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


    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

                                                            • 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,


                                                            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

                                                                                                            • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                              Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                                                                                            • 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
                                                                                                            • Auto-upload Creator Files to WorkDrive

                                                                                                              Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
                                                                                                            • Zoho Editor

                                                                                                              Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.
                                                                                                            • The present is a "present"

                                                                                                              The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
                                                                                                            • Allocating inventory to specific SO's

                                                                                                              Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                            • Zoho Sheet Autofit Data

                                                                                                              While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                                                                                            • KPI Widget dashboard select periods

                                                                                                              I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
                                                                                                            • Unattended Access on Android without Play Store

                                                                                                              I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
                                                                                                            • Can no longer upload my own Notebook cover

                                                                                                              I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this
                                                                                                            • Search in Zoho Community Not Working

                                                                                                              I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
                                                                                                            • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                                                                                              Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
                                                                                                            • Workdrive 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. Emma
                                                                                                            • The Social Wall: September 2025

                                                                                                              Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the
                                                                                                            • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

                                                                                                              Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.
                                                                                                            • In arattai received message can't be deleted

                                                                                                              The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                                                                                            • Market cap

                                                                                                              Market cap formula?? Kaise nikale
                                                                                                            • Zoho Sheet for Desktop

                                                                                                              Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                            • Option to Customize Career Site URL Without “/jobs/Careers”

                                                                                                              Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
                                                                                                            • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

                                                                                                              TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
                                                                                                            • Google enhanced conversions not working

                                                                                                              Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
                                                                                                            • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

                                                                                                              Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
                                                                                                            • Direct Integration Between Zoho Cliq Meetings and Google Calendar

                                                                                                              Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
                                                                                                            • Cliq iOS can't see shared screen

                                                                                                              Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                            • Zoho Desk - Cannot Invite or Register New User

                                                                                                              Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
                                                                                                            • Zoho sheet

                                                                                                              Unable to share zoho sheet with anyone on internet with editer option only view option is show
                                                                                                            • Mail and OS

                                                                                                              Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
                                                                                                            • Personal account created under org account

                                                                                                              Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
                                                                                                            • Add another account

                                                                                                              How to add another mail account to my zoho mail.
                                                                                                            • Recover deleted user

                                                                                                              Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
                                                                                                            • No connection to the server

                                                                                                              Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
                                                                                                            • URGENT: Business Email Disruption – SMTP Authentication Failed

                                                                                                              Dear Zoho Support, I am writing to escalate a critical issue with my business email account: 📧 marek@olbrys.de My domain olbrys.de is fully verified in Zoho (MX, SPF, DKIM, DMARC all valid – green status). I am using the correct configuration: smtp.zoho.eu
                                                                                                            • Emails missing from desktop but visible on phone

                                                                                                              Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
                                                                                                            • Website Hosting

                                                                                                              Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
                                                                                                            • Can not search zoho mail after update V.1.7.0

                                                                                                              i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
                                                                                                            • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                                                                                              Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                                                                                            • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

                                                                                                              Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
                                                                                                            • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                                                                                              Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                                                                                            • Payment on a past due balance

                                                                                                              Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
                                                                                                            • Instant Sync of Zoho CRM Data?

                                                                                                              With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
                                                                                                            • Next Page