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


          All-in-one knowledge management and training platform for your employees and customers.







                                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

                                                                • Q3 USA ZUG Meetups - Build AI Agents with Zoho

                                                                  Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI
                                                                • Zoho CRM Community Digest - May 2026 | Part 1

                                                                  Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features
                                                                • Zoho CRM Community Digest - April 2026 | Part 2

                                                                  Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your
                                                                • Zoho CRM Community Digest - April 2026 | Part 1

                                                                  Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some
                                                                • Zoho CRM Community Digest - March 2026 | Part 1

                                                                  Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this


                                                                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

                                                                                                  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

                                                                                                                    • Desktop app doesn't support notecards created on Android

                                                                                                                      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                                                                                                    • Don't send customer email when creating a ticket

                                                                                                                      Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.
                                                                                                                    • List of Mail Merge Templates via Deluge

                                                                                                                      Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?
                                                                                                                    • Feature Request Improve parent-child relationship visibility

                                                                                                                      Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
                                                                                                                    • Introducing Bulk Attachment Download from List View

                                                                                                                      We're excited to introduce an update to attachment management in Zoho Recruit that lets you download attachments associated with selected records directly from the List View page of any module. How do I download attachments in bulk? You can now select
                                                                                                                    • Zoho Desk MCP doesn't expose all functions

                                                                                                                      Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).
                                                                                                                    • Tiktok

                                                                                                                      When will Tiktok be added to the Zoho Social Platform?
                                                                                                                    • Zoho Mail iOS app update: Spam Controls & Sender Verification

                                                                                                                      Hello everyone! We are excited to introduce spam control enhancements in the Zoho Mail iOS app update. Let's dive into what's new. Spam Alerts in Mail Preview : Mail preview now shows warning alerts for emails identified as potentially harmful, helping
                                                                                                                    • Mise à jour de Zoho Books – France

                                                                                                                      Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
                                                                                                                    • Admin Logging in as another User

                                                                                                                      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
                                                                                                                    • Zoho Books API: Bulk update thousands of records using Node.js with OAuth refresh, retries and resume support

                                                                                                                      Hello everyone, During Zoho Books implementations, one common challenge is updating a large number of existing records. The current options are usually: Update records manually from the UI using Mass Update (with limited batch size). Update records one
                                                                                                                    • SalesIQ's Summer '26 Release: For The Moments That Matter

                                                                                                                      Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
                                                                                                                    • CNIL - Suivi de Pixel

                                                                                                                      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
                                                                                                                    • Customer/Vendor Portal session duration - can it be extended?

                                                                                                                      Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our
                                                                                                                    • Accessible & Customizable User Governance in Zoho Projects!

                                                                                                                      As teams expand and collaborate with multiple external collaborators across projects, keeping control of user access to project data becomes a challenge. Mismanaged access can cause accidental or unauthorized edits, data leaks and lack of accountability.
                                                                                                                    • Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

                                                                                                                      Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. The Zoho CRM UI allows deleting records in batches of 100, which is not practical when dealing with thousands
                                                                                                                    • CNIL - Suivi de Pixel

                                                                                                                      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
                                                                                                                    • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

                                                                                                                      Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
                                                                                                                    • Automatically set the default VAT percentage on a quote

                                                                                                                      Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without
                                                                                                                    • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

                                                                                                                      Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
                                                                                                                    • Zoho Sprints - Q2 Updates for 2026

                                                                                                                      Improve your agile project management experience with the newly released capabilities in Zoho Sprints. This quarter we've shipped a few new features and enhancements that are built around smarter planning and execution tools, tighter integrations, and
                                                                                                                    • Building extensions #5: Creating custom user interfaces using widgets

                                                                                                                      In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom
                                                                                                                    • Images not saved in notes

                                                                                                                      Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos
                                                                                                                    • How to Change Notecard Color After It Is Created

                                                                                                                      I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.
                                                                                                                    • Cannot export Zoho Notebook data nor search via MCP (GDPR)

                                                                                                                      Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent
                                                                                                                    • Bring more clarity to your blueprints with color-coded transitions

                                                                                                                      As your hiring processes evolve, blueprints naturally become more detailed. When multiple transitions connect different stages, it can take extra effort to identify approvals, rejections, reviews, and other actions at a glance. With this enhancement,
                                                                                                                    • Add a MATRIX field to the forms creation

                                                                                                                      Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull
                                                                                                                    • incoming mails not received

                                                                                                                      incoming mails not received
                                                                                                                    • Integrate QuickBooks with Bigin and streamline your sales and accounting!

                                                                                                                      If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
                                                                                                                    • Automatically calculate and include tax on quotes

                                                                                                                      I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of
                                                                                                                    • Relative Dates

                                                                                                                      Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?
                                                                                                                    • Change email addresses - Advise how

                                                                                                                      Good day, I need assistance to change all our users email addresses Please advise
                                                                                                                    • email signature

                                                                                                                      How do you add an email signature
                                                                                                                    • Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account

                                                                                                                      Email Forwarding Issue: Enable and Disable Email Forwarding
                                                                                                                    • Ask the Experts 31: Improving support performance with reports and dashboards

                                                                                                                      Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools
                                                                                                                    • Zia AI capabilities now available in all paid editions

                                                                                                                      Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,
                                                                                                                    • Product updates in Zoho Workplace applications | June 2026

                                                                                                                      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Alphanumeric support for attachment extensions in rule conditions Attachment extension
                                                                                                                    • Biggest supported size of a note

                                                                                                                      I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application
                                                                                                                    • I need help lease Email

                                                                                                                      I' not getting an email replay when someone open a ticket
                                                                                                                    • Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

                                                                                                                      Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}
                                                                                                                    • Next Page