Navigate between pages

Navigate between pages

 
Hello everyone!

Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. 

In this Kaizen post,
  1. Need to Navigate to different Pages
  2. Client Script ZDKs related to navigation
         A. navigateTo()
         B. navigation_data
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links

1. Need to Navigate to different Module's Pages in Zoho CRM

Often navigation between Module pages is required for improved user experience and streamlined workflows. Seamless transitions between related modules ensure quick access to relevant data and actions, enhancing productivity. For example, whenever the status of Account is updated to "Deal Creation", you can open the Deal Create Page. 

2. ZDKs to navigate to different pages

A. navigateTo()

Using this ZDK method, you can open any modules' detail/create/clone/edit page in a new tab or in same tab. Here is the syntax.



Click here to know more details.

B. navigation_data

Using The Constant , $Page.navigation_data, you can get the data passed from navigateTo() method.



Click here to know more details.

3. Use Case

Zylker is a manufacturing organisation uses Zoho CRM. The admin wants to automatically open the Deal Create Page whenever the status in the Detail Page of Account is "Deal Creation". Also Deal Create Page should have the "Account Name"  prefilled from the Detail Page of Account record."

4. Solution

If the user updates the status to "Deal Creation" in Accounts module you need get confirmation from the user and  open a new Deal Create Page automatically with Account Name prefilled. 

To accomplish this using Client Script, you need to create two Client Scripts. 

A. Client Script for Accounts Module
B. Client Script for Deals Module

A. Client Script for Accounts Module

Create a Client Script for Detail Page of "Accounts" module with the following details and click "Next". To know more about Creating Client Script, click here.


  • In the Client Script IDE, enter the below script and click Save.
  1. var a_name = ZDK.Page.getField("Account_Name").getValue();
  2. var rec_id = $Page.record_id;
  3. if (value == "Deal Creation")
  4. {
  5.     var resp=ZDK.Client.showConfirmation("Do you want to update the status as Deal Creation?");
  6.     if (resp)
  7.     {
  8.         var rec = $Page.record;
  9.         var rec_id = $Page.record_id;
  10.         rec.status = "Deal Creation";
  11.         var response = ZDK.Apps.CRM.Accounts.updateById(rec, rec_id);
  12.         log(response);
  13.  ZDK.Client.navigateTo('record_create', { module: 'Deals', custom_data: {data: a_name,data_id :$Page.record_id}}, '_blank')
  14.     }
  15. }

  • Whenever the status is updated to "Deal Creation" , you can show a Confirmation box using showConfirmation() asking whether the user wants to update the status as "Deal Creation"
  • Then, update the current record's status using updateById(). You can use the $Page, to get the current record id.
  • Then using  navigateTo() method you can open the Deal Create Page from Account Detail Page.
  • As per the following syntax, you should pass the required parameters, which includes the data needed for the Client Script on Deal Page. In this case the data being passed is the Account Name and Id.
  • Syntax : navigateTo(page, params, data, target)
    • page :  record_create denotes that you want to open Create Page.
    • params :  You need to mention the name of the module for which the Create Page has to be opened. In this case it is "Deals". You can also mention the layout_id and record_id in params. For more details, click here.
    • data : "custom_data" hold the data that you want to pass to the Deals Page.
    • target: You can open the page in same tab or in a different tab using "_self" and "_blank" respectively.
B. Client Script for Deals Module

Now, create another Client Script for "Deals" module with the following details and click "Next".



In the Client Script IDE, add the following script and click "Save"

  1. var a = $Page.navigation_data;
  2. if (a!=null);
  3. {
  4. var field_obj1 = ZDK.Page.getField('Account_Name');
  5. field_obj1.setValue({ "id":a.data_id , "name":a.data });
  6. }

To get the data passed in Account Detail Page, you need to use "$Page.navigation_data". In this script you can use setValue() and mention the id and name of "Account Name". As Account Name is a lookup field, you should mention the Id of the Account along with the Account Name.

Here is how the Client Script Works.


Click here to know more details.

Note:

You can open any external URL using Client Script in a new tab using openURL().



Click here to know more details.

5. Summary :

In this post we have discussed,
  • How to pass data from one page to the other using Client Script.
  • How to perform actions after a record is updated.
  • How to update a record using Client Script without clicking on Save button.
  • How to open external URLs using Client Script.
-------------------------------------------------------------------------------------------------------------------

6. Related Links :


-------------------------------------------------------------------------------------------------------------------

Previous Post: Kaizen #141 - Zoho CRM's API Collection in Postman     |     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!  


    • Recent Topics

    • Customer Happiness not clickable when using API

      Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink

    • Send To Zoho Sign not Showing

      The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

    • How to Get An Image's URL once it's uploaded to library?

      I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac

    • 【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。

    • Link to Desk tickets

      Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports?  We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!

    • Bluerprints: How to connect the created record back?

      I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!

    • Populate a Related List Item based on a Stage

      I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that

    • Being able to draw inside a module ?

      I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he

    • 2 serial numbers for 1 item (Mac address and Serial number)

      There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Delete a department or category

      How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

    • Remove or hide default views

      I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

    • Analytics Module: Can you move items from one dashboard to another?

      Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Is there a way to print the dashboard?

      I would like the capability of printing the dashboard - is that possible?

    • Custom Deal Name in Lead Conversion Mapping

      I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

    • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

      Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

    • Suppress "spreadsheet will not be saved" message on published sheet

      I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

    • Missing "Email Authentication" tab

      Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that

    • Show item Cost value on Item screen

      The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

    • Zoho Analytics to Zoho Sheets - automatic update?

      Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?

    • Integration with Moodle

      Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll

    • How to Record Loan with interest

      I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 

    • Task status - completed - other options

      I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -

    • Task module and related-to field

      In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate

    • Add Lookup Field in Tasks Module

      Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

    • migrating from Zoho Invoices (CRM) to Zoho Books

      Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years

    • Zoho MA and Custom Module

      I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or

    • When is partial reimbursement going to be launched?

      Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.

    • Year-End Wrap: Declutter Your Inbox Using Email Filters

      Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now

    • Unified Notes View For Seamless Collaboration

      To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

    • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

      Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging

    • Formula fields - Request for dynamic recalculation / proper implementation

      Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

    • Organize and Track Phases with Phase Custom Views

      Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams

    • Record Asset Received as Payment

      How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).

    • Invoice Line Item Report

      Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.

    • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

      Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

    • Progressive Invoicing

      Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)

    • Next Page