Kaizen #138 - How are Widgets used in Zoho CRM Settings?

Kaizen #138 - How are Widgets used in Zoho CRM Settings?

Hello all!
In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. 

What are Widgets?

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.

Use Case

Problem Statement : 

Consider Zylker, an organization that uses Zoho CRM across for its sales and marketing teams to streamline customer relationship management. Zylker is looking for ways to ensure teams access their own knowledge base within Zoho CRM.

Solution : Widgets on the setup page enable Zylker to address this challenge.

Zylker can set up a useful Knowledge Base Hub section directly on the Zoho CRM setup page with different menus and sub menus. This allows their teams to easily categorize and access all existing training materials, guides, and other resources, without having to switch to the respective websites. Everything is conveniently located within Zoho CRM, making it easier for users to find the information. 

Note that Widgets can also be used in the Web Tabs that matches our current use case. But why should Zylker go for Widgets on the Setup page instead of Web Tabs? Like modules, the Web Tabs are showcased in the modules section to access the business data, which can get mixed up with Zylker's training materials. Here, Widgets on the setup page let you create menus and sub-menus, making it easier to find the right training resources.

How do I create a widget on the setup page?

  1. Go to Setup > Developer Hub > Widgets.
  2. Click Create New Widget. 
  3. Specify the following for your widget:
    1. Name - Name of the widget
    2. Description - Additional information about the widget.
    3. Type - Indicates the widget type. In our case, the widget is used in Settings.
    4. Hosting - Represents the hosting type of the widget. In our case, the widget is hosted externally.
The below GIF shows how you can create a widget in settings.
Creating Widget
Note that there are two types of hosting Zoho CRM widgets. They are External hosting and Internal hosting. As we discussed above, Zylker wants to provide users with easy access to the existing documentation and training materials for all available features. So, the Zylker uses the external hosting by adding documentation links directly when creating a widget. 

Example: Creating a widget for accessing Zoho CRM API documentation. You can repeat this process to create a widget for each feature and add its respective documentation link.

Note:  You can create a maximum of 200 Widgets in Enterprise and Ultimate Editions.

Associating a Widget to the Setup page

Once configured, Zylker can deploy the widget to the Setup page in Zoho CRM, making resources readily available to their teams. The below steps shows how to associate a widget.

Step 1 : Go to the Setup page.
Step 2 : To create a new group on the setup page, click the Customize Setup button. 
Customize the Setup page
     
The below GIF shows creating a new group on the setup page.
Creating a group on the Setup page

Step 3 : Once the new group is created, Zylker can create a menu to associate the hosted widget with that group.Note that you need to associate widgets before saving the Setup Page Layout.

Here is what you will need to specify while associating widget :
  • Name : Name of the menu. Example : API Documentation.
  • Submenu : Multiple tabs can be created under one menu. For example, within the API Documentation menu, additional API-related documentations or tutorial videos can be associated. In our case, the Zoho CRM API webinar has been linked for sample as a related topic under the API Documentation menu. Note that each submenu needs a widget to be associated.


  • Source : Select Widget from the source.
  • Action : Zylker can either associate an existing widget or create a new one and then associate it with the menu.
  • Permission : Zylker can set permission to a set of users to access the widget within the organization.
The below GIF shows how to associate a widget.


The below GIF shows a few sample help documentations easily viewable in the widgets.
Existing knowledge resource available on the Setup page via Widgets.
With various menus and submenus, Zylker's teams can conveniently categorize and access all training materials, guides, and resources without the need to switch to external websites. 

We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!

Cheers!

-----------------------------------------------------------------------------------------------------------------------------------------

​Recommended Reads :

-----------------------------------------------------------------------------------------------------------------------------------------

Previous Post: Kaizen #137 - Lead Conversion using Zoho CRM APIs | Kaizen Collection: Home
Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  



    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • 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

                                                            • 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


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Allow all Company Users to view all projects, but only owner/admins can change projects

                                                                                                                I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

                                                                                                              • Fail to send Email by deluge

                                                                                                                Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

                                                                                                              • Seeking help to be able to search on all custom functions that are defined

                                                                                                                Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally

                                                                                                              • Totals for Sales Tax Report

                                                                                                                On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

                                                                                                              • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

                                                                                                                Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,

                                                                                                              • Leistungsdatum in Rechnungen (Zoho Books)

                                                                                                                Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

                                                                                                              • Zoho Trident Windows - Streams Not Visible

                                                                                                                Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

                                                                                                              • Sales IQ Chat Widget is Only Displaying Last Name

                                                                                                                Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

                                                                                                              • Shopify - Item sync from Zoho Inventory

                                                                                                                Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking

                                                                                                              • Bulk upload image option in Zoho Commerce

                                                                                                                I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

                                                                                                              • Is it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

                                                                                                              • Kill zoho meeting

                                                                                                                Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make

                                                                                                              • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                                Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

                                                                                                              • Unable to Create Task as a Support Administrator

                                                                                                                Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.

                                                                                                              • Introducing Forms in Zoho Sheet

                                                                                                                We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

                                                                                                              • Layout one survey question in a time & redirect next Page based on previous response

                                                                                                                I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response

                                                                                                              • Zoho Bookings form pre-filled with Zoho Forms in

                                                                                                                Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

                                                                                                              • Support “Other” Option with Free Text in Dropdown Fields

                                                                                                                Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows

                                                                                                              • Sending automated messages that appear in the ticket's conversation thread

                                                                                                                Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

                                                                                                              • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                                Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

                                                                                                              • Payment Card or Identity form-fill from Vault?

                                                                                                                Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

                                                                                                              • Ability to add VAT to Retainer Invoices

                                                                                                                Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

                                                                                                              • Time Log Reminder

                                                                                                                Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

                                                                                                              • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

                                                                                                                  Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records

                                                                                                              • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

                                                                                                                Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.

                                                                                                              • ZIA "Generate Content" action doesn't have contexual data from the ticket

                                                                                                                "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

                                                                                                              • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

                                                                                                                Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

                                                                                                              • E-File Form 1099 Directly With the IRS From Zoho Books

                                                                                                                The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

                                                                                                              • Suggestions for showing subscribed Topics in CRM (contact record)

                                                                                                                We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

                                                                                                              • Replies sometimes creating separate ticket

                                                                                                                Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

                                                                                                              • Re-hide fields when option is unselected

                                                                                                                Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

                                                                                                              • Custom Fields

                                                                                                                There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

                                                                                                              • Consultant-Only Booking Page

                                                                                                                Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

                                                                                                              • Call result pop up on call when call ends

                                                                                                                I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

                                                                                                              • Custom Sorting based on other columns in table

                                                                                                                I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

                                                                                                              • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

                                                                                                                Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

                                                                                                              • Is there a way to invoke deluge function from within a widget?

                                                                                                                Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

                                                                                                              • Can a default task Priority be set?

                                                                                                                The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including

                                                                                                              • Adding a threshold to a line chart based on date range

                                                                                                                I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the

                                                                                                              • Resize Signature field dynamically

                                                                                                                On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?

                                                                                                              • Next Page