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!




    • Sticky Posts

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Recent Topics

    • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

      Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

    • Formula field number of days between 2 dates

      Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for

    • Tracking Snippet not working in Zoho Marketing Automation!

      First off, the fact that you have to wait about 12-24 hours for every response is terrible. How are we supposed to conduct business? Second, we have been trying for several days to get the Tracking Code Snippet in marketing automation to work, to no avail.

    • 'email address already exists'

      I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and

    • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

      Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the

    • Manage Bookings directly from Zoho Mail

      Greetings from the Zoho Bookings team! We’re introducing the new Zoho Bookings extension for Zoho Mail, designed to help you view appointments, copy time slots and share booking links without leaving your inbox. This integration brings scheduling right

    • My notes from the past 2 months have disappeared

      Hola, necesito ayuda urgente. Hoy, al iniciar sesión en mi Zoho Notebook como todos los días, me llevé una gran sorpresa al descubrir que todas mis notas de los últimos dos meses habían desaparecido. Estas notas son muy importantes para mí, ya que uso

    • How can I load a network into the cliq desktop app?

      I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create

    • Ability to modify what displays in calendar invite?

      I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

    • Issue with Booking Confirmation Page Not Displaying, Leading to Customer Anxiety and Unnecessary Support Calls

      I am writing to express my growing concern regarding the confirmation process in Zoho Bookings, particularly the inconsistent display of the confirmation page after a successful payment. As a mobile service provider, I rely on Zoho Bookings platform for

    • Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment?

      Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment? I would like to set it up so only staff can schedule appointments. Is this possible?

    • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

      Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks

    • Introducing VeriFactu Support in Zoho Books

      Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

    • Where we can change the icon in social preview

      Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

    • Zoho Bookings changes Lead Source

      Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. Dan

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Suggestion: Associating Assets with Company in Zoho FSM

      Hello Team, I would like to share an idea based on practical experience. Currently, all assets in the Zoho FSM Asset module are linked to a specific contact person. I would like to know if it is possible to associate assets with a company instead. This

    • Zoho Inventory / Finance Suite - Extend Visibility of File Names on Attachment Fields

      Hi Inventory / Finance Suite team, I noticed recently that when you add an attachment field to a module in Inventory, only the first 8 characters of the file name are visible on the details view. 8 characters is not a useful amount and there is plenty

    • Many Notes Becoming Unusable

      Hello. The Notebook app is becoming unusable. I'm getting odd-looking results from my searches. Some of the notes, after clicking on them, show an update button that does absolutely nothing. Not sure what has happened, but it would be nice to get this

    • Kaizen #218: Actions APIs - Field Updates

      Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, and Tasks Update APIs. This week, we will continue with another Actions API - the Field Update API in Zoho

    • How Contract Types and Templates Form the Backbone of Zoho Contracts

      Every contract in Zoho Contracts starts with two essential elements: Contract Type and Template. These are not just administrative steps. They define how every contract in your organization is created, governed, and managed over time. Let us look at the

    • E-Invoicing in Belgium with Zoho Books

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing

    • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

      We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly

    • Greek character in Deluxe script

      Hi, We have been using a script since 2022 which replaces characters in Greek contact names using replaceAll. Since this morning, all the Greek characters used in the script have turned to question marks. I tried retyping the characters, copy-pasting

    • CRM Related list table in Zoho analytics

      In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

    • Zoho Flow Credits

      Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

    • Zoho learn Custom portal - networkurl & CustomPortalId

      I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? I

    • Connecting zoho creator to zoho writer to send prefilled documents

      i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho Writer

    • Zoho Creator to Zoho Writer for prefilled documents...

      In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automatically

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

    • Managing functions

      Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created

    • Introducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks

      Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them to

    • zoho performance

      OVERALL CONFIGURATION OF ZOHO PERFORMANCE Quarterly performance review Self rating and scoring Manager rating and scoring

    • Zoho Social API for generating draft posts from a third-party app ?

      Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

    • When will it be possible to edit Subform records via either views or tabular reports?

      Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?

    • Onboarding

      Hello Team, Im yuktha working as HR at Ossisto Technologies. We are currently utilizing zoho for onboarding candidate. right now facing issue with onboarding Attaching the screenshots for your reference

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • How do I change a form's name? Why isn't this more intuitive?

      Can someone please let me know how to change a form's name?

    • Control Over Zia Generative AI Reply Assistance Behavior

      Hello, I would like to request an enhancement to the Zia Generative AI feature, specifically concerning the Reply Assistance within Zoho Desk. Current Issue: When replying to a ticket, the Ticket Properties section is automatically replaced by the Zia

    • Zia now integrated with Open AI in Zoho Desk

      The powerful integration of Zia with OpenAI, has empowered Zoho Desk reach a new level of efficiency and performance. With contextual self-service capabilities, Zia enables agents to boost their productivity and delivers superior customer experiences.

    • Next Page