How to Create Widgets in Zoho People?

Adding a widget to the dashboard

Go to Settings > View All > Developer Space to select and add a dashboard widget to your view.

Adding a widget to a related form

1. Go to Settings > View All and select the service to extend, then Extend Service > Forms and choose the form.
2. In the Customisation section, click the ellipsis icon, then Related Forms Configuration > Widgets > Map Widget, and install the widget you need.
3. To view it, go to Operations > View All > [Service] > Related Form and open a record; the widget appears at the end of the record view.

Adding a widget to a custom button

1. Create a new widget with the type set to Button.
2. Go to Settings > View All, select the relevant service, then Extend Service > Custom Button > Add Custom Widgets.
3. Select the form, the widget to invoke, role-based access, and whether it appears in the record listing or record view, then click Add.

Tips

• Test widgets in a sandbox environment before deploying to production.
• Use role-based access control for sensitive widgets.
• Use the Zet-CLI tool for building internal widgets for better compatibility.

Frequently asked questions

What widget types are available in Zoho People?

Dashboard, Related List and Button widget types, depending on where you want the widget to appear.

Can a widget be hosted outside Zoho?

Yes, choose External Hosting and enter the public URL where the widget is hosted, instead of uploading it internally.

Can I restrict who sees a widget?

Yes, enable role-based access and select the roles allowed to see it.

Need help?

Need help building or installing a custom widget in Zoho People? Contact support@thoughtlogik.com or see our Zoho integration services.