Kaizen #115 :Customize Buttons using Client Script

Kaizen #115 :Customize Buttons using Client Script

Hello everyone! 

Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. 

In this kaizen post,
  1. Need for customizing buttons 
  2. ZDKs related to Buttons
  3. Use Case to customize button using Client Script
  4. Solution
  5. Summary
  6. Related Links
1. Need for customizing buttons

  • Enforcing Workflow Steps - By disabling certain buttons based on conditions, you can guide users through a predefined workflow. For example, if you want to notify the customer, when the order is in a particular stage, you can disable the button for other stages.
  • Customize buttons based on your business - You can modify button labels using Client Script to match your company's specific terms.If a button is part of a step-by-step process, change the label to match each step, making it more intuitive for users. 

2. ZDKs related to Buttons

Client Script empowers you to customize buttons and here is the list of ZDKs and Client Script functions to customize standard and custom buttons. 

  • getButtonByID(id)  - You can get the Pages' Button by ID.
  • getButton(api_name)  - You can get the Pages' Button by api name.
  • getButtons()  - You can get the list of buttons in the Page as an array.
  • getId()  - Using this, you can get the id of button.
  • getType() - Using this, you can get the type of button.
  • getLabel() - Using this, you can get the name of the button.
  • getApiName()  - Using this, you can get the API name of the button.

3. Use Case for customizing buttons:

      Zylker is a manufacturing company. The Sales representatives initiate the process by creating new deals in the CRM for potential customers or business opportunities.  So they are given the "create" permission. But in real time, there are high chances for an approved record to get cloned, which cannot be permitted. So, Zylker wants to disable the "Clone" button for users having a "Sales" profile.
As per their workflow, once the deal's stage is "Closed Won" a mail should be sent to the Manager and the customer. For this they have a custom button named "mail". But this mail button should not be sent when the deal is in other stages. To ensure this, Zylker wants to disable this button for all other stages of the deal.
Also, for better clarity, Zylker wants to rename the "save" button as "Create Deal" in the Create Page (Standard).

4. Solution:

As per the requirement, you need to create three Client Scripts. 
A. Disable "Clone" button Detail Page (Standard) when the page loads
B. Disable "Mail" button Detail Page (Standard) when the stage changes
C. Rename button in Create Page (Standard)

A. Disable Clone and mail buttons in  Detail Page (Standard)
  • Create a Client Script for  Detail Page (Standard) with onLoad Page event. 
  • For details about how to create a Client Script, click here.
  • Enter the following script and save.

 // Disable the standard "clone" button
var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);
 if (user.profile.name !== 'Sales') {
var clone_btn = ZDK.Page.getButton('clone');
clone_btn.disable();
}

  • In the above script, "clone" is the api name of the standard button.
  • Here is the screenshot that shows the disabled "Clone" button for a user only with Sales Profile.

  • Here is the screenshot that shows the "Clone" button for a user with a non-sales profile user. That is, "Clone" button is not disabled for users having profiles other than "Sales" profile.


B. Disable "Mail" button Detail Page (Standard) when the stage changes
  • Create a Client Script for  Detail Page (Standard) with onChange field event for the field Stage.
  • For details about how to create a Client Script, click here.
  • Enter the following script and save.

// Disable the custom "mail" button
var stage_field = ZDK.Page.getField("Stage");
if (stage_field.getValue != 'Closed Won') {
   ZDK.Page.getButtons().find(a => a.getLabel() === 'mail').disable();
}
  • Here is the screenshot that shows the disabled "mail" button for a deal with the "Closed Won" stage.

  • Here is the screenshot that shows that "mail" button is not disabled for the deal in the "Value Proposition" stage.

C. Change the label for "save" button in Create Page (Standard)
  • Create a Client Script for Create Page (Standard) with onLoad Page event.
  • For details about how to create a Client Script, click here.
  • Enter the following script and save.


var save_btn = ZDK.Page.getButton('record_save');
save_btn.setLabel('Create Deal');


Here is the screenshot showing the "Create Deal" label instead of the "save" label.



Note: 

        Using Client Script, currently custom buttons can be disabled only in the Detail Page (Standard) and in the List Page (Standard).        


5. Summary

In this post, we have discussed,
  • How to fetch the label of buttons in Client Script
  • How to disable standard and custom buttons based on conditions
  • How to change the label of a button
  • ZDKs and methods available to customize buttons


Kaizen Collection : 

Click here to view our Kaizen Collection. Also, check our previous post - Kaizen#114 - Geocoding Leads' Addresses in ZOHO CRM


We hope you found this post useful. We will meet you next week with another interesting topic!

If you have any questions let us know in the comment section.

Cheers!

    • 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 FAQs

    • Kaizen #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

    • CRM templates

      Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

    • Meet Canvas' Grid component: Your easiest way to build responsive record templates

      Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

    • Addin Support in Zoho Sheet

      Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset

    • Pending Sales Order Reports

      Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

    • Zoho Mail SMTP IP addresses

      We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • End Date in Zoho Bookings

      When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • email forwarding not working

      Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

    • Google Ads Conversions Not Being Tracked in Zoho CRM

      We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Currency abbreviations

      Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

    • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

      in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Syntax for URLs in HTML Snippets

      What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

    • Rate Limiting in Zoho Flow (OpenAI API)

      Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • it is possible to open a widget via deluge script function

      I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

    • Creator - Portal Custom Domain

      I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

    • steps and options to change Domain DNS/Nameservers settings

      Please share the options or steps to change  Domain DNS/Nameservers settings 

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • Searching customer field

      Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Next Page