Kaizen #23 - Widgets
Hello Everyone!
Welcome to another week of Kaizen!
In this post, we are going to discuss Widgets in detail.
First things first—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.
For instance,
You want your sales representatives to handle new requirements/customization requested by prospects by raising internal tickets. The respective team can analyse the tickets and proceed with taking further actions. Although it is available as a different ticketing software, switching between them can be time-consuming and strenuous. Using widgets, you can make it available inside Zoho CRM itself thus, saving time and effort.
Simply put, widgets give you the power to merge all your work that might be separated in different software into Zoho CRM. Thus, making your work easy and swift.
Where can you use widgets?
Currently, you can add widgets to:
- Custom Buttons
- Related Lists
- Webtabs
- Homepage Dashboards
Steps to create a widget
Step 1: Installing the CLI (Command Line Interface)
Step 2: Creating a widget
Step 3: Adding and Hosting Widgets
Step 4: Using Widgets
Step 1: Installing the CLI
The command line interface is a text-based interface to access a third-party application using commands. Here, we are going to use the zet CLI for explanation.
Installing the necessary components
Pre-requisites:
1. Download the nodejs source code from "https://nodejs.org/en/download/".
2. Once you have installed Node JS, run the following command to verify it.
$ node -v $ npm -v |
Installing zet
Zet is a CLI that helps you to build and package widgets in Zoho CRM.
Run the following command to install the zapps CLI node package. Ensure that your system has Node JS 6 or above.
$ npm install -g zoho-extension-toolkit |
Run the following command to ensure that the installation was successful.
$ zet //Help information about 'zet' command will be shown. |
Creating a project
1. Run the following command to create a new project.
$ zet init |
This command will show the list of Zoho Services for which you can create a project template.
In this case, select Zoho CRM as the service. Provide a name for your widget. The sample project will be created in the respective folder directory.
2. To open the project, run the following command.
cd {Project_Name} |
Step 2: Creating a Widget
Now, you can start designing and including the UI components for the Widget in the widget.html file. You can find this file in the "app" folder of your project. This file must contain the structure, design, and components of the Widget.
The HTML code for ZenDesk widget
This widget helps you handle new requirements/customization requested by prospects by raising internal tickets. The respective team can analyse the tickets and proceed with taking further actions.
<html> <head> <link rel="stylesheet" href="../css/style.css"> <link rel="stylesheet" href="bootstrap.min.css"> <script src="ZohoEmbededAppSDK.min.js"></script> <script src="custom.js"></script> <script src="jquery-min.js"></script> <script src="bootstrap.min.js"></script> <script src="moment.js"></script> </head> <body> <div class="container"> <h2>Create Ticket</h2> <form action="javascript:void(0);" onsubmit="createTicket();"> <div class="form-group"> <label for="subject">Subject:</label> <input type="text" class="form-control" id="subject" placeholder="Enter Subject" name="subject"> </div> <div class="form-group"> <label for="description">Description:</label> <textarea class="form-control" id="description" rows="5" placeholder="Enter Description" name="description"></textarea> </div> <button type="button" onclick="des()" class="btn btn-success">CREATE</button> <button type="submit" class="btn btn-primary">CLOSE</button> </form> </div> <script type="text/javascript"> $(document).ready(function(){ initializeWidget(); }) </script> </body> </html> |
To use the Zoho CRM APIs in the widget, you can use the API helpers provided in the JS SDK.
Example HTML code with API helpers:
<!DOCTYPE html> <html> <head> <meta charset="UTF-8"> <title>Heatmaps</title> <meta name="viewport" content="width=device-width, initial-scale=1"> <script src="ZSDK.js"></script> <script src="ZohoCrmHelper.js"></script> <script> var id; ZOHO.embeddedApp.on("PageLoad", function(data){ id= data.EntityId; }); ZOHO.embeddApp.init() .then(function(){ ZOHO.CRM.API.getRecord({Entity:"Accounts",RecordID:id})//CRM API helper .then(function(errData){ console.log(data) }) }); </script> </head> <body></body> </html> |
3. Once you have created the widget, you can host the widget locally and test.
To host the widget locally:
$ zet run |
You can test the widget using the host address received.
Once you have tested the widget and find no problems with it, you can package the widget and host it internally or externally.
Internal Hosting
You can host your application's static content using Zoho CRM's internal hosting. With the help of Zoho's CLI, you can create, develop, test, and package your widgets. You have to upload the files of the application in a zip format.
Also, if you choose to run your widgets through internal hosting, you need not host your application elsewhere. In general, you can choose internal hosting, if you have created the application.
External Hosting
Some services are available from third-party sources. They allow you to use their software from their websites. In order to make those applications available in your CRM, you can choose external hosting.
Validating and Packaging the application
1. To validate your application, run the following command,
$ zet validate |
This will validate your app package and identify violations, if any. They should be corrected before updating the zip in our developer console.
2. To generate an uploadable zip of your application, run the following command,
$ zet pack |
This will create a zip file of the application under the "dist" folder of your project directory, which can be uploaded to the CRM.
Step 3: Adding a widget
To add a widget:
1. Go to Setup > Developer Space > Widgets.
2. Click Create your First Widget.
3. In the following pop-up,
- Give the widget a Name (mandatory).
- Provide a description about the widget (optional).
- Select the preferred Widget type.
- Select the preferred Hosting type.
4. To host the application internally:
- Select Zoho from the Hosting drop-down.
- Click Upload.
- Select the compressed (ZIP) file of your application (Maximum size limit is 25MB)
- Provide the Index URL of your application in the CRM. The base URL is automatically generated for internal hosting.
5. To host the application from external sources,
- Select External from the Hosting drop-down.
- Enter the URL of the website where the application is hosted. For instance, here is an example to add a heatmap widget through external hosting.
6. Click Save.
Step 4: Using a widget
Once the widget is added to your CRM, it can be used from the component to which it was associated to. Below are the two sample widgets.
1. ZenDesk
Using this widget, users can raise internal tickets from Zoho CRM itself. They need not open a new tab to do the same.
2. Heatmap
This widget displays a heatmap of the distribution of sales in a city. You can get an idea of the locations where the sales are booming, and plan accordingly.
A widget can also be used in Dashboard, Custom Button, or Related List. Refer to Widgets - Usage for more details.
We hope you found this post useful. Stay tuned for more!
Cheers!
Previous 'Kaizen' - Connections in Zoho CRM
Next 'Kaizen' - CORS and the JS SDK
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sneha Sridharan
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #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
New to Zoho TeamInbox?
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 Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Load form in iframe without header
I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. AnyFilter embedded report
How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&Service_Date__gte=<%=startDate%>&Service_Date__lte=<%=endDate%>'Creator Simplified #5: Set file upload restrictions in Zoho Creator
Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimizeField Type: Address, Change District/State to Dropdown with picklist??
Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.cutomized fields are not showing up in zoho creator from zoho crm
We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? ThanksHow to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit
I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' formOpen New Free Zoho Account
Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist
554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALLEmails going back unread
Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"
it is really annoying.Constraints on Tasks
We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessorMoving Project Dependencies Not Moving Precedessors
Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point startingCan you set task due dates to be "x" days before the milestone?
We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!Default ticket template in helpcenter
Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.Expanded data-capturing capabilities with enhanced tabular sections
We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sectionsIntegration of Business Hours in Email Templates
Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in EmailAdd Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));Blueprint - Field Validation Criteria (During)
When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options. Within the Field Validation Criteria within Blueprint, those options aren't available. Is there a particular reason for this?Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the promptedUse image on img HTML tag
Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,ZOHO Compain emails going to spam after authentication is successful
Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.Security Policies
To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. EnablingZoho CRM functions editor is not in the programming language deluge
I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type."Age in Days" calculation in Advanced Analytics
Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank youAutomatically set quotes to "lost" if deal is set to lost
Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!Subdomain
How can i make subdomain in my zoho websiteA/R Aging Details shows wrong aging days
In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.Global Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. GeoffDomain Transfer
I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.Project Templates & Reminders
I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project fromKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the differentCreate customized SLAs for your customer base with support plans
Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pendingZoho Flow or Schedules
I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more timesFree webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed
Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, DecemberHow to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.Workflow - Execute Based on Date
Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date]. Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearlyCan we set a BCC address as default to show while sending emails?
Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC addressMake collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature letsSend email is not authenticated
Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".Inbox Preference - Saved replies based on message repsonse with specific word
Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message containedNext Page