Kaizen #160: Automating ZDK CLI commands using shell scripting

Kaizen #160: Automating ZDK CLI commands using shell scripting


Hello everyone,
Welcome back to Kaizen.  ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute.  It allows you to execute multiple ZDK CLI commands seamlessly, enhancing productivity.

In this week's Kaizen post, we will discuss a shell script designed to automate the process of pushing locally modified metadata to our CRM environment. Before executing the push operation, ensure that the local metadata is up-to-date and conflicts (same file has been modified in both the local ZDK environment and the remote UI environment) are resolved. To achieve this, we will perform the following steps for files in conflict where manual intervention is required:
  • Retrieve the latest metadata from Zoho CRM to our local environment using zdk org:pull command
  • Address conflicts that may arise during the pull operation using zdk org:pull:resolve command 
  • Update our local directory with the newly pulled file using zdk org:pull:update command
  • Push changes from your local environment to the CRM using zdk org:push command
  • Update local directory and check status of push command using zdk org:push:result command
This script automates the sequential execution of these commands.

Prerequisites
  • ZDK CLI Version 1.0.2-beta
To update ZDK CLI, execute the following command in your terminal


  npm install -g @zohocrm/zdk-cli


This will initiate the installation process for the latest version.

Crafting the Shell Script

 
1.Create a new shell script file zdk_automation.sh in your ZDK project's root directory.
#!/bin/bash
touch stdout.txt
#This script is used to automate ZDK CLI conflict resolve flow
conflict_flag=false
# Clear stdout.txt at the start
> stdout.txt
#Step 1: Initial Push Command
echo "====Start of the script ====" >> stdout.txt
echo "**Executing the initial zdk org:push -j" >> stdout.txt
json_content=$(zdk org:push -j)
echo "Output  $json_content" >> stdout.txt
next_command=$(echo "$json_content" | jq -r '.next_command_sequence // empty')
echo "next_command after initial push  is $next_command">> stdout.txt
# Check if the JSON is valid
if echo "$json_content" | jq empty 2>/dev/null; then
#Step 2: Conflict Detection
    message=$(echo "$json_content" | jq -r '.message')
    echo "message: $message" >>stdout.txt
    if [[ "$message" == *"Merge Conflicts!"* ]]; then
        #Step 3: Resolving Conflicts
        conflict_flag=true
        # Pull changes to the local repository and store the output in a variable
        echo "**Executing zdk org:pull -j" >> stdout.txt
        json_content=$(zdk org:pull -j)
        echo "Output  $json_content" >> stdout.txt
        if echo "$json_content" | jq empty 2>/dev/null; then
            message=$(echo "$json_content" | jq -r '.result')
            echo "message $message" >>stdout.txt
            IFS=$'\n' read -r -d '' -a filenames <<< "$message"
            # Iterate over each filename and execute the resolve command
            for filename in "${filenames[@]}"; do
                echo "**Executing zdk org:pull:resolve for $filename" >> stdout.txt
                # Executing zdk org:pull:resolve 
                json_content=$(zdk org:pull:resolve -f "$filename" -j)
                echo "Output  $json_content" >> stdout.txt
            done
            echo "***Executing zdk org:pull:update" >> stdout.txt
            json_content=$(zdk org:pull:update -j)
            echo "Output  $json_content" >> stdout.txt
        fi
    fi
fi
#Step 4: Second Push Attempt after conflict
if [ "$conflict_flag" = true ]; then
# Push changes to the org and store the output in a variable again
echo "***Executing: zdk org:push -j after conflict resolution" >> stdout.txt
json_content=$(zdk org:push -j)
echo "Output  $json_content" >> stdout.txt
# Extract the line containing "next_command_sequence" from the push output
next_command=$(echo "$json_content" | jq -r '.next_command_sequence')
echo "Next command $next_command " >> stdout.txt
fi
#Step 5: Push result command
# Execute the next command if it exists
counter=0  # Initialize a counter
if [ -n "$next_command" ]; then
    while true; do
    # Execute the command stored in next_command and capture the output
    echo "***Executing: $next_command -j"  >> stdout.txt
    output=$(eval "$next_command -j")
    echo "Output $output" >>stdout.txt
    # Check if the output contains "Process in progress"
    if echo "$output" | grep -q "Process in progress"; then
        echo "Push process in progress. Waiting for 5 seconds..."  >> stdout.txt
        sleep 5  # Wait for 5 seconds
    else
        # If not found, break the loop and handle the output
        echo "Command executed successfully or completed."  >> stdout.txt
        break
    fi
     # Increment the counter
    counter=$((counter + 1))

    # Break the loop after 10 iterations
    if [ "$counter" -ge 10 ]; then
        echo "Maximum number of attempts(10) reached. Exiting the loop." >> stdout.txt
        echo "Try executing $next_command after some time" >> stdout.txt
        break
    fi
done
fi

Explanation of the script

Step 1: Initial Push Command
  • The script starts by executing the zdk org:push -j command. 
  • The commands executed using -j option ensures that the output is in a machine-readable JSON format, which facilitates easier parsing and processing.
  • The conflict_flag is set to false.
Step 2: Conflict Detection
  • The script checks the output for any merge conflicts. 
  • If conflicts are detected, it executes the zdk org:pull -j  command to retrieve the latest changes from the organization. The conflict_flag is set to true.
  • If conflicts are not present, the script proceeds to Step 5: Executing the push:result command.
Step 3: Resolving Conflicts
  • If conflicts are present, the script extracts a list of filenames associated with these conflicts. 
  • It iterates through this list and executes the zdk org:pull:resolve -j command for each filename, allowing for manual resolution of conflicts as needed. 
  • This opens a three-way editor in the browser where the conflicts can be resolved.
Step 4: Second Push Attempt after conflict
  • Once all conflicts are resolved, the script attempts to push any changes back to Zoho CRM by executing the zdk org:push -j command. 
Step 5: Executing push:result command 
  • This command should be followed by zdk org:push:result --jobid {id} command (indicated by a next_command_sequence) which displays the result of the push process with the mentioned job id and updates the local directory. 
  • During this process, if the result is shown as "Process in progress", a subsequent push:result command is required. In this case, the script waits for five seconds before trying again to ensure that operations complete successfully. 

2.Make the script executable
chmod +x zdk_automation.sh

3.Run your script
./zdk_automation.sh & tail -f stdout.txt

Logging ActionsAll actions taken by the script are logged in stdout.txt. This serves as a record for later reference and troubleshooting.







Using ZDK CLI with shell script ensures that your ZDK CLI operations are automated daily, minimizing manual intervention while effectively managing conflicts. 
Notes
For the current beta release, ZDK CLI is exclusively available for Sandbox environment and is not operational in Production environments. 

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.

Happy Exploring!


    • 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

    • billing

      hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
    • How to add receipts

      How to add receipts
    • Unable to enable tax checkboxes

      Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
    • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

      Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
    • ZohoSign and ZohoBooks Integration/Workflow

      Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
    • Manage monthly tasks with projectsf

      Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
    • Zoho Suite is very slow

      Since today Zoho is incredibly slow over all applications! What's going on?
    • How can I track which zoho users are actively using Zoho CRM

      I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
    • Combine and hide invoice lines

      In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
    • Fuel up your sales with the Zoho SalesIQ + Bigin integration

      Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
    • Introducing AI-powered Assessments & Zoho's native LLM, Zia

      We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
    • Ability to Reset Visitor Fields During an Active Chat Flow

      Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
    • External ID in Zoho CRM

      Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
    • Template modifiactions

      Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
    • Track Zoho Campaign and Workflow sales impact

      I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
    • What is a line break code for zoho?

      Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
    • Automatic Project Owner change

      Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
    • Button to add product to cart

      Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
    • Problem with Submit Button Design

      I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
    • Zoho CRM- Authorize your Microsoft Teams account issue

      Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
    • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

      My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
    • Bank charges are applied. Please select a bank account.

      Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown
    • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

      Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
    • Présentation de SecureForms dans Zoho Vault

      Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans
    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
    • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

      Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
    • Sales order & purchase order item links for item details

      This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,
    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
    • Kaizen #190 - Queries in Custom Related Lists

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
    • Need the ability to have read only fields on a form.

      There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
    • Reverse payment on accidentally closed invoice.

      An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
    • Next Page