Kaizen #160: Automating ZDK CLI commands using shell scripting

Kaizen #160: Automating ZDK CLI commands using shell scripting


Hello everyone,
Welcome back to Kaizen.  ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute.  It allows you to execute multiple ZDK CLI commands seamlessly, enhancing productivity.

In this week's Kaizen post, we will discuss a shell script designed to automate the process of pushing locally modified metadata to our CRM environment. Before executing the push operation, ensure that the local metadata is up-to-date and conflicts (same file has been modified in both the local ZDK environment and the remote UI environment) are resolved. To achieve this, we will perform the following steps for files in conflict where manual intervention is required:
  • Retrieve the latest metadata from Zoho CRM to our local environment using zdk org:pull command
  • Address conflicts that may arise during the pull operation using zdk org:pull:resolve command 
  • Update our local directory with the newly pulled file using zdk org:pull:update command
  • Push changes from your local environment to the CRM using zdk org:push command
  • Update local directory and check status of push command using zdk org:push:result command
This script automates the sequential execution of these commands.

Prerequisites
  • ZDK CLI Version 1.0.2-beta
To update ZDK CLI, execute the following command in your terminal


  npm install -g @zohocrm/zdk-cli


This will initiate the installation process for the latest version.

Crafting the Shell Script

 
1.Create a new shell script file zdk_automation.sh in your ZDK project's root directory.
#!/bin/bash
touch stdout.txt
#This script is used to automate ZDK CLI conflict resolve flow
conflict_flag=false
# Clear stdout.txt at the start
> stdout.txt
#Step 1: Initial Push Command
echo "====Start of the script ====" >> stdout.txt
echo "**Executing the initial zdk org:push -j" >> stdout.txt
json_content=$(zdk org:push -j)
echo "Output  $json_content" >> stdout.txt
next_command=$(echo "$json_content" | jq -r '.next_command_sequence // empty')
echo "next_command after initial push  is $next_command">> stdout.txt
# Check if the JSON is valid
if echo "$json_content" | jq empty 2>/dev/null; then
#Step 2: Conflict Detection
    message=$(echo "$json_content" | jq -r '.message')
    echo "message: $message" >>stdout.txt
    if [[ "$message" == *"Merge Conflicts!"* ]]; then
        #Step 3: Resolving Conflicts
        conflict_flag=true
        # Pull changes to the local repository and store the output in a variable
        echo "**Executing zdk org:pull -j" >> stdout.txt
        json_content=$(zdk org:pull -j)
        echo "Output  $json_content" >> stdout.txt
        if echo "$json_content" | jq empty 2>/dev/null; then
            message=$(echo "$json_content" | jq -r '.result')
            echo "message $message" >>stdout.txt
            IFS=$'\n' read -r -d '' -a filenames <<< "$message"
            # Iterate over each filename and execute the resolve command
            for filename in "${filenames[@]}"; do
                echo "**Executing zdk org:pull:resolve for $filename" >> stdout.txt
                # Executing zdk org:pull:resolve 
                json_content=$(zdk org:pull:resolve -f "$filename" -j)
                echo "Output  $json_content" >> stdout.txt
            done
            echo "***Executing zdk org:pull:update" >> stdout.txt
            json_content=$(zdk org:pull:update -j)
            echo "Output  $json_content" >> stdout.txt
        fi
    fi
fi
#Step 4: Second Push Attempt after conflict
if [ "$conflict_flag" = true ]; then
# Push changes to the org and store the output in a variable again
echo "***Executing: zdk org:push -j after conflict resolution" >> stdout.txt
json_content=$(zdk org:push -j)
echo "Output  $json_content" >> stdout.txt
# Extract the line containing "next_command_sequence" from the push output
next_command=$(echo "$json_content" | jq -r '.next_command_sequence')
echo "Next command $next_command " >> stdout.txt
fi
#Step 5: Push result command
# Execute the next command if it exists
counter=0  # Initialize a counter
if [ -n "$next_command" ]; then
    while true; do
    # Execute the command stored in next_command and capture the output
    echo "***Executing: $next_command -j"  >> stdout.txt
    output=$(eval "$next_command -j")
    echo "Output $output" >>stdout.txt
    # Check if the output contains "Process in progress"
    if echo "$output" | grep -q "Process in progress"; then
        echo "Push process in progress. Waiting for 5 seconds..."  >> stdout.txt
        sleep 5  # Wait for 5 seconds
    else
        # If not found, break the loop and handle the output
        echo "Command executed successfully or completed."  >> stdout.txt
        break
    fi
     # Increment the counter
    counter=$((counter + 1))

    # Break the loop after 10 iterations
    if [ "$counter" -ge 10 ]; then
        echo "Maximum number of attempts(10) reached. Exiting the loop." >> stdout.txt
        echo "Try executing $next_command after some time" >> stdout.txt
        break
    fi
done
fi

Explanation of the script

Step 1: Initial Push Command
  • The script starts by executing the zdk org:push -j command. 
  • The commands executed using -j option ensures that the output is in a machine-readable JSON format, which facilitates easier parsing and processing.
  • The conflict_flag is set to false.
Step 2: Conflict Detection
  • The script checks the output for any merge conflicts. 
  • If conflicts are detected, it executes the zdk org:pull -j  command to retrieve the latest changes from the organization. The conflict_flag is set to true.
  • If conflicts are not present, the script proceeds to Step 5: Executing the push:result command.
Step 3: Resolving Conflicts
  • If conflicts are present, the script extracts a list of filenames associated with these conflicts. 
  • It iterates through this list and executes the zdk org:pull:resolve -j command for each filename, allowing for manual resolution of conflicts as needed. 
  • This opens a three-way editor in the browser where the conflicts can be resolved.
Step 4: Second Push Attempt after conflict
  • Once all conflicts are resolved, the script attempts to push any changes back to Zoho CRM by executing the zdk org:push -j command. 
Step 5: Executing push:result command 
  • This command should be followed by zdk org:push:result --jobid {id} command (indicated by a next_command_sequence) which displays the result of the push process with the mentioned job id and updates the local directory. 
  • During this process, if the result is shown as "Process in progress", a subsequent push:result command is required. In this case, the script waits for five seconds before trying again to ensure that operations complete successfully. 

2.Make the script executable
chmod +x zdk_automation.sh

3.Run your script
./zdk_automation.sh & tail -f stdout.txt

Logging ActionsAll actions taken by the script are logged in stdout.txt. This serves as a record for later reference and troubleshooting.







Using ZDK CLI with shell script ensures that your ZDK CLI operations are automated daily, minimizing manual intervention while effectively managing conflicts. 
Notes
For the current beta release, ZDK CLI is exclusively available for Sandbox environment and is not operational in Production environments. 

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.

Happy Exploring!


    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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


                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • 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")
                                                                                                          • Notes Issues

                                                                                                            Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
                                                                                                          • How to disable user entry on Answer Bot in Zobot

                                                                                                            Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,
                                                                                                          • Placing a condition before converting the LEAD

                                                                                                            Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using
                                                                                                          • More admin control over user profiles

                                                                                                            It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures
                                                                                                          • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

                                                                                                            Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize
                                                                                                          • Changing the Default Search Criteria for Finding Duplicates

                                                                                                            Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                          • Clear Tag & Linking Between Quotes and Sales Orders

                                                                                                            Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating
                                                                                                          • How to Track and Manage Schedule Changes in Zoho Projects

                                                                                                            Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges
                                                                                                          • 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 a
                                                                                                          • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

                                                                                                            Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support
                                                                                                          • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

                                                                                                            We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically
                                                                                                          • Client Script Payload Size Bug

                                                                                                            var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
                                                                                                          • Connecting Zoho Inventory to ShipStation

                                                                                                            we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
                                                                                                          • Subform edits don't appear in parent record timeline?

                                                                                                            Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
                                                                                                          • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                                                                                            Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                                                                                          • Im Stuck in an EDIT ONLY WITH WIZARD issue

                                                                                                            So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
                                                                                                          • Account upgrade

                                                                                                            Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden
                                                                                                          • How to set ALL default dates of my organization to DD-MM-YYYY format?

                                                                                                            All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.
                                                                                                          • How can I sync from Zoho Projects into an existing Zoho Sprints project?

                                                                                                            Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                          • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                            Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                          • Power of Automation:: Automate the process of updating project status based on a specific task status.

                                                                                                            Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
                                                                                                          • Zoho Subform Workflows onAdd of Row

                                                                                                            Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?
                                                                                                          • Super Admin removal

                                                                                                            I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin
                                                                                                          • Employees in Leave Policy exceptions

                                                                                                            In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
                                                                                                          • Better Notes Commenting

                                                                                                            Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave
                                                                                                          • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

                                                                                                            Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                          • Edit Permission during and after approval?

                                                                                                            When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?
                                                                                                          • Power of Automation :: Automatic removal of project users once the project status is changed.

                                                                                                            A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
                                                                                                          • Exporting Templates

                                                                                                            I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?
                                                                                                          • Power of Automation:: Streamline Associated Teams based on the Task Owner update.

                                                                                                            Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                          • No Response from Zoho Support in 8 Days - Typical?

                                                                                                            I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                          • Unable to retrieve Contact_Name field contents using Web API in javascript function

                                                                                                            Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related
                                                                                                          • How to render either thumbnail_url or preview_url or preview_data_url

                                                                                                            I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
                                                                                                          • Add QUOTE OWNER profile image to a Quote Template

                                                                                                            I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
                                                                                                          • Email Integration - Zoho CRM - OAuth and IMAP

                                                                                                            Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                                                                                          • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                            Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                          • Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

                                                                                                            While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)
                                                                                                          • Zoho CRM - Custom Views for Portal Users

                                                                                                            I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.
                                                                                                          • Next Page