Hi,
In my Zoho Creator app, I have a form representing Loan applications (Deals). Another form is Documents, which is linked in a many-to-many relationship with the Deals module. There is a client portal in which the client can upload their documents.
My report view has a few useful buttons for the broker who reviews the documents:
- Voir documents (Preview documents)
- Accept
- Refuse
I want the report view to appear exactly as it is in Zoho Creator, in a related list in Zoho CRM. The prebuilt Zcrm-Zcreator related list integration does not let met use the buttons I created in the view, nor does it let me filter through lookup field values.
Is there a way to embed the particular report using the widget feature instead?
What would be the syntax inside the widgets' html file? I need the report to filter using deal ID.
Thank you!!