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.
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 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 Data</b>
</div>
<span><i class="fab fa-wpforms"></i></span>
</div>
<table id="customers">
<tr>
<th> P E R S O N N A M E </th>
<th> P H O N E N U M B E R </th>
<th> E M A I L A D D R E S S </th>
<th> A G E </th>
<th> ID </th>
<th> D E L E T E </th>
<th> E D I T </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 :)
Topic Participants
Sriram U
Alex
Erackson Brito - The Social Element
Mikhail Zolikoff - U
Vinnie B - cloud-connect.ie
Recent Topics
What's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! ExpandedTracking a loan from an investor - a new Bank or Credit Card
I have an investor providing money from a HELOC (Home Equity Line Of Credit). I have also turned around and loaned this money to another company. But I want to track my outstanding balance of the debt that I owe to the HELOC. Would I / should I trackIntroducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text basedThe Zoho Meeting Video Quality Crisis
I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-firstPay run Error
Trying to run the last payroll of the year. The payment doesn't get to the employee Due to Technical Glitch in Tool, kindly Help us and resolve IT's showing Technical Glitch from Bank Website But bank People saying contact Zoho team for further soluHow to make the default currency type in a certain module different from the base currency>
We have US dollar as the base currency. Also we have two more other currency types. In a custom module, we would like to make another currency as the default one rather than USD. Is it possible to do? How? Thank you very much!Track Contact's Employment/Account History
Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John DoeCRM became very slow
Plz check asap. image failed to upload , workflow doesn't runZohoCRM Workflows Not Triggering After Tool Recovery
I noticed that ZohoCRM experienced an issue earlier, and according to the status webpage (https://status.zoho.com/), all tools were reported to be fully restored as of 03:00 (PST) on December 30, 2024. However, ZohoCRM workflows are still not triggeringAPI to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA JonWhat do the color presents represent on the parts of the website?
I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? ThanksSwitch to enable or disable sent notification when close a ticket
Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.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 forDeluge upload to upload file field
Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,Alternatives to using multi-select lookup field for a 1-many module relationship?
I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limitO que é o Code Studio no Zoho Analytics?
Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código PythonSobre qual tema você gostaria de falar em 2025?
Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opiniãoSobre qual tema você gostaria de falar em 2025?
Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opiniãoNeed manual aggregate column pathing help
See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7Automatic Updates for Zoho Desk Extensions
Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This processContemplating moving my site from WordPress to Zoho Sites
Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guessHow 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...Is Drawing feature supported in zoho Sheets?
Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find itConexion CREATOR x CRM
Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"requiredIs there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?IP Addresses for Whitelist
Hi, Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIAWe would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?
It seems like it is not possible to display/hide the knowledge base from the help center per department. Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees. I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.Template Email Reset Password
Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.comURL_ROLLING_THROTTLES_LIMIT_EXCEEDED
Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.Possible to customise list of file attachment options?
Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Invoices with billable time and expenses
I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for eachURL for downloading uploaded file - THE SOLUTION
Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[IDAll Tasks Queued for Last 3+ Hours
How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
Why can't I connect to the software suddenly? Network error, internal error, unable to contact youAuto Generated Invoice number YEAR
Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.The Social Wall: December 2024
Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!Not displaying a newly created window within an application
On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisibleLast payroll of the year gives me an error
Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.Global Outage - Please Update Current Status
It looks like Zoho Mail services are down everywhere. Please update with current status and time-to-resolution.Next Page