Kaizen #99 - Render Widgets Using Client Script

Kaizen #99 - Render Widgets Using Client Script

Hello everyone!
Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script.

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.

You can render a Widget through Client Script and pass data from the Widget to the Client Script.

Use Case:
At Zylker, a manufacturing company, the Service Agent places orders using the Orders module.  There is a sub-form named Product list. The user should add the products by clicking the "Add row" button every time. 



To avoid this, Zylker wants the users to select multiple products from a single pop-up. Once the user selects the products from that pop-up , the sub-form "Product list" should get updated with all those products(one product in one sub-form row).

Solution:

Whenever the user picks the Product Category, you can create a Client Script to render the widget. The Products selected by the user on the widget , will be passed to the Client Script and will be added as separate rows in  Product list subform.
 
1. Install Zoho CLI and add code to the app folder.
2. Upload the zip file as a Widget.
3. Create a Client Script to render the Widget and to add data to the Sub-form.


1.  Install Zoho CLI and add code to the app folder 

Follow the steps given in this post and add the html code, javascript file and css file.

Index.html



<!DOCTYPE html>
<html>
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width">
  <title>Choose products</title>
  <link href="styles/style.css" rel="stylesheet" type="text/css" />
</head>
<body>
  <div class="wgt_cp_popupContent">
    <section class="wgt_cp_contentWrap">
      <div hidden="true" id="noProductDiv">
        <pre>No products associated to the selected deal</pre>
      </div>
      <table width="100%" cellspacing="0" id="pTable">
        <thead>
          <tr class="wgt_productTblHead">
            <th><input type="checkbox" id="selectAll"     onclick="selectAllProducts(this)"></th>
            <th>Product Name</th>
            <th>Product Category</th>
            <th>Unit Price</th>
            <th>Quantity in Stock</th>
          </tr>
        </thead>
        <tbody id="tbody"></tbody>
      </table>
    </section>
  </div>
  <script src="./script/script.js"></script>
</body>
</html>


Script.js

var count = 0;
var productData, maxRows = 0;
ZOHO.embeddedApp.on("PageLoad", async function (data) {
 console.log("data from Client Script", data);
 maxRows = data.max_rows;
 const search_response = await ZOHO.CRM.API.searchRecord({ Entity: "Products", Type: "criteria", Query: "(Product_Category:equals:" + data.product_category + ")" })
 if (search_response && search_response.data && search_response.data.length) {
  productData = search_response.data;
  var htmlString = "";
  productData.forEach(({ id, Product_Category, Product_Name, Unit_Price, Qty_in_Stock }) => {
   htmlString = htmlString.concat(
    `<tr>
     <td><input type='checkbox' onclick='selected(this)' id='${id}' class='products'></td>
     <td>${Product_Name}</td>
     <td>${Product_Category}</td>
     <td>${Unit_Price}</td>
     <td>${Qty_in_Stock}</td>
    </tr>`
   );
  });
  document.getElementById("tbody").innerHTML = htmlString;
 } else {
  document.getElementById("pTable").hidden = true;
  document.getElementById("noProductDiv").hidden = false;}
});
ZOHO.embeddedApp.init();
function selected(element) {
 element.checked ? count++ : count-- ;
 document.getElementById("selectedCount").innerHTML = `${count} Products selected`;
}
function closewidget() {
 if (count > maxRows) {
  alert("Selected product is greater than the maximum subform rows.");
 } else {
  var selected_products = [];
  for (product_element of document.getElementsByClassName('products')) {
   product_element.checked && selected_products.push(productData.find(product => product.id === product_element.id));}
  console.log("returning to Client Script ...", JSON.stringify(selected_products));
  $Client.close(selected_products);}
}


As per the above script, the products are fetched from the "Products" module based on the "Product Category" selected by the user. This information is captured in "search_response" and is added to the body of  widget.html. 
Here,  the code $Client.close(selected_products); will pass the selected products from Widget to the Client Script and close the widget rendered from Client Script. Click here for more details about the variable $Client.
Next step is to upload the zip file of the app folder.
Click here to view the complete code.

2. Upload the zip file as a Widget
  • Go to Setup > Developer Space > Widgets.
  • Click Create New Widget.

  • The Hosting should be "Zoho" and mention the html page of the app folder that you uploaded.
Note: The widget should be of "button" type in order to render through a Client Script.

3. Create a Client Script to render Widget and to add data to the subform
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.
  • The Client Script should render the Widget when the user selects Product Category. So Client Script should have field event on the field "Product Category".
  • On the Client Script IDE, you can see the below details.

  • Enter the following script in the Client Script IDE and click save.

var products_list = ZDK.Page.getField('Product_list').getValue();
if (products_list.length === 1) { // Clear subform if empty row
    !Object.values(products_list[0]).every(value => !!value) && products_list.pop();
}
// Open widget with product category & max. allowed rows based on existing subform data
var selected_products = ZDK.Client.openPopup({
    api_name: 'choose_products', type: 'widget', header: 'Choose Products', animation_type: 1, height: '570px', width: '1359px', left: '150px'
}, {
    product_category: value, max_rows: 25 - products_list.length
});
// Update subform with Selected Products from the widget Popup
if (selected_products.length) {
    selected_products.forEach(product => {
        products_list.push({ Product_Name: { id: product.id, name: product.Product_Name }, Quantity: 1, Unit_Price: product.Unit_Price });
    });
  ZDK.Page.getField('Product_list').setValue(products_list);
}


  • To render a widget from Client Script, use openPopup(config, data)  ZDK. You can specify the configuration details like api name of the widget, title, size, animation type as parameters and specify the data to be passed as 'PageLoad' event data in the Widget. 
  • The response from the widget (i.e user selection) is captured by the variable "selected_products". Then each product (id,name,product_name,quantity and unit_price) is pushed to the list products_list. Finally, the product list value  is updated to the Product Category sub-form using setValue(value) ZDK. 
  • Here is how the Widget gets rendered through Client Script.



We hope you found this post useful. We will meet you next week with another interesting topic! If you have any questions let us know in the comment section.

Click here for more details on Client Script in Zoho CRM.

As we approach the 100th post in our Kaizen series next week, we invite you to share your queries and concerns with us.  We are always looking for ways to improve our content and make it more relevant to our readers.

Please fill out this form to share your thoughts.



Happy Coding!




    Access your files securely from anywhere

        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

                                                              • 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

                                                              • Kaizen #217 - Actions APIs : Tasks

                                                                Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

                                                              • Kaizen #216 - Actions APIs : Email Notifications

                                                                Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are


                                                              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

                                                                                                                • Check & Unchecked Task Segregation in Export

                                                                                                                  It must have a feature to represent checked and unchecked tasks as [ ] and [✅] respectively when exporting it to Arratai or WhatsApp ; as Keep Notes by Google contains…

                                                                                                                • WorkDrive Download Issue

                                                                                                                  My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it

                                                                                                                • Resolution Time Report

                                                                                                                  From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,

                                                                                                                • Add RTL (Right-to-Left) Text Direction Button in Zoho Cliq

                                                                                                                  Greetings Zoho Team, We would like to request the addition of an RTL (Right-to-Left) text direction button in Zoho Cliq, similar to what is already available in other Zoho apps like Zoho Desk. Currently, while using Zoho Cliq with the English interface,

                                                                                                                • Enable Backgrounds and Video Filters for 1:1 Cliq Calls Across All Zoho Entry

                                                                                                                  Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement related specifically to 1:1 video calls in Zoho Cliq. Current Behavior Zoho Cliq currently provides background and video filter options in the following scenarios:

                                                                                                                • Zoho Flow: Stripe a Zoho Marketing Automation

                                                                                                                  Hola! Quiero hacer un flujo con Zoho Flow, para que cuando se haga un pago en Stripe, añada el lead en Zoho Marketing Automation. Lo he configurado, configurando el disparador como "Payment created" y mapeando el campo de Stripe "Receipt email address".

                                                                                                                • Zoho email

                                                                                                                  I need a list of email addresses of all contacts on my zoho

                                                                                                                • Shift-Centric View for Assigning and Managing Shifts in Zoho People

                                                                                                                  Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho

                                                                                                                • Add Ticket button in Home view

                                                                                                                  When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.

                                                                                                                • Problem using Zoho Desk API

                                                                                                                  Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

                                                                                                                • How to print a label from zoho creator app?

                                                                                                                  Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

                                                                                                                • City field suggestion in Zoho Books

                                                                                                                  Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest

                                                                                                                • Non-responsive views in Mobile Browser (iPad)

                                                                                                                  Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

                                                                                                                • How can I check all announce?

                                                                                                                  Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function

                                                                                                                • Cannot connect to imap.zoho.eu on iOS26

                                                                                                                  Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

                                                                                                                • Personalize your booking pages with Custom CSS

                                                                                                                  Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

                                                                                                                • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

                                                                                                                  Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,

                                                                                                                • Accounting for Territories

                                                                                                                  We have different territories i.e. Europe and US and although we can manage the sales process for each and allocate different currencies in the CRM - we want to keep the accounting separate for each territory as there are different reporting and accounting requirements - is there any way to do this?   We want to avoid having two separate instances of zoho.

                                                                                                                • User

                                                                                                                  If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

                                                                                                                • Outlook - Zoho CRM Calendar Integration

                                                                                                                  I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated

                                                                                                                • 【Zoho CRM】ポータル機能のアップデート

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待：指定した条件を満たすユーザーに、自動で招待を送信 招待設定：招待メールの言語を選択し、言語ごとに条件を設定可能

                                                                                                                • Contact data removes Account data when creating a quote

                                                                                                                  Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

                                                                                                                • Export all of our manuals from Zoho Learn in one go

                                                                                                                  Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

                                                                                                                • Automation#31: Automate Splitting Names for New Contact Records

                                                                                                                  Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,

                                                                                                                • Automatically remove commas

                                                                                                                  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

                                                                                                                • Project Change Orders and Additions

                                                                                                                  We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

                                                                                                                • ZOHO Desk - Description of slave ticket disappeared after Merge

                                                                                                                  Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could

                                                                                                                • How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?

                                                                                                                  I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link

                                                                                                                • Problem Adding Facebook Account

                                                                                                                  Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook

                                                                                                                • Zoho Desk Teams App is not loading

                                                                                                                  Hi Zoho Desk support. Need an assistance on the Zoho Desk Teams app. Once I click View Ticket, it isn't showing anything. Kindly refer to attached: ZohoDesk Teams App_View Ticket Error.jpg For our Dashboard, we are still experiencing the same issue. Kindly

                                                                                                                • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                                  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

                                                                                                                • Which WhatsApp API works seamlessly with Zoho CRM?

                                                                                                                  I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

                                                                                                                • Allow people to sign a zoho form by using esign or scanned signature

                                                                                                                  Allow people to sign a zoho form by using esign or scanned signature

                                                                                                                • Button to Reapply Filters on Sheet(s)

                                                                                                                  I wrote a macro that I attached to a button to reapply the filters on all my sheets and it says it works, but it doesn't actually do anything. What is wrong with it? Is there another way? Or even make it work for one sheet? Sub UniversalFilterRefresh()

                                                                                                                • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

                                                                                                                  Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

                                                                                                                • How do I add todays date to merge field

                                                                                                                  I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John

                                                                                                                • Tracking Emails sent through Outlook

                                                                                                                  All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

                                                                                                                • Whats that

                                                                                                                  Price?

                                                                                                                • The same Contact associated to multiple Companies - Deals

                                                                                                                  Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

                                                                                                                • Portals-Adjust Column Sizes

                                                                                                                  I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?

                                                                                                                • Next Page