Kaizen #194 : Trigger Client Script via 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 Details2. Supported Pages3. Use Case - Export Subform Rows to Zoho Sheet in a Single Click!4. Solution5. Summary6. 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.
- var casesheetid = ZDK.Client.getInput([{ type: 'text', label: 'Enter the Sheet ID' }], 'Sheet details', 'OK', 'Cancel');
- if (casesheetid == null) {
- ZDK.Client.showAlert("Enter the *Case Sheet ID - Import* to import data");
- }
- var purchase_items = ZDK.Page.getField('Purchase_items).getValue();
- ZDK.Client.showLoader({type: 'page', template:'spinner', message: 'Export in progress, please wait'});
- var c=1;
- if (sheetid == null) {
- ZDK.Client.hideLoader();
- ZDK.Client.showAlert("Enter the *Case Sheet - Export* ID to export data");
- }
- purchase_items.forEach((r,i) => {
- try {
- 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 }); }
- catch (error) {
- c = 0;
- ZDK.Client.hideLoader();
- ZDK.Client.showAlert("Unexpected issue occured while adding data in row number "); }
- });
- ZDK.Client.hideLoader();
- if (c) {
- ZDK.Client.showMessage("Export completed. Please check the Sheet");
- }
- else
- {
- ZDK.Client.showMessage("Unexpected error "); }}
In this code, several ZDKs are used for various purposes. Click on the ZDK hyperlinks to learn more.
- User Input: The code uses ZDK.Client.getInput() to fetch a "Sheet ID" from the user. This input is crucial for further operations.
- Input Validation: If the user cancels or doesn't enter a sheet ID, the code checks for null and prompts the user to enter the ID using ZDK.Client.showAlert().
- Function Invocation: The entries of Purchase Order subform are fetched using ZDK.Page.getField('Purchase_items).getValue() and written to Zoho Sheet using the Function csvWrite(), which internally calls zoho.sheet.createRecords().
- Loader Display: To indicate that a process is running, a loader is displayed using ZDK.Client.showLoader().
- Show Message: ZDK.Client.showMessage() displays that the Export is completed.
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.
- string standalone.csvWrite(String product,String qty,String up,String amt, String Sheetid){
- queryData = Map();
- writeData = Map();
- header = Map();
- writeData.put("Product",product);
- writeData.put("Quantity",qty);
- writeData.put("Unit_Price",up);
- writeData.put("Amount",amt);
- SheetData = zoho.sheet.createRecords("Sheetid","Sheet1",writeData,queryData,"sheetconnection");
- return SheetData;
- }
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
- Customize Buttons using Client Script
- Automating Data Transfer from Zoho Sheets to Zoho CRM Subforms
- Update - Client Script Support For Custom Buttons
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.
Previous Kaizen Post : Kaizen #193: Creating different fields in Zoho CRM through API | Kaizen Directory
We hope you found this post useful!
Happy Client Scripting! 😊
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
Rakesh Kumar
Gray
Ishwarya SG
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
Cancelled appointments still block out timeslot
I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable untilPreventing Group Emails From Being Sent to Group Member Personal Mail
We have a group setup for a public facing email address. We have streams turned on for this group. Right now when an email is sent to this group email it hits the group stream and also sends a copy of the email to all group members. We'd like to disableUnusual activity detected from this IP. Please try again after some time.
Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?
¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramientaHow do I link my invoice to an estimate?
There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'.Impossible to import Journal from Freshbooks
I have been trying to import journals from Freshbooks since August 30th. Every time I try to import, I get an error message. I have already made sure every row has a date. First it was saying the account and notes had unexpected input and that every debit/creditPeppol: Accept Bill (Belgium)
Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it wasConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsPrevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in theRefresh frequency
Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning butWeekly Tips : Save Time with Saved Search
Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—youDiscontinuing Zoho ShowTime service on May 30, 2026
Hello everyone, As a follow-up to our earlier announcement, we’d like to share an important update regarding Zoho ShowTime’s discontinuation timeline. Zoho ShowTime, our online training platform, reached its end of life on December 31, 2025, and its servicesAbility to CC on a mass email
Ability to CC someone on a mass email.Bookings duration - days
Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month. If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and bookingFeature Request - Allow Customers To Pick Meeting Duration
Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customersNew feature: Invite additional guests for your bookings
Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to makeChanging the owner of a call
Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easilyRemove Profiles from "Forecast" Module
How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see themRestoring records from the recycle bin programatically
Background I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. The process is mostly complete, right now I'm just working on handling a few edge cases to ensure data integrity.Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleInvoices not arriving and mail server settings
I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so ISalesIQ Identity Update for Logged In Wordpress User
Hey folks, SalesIQ does not automatically detect when a visitor logs in to WordPress and update their identity to match. For example, if a client of ours visits the site and logs in, SalesIQ will not track them correctly by default. The Solution The solutionParagraph spacings in Zoho Notebook are double-spaced only. Is there a way to keep the original spacing format?
Sorry I don't know the proper terminologies but the best way I can put it is all single-spaced paragraphs that I copy to Zoho Notebook become double-spaced paragraphs. It's very inconvenient and counterproductive when copying and pasting things from andChanging line space in Notebook
My lines are double spaced. How do i change to single space?Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot
Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoiceWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaAuto sync Photo storage
Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? ThanksIs anyone experience missing functions in the new UI until hard refresh?
The set of functions including search is almost always missing upon loading an app in the new UI. If you refresh, the functions return. (see second screenshot) Anyone else experiencing this?Not receiving New Ticket Emails
Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving theCan't update a field on a parent form from a child form's On Success workflow
Title: Can't update a field on a parent form from a child form's On Success workflow Hi everyone, I'm building a simple Golf Lesson Tracker app and I'm stuck on what should be a basic operation — updating a number field on a parent form when a child formUpload from Zoho Creator File Upload field to OpenAI Vector Store
I’ve struggled for quite a while to get this working properly. For a long time we relied on Azure Functions as a workaround to handle file transfers between Zoho Creator and OpenAI Vector Stores. It worked, but added unnecessary infrastructure and complexity.Calendar start time limit
Hi all, Has anyone found a magical way to filter calendar reports to start from, let's say 8:00, and not 0:00? Or at least to auto scroll there like Google Calendar for example?EU Problem
Hi all, we've been facing issues with the Europe data center for two days. It's starting to disrupt our daily workflow. Any word on when this will be resolved?How can I clone my website in order to try new templates?
I want to try a new template for my existing Zoho website without the risk of changing the current site or accidentally publishing the wrong template. Therefore I thought a 'clone website'-option should be somewhere, but I can't find it. How do I tryCustom Module Missing from Roles & Permissions List
Hi Zoho Community, I created a new Custom Module in Zoho Expense. The module is fully built and I can see it in the Module Builder (Settings > Customization > Modules). However, I am unable to deploy this to my users because the module does not appearNeed Customer Item Inward Module along with QC
Need Customer Item Inward Module along with QC 1. Using Transfer Orders hit the item balance sheet 2. Items without inventory it becomes difficult for tracking purpose. 3. Custom Modules become tedious to capture multiple items, item subforms are notPossible to Turn Off Automatic Notifications for Approvals?
Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the accountNext Page