Kaizen #157: Flyouts in Client Script

Kaizen #157: Flyouts in Client Script




Hello everyone! 

Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script and break down the key differences between Flyouts and pop-ups in Client Script, including when to use each one.

In this Kaizen post, 


1. What are Flyouts in Client Script?
2. Flyout- ZDKs and functions in Client Script
3. Use Case
4. Solution
        4.a. Create a Widget for EMI Calculator.
        4.b. Create a Client Script to render the Widget as Flyout.
5. Difference between flyout and popup in Client Script
6. Summary
7. Related links


1. What are Flyouts in Client Script?

Flyouts are floating User Interface that can be moved around and controlled using Client Script. Widgets can be used to render a flyout. The flyout can run independently, and any Client Script can communicate with it. 

2. Flyout- ZDKs and functions in Client Script :

  • createFlyout(name, config) - Creates a flyout. You can specify the heading, dimensions, and animation type using the config parameter.
  • getFlyout(name) - To Fetch the details of a flyout.
  • open(config, data) - Opens the created flyout.
  • notify(data, options) - Notifies and waits for data in a flyout. The options can be wait: true (Client Script execution will wait for a response from the widget) or wait: false - (Client Script execution will not wait for a response from the widget)
  • close() - Closes the active flyout.

Click here for more details about the ZDKs and functions related to flyouts.

3. Use Case :

Sales Advisors in a Finance Consulting Company regularly rely on an EMI calculator to help customers with loan queries. To improve their efficiency and eliminate the need to switch between different windows, the admin manager intends to integrate the calculator directly into CRM. The EMI calculator should appear on the Create Page of the Loans module and remain active until the user closes it.

4. Solution: 

To achieve this in Zoho CRM, we can use Widgets to create an EMI calculator and render them using flyouts in client script whenever the create Page of Loan page loads.

4.a. Create a Widget for EMI Calculator
Install Zoho CLI, and follow the steps given in this document to create the Widget app folder. Then update the html, javascript, and css code as per your requirement.

index.html
  1. <!DOCTYPE html>
  2. <html lang="en">
  3.   <head>
  4.     <meta charset="UTF-8" />
  5.     <meta http-equiv="X-UA-Compatible" content="IE=edge" />
  6.     <meta name="viewport" content="width=device-width, initial-scale=1.0" />
  7.     <title>Document</title>
  8.     <link rel="stylesheet" href="style.css" />
  9.   </head>
  10.   <body>
  11.     <div class="loan-calculator">
  12.       <div class="top">
  13.         <h2>EMI Calculator</h2>
  14.         <form action="#">
  15.           <div class="group">
  16.             <div class="title">Amount</div>
  17.             <input type="range" min="1000" value="30000" max="50000" step="500" class="loan-amount" id="loanAmount" />
  18.             <div class="slider-label">$<span id="loanAmountValue"></span></div>
  19.           </div>
  20.           <div class="group">
  21.             <div class="title">Interest Rate</div>
  22.             <input type="range" min="5" value="6" max="100" step="1" class="interest-rate" id="interesRate" />
  23.             <div class="slider-label"><span id="interesRateValue"></span></div>
  24.           </div>
  25.           <div class="group">
  26.             <div class="title">Tenure (in months)</div>
  27.             <input type="range" min="6" max="100" step="1" value="12" class="loan-tenure" id="tenureMonth" />
  28.             <div class="slider-label"><span id="tenureMonthValue"></span></div>
  29.           </div>
  30.         </form>
  31.       </div>
  32.       <div class="result">
  33.         <div class="left">
  34.           <div class="loan-emi">
  35.             <h3>Loan EMI</h3>
  36.             <div class="value">123</div>
  37.           </div>
  38.           <div class="total-interest">
  39.             <h3>Total Interest Payable</h3>
  40.             <div class="value">1234</div>
  41.           </div>
  42.           <div class="total-amount">
  43.             <h3>Total Amount</h3>
  44.             <div class="value">12345</div>
  45.         <div class="right">
  46.           <canvas id="myChart" width="400" height="400"></canvas>
  47.         </div>
  48.       </div>
  49.     </div>
  50.     <script src="https://cdn.jsdelivr.net/npm/chart.js@3.6.2/dist/chart.min.js"></script>
  51.     <script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
  52.     <script src="main.js"></script>
  53.   </body>
  54. </html>
  • Click here to view the complete code.
  • Once you have added the code, upload the zip file by following the below steps.
  • Go to Setup > Developer Space > Widgets.
  • Click Create New Widget and Fill in the details.

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.

4.b. Create a Client Script to render the Widget as Flyout

Configure a Client Script for Create Page(Standard) Loans module, that triggers during onLoad event as shown below. Click Next. Click here to know how to configure a Client Script.



Enter the following script and click Save.
  1. ZDK.Client.createFlyout('EMIFlyout', {
  2.     header: 'EMI Calculator',
  3.     animation_type: 1,
  4.     height: '400px',
  5.     width: '450px',
  6.     close_on_exit: false
  7. });

  8. ZDK.Client.getFlyout('EMIlyout').open(
  9.     { api_name: 'EMI_CALCULATOR_WIDGET', type: 'widget' },
  10.     { data: loanDetails }
  11. );

In the above script, createFlyout() will create a new flyout with header.
Below is the syntax and parameter detail.



Now Open the flyout and render the Widget in the flyout using open() method and specify the api_name of the widget.



Here is how the Client Script renders the flyout.



5. Difference between flyout and popup in Client Script

Flyout
Pop up
A flyout can be moved around the page.

A pop-up cannot be moved anywhere on the page.


It can run independently in a separate thread. The user can interact with the background interface without closing the flyout.

The user cannot interact with the background without closing the flyout.

Use flyouts, when you need to exchange data to and fro between a Widget and Client Script. You can use ZDK.Client.sendResponse() to pass data from a widget rendered as a flyout to the Client Script.


Use popup, when you need to interrupt the screen to gather input from the user or display a message before proceeding. Use $Client.close() to pass data to the Client Script, which will also close the popup.



In the scenario discussed in this post, if you want to make it mandatory for the user to read or interact with the EMI Calculator before entering any value in the create Page(Standard), then you can use pop-up instead of Flyout. Both pop up and flyout can be used to display widgets, and their dimensions can be altered.
Refer to this post to know how to render widgets as pop up using Client Script.

6. Summary
  • In this post, we have seen,
  • Flyouts in Zoho CRM.
  • ZDKs and methods to render a Flyout(Widget) using Client Script.
  • When to use a Flyout and when to use a pop up.



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Add Comprehensive Accessibility Features to Zoho Writer

                                    Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
                                  • [Webinar] Simplifying document workflows in financial services with Zoho Writer

                                    Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar
                                  • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
                                  • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

                                    Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
                                  • Branding of native system emails

                                    Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
                                  • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                  • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

                                    Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions
                                  • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                    Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                  • Weekly Tips: Manage External Images in Zoho Mail

                                    When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
                                  • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

                                    Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project
                                  • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

                                    Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
                                  • Is it really true that I can't set the default 'deposit to' account in 2025?

                                    I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
                                  • SINCH HUB MESSAGEMEDIA with ZOHO DESK

                                    1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.
                                  • Function #46: Auto-Calculate Sales Margin on a Quote

                                    Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
                                  • Invalid URL error when embedded sending url into iframe for my website when using in another region

                                    Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
                                  • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

                                    Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally
                                  • Kaizen #59 - Creating alerts and custom messages using Client Script

                                    Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
                                  • Universal search

                                    Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)
                                  • Attachment reminder?

                                    My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
                                  • ZIA in Zoho Cliq

                                    Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
                                  • 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,
                                  • Multiple upload field CRM

                                    I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?
                                  • Critical Need for Global Search in Zoho FSM

                                    Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering
                                  • Collections Management: # 1 Payment Collection is All About Convenience

                                    "Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last
                                  • Can the Product Image on the Quote Template be enlarged

                                    Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
                                  • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

                                    Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
                                  • Cash based businesses cannot use the new fixed asset module

                                    Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your
                                  • Zoho Learn & Zoho Connect

                                    Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
                                  • Apply Payment Received Amount Zoho Books Invoice

                                    Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist
                                  • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

                                    Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data
                                  • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

                                    Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,
                                  • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

                                    Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will
                                  • Live webinar: 2024 recap of Zoho WorkDrive

                                    Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.
                                  • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

                                    Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows
                                  • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

                                    Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your
                                  • Live webinar: Mastering data migration, organization, and team collaboration

                                    Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
                                  • Join our live webinar: Explore the WorkDrive TrueSync application!

                                    Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
                                  • Zoho Creator customer portal limitation | Zoho One

                                    I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                  • Script Editor not an option

                                    I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
                                  • Envio de mails

                                    Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
                                  • Next Page