accounts?

      I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.

    • billing

      hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Unable to confirm Super Admin assignment — confirmation button not working

      I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

    • Automation#36: Auto-create time-entry after performing the Blueprint transition

      Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

    • Feature Request: Reviews

      Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.

    • Can we handle a support like (incident management) project in Zoho Projects?

      Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that we

    • Trying to show the actual Terms & Conditions on PDF

      Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.

    • Installing EMAIL Setup in New Domain

      Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,

    • Enhancements to Zoho Meeting Annotator

      Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations

    • Zoho Social/Marketing Plus - Addition to "Monitor" function

      It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.

    • Zoho forms - > Zoho desk multiple agents

      Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would be

    • Almacenamiento

      Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 

    • Will I Get a Refund If I Downgrade Zoho Mail?

      Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?

    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Name autocomplete

      Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is very annoying. For example I have a contact that I emailed in the past that has "First M. Last" <email@email.com> type of contact. When I start typing 'First' the email may or may not pop up in the autocomplete menu. Then if I start typing "first last"

    • How do i follow up my email campaign in-thread

      Is there a way to follow up the email campaign so that it is in-thread using zoho campaigns? eg customer gets original email with subject line "hello" then 5 days later follow up would be with subject line "RE: hello".

    • Announcing new features in Trident for Mac (1.29.0)

      Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which are

    • Books is extremely slow again today !

      Everything is running slowly even with 500mb connection speed

    • Cyclic dependencies in many-to-many relationships...

      I have an application which includes a form for companies, and a form for contacts. Each company can be assigned 1 technical and 1 administrative contact. I have this working okay so far, but I want to copy the scripts used so far to a new empty application. When I import the scripts it fails with a message that says: Problem encountered while creating the application Error in resolving form dependency:Cyclic dependency among the forms:[Company, Contact] What can I do to resolve this? After all,

    • Zoho API to create ticket

      I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I have

    • Automate Timesheet Approvals with Multi-level Approval Rules

      Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to

    • Labels Part 2

       Hey Zoho Mail Team, On the labels window on the left-hand pane, alphabetize label name display, rather than displaying in order created.  This one should be easy. Thanks, Drew

    • Building Toppings #1 - Serving your needs with Bigin Toppings

      Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlock

    • Can we create Sprint with tasks from Multiple projects?

      Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

    • Tip of the Week #74– Create automated workflows in MS Power Automate

      Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with Microsoft

    • Account validation

      Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.

    • Paste issues in ZOHO crm notes

      Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....

    • Is it possible to add a gradient color to a newsletter im designing?

      From where i sit it looks like you can only choose a single color but not combine 2 colors?

    • New Feature: Audit Log in Zoho Bookings

      Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.

    • Account disabled

      I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__

    • Blocked Email

      We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from

    • message var is empty in bot mention handler

      Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"

    • Remembrance Day to Remember – Recalling Values

      The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November

    • 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

    • How to display two measures (sales and price) divided by categories on one line chart

      Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around

    • Next Page