Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities

Building extensions #10: Fetch customized user inputs, store them globally at the app level, and access them across entities

This data storage concept enables you to store data related to your extension for both entity properties and extension properties.

In our previous piece, we looked at how to store data for entities using entity properties. In this post, we'll look at an example of using extension properties effectively. Extension properties enable you to record data for an app in its entirety. Refer to this article on the limitations of extension properties for additional details.

Scenario

Let's say that as a developer you want to gather feedback/reviews through your extension. In general, reviews and feedback help you gain insights into users' perspectives.

When designing a review/feedback template, using a standard question with predefined options will restrict the feedback/review process to certain specific standards/requirements. However, your clients may use Zoho Projects to manage a variety of businesses, each with its own set of processes tailored to the needs of that company.

What can you do to standardize and streamline this process for all clients?
It would be beneficial to create a standard feedback/review template for your customers and then enable them to customize the question and its options to meet their own company feedback requirements.

Goal: Create a generic feedback/review template that enables clients to provide their personalized inputs to customize the review/feedback question per their company needs.

Solution

To accomplish this goal, we'll incorporate both entity and app data storage—as well as a few other capabilities—into our extension. Let's look at the features and steps we'll be taking to develop this example.
  • First, we must gather the question and options that the user wants for their feedback/review form. To accomplish this, we can create a bottom navigation bar widget called "Feedback or Review template settings" that enables the user to provide their personalized feedback/review question along with its options as input. We can accomplish this using the widgets approach explained earlier in this post.
  • Next, we must save the values the user provides for the question and options. We can accomplish this by using the data storage extension properties, which will store the data and make it available across the app/extension. (Now that we have the values stored for the entire extension/app, we can retrieve the data and access it across the necessary entities.)
  • In our example, we want to collect feedback/reviews from users for the tasks and issues entities. For this, we can create a widget called "Feedback or Review" in the details page of the task and issue entities, respectively.
  • In this widget, we must populate the question with the options the user previously provided as part of the "Feedback or Review template settings" widget. We can accomplish this by retrieving the previously saved details and displaying them in the relevant entities (tasks and issues, in our example).
  • Once we've displayed the question and options to the user, they can select an option to provide feedback or a review for the entity they're working on.
  • Furthermore, we can save the user's option selection and associate it with the entity. This will enable us to display the previously selected option for that question each time the user accesses the "Feedback or Review" widget, which we can accomplish using the data storage-entity properties concept.
Required components
  • An extension configuration process includes the following:
    • Creating an extension.
    • Configuring the plugin manifest.
    • Setting up the widget code.
  • Bottom navigation bar widget (top_band): Enables the user to input their customized values for the feedback/review template's question and its options.
  • Task details tab widget (task_tab)/Issue details tab (issue_tab): Enables us to fetch and display the value the user enters for the feedback/review template in the respective entities.
Let's explore these components now.

Extension configuration

Extension creation: We've created a new extension for Zoho Projects. Learn more about the steps to create an extension.
                                                                  

Plugin-manifest.json configuration: Once we created the extension, we configured the plugin-manifest.json file to include the widgets. For a more detailed understanding of how to configure the plugin-manifest.json file, refer to our earlier post.

For our extension use case, the plugin-manifest.json file is configured as shown in the screenshot below.

Note: We'll have to set the storage key to true in order for storage space to be allocated in the Zoho Projects product for this extension. By default, the value will be false.
                                                

Setting up the widget code

Now that we've set up the other components, let's move on to writing our widget code and incorporating the data storage feature.

Feedback or Review template settings widget (Bottom navigation bar - top_band) - Enables us to gather personalized user input for the feedback/review template. Please find the index.html code snippet attached in the post.
  • In the code snippet above for the bottom navigation bar widget, the user is presented with two text boxes: one for entering their customized question for feedback/review and the other for entering their customized options, each separated by a comma.
➤ The app.store method in the extension properties is used to store this data against the extension in the form of key-value pairs.
➤ The values for the question and options are constructed as a JSON object and then stored against the key "storedappvalue" using the app.store method.
Note: For user-entered options separated by a comma, these options are converted to an array using the split() method, with the comma serving as the criteria, and then stored against the key.
➤ Finally, when the values are successfully stored after clicking the Add button, the zohoprojects.invoke method is used, and the user is notified with the alert "Data added".
  • Additionally, every time this widget loads, the data stored at the app level in the key "storedappvalue" is obtained using the app.retrieve method.
  • From this retrieved value, any previously stored data against the key "storedappvalue" is removed using the app.remove method.
  • This is done because whenever a user wishes to change their feedback/review question and options, the new data will be added and stored against the key as well. Since we require the newly entered values to be displayed as part of our "Feedback or Review" widget in the tasks and issues entities, the previously stored data is removed, and the new values entered are stored against the key upon clicking on the Add button.

Feedback or Review widget (task details tab - task_tab) - Displays the feedback question and options and enables the user to provide feedback for the entity they're working on. Please find the Taskfeedback.html code snippet attached in the post.
  • In the code snippet above—for task/issue details tab—we're first retrieving the value stored against the extension (in the bottom-band navigation bar) by invoking the app.retrieve method using the key "storedappvalue".
  • From this retrieved value, we fetch the question and its options. The options for the question are displayed in the widget in radio button format, which enables the user to choose one option for the feedback/review question.
  • Once the user chooses an option and clicks the Save button, the data is saved using the entity properties in data storage feature.
➤ Here, the selected review option (selectedreview) value and its index position (selectedoptionnumber) in the radio button element are stored using the entity.store method. We use entity storage here since this value chosen is specific to the entity the user is working on.
  • Every time the widget loads, the chosen value stored using the entity.store method is retrieved using the entity.retrieve method and checked against the radio element options. This allows the chosen value to be enabled and displayed to the user every time the widget loads.
We can use the same snippet across the issue entity as well.

Now that we've completed the setup for both the widgets and have all the extension components ready, let's go ahead and see the output.

Sample output:
                                                

This example demonstrates how to efficiently use data storage for extension properties. The data stored against an extension/app can be retrieved across multiple entities to perform logical functions. Additionally, in this example, we also witnessed code reusability across multiple entities. You may enhance this example by incorporating more than one feedback/review question.

In this way, you can use extension properties to store data across an extension/app. We hope you found this information useful. Follow this space for more insights!

Sign up for a Zoho Developer account and start developing extensions for Zoho Projects using Sigma.

SEE ALSO



    • Recent Topics

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Getting Project Template List using the REST API

      I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

    • How to get Quickbooks Desktop Info into Zoho?

      Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

    • ZeptoMail API Request

      We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • Mass import of documents into Zoho Writer

      I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

    • Add home page or dashboard in CRM customer portal

      is it possible to add home page or dashboard in CRM customer portal?

    • User Tips: How to change the the label display name of a system defined field

      Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Zoho CRM Community Digest - October 2025 | Part 1

      Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your

    • Automate onboarding emails with CRM Workflow and Accounts module

      We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

    • Important update: Enhanced security measures for account operations in Zoho Cliq

      Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • No Functional Autosave or Manual Save Button

      Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried

    • Enterprise subscription support

      My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription

    • Issue with Creator's IF logic

      Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

    • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

      Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot

    • zoho creator view is not present in the workspace and blank reports

      Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots

    • Customize portal email template

      Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}

    • Can't we let users decide which options they'd like to add at embed widget?

      It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability

    • Reupload and rename from one field to another field (file upload)

      Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

    • Printing Multi-Page Reports (PDF Export)

      Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED

    • Error: View is not present in the workspace

      When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.

    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

    • Bin Locations

      Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

    • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

      A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard

    • How to Prevent Users From Skipping LMS Videos in Zoho People

      How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable

    • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

      We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • Tips for Organizing Workflows and Improving Team Coordination in Zoho

      Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays

    • Prevent user from viewing all records?

      I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="

    • Zoho Site pages not displaying in iframes

      I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com

    • Zoho Inventory as connector in Zoho Creator

      Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • Send Zoho Forms Link using Zoho CRM Email Templates

      I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

    • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

      This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation

    • Custom Search using HTM+CSS Snippet

      Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and

    • Next Page