Client Script for Custom Buttons

Client Script for Custom Buttons



Hello everyone!

Welcome back to another interesting and useful Kaizen post.

We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a Custom Button is clicked. Using this, you can execute Client Script when a custom button is clicked.

In this post,


1. Event Details 
2. Supported Pages
3. Use Case - Export Subform Rows to Zoho Sheet in a Single Click!
4. Solution
5. Summary
6. Related Links



Client Script support for Custom Buttons opens up possibilities for automation, personalization, and enhanced user interactions in Zoho CRM when a custom button is clicked.
Here is a detailed walkthrough to help you understand it better.

1. Event Details 

The Button event triggers the Client Script when a custom button is clicked. Each time this event is invoked, the context argument is passed to the Client Script. The context contains information about the page from which the button was clicked.


Click here to know more about Client Script Events.

2. Supported Pages

A Custom Button can be placed in different positions based on the Page.


You can add a  custom button in the Util Menu, in Each Record or in the Mass Action Menu of the List Page.


Also, a Detail Page can have a custom button either In Record or in the Related List. Click here for more details about the different possible positions of a custom button.

The following table lists the supported pages and the corresponding context argument, which provides different details based on the page type.


To create a Client Script and make it trigger when a custom button is clicked, first create a Custom button and associate it with a Client Script as shown in the following image.


 Click here to view the steps to create a custom button and configure a Client Script. 

Note:

You can configure the Client Script only from the Buttons page to trigger it when a user clicks a custom button, and not the usual way of Creating Client Script via setup page. Once a script is created, it can be edited and updated from the Client Script setup page

3. Use Case - Export Subform Rows to Zoho Sheet in a Single Click!

Zylker manufactures medical instruments, and its sales representatives frequently need to share bulk order details with distributors and hospital partners using Zoho Sheets. These details such as product names, quantities, and prices are captured in a Subform on the Purchase Order Detail(Standard) Page.
To simplify this, the admin wants to add a custom button called "Export Products" on the Purchase Order Detail Page. When clicked, it should export the Purchase Items from the Subform and move the content to the specified sheet.

4. Solution

To export subform rows to Zoho Sheet with a single click, you can add a custom button to the Detail Page of the record. When clicked, a Client Script will be triggered to fetch the subform data from the Detail Page and pass it to a Function that uses zoho.sheet.createRecords() to insert data into Zoho Sheet.

Here’s how to implement this:

  • Add  “Export Products” custom button on the Detail Page.
  • Add the script to collect subform rows which invokes the Function.
  • Write a Function to create entry in Zoho Sheets  

A. Add “Export Products” custom button on the Detail Page.

  • Go to Setup → Modules and Fields under Customization.
  • Select a Module as Purchase Order.
  • Click on Buttons → Then click + New Button.
  • Enter Button Name and select Action Type as "Client Script"
  • Choose Button Position and Layout details as shown in the following image.
  • Click Create in Configured Client Script, enter the script, and click Add.
  • Select the profiles for which these buttons should be visible.
  • Click Save.



B. Add the Script to collect subform rows and invoke the Function

Use the following Client Script when you configure the custom button.

  1. var casesheetid = ZDK.Client.getInput([{ type: 'text', label: 'Enter the Sheet ID' }], 'Sheet details', 'OK', 'Cancel');
  2. if (casesheetid == null) {
  3.         ZDK.Client.showAlert("Enter the *Case Sheet ID - Import* to import data");
  4.  }
  5. var purchase_items = ZDK.Page.getField('Purchase_items).getValue();
  6. ZDK.Client.showLoader({type: 'page', template:'spinner', message: 'Export in progress, please wait'});
  7. var c=1;
  8. if (sheetid == null) {
  9.     ZDK.Client.hideLoader(); 
  10.     ZDK.Client.showAlert("Enter the *Case Sheet - Export* ID to export data");
  11. }
  12. purchase_items.forEach((r,i) => {
  13.             try {
  14.                resp = ZDK.Apps.CRM.Functions.execute("csvWrite", { "Product_Name": r.Product_Name.name, "List_Price": r.List_Price, "Discount": r.Discount, "Total": r.Total,"Sheetid":casesheetid }); }
  15.             catch (error) {
  16.                 c = 0;
  17.                  ZDK.Client.hideLoader(); 
  18.                 ZDK.Client.showAlert("Unexpected issue occured while adding data in row number "); }
  19.     });
  20.     ZDK.Client.hideLoader(); 
  21.     if (c) {
  22.         ZDK.Client.showMessage("Export completed. Please check the Sheet");
  23.     }
  24.     else
  25.     {
  26.        ZDK.Client.showMessage("Unexpected error "); }}

In this code, several ZDKs are used for various purposes. Click on the ZDK hyperlinks to learn more.


Note

The Client Script you intend to link with the button will be saved only after the custom button is saved.

C. Write a Function to create entry in Zoho Sheets 

  • Go to Setup > Developer Hub > Functions.
  • In the Functions page, click + Create New Function.
  • Choose the category as Button.
  • Click Create.
  • In the Create Function page, enter a name as csvWrite and description for your function.
  • Enter the following function code and click Save.
  1. string standalone.csvWrite(String product,String qty,String up,String amt, String Sheetid){
  2. queryData = Map();
  3. writeData = Map();
  4. header = Map();
  5. writeData.put("Product",product);
  6. writeData.put("Quantity",qty);
  7. writeData.put("Unit_Price",up);
  8. writeData.put("Amount",amt);
  9. SheetData = zoho.sheet.createRecords("Sheetid","Sheet1",writeData,queryData,"sheetconnection");
  10. return SheetData;
  11. }

Click here to know more about zoho.sheet.createRecords().

In the code above:
  • sheetconnection refers to the name of the Zoho Sheet connection, which must have the scopes: ZohoSheet.dataAPI.UPDATE and ZohoSheet.dataAPI.READ.
  • Click here to know how to create a Connection with the required scopes.
  • sheetid is the unique identifier of the Zoho Sheet, available in the sheet’s URL.
  • Sheet1 represents the name of the worksheet (i.e., the tab name shown at the bottom of the Zoho Sheet).
  • Now, when the custom button is clicked, the Client Script is triggered. It prompts for the Sheet ID, fetches the contents of the Purchase Order subform, and invokes a function that writes the content to the Sheet.
Here's how the Client Script works.



5. Summary

In this post we have seen,
  • What is a Button event?
  • How to configure Client Script for a custom button
  • How to write data into Zoho Sheets from Client Script
  • How to create a Function and call it from Client Script

6. Related Links


We are thrilled to be nearing the 200th post in our Kaizen series. As we approach this exciting milestone, we would love to hear from you. Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your input helps us improve and shape the series to serve you better.

Please take a moment to share your thoughts using ✨ this form 

We hope you found this post useful!

Happy Client Scripting! 😊
    • 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

    • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

      I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
    • Cannot schedule report delivery

      The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.
    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you
    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
    • Mastering Zia Match Scores | Let's Talk Recruit

      Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
    • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

      I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
    • Multi-currency - What's cooking ?

      Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        
    • Integrating Chatbot with Zoho Creator Application

      Is it possible to integrate a chatbot with a Zoho Creator application?
    • How to reduce programmatically the image uploaded by user?

      I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  
    • Dark mode for Zoho Creator / Zoho CRM Code editor

      Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?
    • Is there a way to make a button scroll down?

      Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?
    • Collective-booking event not added to all staff calendars

      We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
    • Issue showing too many consultations in my workspace link.

      Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
    • ZOHO Android Client

      Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.
    • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

      Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
    • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

      Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;
    • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

      I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
    • Non-depreciating fixed asset

      Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
    • Managing Rental Sales in Zoho Inventory

      I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th
    • Megamenu

      Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
    • Cannot access KB within Help Center

      Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
    • Zoho Flow to Creator 3001 Respoonse

      I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
    • File Upload to Work Drive While Adding Records in Zoho Creator Application

      Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be
    • COQL order by COUNT not working

      Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select
    • Why not possible to generate?

      Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"
    • email

      Hi My crm email is not working, can you check, I have zoho one account.
    • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

      Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are
    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
    • Problem with reports due to "Connected" items change

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
    • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

      Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.
    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
    • Internally created tickets

      Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and
    • Spilt Axis for stacked column and line graph

      Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked
    • Automatically change website passwords

      Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar
    • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

      Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.
    • Change Invoice Prices for an Effective Date

      Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
    • "Other Current Asset" accounts as "Paid Through" accounts in Expense

      It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.
    • Next Page