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.

Notes
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. });

  9. ZDK.Client.getFlyout('EMIlyout').open(
  10.     { api_name: 'EMI_CALCULATOR_WIDGET', type: 'widget' },
  11.     { data: loanDetails }
  12. );

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 pop up.

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.


    • Sticky Posts

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • 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

    • Recent Topics

    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

    • Debit opening balances of vendors

      Dear colleagues: I am looking at the trial balance as on 31st March 2024, and punching opening balances (1st April 2024) in Zoho Books. Vendors have credit balances, by its nature, but some of our vendors have debit balances as well (e.g., we have paid

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

    • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

      Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

      Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

    • Zoho Social - Feature Request - Non-US Date Format

      Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • Zoho CRM Community Digest - December 2025 | Part 1

      Hello Everyone! In the first half of December, Zoho CRM rolled out auto-invite for portals, smarter CPQ with Zia suggestions and price rules, and Query Workbench for faster query building. We also highlight other noteworthy conversations you shouldn’t

    • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

      Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

    • Zoho Flow Credits

      Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

    • Custom Module Send Email not filling To automatically after adding Email field also

      I create custom module in zohoCRM but problem is in custom module when i click send email there in popup To is filling automatic its coming empty which i need to manually add an email there. How can I fix it? I already added the Email field there, but

    • Introducing Intake Forms

      We are excited to announce the release of Intake Forms, a new feature in Zoho Contracts designed to make contract requests simple, structured, and efficient. Intake Forms allow organization members to request new contracts through a web form instead of

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • eIDAS 2.0: What's changed for digital trust in Europe, and where Zoho Sign stands

      Hi there! It's that time of year when many of us get our ducks in a row. A new year often makes us reassess priorities, and for businesses in the EU, it means taking a closer look at how digital identities and electronic signatures work across borders,

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,

    • Any update on much requested feature, to delete attachments without deleting the e-mail body?

      People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

    • How to delete attachments form Zoho mail accounts

      I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with

    • Unable to fetch ticket by custom field value

      I'm trying to set up a Flow to fetch a ticket based on a custom field value. This seems like it should be pretty straightforward, but it's not working for me. I keep getting an error saying Zoho Desk says "Extra query parameter 'cf_creator_record_id'

    • Zoho Books is now integrated with Zoho Checkout

      Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

    • Zoho POS App Hanging Issue – Sales Becoming Difficult

      The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

    • SAML in Zoho One vs Zoho Accounts

      What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Deactivated Zoho One account can sign in

      I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

    • How can I reset the password for a user in Zoho Projects

      We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

    • How can I add a comment to an existing ticket via API?

      I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!

    • Marketer's Space: Proven tips to improve open rates – Part III

      Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

    • Zoho Social - Feature Request - Reviewer Role

      Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled

    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

    • Next Page