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

                                                              • 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

                                                                                                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

                                                                                                                • Automatic Matching from Bank Statements / Feeds

                                                                                                                  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                                • Zoho Payroll's USA and KSA editions are available in Zoho One!

                                                                                                                  Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
                                                                                                                • Tip #63- Exploring Technician Console: Elevate to Admin Mode (Windows & Mac)- 'Insider Insights'

                                                                                                                  Hello Zoho Assist Community! Ever been in a remote support session where you couldn’t complete a task because you didn’t have admin privileges? Maybe installing software, accessing secure system areas, or rebooting into Safe Mode just didn’t work because
                                                                                                                • Prevent accidental duplicate entry of Customer Ordersome

                                                                                                                  Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
                                                                                                                • Permissões granulares por usuário além do modelo baseado exclusivamente em perfis

                                                                                                                  Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuários
                                                                                                                • Evolução do modelo de ambientes: Dev, Homologação e Produção com pacotes versionados

                                                                                                                  Hoje o Zoho CRM já oferece Sandbox, o que é um avanço importante para organizações que trabalham com customizações mais complexas. No entanto, na prática, o modelo atual ainda apresenta limitações significativas quando múltiplas equipes ou consultorias
                                                                                                                • Zoho Mail - Email Reminder template (default)

                                                                                                                  Zoho Mail Users, Does anybody here use the email reminder template? I'm asking Zoho to allow and add us to select which one of our many templates will be our default. It allows us to operate more efficiently. It's a Checkbox. If you feel this can benefit
                                                                                                                • Windows Desktop App - request to add minimization/startup options

                                                                                                                  Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                                                                                                • Canva Integration

                                                                                                                  Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                                                                                                • Announcement integration between Zoho People and Zoho Connect

                                                                                                                  As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?
                                                                                                                • Does Zoho Mail Have Popout windows?

                                                                                                                  I recently switched my work email over to Zoho and everything I read said that you can popout the draft email as you're writing, however, all the pictures or info I've seen show the typical popout arrow in the top right, which I can not for the life of
                                                                                                                • Can I reorder how the staff are displayed on the booking page?

                                                                                                                  As the title suggests, can I change this? Either reorder manually reoreded to my preference, or automatically (a-z, z-a etc.)
                                                                                                                • Bulk upload image option in Zoho Commerce

                                                                                                                  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
                                                                                                                • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

                                                                                                                  Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
                                                                                                                • Subheaders for Sections in forms

                                                                                                                  Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the section
                                                                                                                • Custom view inconsistencies

                                                                                                                  Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes
                                                                                                                • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                • Promote a layout to standard so I can delete one layout

                                                                                                                  Similar to this and many other topics: https://help.zoho.com/portal/en/community/topic/set-layout-as-standard The problem, every model has a standard layout, which is what we use most of the time... But as the business grows and evolves we may have to
                                                                                                                • Adding VENDOR SKU to PURCHASE ORDERS

                                                                                                                  how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
                                                                                                                • Can Zia summarize fields?

                                                                                                                  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within
                                                                                                                • Zoho Recruit Community Meet-up - India (Venues Finalised)

                                                                                                                  Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting
                                                                                                                • [Webinar] Solving business challenges: Secure, real-time, and external collaboration

                                                                                                                  Hi Zoho Writer users, We are excited to announce Zoho Writer's webinar for March 2026: Solving business challenges: Secure, real-time, and external collaboration. Zoho Writer supports real-time collaboration by allowing teams to work together in documents.
                                                                                                                • Table dimensions

                                                                                                                  I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
                                                                                                                • Zoho CRM Community Digest - January 2026 | Part 2

                                                                                                                  Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again
                                                                                                                • Find and Merge Duplicates to trigger webhook

                                                                                                                  My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
                                                                                                                • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

                                                                                                                  Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients
                                                                                                                • Dynamic Field Folders in OneDrive

                                                                                                                  Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
                                                                                                                • Logging Out of FSM

                                                                                                                  I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.
                                                                                                                • Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

                                                                                                                  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk
                                                                                                                • Multiple Zoho One accounts

                                                                                                                  Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to
                                                                                                                • Tips and tricks #63: Hold and Drag to select elements in the Show app for iOS

                                                                                                                  Hello everyone! Welcome to another tips and tricks article. In today's article, we will learn about the Hold and Drag function in the Show app for iOS. The Hold and Drag option lets you select multiple elements on a slide quickly. Once they are selected,
                                                                                                                • Organize and manage PDFs with Zoho PDF Editor's dashboard

                                                                                                                  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload
                                                                                                                • Possible to generate/download Quote PDF using REST API?

                                                                                                                  See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
                                                                                                                • Free Webinar - AI for email: Helpful or Hype?

                                                                                                                  Hello, Zoho Mail community! 👋 We're kicking things off with a webinar you won't want to miss—and yes, we're going there: Is AI in email actually useful, or is it all hype? In this session, two of our experts will have an open, no-fluff conversation about
                                                                                                                • Balancing access, security, and productivity with Email Policy

                                                                                                                  An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with
                                                                                                                • Is it possible to update multiple work items at once?

                                                                                                                  Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?
                                                                                                                • See Every IM Conversation as It Happens

                                                                                                                  Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat. But without real-time visibility, small issues become big problems. A session stays open longer than expected. A
                                                                                                                • Release Notes | January 2026

                                                                                                                  We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability
                                                                                                                • Product Request: Send email to Secondary email

                                                                                                                  Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  
                                                                                                                • Franchise

                                                                                                                  Is there a solution of how to organize global franchise organisations?
                                                                                                                • Next Page