Kaizen #174 : Client Script Commands
Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll explore how to implement and utilize this feature effectively.
In this post,
What are Client Script Commands?
How to create and use Client Script Commands?
Using Command Palette
Using Keyboard Shortcuts
Scenario - 1
Solution
Scenario - 2
Solution
Summary
Related Links
1. What are Client Script Commands?
Client Script Commands feature is another dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. This functionality can be accessed through custom keyboard shortcuts or a command palette, making it easier for users to perform repetitive tasks quickly
2. How to create and use Client Script Commands?
Create a command by specifying the Category as Commands (instead of module) while creating a Client Script.
Check this documentation for more details.
To trigger a Command, you can use one of the following ways.
A. Using Command Palette
Click on the Command Palette icon in the footer of CRM and select the name of the Command that you want to trigger.
B. Using Keyboard shortcuts
You can also link each of the Commands to a shortcut key and trigger a Command using that designated shortcut key. Each user can set specific shortcuts based on individual preference and use them to trigger a Command.
Check this documentation for more details.
3. Scenario - 1
At Zylker, a financial company using Zoho CRM, Sales Advisors need a quick way to calculate EMI during customer phone calls. The solution should allow seamless access to an EMI Calculator from any page in Zoho CRM.
4. Solution
To achieve this in Zoho CRM, you need to create a Widget for EMI calculator and create a Client Script Command.
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
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>Document</title>
<link rel="stylesheet" href="style.css" />
</head>
<body>
<div class="loan-calculator">
<div class="top">
<h2>EMI Calculator</h2>
<form action="#">
<div class="group">
<div class="title">Amount</div>
<input type="range" min="1000" value="30000" max="50000" step="500" class="loan-amount" id="loanAmount" />
<div class="slider-label">$<span id="loanAmountValue"></span></div>
</div>
<div class="group">
<div class="title">Interest Rate</div>
<input type="range" min="5" value="6" max="100" step="1" class="interest-rate" id="interesRate" />
<div class="slider-label"><span id="interesRateValue"></span></div>
</div>
<div class="group">
<div class="title">Tenure (in months)</div>
<input type="range" min="6" max="100" step="1" value="12" class="loan-tenure" id="tenureMonth" />
<div class="slider-label"><span id="tenureMonthValue"></span></div>
</div>
</form>
</div>
<div class="result">
<div class="left">
<div class="loan-emi">
<h3>Loan EMI</h3>
<div class="value">123</div>
</div>
<div class="total-interest">
<h3>Total Interest Payable</h3>
<div class="value">1234</div>
</div>
<div class="total-amount">
<h3>Total Amount</h3>
<div class="value">12345</div>
<div class="right">
<canvas id="myChart" width="400" height="400"></canvas>
</div>
</div>
</div>
<script src="https://cdn.jsdelivr.net/npm/chart.js@3.6.2/dist/chart.min.js"></script>
<script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
<script src="main.js"></script>
</body>
</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.
Note:
The widget should be of "button" type in order to render through a Client Script.
B. Create Client Script Commands.
Configure a Client Script Command by specifying the Name and Description The Category should be Commands. Click Next. Click here to know how to configure a Client Script.
Enter the following script and click Save.
ZDK.Client.openPopup({ api_name: 'emi_calculator', type: 'widget', header: 'EMI Calculator', animation_type: 4, height: '750px', width: '500px', top:'100px',left: '500px' }, { data: 'sample data to be passed });
The syntax of openPopup() is as follows.
Here "emi_calculator" is the API name of the Widget,
Type is Widget,
Header is EMI Calculator,
animation type is 4 where the popup slides from the bottom.
The other parameters are optional and has default values as shown in the image.
Here is how the EMI Calculator appears as and when the salesperson needs. The user can either click on the Command Palette Icon at the footer or use a keyboard shortcut as per his convenience to open the calculator.
In the above gif, the keyboard shortcut is cmd O.
To customize the keyboard shortcut,
Go to Setup → General → Personal Settings. Select "Motor" from the Accessibility Tab and Click "View Shortcuts" as shown in the below gif.
4. Scenario - 2
At Zylker, an international wholesale company using Zoho CRM, salespeople need a quick way to check real-time gold rates from different countries while discussing bulk orders with retailers. The solution should provide seamless access to updated, region-specific gold rates directly within the CRM interface to assist with accurate pricing decisions during customer interactions.
5. Solution
To achieve this in Zoho CRM, you need to create a Widget for EMI calculator and create a Client Script Command.
A. Create a Widget for gold rate
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
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
<div class="container">
<div style="display: flex;">
<label for="country" style="width: 70%;font-weight: bolder;">Today's Gold rate:</label>
<select id="country" onchange="updateGoldRates()" style="width: 30%;">
<option value="USD" >United States</option>
<option value="INR" selected>India</option>
<option value="GBP">United Kingdom</option>
<option value="AUD">Australia</option>
</select>
</div>
<table id="goldRatesTable">
<thead>
<tr>
<th>Type</th>
<th>Rate (Per Gram)</th>
</tr>
</thead>
<tbody>
</tbody>
</table>
</div>
<script>
const goldRatesData = {
};
const symbol = ['₹', '$', '£', 'A$'];
async function getLiveData (currency) {
var myHeaders = new Headers();
myHeaders.append("x-access-token", "goldapi-4wvh4nslzb5p0d5-io");
myHeaders.append("Content-Type", "application/json");
var requestOptions = {
method: 'GET',
headers: myHeaders,
redirect: 'follow'
};
let response = await fetch(`https://www.goldapi.io/api/XAU/${currency}`, requestOptions);
let res = await response.text();
let data = JSON.parse(res);
let desig;
if(data.currency === 'INR'){
desig = symbol[0];
}
else if(data.currency === 'USD'){
desig = symbol[1];
}
else if(data.currency === 'GBP'){
desig = symbol[2];
}
else if(data.currency === 'AUD'){
desig = symbol[3];
}
goldRatesData[`${data.currency}`] = [
{ type: '24K Gold', price: `${desig + " " + data.price_gram_24k}` },
{ type: '22K Gold', price: `${desig + " " + data.price_gram_22k}` },
{ type: '18K Gold', price: `${desig + " " + data.price_gram_18k}` }
];
};
async function updateGoldRates() {
var currency = document.getElementById("country").value;
console.log("Event:: ",currency);
const country = document.getElementById('country').value;
const tableBody = document.querySelector('#goldRatesTable tbody');
tableBody.innerHTML = '';
await getLiveData(currency);
if (country && goldRatesData[country]) {
const rates = goldRatesData[country];
rates.forEach(rate => {
const row = document.createElement('tr');
row.innerHTML = `
<td>${rate.type}</td>
<td>${rate.price}</td>
`;
tableBody.appendChild(row);
});
}
}
updateGoldRates();
ZOHO.embeddedApp.on("PageLoad",function(res){
document.getElementById('msg').innerText = res.data;
});
ZOHO.embeddedApp.init();
</script>
</body>
</html>
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.
B. Create Client Script Commands
Configure a Client Script Command by specifying the Name and Description and click Next. Click here to know how to configure a Client Script.
ZDK.Client.openPopup({ api_name: 'goldrate', type: 'widget',header: undefined, animation_type: 4, height: '350px', width: '300px', top:'100px',left: '500px' }, { data: 'sample data to be passed' }); |
Click here to know more about openPopup().
Consider that the user has created the shortcut CMD G to trigger Client Script.
Here is how the Gold Rate appears as and when the salesperson used the shortcut keys CMD G.
6. Summary
We have seen,
how to use Client Script Commands
how to create keyboard shortcuts for Commands
how to view Widget as a popup using Commands
7. Related Links
Topic Participants
Maadhari M
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
Recent Topics
Function #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: HitFree webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough."Subject" or "Narration"in Customer Statement
Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. OnlyApply Vendor Credit Automatically
Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply theZoho Notebook Sync problem
I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two. I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!Apply Vendor Credits Automatically
We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?Cant Save Gauge on Creator Page
How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0Apply Advance option not shown in report
We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: AwaitingAuto Capitalize First Letter of Words
Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank YouFollow-up emails via Workflow Automation not staying in the same thread
Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent withinClient Script refuses to set an initial value in Subform field
I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.Emails Are Not Being Delivered to My Inbox
Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incomingHelp Center IFrame Issue
I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correcltyComment Templates
Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to editAdding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionalityAn Exclusive Session for Zoho Desk Users: AI in Zoho Desk
A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AIShared values: From classroom lessons to teaching moments in customer service
While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filterZoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOSI hate the new user UI with the bar on the left
How can I reverse this?Question regarding import of previous deals...
Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account'sClient Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (fieldOne person/cell phone to manage multiple accounts
Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain andTracking KPIs, Goals etc in People
How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to theirZoho Desk: Ticket Owner Agents vs Teams
Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents andCan not Use Attachment Button on Android Widget
this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.Announcing new features in Trident for Mac (1.24.0)
Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In additionVendor Master Enhancements for Faster Purchase Entry
I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automaticallyMass Mail Statistics - Number of unsent emails
How do I find out which emails were not sent?Est-il possible d'annuler l'envoi d'un mail automatique ?
Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.embed a form in an email
Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that createsZoho Bookings - Reserve with Google
Does Zoho Bookings plan to to integrate with Reserve with Google?How to add Zoho demo site page designs to my Zoho Sites website
Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menuDigest Août - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree thatKaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries
Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." WeAdd Analytics function for Title case (capitalising each word in a string)
At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.How to conditionally embed an own internal widget with parameters in an html snippet?
Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the followingNext Page