Zoho CRM related list - embed Zoho Creator report view as a widget instead of pre-built related list integration

Zoho CRM related list - embed Zoho Creator report view as a widget instead of pre-built related list integration

Hi,

In my Zoho Creator app, I have a form representing Loan applications (Deals). Another form is Documents, which is linked in a many-to-many relationship with the Deals module. There is a client portal in which the client can upload their documents.

My report view has a few useful buttons for the broker who reviews the documents:

- Voir documents (Preview documents)
- Accept
- Refuse


I want the report view to appear exactly as it is in Zoho Creator, in a related list in Zoho CRM. The prebuilt Zcrm-Zcreator related list integration does not let met use the buttons I created in the view, nor does it let me filter through lookup field values. 

Is there a way to embed the particular report using the widget feature instead? 


What would be the syntax inside the widgets' html file? I need the report to filter using deal ID.  

Thank you!!




    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      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 Campaigns 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