Kaizen #59 - Creating alerts and custom messages using Client Script

Kaizen #59 - Creating alerts and custom messages using Client Script

Hello everyone! 
We are happy to resume our Zoho CRM Developer Community series - The Kaizen series!
Welcome back to the new start of Kaizen!
This post is about Client Script and its simple use cases involving ZDK Client functions.

What is Client Script?

The Client Script feature gives you a seamless platform for achieving and extending your business cases in Zoho CRM by allowing Java Script code execution in your browser. It enables you to configure events for the UI components and define the actions once those events are triggered. 

The ZDK Client Functions available in Client Script are,

ZDK Client Function
Description
showMessage 
To display a text message on create/clone/edit/detail(canvas) page.
showConfirmation
To display a confirmation box with accept and reject message on  create/clone/edit/detail(canvas) page.  
showAlert 
To show alert message on create/clone/edit/detail(canvas) page.
openMailer
To open mailer component from detail(canvas) page.

Use Case

Let us consider that you want to achieve the following using Client Script.
  1. Calculate age based on Date of Birth and display the message "Age is more than 80" whenever the age is above 80 in create page of Policyholder module.
  2. Show the alert message "You cannot change the Rating of a verified account" whenever you try to update the field Rating in Accounts module.
  3.  When you click the mail button on detail(canvas) page, ask for confirmation and open a mailer window.

Solution using Client Script

Note:

The solution listed in this post includes detail(canvas) page and create page.
To create a canvas page, 
  • Go to Setup > Customization > Canvas
  • Click Create Record Detail Page. 
  • On the Create a Custom Record pop up that appears, select the module as "Accounts" and select the required layout for the canvas page
  • Choose a template from the gallery and click Select.
  • Enter a name and save the canvas page.
  • Click Canvas Assignment and assign the page to the required profiles.
  •  Click here for more details on creating a canvas page(Customizing the record detail page).
1. Calculate age based on Date of Birth and display the message "Age is more than 80" whenever the age is above 80 in create page of Policyholder module

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script in the Client Script IDE and click save.
  1. function  getAge(dateString) 
  2. {
  3. var today = new Date();
  4.  var birthDate = new Date(dateString);
  5. var age = today.getFullYear() - birthDate.getFullYear();
  6.  var m = today.getMonth() - birthDate.getMonth();
  7.  if (m < 0 || (m === 0 && today.getDate() < birthDate.getDate())) 
  8. {
  9.    age--;
  10. }
  11.  return age;
  12. }
  13. let age = getAge(value);
  14. var age_field = ZDK.Page.getField("Age");
  15. var category_field = await ZDK.Page.getField("Category");
  16. age_field.setValue(age);
  17. if (age > 80) {
  18. ZDK.Client.showMessage('Age is more than 80', { type: 'info' });
  19. }
  • You can see the code working from the create page.  You can also see how the client script works using the Run component of the Client Script IDE.

  • You can use any of the following types in showMessage() function
Possible 'type'
Script
info
ZDK.Client.showMessage('message', { type: 'info' });


warning
ZDK.Client.showMessage('message', { type: warning });

error
ZDK.Client.showMessage('message', { type: error });

success
ZDK.Client.showMessage('message', { type: success });

2. Show the alert message whenever you try to update the field Rating

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  1. ZDK.Client.showAlert('You cannot change the Rating after account creation');
  • Here is how the Client Script works. You can also see how the client script works using the Run component of the Client Script IDE.

3. Configure the mailer box with the click of a button

First of all, you need to add the button to the detail(canvas) page.
  • Go to Setup > Customization > Canvas.
  • Right click on the Canvas page for Accounts module and click Edit.
  • Click Elements, drag and drop the button wherever required and specify a label for the button.
  • Right click on the button, select Add Element ID and enter the ID of the button in the pop up that appears.
  • Once the button is created, you can configure Client Script in two ways:
  • Right click on the button--> Add Client Script-->onClick. The Client Script IDE appears with the event type as Canvas Button Event.
                                                             (or)
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script and click save.
  1. var isProceed = ZDK.Client.showConfirmation('Do you want to open the mailer window?','Proceed','Cancel');
  2. //If user clicks Proceed button
  3. if (isProceed) {
  4. ZDK.Client.openMailer({ from: '', to: [{ email: '', label: 'ABC Industries' }], cc: [{ email: '', label: 'ABC Industries' }], subject: 'Greetings from ABC Industries!', body: ' ' });
  5. }
  • The showConfirmation() function will return a boolean value based on the user selection. You should capture this boolean value using a variable and write the actions based on the boolean value returned. Here the variable isProceed will capture the user response and based on that boolean value, the mailer box will get displayed.
  • Here is how the client Script works,

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!

Click here for more details on Client Script in Zoho CRM.

Related Links


    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      &lt;br&gt; Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

    • Recent Topics

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Users Name & Email in Reports

      Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • 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

    • Workflow Creation with Zia gets stuck

      It gets stuck here:

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Unable to Add Asset to Work Order Due to Different Contact and Company

      Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing

    • I NEED MORE CUSTOM FIELDS!!!

      Why can I only have 60 custom fields! It's not enough. I want another 100 extra custom fields to do what's necessary for my business! I'm sure I can't be the only one with this problem!!! How hard would it be to fix this? Just fix it for me please at

    • Zoho Webinar et Zapier : de la prise de rendez-vous aux relances — une automatisation performante

      Organiser un webinaire réussi et gérer efficacement les participants peut être un véritable défi. Avec Zoho Webinar et Zapier, vous pouvez rendre vos processus plus simples. Vous gagnez du temps en automatisant les tâches répétitives. Résultat : une expérience

    • Ticket Stages Report

      From data to decisions: A deep dive into ticketing system reports Ticket stages refer to the series of transitions from the moment a support ticket is created until it is closed. It moves through various stages based on the actions taken at each preceding

    • 【参加無料】今年最後のZoho ユーザー交流会｜東京・大阪・名古屋で開催！ 活用事例＆ユーザー同士の情報交換

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します！ 毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や 参加者同士でノウハウを交換し合うグループワークを予定しています。 「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。 初参加の方もぜひお気軽にご参加ください！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Slow Performance on desk.zoho.com. 11/3/2025

      I’m not seeing any active service alerts for desk.zoho.com, but everyone on our account is currently experiencing very slow load times when opening or navigating tickets. We’ve already tried the standard troubleshooting steps — clearing cache and cookies,

    • Create View to See Tickets Closed within the last 3 days

      I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Send Whatsapp message from Whatsapp template with custom variables

      Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Dissociate account from contact

      Hello, When I make the call through the API to "Dissociate account from contact" using, /api/v1/contacts/**integer**/accounts/**integer**/dissociate I get this response back, 422Unprocessable Entity (WebDAV) (RFC 4918) { "errorCode": "INVALID_DATA", "message":

    • Zoho Desk and Zoho People Integration - is it possible in order to alert whether an agent is available

      Hi, We use Zoho People for our employees to log absence (Paid Time Off etc). I was wondering if it was possible that this information can be shared in to Zoho Desk, so that when allocating a ticket to an agent, if they are on leave there is an onscreen

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Change Currency symbol

      I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

    • Call transcrition working for ringcentral?

      I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

    • Zoho Inventory - Managing Items With Multiple Suppliers

      Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,

    • Kaizen #59 - Creating alerts and custom messages using Client Script

      Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

    • Retainer invoice in Zoho Finance modlue

      Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

    • How do I see the total leads during a certain period?

      I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

    • Where is the Global Search field?

      I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

    • Default tax type for mileage?

      Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

    • Analytics Portal

      I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

    • The Social Wall: October 2025

      Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

    • Show price book list price

      When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

    • Cliq File Upload

      While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

    • Resizing a Record Template Background Inage

      Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

    • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

      Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • Next Page