Kaizen #115 :Customize Buttons using Client Script
Hello everyone!
Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script.
In this kaizen post,
- Need for customizing buttons
- ZDKs related to Buttons
- Use Case to customize button using Client Script
- Solution
- Summary
- Related Links
1. Need for customizing buttons
- Enforcing Workflow Steps - By disabling certain buttons based on conditions, you can guide users through a predefined workflow. For example, if you want to notify the customer, when the order is in a particular stage, you can disable the button for other stages.
- Customize buttons based on your business - You can modify button labels using Client Script to match your company's specific terms.If a button is part of a step-by-step process, change the label to match each step, making it more intuitive for users.
2. ZDKs related to Buttons
Client Script empowers you to customize buttons and here is the list of ZDKs and Client Script functions to customize standard and custom buttons.
- getButtonByID(id) - You can get the Pages' Button by ID.
- getButton(api_name) - You can get the Pages' Button by api name.
- getButtons() - You can get the list of buttons in the Page as an array.
- getId() - Using this, you can get the id of button.
- getType() - Using this, you can get the type of button.
- getLabel() - Using this, you can get the name of the button.
- getApiName() - Using this, you can get the API name of the button.
3. Use Case for customizing buttons:
Zylker is a manufacturing company. The Sales representatives initiate the process by creating new deals in the CRM for potential customers or business opportunities. So they are given the "create" permission. But in real time, there are high chances for an approved record to get cloned, which cannot be permitted. So, Zylker wants to disable the "Clone" button for users having a "Sales" profile.
As per their workflow, once the deal's stage is "Closed Won" a mail should be sent to the Manager and the customer. For this they have a custom button named "mail". But this mail button should not be sent when the deal is in other stages. To ensure this, Zylker wants to disable this button for all other stages of the deal.
Also, for better clarity, Zylker wants to rename the "save" button as "Create Deal" in the Create Page (Standard).
4. Solution:
As per the requirement, you need to create three Client Scripts.
A. Disable "Clone" button Detail Page (Standard) when the page loads
B. Disable "Mail" button Detail Page (Standard) when the stage changes
C. Rename button in Create Page (Standard)
A. Disable Clone and mail buttons in Detail Page (Standard)
- Create a Client Script for Detail Page (Standard) with onLoad Page event.
- For details about how to create a Client Script, click here.
- Enter the following script and save.
// Disable the standard "clone" button var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id); if (user.profile.name !== 'Sales') { var clone_btn = ZDK.Page.getButton('clone'); clone_btn.disable(); } |
- In the above script, "clone" is the api name of the standard button.
- Here is the screenshot that shows the disabled "Clone" button for a user only with Sales Profile.
- Here is the screenshot that shows the "Clone" button for a user with a non-sales profile user. That is, "Clone" button is not disabled for users having profiles other than "Sales" profile.
B. Disable "Mail" button Detail Page (Standard) when the stage changes
- Create a Client Script for Detail Page (Standard) with onChange field event for the field Stage.
- For details about how to create a Client Script, click here.
- Enter the following script and save.
// Disable the custom "mail" button var stage_field = ZDK.Page.getField("Stage"); if (stage_field.getValue != 'Closed Won') { ZDK.Page.getButtons().find(a => a.getLabel() === 'mail').disable(); } |
- Here is the screenshot that shows the disabled "mail" button for a deal with the "Closed Won" stage.
- Here is the screenshot that shows that "mail" button is not disabled for the deal in the "Value Proposition" stage.
C. Change the label for "save" button in Create Page (Standard)
- Create a Client Script for Create Page (Standard) with onLoad Page event.
- For details about how to create a Client Script, click here.
- Enter the following script and save.
var save_btn = ZDK.Page.getButton('record_save'); save_btn.setLabel('Create Deal'); |
Here is the screenshot showing the "Create Deal" label instead of the "save" label.
Note:
Using Client Script, currently custom buttons can be disabled only in the Detail Page (Standard) and in the List Page (Standard).
5. Summary
In this post, we have discussed,
- How to fetch the label of buttons in Client Script
- How to disable standard and custom buttons based on conditions
- How to change the label of a button
- ZDKs and methods available to customize buttons
Kaizen Collection :
Click here to view our Kaizen Collection. Also, check our previous post - Kaizen#114 - Geocoding Leads' Addresses in ZOHO CRM
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!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Maadhari M
Subhash Kumar
Vigneshwaran K
Sam
PJ
Sticky Posts
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.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Unable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createReopen ticket on specific date/time
Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)API credit COQL COUNT
The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?Anyone Building AI-Based SEO Dashboards in Zoho Analytics?
Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metricsRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanPassing Info from Function to Client Script
Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function toDrag 'n' Drop Fields to a Sub-Form and "Move Field To" Option
Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice toZoho Payroll for Canada
Is anyone else having problems getting setup for Canada?Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andUser Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoDefault Ticket View - Table?
Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JVZoho One IS BUGGY
Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feelsMerge Fields that previously worked are now giving an Error!
Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.MailingClarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers
Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create andApp for Mac OS X please!
It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,Facing Issues with Sites Mobile font sizes
my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line spaceZoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpChange Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forcreating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an aliasReply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ emailZOHO Payroll Canada
Any plans on the roadmap for Canada?Zoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. ThereZOHO Writer Folders
Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centraHow can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?
Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems likeEscalation request: organization merge and data export (Ticket [154609577])
Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.Different form submission results for submitter and internal users
I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section withFormatting and slow
Creating campaigns are difficult. I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful. Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.Boost your Zoho Desk's performance by archiving tickets!
The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually leadPaste emails to create segment
We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?Getting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou pageAuto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)
<div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::beforePossible to define default font and size in Zoho Campaigns?
Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!Zoho Sites - General Feedback
Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-colorZoho People & Zoho CRM Calendar
Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. ThanksFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.
please helpStrengthening the capabilities of CommandCenter in Zoho CRM Plus
When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and makingNext Page