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 #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.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • decisions based on content of a ticket

      Hi, I need to create a flow that sends automated email based on the content of a ticket in zoho desk. I have certain tickets that are formatted in a particular way, and contain certain keywords. How can I filter (based on decisions) the tickets based

    • Newline Character "\n" parsing problem in webhooks

      Hi there, I am facing an issue in Zoho Flow (maybe a general issue or maybe only in Zoho Flow): I have this function: void sendListWebhook(string url, list array) { for each arrayElement in array { result = invokeurl [ url :url type :POST parameters:arrayElement.toString()

    • One Company, multi branches, multi warehouses and I need to manage this in one organization

      Dears,  I'm a new user to zoho solutions,  however I found a lot of persons giving a nice feedback about it also a lot of good reviews. I though why we try to move to it in our company. I'm not sure if Zoho could give me all what I need or not that's why I'm going to post in this topic most of the things I know about managing our business to let you ,as zoho experts, tell me if Zoho will meet my business requirements or not. First of all we are a flowers and landscaping company we have like 6 to

    • Migration Evernote

      Bonjour Apres plus d'une dizaine d'année passer avec evernote j'ai décidé de franchir le pas . J'ai débuté par migrer mes notes vers zoho et depuis la migration est bloquée. Impossible d'avoir un retour du support malgré plusieurs mails et tentative d'appel

    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the

    • On Zoho Flow, Record deleted trigger from Zoho Creator

      On creating flow in Zoho Flow, when we select app Zoho created, it provides 3 trigger options - Record created, Record updated and Record created or updated We need trigger on "Record Delete" as well, We have a use case to fire our system api if record

    • Zoho Flow Switch On Not Working

      I have created a flow which is when the mailbox address received the email that meet the condition will auto fetch the contact, account and finally create the ticket by using Zoho Desk. When I do a test and debug on my flow it work well as what I expect

    • MS Teams Flow Integration Question

      Where can I find the chat ID for the "Post message to chat" target?

    • Zoho Flow - Access denied to recover recording from call module - OpenAI

      Hi, I am trying to build a Flow to recover recoding when a new call is saved in my CRM. I have integrated my CRM with ringcentral and the recordings are saved in the event. Trigger: When new module entry Step 2: Fetch module entry (Zoho CRM says "permission

    • Unable to send price in big commerce from zoho flow.

      I am creating a flow from zoho flow to create a product in zoho inventory and sending this to big commerce. But the problem is like when ever i send the price its getting error. it require decimal format value if i am sending ${trigger.sales_rate} the

    • Not sending mail to new lead in zoho flow

      I have created a flow in zoho flow and triggered an action to send email notification when the new lead is created but even after user entering the mail id the email is not going to them

    • Access query string from incoming webhook URL in Zoho Flow

      I have a fairly straightforward use case, but cannot find anything conclusive on this subject. How can I simply access the query string of the incoming webhook request in Zoho Flow? I am attaching the Deal ID to the end of the request like: https://flow.zoho.com/762439902/flow/webhook/incoming?zapikey=1001.0dec2d7dd15080c464a13925275f0129.448c23ee219c545c89f5a178456cfc8b&isdebug=false&dealID=${Deals.Deal

    • Unable to access my Zoho forms account

      For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed

    • Identify Unused Deluge Functions in Zoho CRM

      Hello Zoho Support Team, I would like to request a feature that helps administrators identify unused or rarely used Deluge functions in Zoho CRM. Currently, Deluge functions are distributed across different areas, and there is no centralized overview

    • User Automation: User based workflow rules & webhooks

      User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

    • Update on V2 API End-of-Life Timeline

      Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy

    • Run a workflow after record merge

      Hello, We are wondering if there is a way to trigger a workflow after two records are merged? We have a sms service that use to text back and forth with Prospects and Contacts. To make it easy for our users, we automatically create them in this other

    • Live webinar | The Evolution of Zoho Show: 2025 Feature Recap

      2025 has been a year of exciting updates and features for Zoho Show. From advanced design and formatting tools to smarter presentation delivery, enhanced collaboration, and AI-powered features—along with the launch of our desktop apps, Show has continued

    • Batch Tracking custom function

      Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually

    • Include Suggested Articles in New Ticket Email

      When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended

    • Item Bulk Edit - Allow for Reorder Level

      We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

    • Sharing my portal URL with clients outside the project

      Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.

    • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

      Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom

    • SAP S/4 HANA Integration via ZOHO Flow

      Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks

    • VLOOKUP FUNCTION PROBLEM

         Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

    • Zoho Flow Completely Broken?

      Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling

    • Print / Export full Dashboard page

      Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

    • emails duplicated in my outlook client

      Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

    • How to check task starting time in zoho mobile app?

      I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

    • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

      I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Export Tickets from the Help Center

      Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

    • Is it possible to remove filtering options?

      My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

    • Function #18: Associate invoice templates automatically based on customer language

      For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

    • Changing field types

      Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

    • Quote PDF – Header image stopped rendering suddenly

      Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

    • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

      Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

    • Function #48: Manage fixed installment payments using Zoho Books

      Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

    • Next Page