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 Campaigns Resources




                          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


                                                          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

                                                                                                          • CRM verify details pop-up

                                                                                                            Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

                                                                                                          • Custom templates for calendar report

                                                                                                            What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

                                                                                                          • Print a price list or price book

                                                                                                            Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

                                                                                                          • Disable payment thank-you emails

                                                                                                            Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

                                                                                                          • Maximum tags possible in Contacts Records

                                                                                                            I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

                                                                                                          • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                                                                                            When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

                                                                                                          • CRM Mobile reports

                                                                                                            When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

                                                                                                          • When Zoho Tables Beta will be open to EU data center

                                                                                                            Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

                                                                                                          • Start Form on a different page (i.e., hide form pages)?

                                                                                                            I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

                                                                                                          • How can we disable "My Requests"?

                                                                                                            We are not using this functionality in our system at all and our users get confused.

                                                                                                          • PayPal payment received recording problem

                                                                                                            Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

                                                                                                          • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                                                                                            Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

                                                                                                          • How to mute chat notification sound by default in Zoho SalesIQ?

                                                                                                            We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

                                                                                                          • Kanban View for Projects.

                                                                                                            At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

                                                                                                          • How to Hide Article Links in SalesIQ Answer Bot Responses

                                                                                                            I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

                                                                                                          • Add RECURRING option when adding email to calendar events

                                                                                                            When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

                                                                                                          • LINE Auto Message Connect to Zoho

                                                                                                            When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

                                                                                                          • Option to block bookings from specific email address or ip adresss in zoho booking

                                                                                                            Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

                                                                                                          • Threaded conversations for emails sent via automation

                                                                                                            Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

                                                                                                          • Create folder is fetch fails

                                                                                                            coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

                                                                                                          • Meetups de Usuarios de Zoho - Noviembre 2025

                                                                                                            ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

                                                                                                          • Introducing 7 New Connectors in Zoho DataPrep!

                                                                                                            We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

                                                                                                          • Sales Order, Invoice and Payment numbers

                                                                                                            Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

                                                                                                          • Missing information data Zoho inventory

                                                                                                            there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

                                                                                                          • First day of trying FSM in the field.

                                                                                                            What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

                                                                                                          • Zoho Desk app update: AI powered features

                                                                                                            Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

                                                                                                          • How to Automate Email Sequence

                                                                                                            I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

                                                                                                          • Turning off the new UI

                                                                                                            Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

                                                                                                          • Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

                                                                                                            Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

                                                                                                          • Credit Management: #3 Setting Credit Limit for Customers

                                                                                                            Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

                                                                                                          • Canvas View in Zoho Recruit

                                                                                                            Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

                                                                                                          • Adding Reports to Portals

                                                                                                            Is there a way to add Reports to portals so only the user can see report templates relevant to them?

                                                                                                          • Update on the client portal URL for Guest users

                                                                                                            We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

                                                                                                          • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

                                                                                                            Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

                                                                                                          • Enhancements to Zoho Map integration tasks

                                                                                                            Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

                                                                                                          • Unable to see Zoho contacts in Zoho app on ios

                                                                                                            Hi Support Team, I am a new user, I have created my account and installed zohomail app on iOS 16 which works. I was also able to import my Gmail contacts into Zoho Contacts, which I can see. The problem is that I can’t see these imported cobalts in Zohomail

                                                                                                          • Task Due Date greater than 10 years.

                                                                                                            We use recurring tasks in Projects where every week, month, year etc Some of our projects are greater than 10 years and we are unable to set a new due date because the difference between start date and due date is greater than 10 years. As an example

                                                                                                          • External User onboarding for zoho connect is not really intuitive.

                                                                                                            So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

                                                                                                          • Hosting external websites on Zoho?

                                                                                                            How can I host my external website on zoho? Do we have that option? I am currently with hostinger and am looking to switch to zoho. Kindly help. Thanks.

                                                                                                          • How to Add Time Formula Duration (hh:mm)

                                                                                                            Hi everyone — I’m trying to create a formula field in Zoho CRM that calculates the difference between a “Call Start Time” and “Call End Time” and displays the duration in HH:MM format (for example: 1:04 for one hour and four minutes). My current setup

                                                                                                          • Next Page