Using Functions in Client Script

Using Functions in Client Script



Hello everyone!

Welcome back to another interesting Kaizen post. In this post, we can discuss how to invoke Functions using Client Script and how to handle Timeouts in Client Script. This post will answer the question raised in the post, Why Client Script is not running after function execution?

In this Kaizen post,
1. What are Functions in Zoho CRM?
2. How to Invoke a function from a Client Script?
3. Use Case to use existing function in Client Script
4. Solution
5. Timeouts in Client Script
6. How to handle timeouts in a Client Script?
7. Timeout Scenario
8. Solution
9. Summary
1. What are Functions in Zoho CRM?

      Functions in Zoho CRM follows the Serverless Computing architecture. It follows cloud computing execution model in which the cloud provider dynamically manages the allocation of machine resources. Zoho CRM provides options for the customer to write their own functions using Deluge script and run their code ( proprietary within Zoho CRM ) without worrying about deploying their code in servers. Click here to know more about Functions.

2. How to Invoke a Function from Client Script?

      You can invoke a function from a Client Script using the  execute() method. Here is the syntax of execute() method. The Client Script execution will only proceed after the Function has completed, demonstrating synchronous behavior.



3. Use Case to use existing function in Client Script

      Zylker, a manufacturing organization, utilizes Zoho CRM. Within their CRM, there is an existing function sendmailToContactRoles that allows meeting invites to be sent to all contact roles associated with a Deal at the click of a button. Deals often require inputs and approval from various stakeholders. By inviting all contact roles, Zylker ensures that all necessary parties are involved in the decision-making process, reducing delays and improving the chances of closing the deal successfully. To avoid accidental clicks, 
  • The admin wants a confirmation message to appear when the Mail icon is clicked, asking for approval and trigger the Function based on user selection. 
  • Additionally, the admin would like to display a success notification , if the emails are sent successfully.
  • Also, once the email is dispatched, a tooltip saying "Invite Sent" should be added should be added to the Mail icon.

4. Solution

  • Create a Client Script to accomplish the above requirements. Click here to know how to create a Client Script.
  • Create a Client Script for "Deals" module with onClick Event and Icon Event Type for the Detail Page(Canvas).

  • Enter the following code and click Save.
  1. var isProceed = ZDK.Client.showConfirmation('Do you want to invite the Contacts of the Deals', 'Proceed', 'Cancel');
  2. var elem = ZDK.UI.getElementByID('icon');
  3. //If user clicks Proceed button
  4. var deal_rec = $Page.record_id;
  5. if (isProceed) {
  6.  ZDK.Apps.CRM.Functions.execute("sendmailToContactRoles", deal_rec);
  7.  ZDK.Client.showMessage(" All the Contacts have been invited successfully");

  9.  elem.addToolTip({ text: 'Invite Sent' });
  10. }
  11. else {
  12.  elem.addToolTip({ text: 'Click to send invite' });
  13. }

  • After getting user's confirmation with showConfirmation() , the execute() method triggers the function. 
  • The parameters of execute() are function name and parameters. 
  • The name of the existing function is "sendmailToContactRoles". 
  • The parameters of the function are record ID of the Deal and subject of the email.
  • $Page is a constant supported by Client Script, using which you can get information about the current record. 
  • $Page.record_id will give the id of the current record.
  • Once the function gets executed successfully, you can display the success message using showMessage() . To know more about displaying messages using Client Script , check our Kaizen post Creating Alerts and messages using Client Script.
  • Here is how the Client Script works.

  • Here is the Function code where emailSubject and deal ID are the arguments of this function.
  1. relatedcontrole = zoho.crm.getRelatedRecords("Contact_Roles","Deals",input.dealId.toLong());
  2. emailSubject="Meeting Invite";
  3. emailContent = " Click the following link to join the meeting this evening at 5.00 pm" + " https://meeting.zoho.com/meeting/presenter.do?key=1069852805&cid=5668066&x-meeting-org=53296550";
  4. salutation = "<p>Hello!!<br /><br /></p>";
  5. signature = "<br /><br /><p>Best Regards,<br />Patricia Boyle</p>";
  6. sub = input.emailSubject.toString();
  7. str = input.emailContent.toString();
  8. str = concat(salutation,str);
  9. str = concat(str,signature);
  10. for each role in relatedcontroles
  11. {
  12. emailAddress = role.get("Email");
  13. info emailAddress;
  14. sendmail
  15. [
  16. from :zoho.adminuserid
  17. to :emailAddress
  18. subject :sub
  19. message :str
  20. content type :HTML
  21. ]
  22. }

  • You can achieve the functionality of sending emails in Functions using Client Script itself using fetchRelatedRecords() and  openMailer(). Here, we have made use of the existing Function. 
You can use Functions in Client Script,

To leverage existing Functions for similar functionality, thereby enhancing reusability and to trigger Functions based on UI events such as Icon Event, onType Field Event, Canvas Text Event, and others, beyond the buttons and workflows already supported by Functions.

5. Timeouts in Client Script 

In Client Script, executions are bounded by a 10-second time out. During execution of API calls or during the execution of a function which involves API calls , it might take more than 10 seconds to provide response. Consequently, when they are used in Client Script, execution will get halted. To overcome such scenarios you need to use Loaders.

6. How to handle timeouts in a Client Script?

Client Script allows you to manage the timeout by using a loader. The execution of Client Script will be on hold, as long as the loader is active, and so the timeout will not occur.

a. showLoader()

Use showLoader() to display the loader.



b. hideLoader()

Use hideLoader() to make the loader inactive.



7. Timeout Scenario :

At Zylker, which uses Zoho CRM, there is an existing function named "Books_send_quote" in their Zoho CRM account. The admin wants this function to execute via a Client Script whenever the status is updated to delivered and display a message saying, "Quote has been sent successfully." The admin added the script to show a success message after the function execution. 

Problem :

During execution of the following code, the admin noticed that the code following the function invocation is not running. Similar problem is described in this post.

The current code is 

  1. if (value == Delivered) {
  2. ZDK.Apps.CRM.Functions.execute("Send_Quote");
  3. ZDK.Client.showMessage('Quotation sent successfully', { type: 'success' });
  4. }

In such scenarios, the Messages Pane of Client Script IDE will show Timeout as shown below.



Solution:

 Since the timeout limit of 10 seconds has reached, further execution did not occur. So you need to add ZDK.Client.showLoader() before the execution of the Function and ZDK.Client.hideLoader() after the function execution.

  1. if (value == 'Delivered') {
  2. ZDK.Client.showLoader({type:'page', template:'spinner', message:'Sending Quotation...' });
  3. ZDK.Apps.CRM.Functions.execute("Send_Quote");
  4. ZDK.Client.hideLoader();
  5. ZDK.Client.showMessage('Quotation sent successfully', { type: 'success' });
  6. }
Here is how the Client Script works.



The presence of loader on the screen will inform the user about the ongoing processes in the background.


6. Summary :

This post includes the following,
  • When and how to use Functions in Client Script?
  • How to trigger Client Script using icons?
  • How to add tooltip to an icon using Client Script?
  • How to execute Client Script based on Confirmation box?
  • How to display messages and confirmation box using Client Script?
  • How to add loaders on UI using Client Script?
Previous Post: Kaizen #138 - How are Widgets used inZoho CRM Settings?       |     Kaizen Collection: Home
Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  


    • 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

    • Quick Item Search & Auto-suggestion for Invoices

      Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Ticketbai! en el Pais Vasco

      Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas

    • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

      Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look

    • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

      Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template

    • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Create, collaborate, and manage agreements with Zoho Sign

      Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users

    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

    • hiding a topic from all but one segment (or list)

      My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

    • How do I set up this automation correctly?

      When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

    • Has anyone integrated SMS well for Zoho Desk?

      Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

    • Desk x CRM Integration

      Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need

    • Client Script refuses to set an initial value in Subform field

      I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

    • Issue with Save & Share Link – Works for Others but Not Creator

      I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is

    • Save the pdf report from a registration form in a Folder

      Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already

    • zoho forms integration to zoho work drive

      Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:

    • Zoho Forms to Zoho CRM Integration failed - can I restart it?

      The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?

    • insert an equation, but in document, it shows an image not available.

      I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles

    • Zoho Desk Android app update - Swipe action customization

      Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening

    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

    • XML format to import knowledgebase into Zoho Desk

      Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

    • Arranging Ticket Templates

      Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • What they mean with "Portal"?

      I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • favorites no longer listed

      Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!

    • Notecards Disappeared

      Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.

    • Table Errors

      Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)

    • 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.

    • Zoho Tables instead of Zoho Creator Spreadsheet reports <3

      That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Notebook Stack

      Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same

    • Writing on sketch cards is bugged when zoomed in

      When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

    • Swipe between notes on iPhone

      It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.

    • Sales IQ chat is not working in signed android apk

      I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

    • Next Page