Steps to Embed the widget
Once a widget is associated with your extension as a connected app, the next step is to embed and position the widget in the CRM components where you want it to serve its purpose.Now, let's see where you can embed the widgets.
Choose Components from the left panel of the Zoho Developer console under Build. Select the Links & Buttons tab and click Create New Button.
Provide the necessary details and select Invoke a Widget as the action you would like the button to perform.
Specify the HTML file location by appending it with the sandbox URL and click Save.
Once the custom button has been created successfully, you can test it in the sandbox testing environment to check if the functionality is working as intended. Later, when the extension is installed, the custom button will perform the functionality as defined in the widget in your Zoho CRM account.
Custom Related List
Similar to a custom button, it is possible to embed a widget into any module as a related list.
Choose Components from the left panel of the Zoho Developer console under Build. Select the Related Details tab and click Add Widgets.
Specify the sandbox URL of the widget along with the necessary details and click Save.
Choose Modules from the left panel of the Zoho Developer console under Build. Select the Web Tabs tab and click Create Web Tab.
Choose Type as Widget and specify the sandbox URL of the widget along with the necessary details and click Save.
Once you've embedded the widget in the required location, you can test it using the sandbox testing environment to see if the functionality is working as intended. Customize and enhance the widget's functionality as needed.
Up to this point we've explained in detail the process to install CLI, create a widget, associate the widget with a connected app, and embed it in Zoho CRM. In our upcoming post we'll see a working example of this process. Keep following this space for more information.