Kaizen #59 - Creating alerts and custom messages using Client Script

Hello everyone! 

We are happy to resume our Zoho CRM Developer Community series - The Kaizen series!

Welcome back to the new start of Kaizen!

This post is about Client Script and its simple use cases involving ZDK Client functions.

What is Client Script?

The Client Script feature gives you a seamless platform for achieving and extending your business cases in Zoho CRM by allowing Java Script code execution in your browser. It enables you to configure events for the UI components and define the actions once those events are triggered. 

The ZDK Client Functions available in Client Script are,

ZDK Client Function	Description
showMessage	To display a text message on create/clone/edit/detail(canvas) page.
showConfirmation	To display a confirmation box with accept and reject message on  create/clone/edit/detail(canvas) page.
showAlert	To show alert message on create/clone/edit/detail(canvas) page.
openMailer	To open mailer component from detail(canvas) page.

Use Case

Let us consider that you want to achieve the following using Client Script.

1. Calculate age based on Date of Birth and display the message "Age is more than 80" whenever the age is above 80 in create page of Policyholder module.
2. Show the alert message "You cannot change the Rating of a verified account" whenever you try to update the field Rating in Accounts module.
3.  When you click the mail button on detail(canvas) page, ask for confirmation and open a mailer window.
   

Solution using Client Script

Note:

The solution listed in this post includes detail(canvas) page and create page.

To create a canvas page, 

• Go to Setup > Customization > Canvas
• Click Create Record Detail Page. 
• On the Create a Custom Record pop up that appears, select the module as "Accounts" and select the required layout for the canvas page
• Choose a template from the gallery and click Select.
• Enter a name and save the canvas page.
• Click Canvas Assignment and assign the page to the required profiles.
•  Click here for more details on creating a canvas page(Customizing the record detail page).
  

1. Calculate age based on Date of Birth and display the message "Age is more than 80" whenever the age is above 80 in create page of Policyholder module

• Go to Setup > Developer Space > Client Script. Click +New Script.
• Specify the details to create a script and click Next.

• Enter the following script in the Client Script IDE and click save.
  

1. function  getAge(dateString) 
   
2. {
   
3. var today = new Date();
   
4.  var birthDate = new Date(dateString);
   
5. var age = today.getFullYear() - birthDate.getFullYear();
   
6.  var m = today.getMonth() - birthDate.getMonth();
   
7.  if (m < 0 || (m === 0 && today.getDate() < birthDate.getDate())) 
   
8. {
   
9.    age--;
   
10. }
    
11.  return age;
    
12. }
    
13. let age = getAge(value);
    
14. var age_field = ZDK.Page.getField("Age");
    
15. var category_field = await ZDK.Page.getField("Category");
    
16. age_field.setValue(age);
    
17. if (age > 80) {
    
18. ZDK.Client.showMessage('Age is more than 80', { type: 'info' });
    
19. }

• You can see the code working from the create page.  You can also see how the client script works using the Run component of the Client Script IDE.
  

• You can use any of the following types in showMessage() function
  

Possible 'type'	Script
info	ZDK.Client.showMessage('message', { type: 'info' });
warning	ZDK.Client.showMessage('message', { type: warning });
error	ZDK.Client.showMessage('message', { type: error });
success	ZDK.Client.showMessage('message', { type: success });

2. Show the alert message whenever you try to update the field Rating

• Go to Setup > Developer Space > Client Script. Click +New Script.
• Specify the details to create a script and click Next.
  

• Enter the following script in the Client Script IDE and click save.
  

1. ZDK.Client.showAlert('You cannot change the Rating after account creation');

• Here is how the Client Script works. You can also see how the client script works using the Run component of the Client Script IDE.
  

3. Configure the mailer box with the click of a button

First of all, you need to add the button to the detail(canvas) page.

• Go to Setup > Customization > Canvas.
• Right click on the Canvas page for Accounts module and click Edit.
• Click Elements, drag and drop the button wherever required and specify a label for the button.
• Right click on the button, select Add Element ID and enter the ID of the button in the pop up that appears.
• Once the button is created, you can configure Client Script in two ways:
• Right click on the button--> Add Client Script-->onClick. The Client Script IDE appears with the event type as Canvas Button Event.
  

                                                             (or)

• Go to Setup > Developer Space > Client Script. Click +New Script.
• Specify the details to create a script and click Next.
  

• Enter the following script and click save.
  

1. var isProceed = ZDK.Client.showConfirmation('Do you want to open the mailer window?','Proceed','Cancel');
2. //If user clicks Proceed button
   
3. if (isProceed) {
   
4. ZDK.Client.openMailer({ from: '', to: [{ email: '', label: 'ABC Industries' }], cc: [{ email: '', label: 'ABC Industries' }], subject: 'Greetings from ABC Industries!', body: ' ' });
   
5. }

• The showConfirmation() function will return a boolean value based on the user selection. You should capture this boolean value using a variable and write the actions based on the boolean value returned. Here the variable isProceed will capture the user response and based on that boolean value, the mailer box will get displayed.
• Here is how the client Script works,
  

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!

Click here for more details on Client Script in Zoho CRM.

Related Links

Client Script Overview

Creating a Client Script

Client Script Events

Client Script IDE

Use cases of Client Script

• Topic Participants

• Maadhari M

  

• tbiedma

• Joe Sweeney

  

• Anz

• Jason

• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  &lt;br&gt; Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update

  Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce

• Announcing new features in Trident for Windows (v.1.29.4.0)

  Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access Zoho

• Exporting Ticket Threads/Comments and Attachments in Reports

  Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?

• Product management across integrated apps

  Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where

• Calculate Number of Days Between Two Dates

  Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather

• Zoho Writer Docx files not able to be converted into Google Docs

  Since July 23rd, I've encountered an issue where DOCX files exported from Zoho Writer no longer convert properly into Google Docs when uploaded to Google Drive. My workflow relies on generating merged DOCX documents from Zoho Forms using Zoho Writer templates,

• Schedule Campaign - Recipients Time Zone

  Something seems to be wrong with the scheduling feature for scheduling campaigns to be deployed at a specific time to the recipients time zone. I scheduled campaigns twice to be sent at the recipients time zone and the campaigns are deploying at the wrong time. When communicating with Zoho support they said to make sure it was scheduled at least 24 hours in advance so we did this with our last campaign and it was still deployed at the wrong time. Anyone else having this issue?

• Zoho Vault App for Windows

  Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

• Zoho Cursor Jumping

  Hi, Zoho Support, We received the below email for a bug when using Zoho on Firefox. Please let us know if there is anything that can be done to solve this issue. Have any other Zoho Mail users reported issues the past few days with Zoho auto-saving drafts

• tomorrow option within the due date section and drag and drop into calendar

  Firstly, thank you for creating such a well-designed and user-friendly to-do list app. It’s almost perfect for my needs, but I wanted to offer a couple of suggestions that I believe could significantly enhance its usability, particularly for those who

• low quality videos

  when in puplish videos or reel in social media platforms it pulished in low quality

• Using Zoho Forms vs Zoho Survey

  Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.

• Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK

  We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through the

• Zoho CRM sync

  Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-way

• Add serial number in print page list

  How can i add serial number in print page for every entries?

• Trying to Delete records from Creator not found in CRM

  Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". Please

• REST API for Branch and Budget

  Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?

• STOP FRAUDULENT TRANSACTION IMMEDIATELY

  I DID NOT AUTHORIZE THIS TRANSACTION OR RENEWAL, STOP IMMEDIATELY CHARGING MY CARD I CAN NOT CONTACT SUPPORT, NO ONE IS AVAILABLE ON CHAT PAYMENT ID RPCW2003260759193

• Best way to handle a credit card download fiasco

  Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was used

• When Opening Zoho Mail I always get a Tab with an error (See attached image)

  Everytime I open Zoho mail I get this. It is trying to open a deleted email. I already tried going to Settings > While Starting up Changed that option back and forth but this persists. Its annoying. Other than that I love this. Any help would be appreciated.

• Pre-Registration - Suggestion

  Suggest to add a Pre-Registration feature for non-scheduled events. Scenario is that we have a training academy and would like to collect pre-registrants prior to an actual scheduled event so we can use this as a basis for demand management and scheduling of new events for those expressing interest.

• Not all messages showing in folders in iOS mail.app

  I have a bunch of emails filed in various folders. Those folders are showing all of the emails in them on Zoho.com and in the Zoho Mail app on my iPhone and my iPad. They also all show up fine in Mail.app on my Mac. The problem is that certain (not all)

• Where do the 'Archived' mails go?

  I have hit 'Archive' on quite some mails I still needed, but didn't want in my inbox anymore. I obviously thought 'Archive' is not the same as 'Delete', since they don't even pass the trash folder this way, and right now I was looking for one of those

• Signature image size changing on replied emails

  Hi, Sometimes I see the size of the image I use as signature changes when I open replied emails. Do you know why is this happening? It doesn't seem to happen when I send emails to Gmail though. Signature should look like in attachment "Signature_normal.jpg"

• Não consigo enviar emails. "Razão:533"

  Não consigo enviar emails. "Razão: 533 Relaying disallowed. Invalid Domain" aparece e me impede de enviar emails... Como resolver o problema?

• Error when setting up IMAP access in Gmail

  Hi I set up POP3 access via Gmail for my Zoho-hosted domain email. I just tried to change it to IMAP access, however when inputting the settings I received the following error message from Gmail "Missing +OK response upon connecting to the server: * OK

• Zoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop

  Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most

• How do I delte a mailbox alias

  Hi everyome, I have created a mailbox alias on one of my accounts, but I can't figure out how to delete it again. When I go into the control panel on my super-admin account and click on user details and the settings for the user, I can see the mailbox

• Allowing vendors to Upload Purchase Invoices against Purchase Order

  Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.

• Deluge - forward incoming email with original attachments and content but new subject

  I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even to

• Error: "The conversation window has expired." on WhatsApp

  Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day at

• How to Sync Desk KB and Sales IQ KB?

  Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two different

• Need help! Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked.

  Hi Zoho team My account name is senpai.atelier, it’s been few days I can’t send Emails with the same error messages. I’ve raised the issue to support@zohomail.com that doesn’t respond to my query. I wonder if you may help troubleshooting soon.

• Zoho arrives to Spam on all Microsoft Accounts (Outlook, Hotmail, Microsoft 365)

  I believe this is a very serious issue. All my email accounts in Zoho arrives straight to SPAM. Thing is, a lot of clients rely on email arriving to Inbox, specially on Microsoft Accounts since it is used a lot both for business and personal email sending.

• Registeration

  I just added the TXT code. What next?

• Cannot receive password protected zip files

  Hello, I cannot received a password protected attachments. Also all my members in the same domain has the same problems. Can you please help me? Best regrads

• ERROR 554 5.1.8 Sender Address Blocked code(554)

  We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,

• How do I associate pricebooks to a customer?

  I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

• Zoho mail stopped receiving emails

  Our email are stopped to receive outsider email. i have checked the DSN, it's pointed to ZOho mail. Can anyone help me to fix this issue urgently? Thanks

• send email from web application

  Hello, I'm experiencing an issue with sending emails from my web application. Here are the configuration parameters currently in use: ini Copia Modifica quarkus.mailer.from=noreply.sedis@mondonovo.net quarkus.mailer.host=smtp.zoho.com quarkus.mailer.port=465

• Next Page