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ZohoDevelopers / embeddedApp-js-sdk

Js SDK for Zoho Embeded app
Apache License 2.0
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Add support for CRUD tags and business card fields #22

Open quangkhuat1995 opened 1 year ago

quangkhuat1995 commented 1 year ago

Hello, Thank you the the lib.

Like I mentioned in the title, I need to perform CRUD of tags from my widget extension in Zoho CRM.

Also for business card, I can see that when access a record detail page, I'm able to see that Zoho call

https://crm.zoho.com/crm/v2.2/settings/modules/Leads?include=%24properties%2C%24on_demand_properties%2Clayouts%2Ccustom_view%2Cmass_action_cv%2Cshow_social%2Cshow_webform%2Cshow_visitor%2Cshow_googlesync%2Cshow_emailparser%2Cshow_phonebridge%2Cshow_salessignals%2Cshow_emailsettings%2Cshow_dashboard%2Cdefault_view%2Cper_page%2Cfilter_status%2Ckanban_view%2Ckanban_view_supported%2Cstage_view%2Ccustomized_view%2Cshow_zf_panel%2Ctask_completed_rule_configured%2Cnew_call_view%2Czb_custommodule_enabled%2Cgroup_by_field_available%2Ckanban_feature_status%2Ckanban_view_fields%2Cmodule_mlabel%2Cmodule_nlabel%2Czia_view%2Cterritory%2Crelated_lists%2Crelated_list_properties%2Cbusiness_card_fields%2Csearch_layout_fields%2Ccpq_search_layout_fields%2Clookup_field_properties

Which return modules[0] with search_layout_fields (current displaying business card) and business_card_fields. This method return current module metadata and more fields than what I'm using with SDK to get fields for module.

Thank you.

yokeshdj commented 3 months ago

For CRUD Tags. We can make use of REST API. This can be invoked using Widgets SDK https://help.zwidgets.com/help/v1.2/ZOHO.CRM.CONNECTION.html#.invoke

https://www.zoho.com/crm/developer/docs/api/v6/create-tag.html

quangkhuat1995 commented 3 months ago

I'm building an extension for marketplace and for other CRMs/orgs to use. So, using invoke connector is not an option. Basically I want the org to CRUD their tags within the extension.

aadhil-kh-9161 commented 3 months ago

@quangkhuat1995 For publishing to marketplace with connectors please refer this help doc. https://www.zoho.com/developer/help/extensions/connectors.html#Create_connector

From widgets SDK, connectors can be invoked with https://help.zwidgets.com/help/v1.1/ZOHO.CRM.CONNECTOR.html#.invokeAPI