Title: Custom user interfaces with Widgets | Community | Zoho Projects

Title: Custom user interfaces with Widgets | Community | Zoho Projects

Welcome to our post on Widgets for Zoho Projects!

In our last post, we explored the significance of the connections feature, showed how to use it, and provided an example use case. In this article, we'll look at the importance of widgets, another feature available in Zoho Projects.

Importance of widgets

Widgets are graphical user interface components that enable you to customize the user interface to provide users with easy data access and the flexibility to perform data operations. Zoho Projects offers widget support in multiple locations to enable users to further customize the UI in the location that most suits their needs.

When and where can widgets be used?

Widgets can be used for multiple purposes, some of which include:
➤ Collect and organize data from multiple sources before presenting it to the end user in a customized style.
➤ Display data to end users to allow them to make an input decision, then use that input data to carry out business processes.
You can also load and utilize widgets in multiple locations in Zoho Projects based on your business needs.

Configuring widgets in plugin-manifest.json

To include a widget in an extension, it must be configured in the plugin-manifest.json file. As we explained in an earlier post, the plugin-manifest.json file includes a sample widget named "Projects Extension" in the task details tab by default.

However, as part of an extension, you can add multiple widgets at various locations. In order to include a widget, you need to provide values for the below three keys:
  • name - The name of the widget.
  • location - The location in which the widget must be loaded. You may find the value to be used for each specific place in the widget locations document.
  • url - The path to the HTML file containing the widget UI that must be rendered.


Depending on the functionality of your extension, you can configure as many widgets as you want in your plugin-manifest.json in this manner.

Support for Widgets in Zoho Projects - JS SDKs

Zoho Projects offers JS SDKs that allow widget code to interact with the extension. In order for the javascript widget code to communicate with the extension, Zoho Projects provides JS SDKs support for multiple functionality. Some example functionalities include:
  • Initializing the extension
  • Fetching current user details
  • Getting details of portal, task, and much more
  • Setting details for tasks, issues, projects, and so on
  • Invoking connections inside the extension
You can refer to the JS SDK document for the available SDKs.

Prerequisite for using the JS SDKs
Note: It is important to invoke the init method in order to initialize the extension and utilize the other JS SDKs. All other JS SDK methods can be used only once the init method is invoked.

A few use case examples
  • Streamlining Zoho Projects developers' work by displaying Zoho Desk articles related to the task's subject as a tab on the task details page. This allows them to find any existing references related to the task at hand that they can refer to and get a head start on the work.

  • Managing your Zoho CRM open cases from within Zoho Projects to efficiently track and prioritize the cases based on their status.

  • Uploading and associating files with ease to a third-party file management service, such as Sharepoint or Dropbox, right from Zoho Projects. Similarly, having access to and managing third-party files within the Zoho Projects module of your choice. These synchronized data exchanges between applications help you stay organized and save time.
  • Managing your company's expenses and project budgets by collaborating with Zoho Books to allocate funds and generate invoices for each project. As a result, you can easily create estimates, invoices, and deliver the generated bills to the project client while maintaining all of your finances in one place.
These are just some of the examples of what widgets can be used for. Widgets provide you more control and flexibility over the UI design and help in simplifying the user experience.

We hope you found this information useful. Keep following this space as we will explore more such sample business solutions along with their implementation in our upcoming posts!

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

SEE ALSO:


Next>>

    • Recent Topics

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • Zoho Analytics - CRM Sync Failure

      We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.

    • Setup Leave Policy which increases based on years of service

      Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid

    • Zoho Books Price list associated to a cusomer

      how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer

    • Zoho email experiencing delay when receiving emails from AWS SES

      When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • How to create Sepa Direct Debit XML file: solution and code

      Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

    • Zoho Desk using APIs

      We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns

    • Why can't I see the email from Zoho Campaigns Automation under Zoho CRM Leads module?

      I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,

    • Zoho Payments integration

      What are you going to get Zoho Payments integrated with Zoho Forms? It's kind of embarrassing to have several payment options... but not your own, which has been out for quite a while.

    • Query About Updating Records in Batches via API

      We are working on integrating the Creator application with an external app, and we need to update thousands of records daily. I understand that the "Update Records" API is available; however, it appears to be designed for updating multiple records with

    • 📣📣 Zoho Bookings - Feature Roadmap 2024

      Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

    • Allow Selection of Multiple Threads and Notes for Splitting into a Separate Ticket

      Dear Zoho Team, We would like to request an enhancement to the Split as New Ticket feature within Zoho Desk. Currently, users can only select one incoming thread to split into a new ticket. However, there are many scenarios where the ability to select

    • Final reminder: Zoho Desk Old UI will be deprecated on December 15th, 2023

      Greetings Zoho Desk users! Effective December 15th, 2023, the Zoho Desk old UI will be deprecated. This means that the option to switch between the old and new UI will no longer be available. We kindly request all users to move to the new UI by clicking

    • Access Denied

      good afternoon! When I try to access my Zoho Vault account, I get a message (image attached) that my access has been disabled by the administrator. It turns out that I am the administrator and I did not perform any type of action of the type, which is

    • ZOho Vault access denied

      Hello Community, I have suddenly got restricted by accessing Zoho vault . How can I get access back ?

    • payment voucher, receipt printing feature

      Why dont ZOHO add the voucher printing feature in zoho book with authorised signatory and receiver's signature

    • How to view all departments on one dashboard or ticket view?

      Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...

    • Zoho Connect Desktop App Mac Signing Error?

      My Mac can not open the App and sais "can not proof it for Viruses" So i can not start it on different devices. Any idea?

    • Credit Card Terminal for Zoho Books

      Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

    • Splitting a List into different rows

      I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - Rear

    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

    • How to link Custom Fields in Ticket view

      Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making

    • How can I delete Customer Portal User?

      Hi, I have added two portal user. Now I want to delete these users (setup->customer portal->users), but I can only activate, deactivate and re-invite user. Before adding these users in customer portal, I have added them in contacts and after that I have deleted them. I  have added theses two user with my 2 different email id. The reason behind is before going live I wanted to test my invitation mail, how its looks in template and its embedded link to accept the invitation, whether acceptance link

    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

    • Notify on new comment

      I would like to notify users when a new comment is added to ticket/request? So if someone is following request they would get email or text saying that comment has been added to this request. Or request/ticket owner get notified. Thanks Luis

    • Allow users to display columns dynamically

      I have a table with 50 users in Column A and the dates 1 Jan to 31 Dec along Row 1. I want users to be able to add data to the cells but would like to make it easier by allowing users to select a date and display that. So if the user wants to add data

    • How to add medical insurance benefit for an S-Corp more-than-2% owner?

      I have an S-Corp owner who is also the sole employee. They are going to run health insurance through their business, which means it needs to be logged as a benefit to them as an employee, but as an S-Corp more-than-2% owner, the value of the health insurance

    • How do I add a stipend to an employee's pay?

      The company is offering a home office stipend to remote employees, and this needs to be listed separately on the pay stubs since it is a flat amount and not related to hours worked. I can add it as a salary component, but can't figure out how to use that

    • Date Range Field

      Hi Guys Does anyone know how I can create a date range field on a form? Cheers Chris

    • Stopped getting zoho notifications in Email for Customer response to support tickets

      Hello , I stopped receiving Notifications from customer response in my company with attached to this account.

    • Creating QR Code from sales order for each line item

      Hi there, process for QR is to receiving goods/item/equipment from our clients.. and service them and return back to clients. so upon receiving we have the following entries (item details, with serial number and accessories details and service details)

    • Streamline Custom Dashboards

      I'd like every brand have the same dashboard. Is there a way to streamline them so every brand has one? Or that I can use the same dashboard from another brand?

    • Canva Integration

      Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

    • Evergreen email sequences in Zoho Campaigns

      Dear Zoho Campaigns Team, I’d like to propose a new feature for Zoho Campaigns called Evergreen Email Sequences, building upon the existing Autoresponders functionality. This addition would empower email marketers to create and manage long-term, sustainable

    • W-9 Upload Limitation (250 kb) is Too Small

      Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. While

    • How do I embed the webinar into a webpage?

      All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?

    • Zoho Flow reads record Tag as number instead of text string. How do I change it?

      I have experience with flow and have a number of them working. This flow is supposed to add a record in a custom module when a Contact record is edited or created with a specific tag. Trigger criteria is "Tag contains 'Athlete' ". However, the flow does

    • Default account for service invoice

      Hello, My client has some invoices for which he has entered a service description rather than using an item.  Is there a way to set the income account on this invoice, or can that only be done by using an item?

    • Bulk create tasks - Zoho Projects API

      Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

    • Next Page