Kaizen #174 : Client Script Commands

Kaizen #174 : Client Script Commands

​

Hello everyone!

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,

 

  1. What are Client Script Commands?

  2. How to create and use Client Script Commands?

    1. Using Command Palette

    2. Using Keyboard Shortcuts

  3. Scenario - 1

  4. Solution

  5. Scenario - 2

  6. Solution

  7. Summary

  8. 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.

 




Notes

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 });



 

  • 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.

 


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

    • Recent Topics

    • Assigning multiple roles to a user in Creator

      Hi I find we can assign only one role and permission to an user in creator. There is a requirement to assign multiple roles and corresponding permission to one user. Is there any solution or workaround for this? Refer the screenshot below

    • 【Zoho CRM】ウィザード機能のアップデート：セクション要素の追加

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ウィザード機能のアップデートをご紹介します。 ウィザード機能に新たに「セクション要素」が追加されました。 各ウィザード画面内で項目、テキスト、サブフォーム、ウィジェット要素などをより柔軟に整理できるようになりました。 セクション要素とは？ ウィザードの中で、関連する項目や要素をひとつの「サブエリア」 としてまとめられる新しい構成要素です。 セクション要素活用メリット 入力内容やプロセスによっては、より細かな構造や階層化が求められる場合があります。

    • Edit PDFs from within your web app using Zoho Office Integrator

      Hi users, We are excited to introduce PDF editing capabilities in Zoho Office Integrator. You can now open, edit, and collaborate on PDFs from within your web app—in addition to documents, spreadsheets, and presentations—and save them in your configured

    • Zoho CRM Workflow and Function Backup Options

      Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

    • Zoho Recruit > Job Opening Module> Editing, Deleting, Adding (Fields)

      Hello All In the Job Opening Modules How do i go about deleting the Positing Title or changing to Job Title or can i hide it from all? I want to add a Look Up User Field, however when i select the look up field i do not see that Can i have the industry

    • Can you create a lead without assigning an owner?

      Here is the question I have:   Is there a way I can create a bunch of leads without assigning it an owner?   What I want is for my salespeople to pick and choose their own leads without me assigning them..   right now all leads are owned by me because

    • Bug - Incorrect example in the documentation

      I found an issue in the Zoho API documentation. The example "Sample Request" on this page is incorrect — it shows the example for "Get Email Attachment Info" instead of "Get Email Attachment Content". Wrong example: curl "https://mail.zoho.com/api/accounts/12345678/folders/9000000002014/messages/1710915488416100001/attachmentinfo"

    • Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • WhatsApp Enhancements to Boost Customer Engagement

      We're excited to introduce a series of powerful enhancements to the WhatsApp integration in Zoho FSM, making customer interactions faster, smarter, and more actionable—right from your Zoho FSM interface. Here’s a quick rundown of what’s new: Try It Out

    • Store reviews module just got smarter in Zoho Apptics

      Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements

    • Try CRM for everyone button in the way of workflow

      Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.

    • Include EVERYTHING in Language Files

      Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language

    • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

      We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

    • Allocating Salesman To Customer

      Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards

    • Shipment

      I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?

    • arabic not printing

      Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?

    • How to show Order Number/SO Ref on Invoice emails

      When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference

    • Specify in-line image size in question

      I have an image inserted into a file upload type question. I can click and drag the corner of the image to make it larger or smaller, but I would like to manually input the dimensions I need. No matter what size I make the image in photoshop before uploading

    • Can you limit who creates tags?

      Hi there, I'd like to find out if it's possible to limit which Agents create tags on Zoho desk. Thank you. 

    • Auto CC - Moving Departments

      We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

    • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

      Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

    • Customer paid excess. How do I record payment?

      A customer has paid me Rs. 7150 which is in excess. The amount due is Rs. 5388 I owe them Rs. 1762 back which I will be transferring to their account tomorrow. How do I get this entered into Zoho Books? I'm a little lost. :) Rishi

    • Tabular View Report | Scale To Fit Screen

      Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap after

    • Why Server error in creatiing Landing Pages

      Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx

    • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

      Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit

    • Bulk update account type when adding a bill

      Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could

    • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

      Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

    • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

      I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main

    • Canvas: Add Sections to Detail View

      Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and

    • Automation#32:Auto Add New Portal Users to the Help Center User Groups

      Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with

    • Cannot delete old accounts

      Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of

    • Offline mode on Android TV app?

      Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

    • Choice-based Field Rules on Global Lists

      Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

    • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

      How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of

    • Narrative 3 - Comprehending User Management

      Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system includes important aspects of how administrators oversee user access, roles, and permissions. This process

    • Product Details's Description is lost

      Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?

    • Sent items with shared folders

      Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is

    • Zoho Bookings Issues We are facing

      Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

    • Booking outside of scheduled availability

      Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

    • Run workflow on data import in Creator 6

      How to run a workflow on data import in Creator 6?

    • Next Page