Tip 33: How to create custom forms and reports using widgets

Tip 33: How to create custom forms and reports using widgets


Hi folks,

In this month's tip, we're going to talk about how to use widgets to create custom forms and reports in your Creator application.

But, before that, let's cover a few basics.

What are widgets? 

Widgets help you extend the capabilities of your apps and perform tasks beyond the scope of built-in features. You can create powerful apps with richer user experiences and redefine the way your application interacts with your customers. For example, you can build and embed interactive UI components, such as image sliders and multistep forms. You can make use of HTML, CSS, or JavaScript libraries and reusable UI components to create an interactive interface.

How can you create a custom widget?

We've already shared a sample widget in our help article to integrate with Creator. The widget can be integrated with Creator forms and reports only by specifying the component link name and values in a JSON structure. 

In this tip, we'll walk you through how to create a widget with a custom design for forms and tables (reports). To create it, we'll use HTML, CSS, and JavaScript that we'll integrate into the Creator database using our JS API.

Let's create the Zoho Creator widget!

To create the Zoho Creator widget, you must install the Command Line Interface (CLI) on your machine. You can refer to this help article to install the CLI and create your widget with the help of this document.

Note: The CLI is used to send commands to a software program as lines of text, in order to interact with it. This interaction includes typing commands into the interface and receiving responses for them. 

Methods used to Creator custom widgets

HTML & CSS - Here, we'll leverage HTML and CSS to design custom forms and reports (tables).

JavaScript - With Javascript, we'll be able to implement show/hide components along with data-oriented backend functionality. For example, we can pass data from an HTML table to a custom form within the widget.

JS API - We'll use this to push, pull, delete, and update data to Zoho Creator.

Using the above four methods, let's see how we can create a custom form and table to add and view the data we enter into the application.

We'll be following the below steps to design the custom form and report:

1. Design the custom contact form using HTML and CSS code.

2. Use JavaScript code to show the form when a user clicks on the + button.

3. Use the JS API to add data to the Creator database, once the user enters data in the fields. Then, we'll use JavaScript again to refresh the form once the data is added to the Creator database.

4. Create the custom table (report) using HTML.

5. Use CSS to add style to your table, like colours, font properties, text alignments, etc.

6. Use JavaScript code to show and refresh the table.


So let's get started !

Step 1: Design the custom contact form using HTML and CSS code.




HTML code

<body>
 <div class="wrapper" >
         <div class="icon addIcon"onclick="myftn()" >
            <div class="tooltip">
              <b> Add&nbsp;Data</b>
            </div>
            <span><i class="fa fa-plus"></i></span>
         </div>
      </div>
    <div class="contact-form"id="myForm">
        <img alt=""class="avatar"src="https://i.postimg.cc/zDyt7KCv/a1.jpg">
        <b><h2>Contact Form</h2></b>
        <form id="itsMyForm">
            <p>Name</p><input type="text"id="EnterName"name="EnterName"placeholder="Enter Your Full Name">
            <p>Email</p><input type="text"id="EnterEmail"name="EnterEmail"placeholder="Enter Your Email">
            <p>Age</p><input type="number"id="EnterAge"name="EnterAge"placeholder="Enter Your Age">
            <p>Mobile</p><input type="text"id="EnterMobile"name="EnterMobile"placeholder="Enter Your Mobile Number">
            <button class="Submitbutton"id="SubmitReset"type="button">S U B M I T</button><br><br><br>
<button class="Resetbutton"id="SubmitReset1"type="button"onclick="resetForm()">R E S E T</button>
        </form>
    </div>
</body>


CSS styling code

<style>
.wrapper{
  display: inline-flex;
}
.wrapper .icon{
  margin: 0 20px;
  text-align: center;
  cursor: pointer;
  display: flex;
  align-items: center;
  justify-content: center;
  flex-direction: column;
  position: relative;
    right:-900px;
  top:70px;
  z-index: 2;
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon span{
  display: block;
  height: 60px;
  width: 60px;
  background: #fff;
  border-radius: 40%;
  position: relative;
  z-index: 2;
  box-shadow: 0px 10px 10pxrgba(0,0,0,0.1);
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon span i{
  line-height: 60px;
  font-size: 25px;
}
.wrapper .icon .tooltip{
  position: absolute;
  top: 0;
  z-index: 1;
  background: #fff;
  color: #fff;
  padding: 10px 18px;
  font-size: 20px;
  font-weight: 500;
border-radius: 25px;
  opacity: 0;
  pointer-events: none;
  box-shadow: 0px 10px 10pxrgba(0,0,0,0.1);
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon:hover .tooltip{
  top: -70px;
  opacity: 1;
  pointer-events: auto;
}
.icon .tooltip:before{
font-family: Arial, Helvetica, sans-serif;
  position: absolute;
  content: "";
  height: 15px;
  width: 15px;
  background: #fff;
  left: 50%;
  bottom: -6px;
  transform: translateX(-50%) rotate(45deg);
  transition: 0.4scubic-bezier(0.68, -0.55, 0.265, 1.55);
}
.wrapper .icon:hover span{
  color: #fff;
}
.wrapper .icon:hover span,
.wrapper .icon:hover .tooltip{
font-family: Arial, Helvetica, sans-serif;
  text-shadow: 0px -1px 0pxrgba(0,0,0,0.4);
}
.wrapper .addIcon:hover span,
.wrapper .addIcon:hover .tooltip,
.wrapper .addIcon:hover .tooltip:before{
  background: #ffc475;
}
.wrapper .ViewIcon:hover span,
.wrapper .ViewIcon:hover .tooltip,
.wrapper .ViewIcon:hover .tooltip:before{
background: #ffc475;
}
body {
    content: '';
    position: fixed;
    width: 100vw;
    height: 100vh;
background-image: url(https://images.unsplash.com/photo-1515420043797-69a1bc7ee7a0?ixlib=rb-1.2.1&ixid=MnwxMjA3fDB8MHxleHBsb3JlLWZlZWR8MTU0fHx8ZW58MHx8fHw%3D&auto=format&fit=crop&w=800&q=60);
    background-position: centercenter;
    background-repeat: no-repeat;
    background-attachment: fixed;
    -webkit-background-size: cover;
    background-size: cover;
}
.contact-form {
font-family: Arial, Helvetica, sans-serif;
    display: none;
    position: absolute;
    top: 50%;
    left: 50%;
    transform: translate(-50%, -50%);
    width: 400px;
    height: 400px;
    padding: 80px 40px;
    background: rgba(0, 0, 0, 0.5);
    border-radius: 15px;
}
.avatar {
    position: absolute;
    width: 80px;
    height: 80px;
    border-radius: 50%;
    overflow: hidden;
    top: calc(-80px/2);
    left: 190px;
}
.contact-form h2 {
    margin: 0;
    padding: 0 0 20px;
    color: #fff;
    text-align: center;
    text-transform: uppercase;
}
.contact-form p {
    margin: 0;
    padding: 0;
    font-weight: bold;
    color: #fff;
}
.contact-form input {
    width: 100%;
    margin-bottom: 20px;
}
.contact-form button {
    width: 40%;
}
.contact-form input[type=email], .contact-form input[type=password],.contact-form input[type=text],.contact-form input[type=number],.contact-form input[type=radio] {
    border: none;
    border-bottom: 1pxsolid #fff;
    background: transparent;
    outline: none;
    height: 40px;
    color: #ffc475;
  font-size: 16px;
}
.Submitbutton {
    height: 35px;
    color: white; font-size: 15px;
  background: none; cursor: pointer; border-radius: 5px; border: none;  outline: none; position: absolute; right:250px; bottom:40px;}  Submitbutton:hover { background: #ffc475;  color:black;both} .Resetbutton { height: 35px; color: white; font-size: 15px; background: none; cursor: pointer; border-radius: 5px; border: none; outline: none; position: absolute; left:250px; bottom:40px;}.Resetbutton:hover { background: #ffc475;        color:black;}.contact-form a { color: #ffc475; font-size: 14px; font-weight: bold; text-decoration: none;}
</style>

Step 2: Use the JavaScript code to show the form on click of the + button.

<script>
function myftn()
{
        document.getElementById("customers").style.display = "none";
        document.getElementById("myForm").style.display = "block";
    }
</script>

Step 3: Use the JS API to add data to the Creator DB once the user enters data in the fields. Then, we'll use JavaScript again to refresh the form once the data is added to the Creator database.

  <script>
function myfunctionAdd(){
                           ZOHO.CREATOR.init()
                           .then(function(data) {
                                                           //Code goes here
                          var Namee= document.getElementById("EnterName").value;
                          var Emaill= document.getElementById("EnterEmail").value;
                          var Mobilee= document.getElementById("EnterMobile").value;
                          var Agee= document.getElementById("EnterAge").value;
                                                               formData = {
                                                               "data" : {"Name":Namee,"Email" : Emaill, "Phone_Number":Mobilee, "Age":Agee} }
       var config = {
       formName : "Add_Request_Form",
       data : formData
       }                                                         
      ZOHO.CREATOR.API.addRecord(config).then(function(response){                                                           
        if(response.code == 3000){                                                               
        console.log("Record added successfully");
        }
       });
       //get all records API
       });
       }
function resetForm(){
       setTimeout(function(){document.getElementById("itsMyForm").reset(); }, 1000);
   }
   var buttonbtn = document.getElementById("SubmitReset");
     buttonbtn.addEventListener("click", myfunctionAdd);
    buttonbtn.addEventListener("click", resetForm);
   function resetForm(){
      setTimeout(function(){document.getElementById("itsMyForm").reset(); }, 1000);
   }
</script>

Step 4: Create the custom table (report) using HTML, as shown in the image below.




<body>
   <div class="icon ViewIcon" onclick="showtable()" id="myBtn" >
            <div class="tooltip">
              <b> View&nbsp;Data</b>
            </div>
            <span><i class="fab fa-wpforms"></i></span>
         </div>
<table id="customers">
       <tr>
         <th>&nbsp;&nbsp;P E R S O N&nbsp;&nbsp;N A M E&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;P H O N E&nbsp;&nbsp;N U M B E R&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;E M A I L&nbsp;&nbsp;A D D R E S S&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;A G E&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;ID&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;D E L E T E&nbsp;&nbsp;</th>
         <th>&nbsp;&nbsp;E D I T&nbsp;&nbsp;</th>
       </tr>
     </table>
    <div class="removeBtn"id="DeleteButtonn" >
          <div onclick="DeleteDataa(this)" >
             <div>
             </div>
                   <span><i class="fas fa-trash-alt"></i></span>
          </div>
          </div>
     <div class="editBtn"id="EditButton" >
          <div onclick="EditDataa(this)" >
             <div>
             </div>
                   <span><i class="fas fa-edit"></i></span>
          </div>
          </div>
</body>

Step 5: Use CSS to add style to your table, like colors, font properties, text alignments, etc.

<style>
#customers {
display:none;
 font-family: Arial, Helvetica, sans-serif;
   border-collapse: collapse;
   width: 91%;
  background: rgba(0, 0, 0, 0.5);
    border-radius: 15px;
   position: absolute;
   top: 50%;
   left: 50%;
   transform: translate(-50%, -50%);
border-collapse: separate; border-spacing: 0;
 }
 #customers td, #customers th {
 border: 1pxsolid ;
   padding: 8px;
     color: #ffc475;
    border-radius: 15px;
       text-align:center;
 }
#customers tr:nth-child(even){background-color: ;
    border-radius: 15px;
}
 #customers tr:hover {background-color:black;
    border-radius: 15px;
    cursor:pointer;

}
 #customers th {
 padding-top: 12px;
   padding-bottom: 12px;
   text-align: left;
   background-color:Black;
   color: #ffc475;
   text-align:center;
   border-radius: 15px;
 }
#customers td {
    border: solid 1px #000;
    border-style: nonesolidsolidnone;
}
#customers tr:first-child td:first-child { border-top-left-radius: 15px; }
#customers tr:first-child td:last-child { border-top-right-radius: 15px; }
#customers tr:last-child td:first-child { border-bottom-left-radius: 15px; }
#customers tr:last-child td:last-child { border-bottom-right-radius: 15px; }
#customers tr:first-child td { border-top-style: solid; }
#customers tr td:first-child { border-left-style: solid;
</style>

Step 6: Use the JavaScript below to show and refresh the table.

<script>
function showtable(){
       document.getElementById("myForm").style.display = "none";
   document.getElementById("customers").style.display = "block";
     }
     function myfunction()
     {
     var rowCount = customers.rows.length;
                         for (var i = rowCount - 1; i > 0; i--) {
                             customers.deleteRow(i);
                         }
                  var array1 = [];
                  ZOHO.CREATOR.init()
                  .then(function(data) {
                    //Code goes here
                    var config = {
              reportName : "All_Requests",
              criteria: "(ID!=0)",
              page : 1,
              pageSize : 10
          }
          ZOHO.CREATOR.API.getAllRecords(config).then(function(response){
              //callback block
              var a=0;
              var roww = 1;
              var recordArr = response.data;
              for(var index in recordArr){
                  var rec=(recordArr[index]);
                  var val1=rec["Name"];
                  var val2=rec["Phone_Number"];
                  var val3=rec["Email"];
                  var val4=rec["Age"];
                  var val5=rec["ID"];
                  var display=document.getElementById("customers");
                  var newRow=display.insertRow(roww);
                  var cell1 =newRow.insertCell(0);
                  var cell2 =newRow.insertCell(1);
                  var cell3 =newRow.insertCell(2);
                  var cell4 =newRow.insertCell(3);
                  var cell5 =newRow.insertCell(4);
                  var cell6 =newRow.insertCell(5);
                  var cell7 =newRow.insertCell(6);
                  cell1.innerHTML = val1 ;
                  cell2.innerHTML = val2 ;
                  cell3.innerHTML = val3 ;
                  cell4.innerHTML = val4 ;
                  cell5.innerHTML = val5 ;
                  var div = document.getElementById("DeleteButtonn");
                  cell6.innerHTML = div.innerHTML;
                var div = document.getElementById("EditButton");
               cell7.innerHTML = div.innerHTML;
              a=a+1;
              roww=roww+1;
          }
          });
          });
     }        
     // Selecting button element
   var btn = document.getElementById("myBtn");
    btn.addEventListener("click", showtable);
   btn.addEventListener("click", myfunction);
</script>

Note : We've attached a custom widget file that contains the below JS API tasks. This will help you create your own custom widgets and perform the following actions:

  • Add Record
  • View All Records
  • Update Record
  • Delete Record

To use the attached widget in your application for testing, all you need to do is replace the form link name, report link name, and all the field link names with yours in the JS API call.

Wouldn't it be useful to create a custom form and report like this? If you have any questions regarding this tip, please feel free to add them as comments below. We'd be happy to answer them for you !

Stay Safe and Good Day :)

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                                                                                                          • Add Standalone “Save” Button in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to save

                                                                                                          • Text Direction Control in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)

                                                                                                          • Autosave in Pagesense Popup Editor

                                                                                                            Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. In

                                                                                                          • Billing frequency is not displayed correctly.

                                                                                                            Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

                                                                                                          • Creating Secret via Vault API

                                                                                                            Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

                                                                                                          • Zoho CRM custom fields not showing in zoho creator

                                                                                                            Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

                                                                                                          • Is It Possible to Hide Menu Option from Main Navigation?

                                                                                                            Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

                                                                                                          • Unleash the power of detail, with Table View.

                                                                                                            What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean most

                                                                                                          • Kaizen #126 - Circuits in Zoho CRM - Part 1

                                                                                                            Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

                                                                                                          • Dynamic Signature - Record owner

                                                                                                            Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

                                                                                                          • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

                                                                                                            Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

                                                                                                          • Multiple clients in one project

                                                                                                            Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

                                                                                                          • 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

                                                                                                          • Support Bots and Automations in External Channels

                                                                                                            Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

                                                                                                          • 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

                                                                                                          • Workdrive on Android - Gallery Photo Backups

                                                                                                            Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

                                                                                                          • Need more details on API Usage Dashboard

                                                                                                            Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

                                                                                                          • Edit item custom fields

                                                                                                            Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

                                                                                                          • Rendering PDF to view on page

                                                                                                            My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

                                                                                                          • Dynamically Fetching Lookup Field Display Value

                                                                                                            I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

                                                                                                          • Workdrive and ChatGPT Team Synced Connectors

                                                                                                            Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

                                                                                                          • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

                                                                                                            Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to

                                                                                                          • Bug Report and Suggestions for Improvement in Zoho Applications

                                                                                                            Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

                                                                                                          • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

                                                                                                            I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?

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