Kaizen #95 How is a Widget used in a Blueprint?

Kaizen #95 How is a Widget used in a Blueprint?

Hey folks!!
Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints.

What are Widgets?

Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provide additional data, or integrate with external services. These widgets can be built using Zoho's widget SDK (Software Development Kit), which allows developers to build and integrate custom applications directly into Zoho CRM.

What are Blueprints?

Blueprints in CRM help you design processes with pre-defined conditions and enable the system to follow a specific flow. A record can only move to the next state if it satisfies the given condition; otherwise, it remains in the same state. Blueprints help in converting leads into customers and developing your business. A transition button acts as an intermediary between two states, holding the condition and facilitating the flow within the system.

For instance, when a person approaches a bank for a loan, the bank needs to check the person's previous loan's status. They need to verify whether he has any existing loans or any defaults from other banks or from the same bank. The bank will provide loans based on the person's current and past borrowing behaviours. This can be achieved using widgets in blueprints.

The Flow Representation

                                              
Let's consider that a person named Shane has applied for a loan. His details will be in the "Loans" Module in the CRM. The bank employee responsible for processing the loan applications will review Shane's credibility and decide whether to approve or reject the loan.
  • If Shane has not settled any of his previous loans and has a bad repayment history, the bank will decline his new loan request, and the record will be marked as 'Rejected' state.
  • If there are few current active loans with a good repayment history, the bank will approve the loan, and the status of the newly sanctioned loan will be 'Active.'
In this use case, we cannot use any inbuilt CRM's blueprint options to show a popup of Shane's previous loan details and make a decision. Therefore, we will associate a custom widget to assist the banker in making the decision during the Blueprint transition.

How do I create a widget in the Blueprint?

  1. Go to Setup > Developer Space > Widgets.
  2. Click Create New Widget.


Note : The widget is hosted internally (Zoho) in the post. Please refer to this page to view the source code.

Sample Codes

index.html

  1. <!DOCTYPE html>
  2. <html>
  3. <head>
  4.   <title>User Details</title>
  5.   <link rel="stylesheet" href="index.css">
  6.   <script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script> 
  7. //Import this JS SDK to use SDK methods
  8.   <script src="index.js"></script>
  9. </head>
  10. <body>
  11.   <div class="container">
  12.     <h1>User Details</h1>
  13.     <div class="details">
  14.       <h2>Basic Details</h2>
  15.       <p><strong>Name:</strong> <span id="name"></span></p>
  16.       <p><strong>Email:</strong> <span id="email"></span></p>
  17.       <p><strong>PAN ID</strong> <span id="panId"></span></p>
  18.       <p><strong>Address</strong> <span id="address"></span></p>
  19.       <!-- Add more fields as needed -->
  20.     </div>
  21.     <div class="details">
  22.       <h2>Current Loan Requests</h2>
  23.       <p><strong>Loan ID:</strong> <span id="loanId"></span></p>
  24.       <p><strong>Loan Type:</strong> <span id="loanType"></span></p>
  25.       <p><strong>Amount:</strong> <span id="amount"></span></p>
  26.       <!-- Add more fields as needed -->
  27.     </div>
  28.     <div class="loan-history">
  29.       <h2>Loan History</h2>
  30.       <div class="loan-history-table">
  31.         <table>
  32.           <thead>
  33.             <tr>
  34.               <th>S. No</th>
  35.               <th>Bank Name</th>
  36.              .
  37.              .
  38.             .
  39.           </tr>
  40.           </thead>
  41.           <tbody id="loanHistoryTableBody">
  42.             <!-- Loan data will be dynamically populated here -->
  43.           </tbody> 
  44.         </table>
  45.       </div>
  46.     </div>
  47.   </div>
  48.   <div class="buttons">
  49.     <button id="button1" onclick="closePopup()">Decline</button>  //When the decline button is clicked, a method is called to close the widget pop-up
  50.     <button id="button2" onclick="moveToNextState()">Approve</button> //When the Approve button is clicked, a method is called to move the record to the next state.
  51.   </div>
  52. </body>
  53. </html>
To use the Zoho CRM APIs in the widget, you can use the API helpers provided in the JS SDK.

index.js

  1. ZOHO.embeddedApp.on("PageLoad", async function (data)
  2. //This event is used to get the page load data
  3.  {
  4.     console.log(data);
  5.     const loanRec = await ZOHO.CRM.API.getRecord({
  6.         Entity: data.Entity, // Here, 'Entity' is 'Loans Module'
  7.         RecordID: data.EntityId //The 'ID' of the record
  8.     });
  9.     console.log(loanRec.data[0].Recipient.id);
  10.     const contactRec = await ZOHO.CRM.API.getRecord
  11. //gettind contact details
  12. ({
  13.         Entity: "Contacts",
  14.         RecordID: loanRec.data[0].Recipient.id
  15.     });
  16.     const loanHistory = await ZOHO.CRM.API.getRelatedRecords
  17. //getting related records of the contact
  18. ({
  19.         Entity: "Contacts",
  20.         RecordID: loanRec.data[0].Recipient.id,
  21.         RelatedList: "Loan_History",
  22.         page: 1,
  23.         per_page: 200
  24.     })

  26. ZOHO.embeddedApp.init(); 
  27. //used to initialize widget
  28. function moveToNextState()
  29. {
  30.     ZOHO.CRM.BLUEPRINT.proceed(); 
  31. //ZOHO.CRM.BLUEPRINT.proceed() function from JS SDK, which helps in making the blueprint transition
  32. }
  33. //method used to move a record to the next state

  35. function closePopup(){
  36.     ZOHO.CRM.UI.Popup.close();
  37. }
  38. //method used to close the widget
  39. function displayBasicDetails(data) {
  40.     console.log(data);
  41.     document.getElementById('name').textContent = data.Full_Name;
  42.     .
  43.     .
  44. }
  45. }

Associating a Widget to the Blueprint

Add the hosted 'Check Profile' widget in the 'During' transition in the blueprint.
                  
Click Add > Widgets - The list of available widgets in your CRM will be displayed. 
States in this Blueprint:
  • Approval Pending : It is the default status of a newly created record in the loan module.
  • Active: If a person has a good loan repayment history, then the loan application will be sanctioned as per the banker's decision, and the status for the newly created loan will be 'Active'.
  • Closed : When a current loan is closed by the bank, the record's status will be 'Closed.'
  • Default : When any previous loans remain unsettled and the person is unavailable when a bank approaches for repayment on or after the payment due date, it is considered a fraudulent act. Such loans will be marked as "default". In such cases, the bank will decline the current loan request, and mark it as 'Rejected'.
  • Rejected : If a person has a bad repayment loan history or defaults, the bank will decline the loan, and the record's status will be 'Rejected'.
The below GIF represents a set of records waiting for approval from the bank under the Approval Pending custom view.

When the banker accesses the individual loan request, he/she will see the 'Check Profile' transition button. Using this transition, the banker can view the custom widget that displays the loan history and other details required to make a decision.
Here, the banking personnel can approve the loan by verifying the details. If the user has a goo   score and repayment history, the record will move to the Active state (newly requested loan).

If the applicant possesses any existing outstanding loans, lacks sufficient collateral, fails to provide verifiable income proof, or exhibits a history of defaults, the bank will decline the request, and the record will be moved to 'Rejected' state. This will help a bank to avoid fraudulent acts.


How will the CRM fetch a person's loan history from a third-party website?
To retrieve a person's current and previous loan status from a third-party website, banks employ different processes in different countries. 
The credit score will be tracked based on different Unique IDs issued by each country to their citizens. These details can be fetched from their respective websites using widgets.
For example :
  • USA - Social Security Number.
  • UK - The National Insurance Number.
  • Ireland - The Personal Public Service Number.
  • India - Permanent Account Number, etc.
We hope you found this post useful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com
Cheers!!!
Further Reading

    Access your files securely from anywhere

        Zoho FSM Video Tutorials

          Workforce
          Mobile App
          Job Scenarios
          Scheduled Maintenance
          FSM × Desk
          FSM × Books & Invoice
          FSM × WhatsApp

          MCP Tool Guide MCP Changelog
              What's new
              Blogs
              Community
              Zia
              API resources
              Pricing
              Integrations
              Town Hall
              Custom Apps


              All-in-one knowledge management and training platform for your employees and customers.






                                    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

                                                                    • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

                                                                      We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

                                                                    • Kaizen #256 - Build an Arrival Readiness Web Tab in Zoho CRM

                                                                      Hi everyone! Welcome back to the Kaizen series! In the post, we discuss a use case in hospitality industry: how an Arrival Readiness web tab widget can be used to let reception staff identify and resolve issues before arrival of guests. Use case In the

                                                                    • 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


                                                                    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 Billing 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

                                                                                                                        • Zoho Books | Product updates | July 2026

                                                                                                                          Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes

                                                                                                                        • Calendar invites from Contacts not being assigned to Account in CRM

                                                                                                                          Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show

                                                                                                                        • Kaizen #258 - Getting Started with zoho-crm SKILL.md

                                                                                                                          Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill

                                                                                                                        • Zoho Tables is now live in Australia & New Zealand!

                                                                                                                          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

                                                                                                                        • Dashboard/Component filter by probability

                                                                                                                          Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

                                                                                                                        • Stock (on-hand) Items not updated after using Composite items

                                                                                                                          Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,

                                                                                                                        • Is there a way to show contact emails in the Account?

                                                                                                                          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

                                                                                                                        • Important changes for users with Zoho accounts in the UAE and other Data Centers

                                                                                                                          What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated

                                                                                                                        • Conditional Layouts On Multi Select Field

                                                                                                                          How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have

                                                                                                                        • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

                                                                                                                          WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

                                                                                                                        • merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

                                                                                                                          HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

                                                                                                                        • Delug script

                                                                                                                          I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as

                                                                                                                        • Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

                                                                                                                          I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see

                                                                                                                        • 【Zoholics Japan 2026】ITreview 口コミ投稿キャンペーンを実施します！

                                                                                                                          ユーザーの皆さま、こんにちは！ 2026年9月25日（金）開催の「Zoholics Japan 2026」会場にて、 Zoho CRM・Zoho Workplace・Zoho Mail を対象とした「ITreview 口コミ投稿キャンペーン」を実施します！ Zoholics にご来場いただく皆さま、ぜひこの機会に普段お使いの Zoho 製品について、率直なご感想をお聞かせください。 【キャンペーン内容】 対象製品： ・Zoho CRM ・Zoho Workplace ・Zoho Mail キャンペーン実施時間：

                                                                                                                        • Contact removed when picking ticket template.

                                                                                                                          hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!

                                                                                                                        • Using IMAP configuration for shared email inboxes

                                                                                                                          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

                                                                                                                        • Global Sets for Multi-Select pick lists

                                                                                                                          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

                                                                                                                        • Bank Transaction Rules Link Under Each Bank Account

                                                                                                                          Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all

                                                                                                                        • Nested notebooks

                                                                                                                          Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

                                                                                                                        • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

                                                                                                                          Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

                                                                                                                        • Zoho CRM

                                                                                                                          Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:

                                                                                                                        • Implement Meeting Polls in Zoho Bookings

                                                                                                                          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

                                                                                                                        • Recording Salaries and wages in zoho books with bank fees

                                                                                                                          Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank

                                                                                                                        • API - Available Stock Definitions

                                                                                                                          Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.

                                                                                                                        • [BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included

                                                                                                                          An example of the issue can be seen below:

                                                                                                                        • CNIL - Suivi de Pixel

                                                                                                                          Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

                                                                                                                        • Scheduled import

                                                                                                                          The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.

                                                                                                                        • #4 Choosing How My Invoice Should Look

                                                                                                                          Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,

                                                                                                                        • Transaction rules for "Owner's Contribution" ?

                                                                                                                          I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from

                                                                                                                        • DYK 12: Turn Email into Work Items

                                                                                                                          Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During

                                                                                                                        • Custom Function not getting package details when triggered from Workflow Rules.

                                                                                                                          I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

                                                                                                                        • how to Solve Conflict Invoices in Zoho POS

                                                                                                                          Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

                                                                                                                        • ¿Cuándo estará disponible la edición de Zoho POS para México?

                                                                                                                          He estado revisando las capacidades de Zoho POS y su evolución dentro de la estrategia de Zoho for Retail, y me parece que existe una oportunidad muy interesante para el mercado mexicano. Zoho POS ya ofrece funcionalidades para gestionar ventas, inventario,

                                                                                                                        • Important update for Zoho RPA Windows Agent users

                                                                                                                          Hi everyone, We would like to share an important update for Zoho RPA Windows Agent users running Windows Server 2016 or Windows Server 2019. The new Zoho RPA Windows Agent 6.0.0 and later versions are not supported on Windows Server 2016 and Windows Server

                                                                                                                        • Multi-Option Estimates: One Estimate, Multiple Choices

                                                                                                                          Every service request can have multiple solutions. Multi-Option Estimates help you present these different solutions in a single estimate with its own name, parts, price, and total. Each option can differ in scope, approach, or price — whatever choices

                                                                                                                        • Marketing Tip #32: Improve SEO and customer confidence with an FAQ section

                                                                                                                          Before making a purchase, customers often have simple questions about delivery times, returns, product usage, or sizing. If they can’t quickly find answers, they may leave your store without buying. Adding a clear FAQ (Frequently Asked Questions) section

                                                                                                                        • ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table

                                                                                                                          There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens

                                                                                                                        • How to change an employee mail id

                                                                                                                          Hi, Does the administrator have the rights to edit an  employees mail id. 

                                                                                                                        • Cousin Domain Verification in Zoho Mail: Identify and block look-alike domains

                                                                                                                          Phishing attacks often rely on domain names that closely resemble legitimate ones. This makes it difficult for users to identify fraudulent emails at first glance. Zoho Mail's Cousin Domain Verification feature allows administrators to define trusted

                                                                                                                        • How do I add 2 agents under the same email?

                                                                                                                          I have 2 agents who use the same email address. I added one, but when adding the second agent, it says that the email is already registered. How do I configure this properly?

                                                                                                                        • Next Page