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
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 wereHow 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?What is the Desk API?
I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"How to choose other payment methodes than creditcards
We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay withWhy is Zoho support so terrible?
I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincingCustom "Filter By" in Client Portal
Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices forTicket Views: filter criteria -> dynamic date values in relation to the current date
Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,Unlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Enable Sending Direct Messages to Self in Zoho Cliq
Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (theAdmin Access to Direct Messages in Zoho Cliq
Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to accessNeed help with KPI Widget on Dashboard
What I am trying to accomplish seems simple, but I cannot figure it out. Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the dateNeed to send message to slack channel from zoho people form
- I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"User tiers
I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?Flow to follow up on trade fair contacts
Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.Queries filtered by current page/record
I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the recordsArticle Numbers for KB articles
Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referencedAudit Log Export via API
Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specifyZoho CRM API Credits & Limits for Workflow
Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,How to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?"Copy Field Values from one Module to another" how to use?
Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain: In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfectNew Leave Type: Compensatory off
Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks AndreasIntroducing bot filtering for accurate analytics
Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflectIntroducing 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 basedHow do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't justPossible to backdate Stage shifts in Deals module?
I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History RelatedLayout Prompt when creating an oportunity
Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advanceConditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick listElevating 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 forHow to upload mass inventory quantity adjustment with batch number?
I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory trProduct sale report with margins
we unable to get the data as per product sale report with margins so we need help in thisCLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.Is there provision to charge the attendees to join the webinar?
We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.Zoho Vault App for Windows
Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank youEmails take up to 14 hours to arrive and often never arrive at all.
I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away fromEmails take up to 14 hours to arrive and often never arrive at all.
I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away fromPrint PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not haveHow can the direct link to a ticket be created from ticket #?
Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?Next Page