Client Script for tags

Client Script for tags



Hello everyone!

Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script.

1.  How to auto-tag a record based on field update?

2. How to Open a pre-filled email draft 

This post will provide a quicker solution using Client Script for the queries mentioned in the posts Is it possible to auto fill email draft? and How to tag quickly?

In this Kaizen post,


  1. Tags in Zoho CRM
  2. ZDK functions related to Tags
  3. Use Case 
  4. Solution
  5. Summary
  6. Related Links


1. Tags in Zoho CRM

Tags in Zoho CRM are not just a simple category; they can be more powerful since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. Click here to know more about working with tags.
2. ZDK Functions related to Tags

Below are the ZDK Client APIs supported by Client Script related to tags. Click here to view the documentation.
  • addTag()  - Add a tag/tags to a record
  • removeTag() - Remove a tag/tags to a record
  • getTags() - Get the list of all tags of a record

Notes
Note :
 These ZDKs can be used only for Detail Page(Canvas) and Detail Page(Standard)

Apart from these, you can use the below ZDK CRM APIs to add and remove tags.
  • addTagsToRecord()         - Add Tags to Record
  • addTagsToRecords()       - Add Tags to Record
  • removeTagsToRecord()  -  Remove Tags from Record
  • removeTagsToRecords() - Remove Tags from Records

Notes
Note
The above ZDKs implicitly invoke the Add tags API and Remove tags API. Click here for more details.The execution of the above ZDKs will impact your API credits. 

To know more about Client Script's ZDKs to implicitly invoke CRM APIs, check this kaizen post. The event onTagChanged - This event occurs on the click of save button of Add tags.

3. Use Case 

Quote
At Zylker, the manager seeks to optimize the handling of order complaints by automating the tagging and notification process. When a customer support agent who places an order on behalf of customers also logs a complaint in the "Order Issue" field of the Orders module, then the order should automatically be tagged as "Issue Reported." This action should open an email draft, pre-filled with a specific template , along with the "To," "From," and "Subject" fields automatically populated after getting confirmation from the customer support agent, and notify the delivery team to check and resolve the issue.

4. Solution

For the above requirement, you need to create a Client Script that triggers when the customer support agent updates the Order issue field.
  • Configure a Client Script for Detail Page(Standard) Orders module, that triggers during onBeforeUpdate Event of Type Field event of Order Issue, as shown below and click Next. 



  • Click here to know how to configure a Client Script.
  • Enter the following script in the IDE and click Save.

  1. if (value != null) {
  2.    ZDK.Page.addTag('Issue Reported');
  3.    ZDK.Client.showConfirmation('The Tag *Issue Reported* has been added successfully.    Do you want to notify support team?', 'Yes', 'No');
  4.     ZDK.Client.openMailer({ from: 'support@zylker.com', to: [{ email: 'zylker@zyldomain.com', label: 'zylker@zyldomain.com' }], cc: [{ email: 'info@zyldomain.com', label: 'info@zyldomain.com' }], subject: 'Issue Reported', body: '', templateId: "4967860000006521006" });
  5. }
  • In the above script, whenever the customer support agent updates comments in this field, a new tag gets added by ZDK.Page.addTag(). Here is the syntax:


  • Once the tag gets added, a message gets displayed using the ZDK.client.showConfirmation(). The message mentioned in the confirmation box supports markdown. Based on confirmation, the mail draft opens using ZDK.Client.openMailer(). Here is the syntax:


  • Here, you need to specify the template ID of the email in the openMailer() ZDK along with the other details like from, to , cc. 
  • To get the template ID, go to setup-->templates-->select the template that you want and click edit.
  • You can pick the template ID from the URL.


  • Click here to know more about email templates. Here is how the Client Script works.


    Summary

    In this post, we have seen
  • How to add a tag automatically to a record when a Detail Page is updated.
  • How to fetch the tags associated with a record using Client Script.
  • How to open pre-filled email draft from Detail Page(Standard)
  • How to fetch the template id of an email

Related Links: 

Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com. Stay tuned for more insights in our upcoming Kaizen posts!


Happy Client Scripting!


    • Recent Topics

    • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

      Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

    • How to apply blueprint on tickets that created from IM module

      Hello, I have an issue applying blueprint on tickets that created from WhatsApp conversation, the tickets matches with the blueprint criteria but still we are not able to put these tickets into the blueprint. I've tried with deferent type of tickets and

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • trying to access CRM Variables with JS SDK

      Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable

    • Zoho Mail POP & IMAP Server Details

      Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

    • Organization Variables - Restrict Access

      Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

    • Remove 30-Day Client Reply Restriction on Supervisor Rules in Zoho Desk

      Dear Zoho Desk Team, I hope you're doing well. Currently, Supervisor Rules in Zoho Desk run once every hour but only apply to tickets that have received a customer response within the past 30 days. This restriction creates challenges for us, as we have

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

    • How to get NSE/BSE Stock Prices in Zoho sheets?

      I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

    • Zoho notes list issue

      Hi team, Suddenly my extension is not working and I could not find the extension in my marketplace list anymore. Extension version deprecated This version of the extension is no longer in use. Please update the extension and try again.

    • Cannot edit email text in Zoho Form rules

      I have a number of rules set up on a form depending on a user's submission. For some reason, I am no longer able to edit the content of the emails sent out based on those rules. I am invited to "use the advanced editor", but the original text of the email

    • How to Replace an Assessment in a Job Opening on Zoho Recruit

      Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

    • Add "Lead Image" in Bulk?

      Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the

    • Client script: Can not choose a date field for an onChange field event

      Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus

    • Quickbooks conversion and Internet sales

      Hello, we are considering converting from Quickbooks enterprise to Zoho Books and using MonotorZ for our mrp needs. Today we import Internet sales under a single customer with multiple ship to addresses. We want to maintain the detail in CRM for marketing

    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

    • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

      Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

    • how can I hide this Module?

      Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j

    • UI Arabic

      can i change the member portal UI to arabic in zoho community?

    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

    • Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

      Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

    • How to display profile picture for distribution list?

      I am Admin of a Zoho Mail server and we have distribution lists along with user accounts. I am able to set Profile picture for the users and it shows when the email is sent to another companies. The members of the groups can also send email from those

    • Change email template depending on answer from form

      Is it possible to set up the following in Zoho Desk: When a user submits a ticket via the Zoho Help Center's form, they can select an answer from a dropdown field. In this example, the dropdown options are 'Option A' and 'Option B.' If a user selects

    • Mail Search Not Working

      Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

    • Password should not contain sequential characters

      How can I avoid this? How do I even disable it. On my password policy page, it's all blank, so I don't know why I'm even getting this error now.

    • Same phone number for more than one account.

      Hi there, I am a webdeveloper specialising in providing websites, webhosting and email solutions for my customers. I have signed up a number of my customers to Zoho Mail in the past, and a couple of these have grown into a paid package for Zoho CRM. As

    • Is there a live chat for Zoho mail?

      I am having a problem in Zoho mail and would love to live chat with someone instead of email and wait for a response. Is there a function for this? I know there is in CRM but I can't seem to find it in mail... Thank you!

    • Integrating Zoho Desk Instances from two separate organizations

      Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by

    • Why does incoming mail inconsistently bounce back from Zoho mail

      On testing our user accounts, we are having problems where mail sent to zoho mail bounces back with errors message that 'relay access denied'. On testing from various accounts (including outlook, gmail and yahoo) mail seems to get through on some occasions

    • Zoho email setup in office365

      When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

    • JunkMail rejected

      Hello, we are facing problems sending mails. The IP has been blacklisted. Please, fix it as soon as possible. JunkMail rejected - sender4-op-o12.zoho.com [136.143.188.12]:17291 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spa

    • My emails going to spam folder for hotmail or outlook

      My emails (not spam mails) are going into the spam folder for my customers using hotmail. Gmail and Yahoo users are receiving the emails in their inbox. can you please solve this problem. I read few articles but coudnt find any solution to it. I am testing it by sending a simple text email no pictures nothing at all still it is filtering my emails as spam. Please help I am really loosing time and clients due to this. Thanks

    • Capture hotkeys inside the remote session and allow file exchange via clipboard

      Hi guys, assist is a really good app, and to become great it would be nice to have some features other vendors have in place and we take them for granted. For example, ScreenConnect, TeamViewer and others allow you to send hotkeys via the remote connection,

    • Chat function not working properly

      Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

    • Self Client Authorization Issue

      Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"

    • Mass pdfs into OCR field

      I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?

    • Cannot fetch url with custom extension (sigma - javascript)

      Hello i try to make my first extension with API request, i have two cases 1) this a deluge code attach to a button --> this one works very well response = invokeurl [ url :"my_api_fetch_url" type :GET headers:{"api_key":"myapikey","accept":"application/json","content-type":"application/json"}

    • Wrong Time on Exported Records

      Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?

    • how to upload the picture and document

      i want to upload the picture and document,would you please told how to upload them?could you told it for each step?

    • Next Page