Kaizen#76 - Using ZDK CRM APIs in Client Script
Welcome to another week of Kaizen! In this post, let us discuss about the ZDK CRM APIs in Client Script.
Client Script provides us the flexibility to use its collection of ZDK Client APIs and ZDK CRM APIs. The ZDK CRM APIs invoke the Zoho CRM APIs.
Here is the documentation on the available list of ZDK CRM APIs.
Note:
Every execution of a ZDK CRM API affects your API Credits, as it implicitly calls the Zoho CRM API.
Let us see a few sample Use Cases where ZDK CRM APIs are used.
Use Case:
ABC is a hardware manufacturing company. Consider that you want to achieve the following using Client Script in Detail Page (Canvas) of a custom module named Orders.
- The field Status should be editable only for the profiles "Salesperson" and "Administrator" and should be read-only for all other profiles.
- When the field Status is changed to "Dispatched" , send an email to the customer saying "Your order has been dispatched" and display a message that the email is sent.
- Add a tag "Delivered" to an order when the order status is changed to "Delivered".
Solution using Client Script
In order to send email, add tag and get user details through Client Script, you need to use the appropriate ZDK from the list of ZDK CRM APIs.
To accomplish this requirement, create two Client Scripts as follows.
- Client Script for Detail Page (Canvas) onLoad (for requirement - 1)
- Client Script for Detail Page (Canvas) onChange of field Status (for requirements 2 and 3)
1. Client script for Detail Page (Canvas) onLoad (for requirement - 1)
- 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.
var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id); log(user.profile.name); if (user.profile.name != "Salesperson")&&(user.profile.name != "Administrator") { ZDK.Page.getField("Status").setReadOnly(true); } |
Using ZDK.Apps.CRM.Users.fetchById(), you will be able to fetch the details of the current user. The current user ID is captured using the Client Script Constant $Crm.user.id. So the above script will make the field "Status" a read-only field for all profiles other than Salesperson and Administrator. This ZDK CRM API calls the Get Records API to get the user information.
Here is how the Client Script works for Salesperson Profile users.
Here is how the Client Script works for other Profile users.
2. Client script for Detail Page (Canvas) onChange of field Status (for requirements 2 and 3)
- Go to Setup > Developer Space > Client Script. Click +New Script.
- Specify the details to create a script and click Next.
- Enter the following script and click Save.
var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id); var record = $Page.record_id; // send email when the order status is "Dispatched" if (value == "Dispatched") { var mail = new ZDK.Apps.CRM.__Actions.Models.Mail(); mail.from = { "user_name": "ABC Industries", "email": "ABCIndustries@ABC.com" }; mail.to = [{ "user_name": user.first_name + " " + user.last_name, "email": user.email }]; mail.subject = "You order has been " + value; mail.content = "Hello" + " " + user.first_name + " " + user.last_name + ", " + "We are glad to let you know that your order has been dispatched"; mail.mail_format = "text"; var response = ZDK.Apps.CRM.Orders.sendMail(mail, recordrecord); ZDK.Client.showMessage("Sent mail to notify that the order dispatch is done.", { type: 'success' }); } // Add tag when the order status is "Delivered" if (value == "Delivered") { var Order = ZDK.Apps.CRM.Orders.fetchById(record); var response = Order.__addTags(["Delivered"]); } |
- Here, sendMail(mail_object, record_id) is the ZDK CRM API that internally calls the Send Mail API and __addTags(arrayOfTagNames) is the ZDK CRM API that internally calls the Add Tags to Records. To capture the current record id, $Page.record_id is used and to fetch the current user details, the constant $Crm.user is used.
- Here is how the Client Script works.
- When the status is updated as "delivered" the tag will be added as shown in the following image.
- When the status is updated as "delivered" the tag will be added as shown in the following image.
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!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Maadhari M
Sticky Posts
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
New CRM to Campaigns Sync Doesn't Continue Making Updates
Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing SupportZoho Integration with UPS
I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? ThanCannot log in to IMAP account as of last night
Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones forLow Stock View
We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can leadImprove History Feature in Zoho Inventory
At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to includeShow backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that thingsDocument | Files
The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It wouldbooks+POS+ tap to pay+ stripe
So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good SquareCanvas Form View - Client Script Page on load - Url params not working
We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.CustomerSending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?
Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the EmailThis mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Zohomail does not support additional fields in mailto links
Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29Is it possible to set a customer context variable in Zobot
Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. UseCannot change Blog Title
There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses
Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working withHow to verify website ownership with google search console
Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.Kaizen #89 - Color Coding using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a"SPF record exceed the allowed limit of 10"
Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection
Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject futureAnimated GIF Images in Chat
I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressingI can't seem to login in to Mail Apps of MacOS /IOS
Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentialsProfile Image Showing Incorrectly in Zoho Mail
Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can makeI need access to my old email
I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have thatSet Defaults for Email Groups
Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turnedLOGS FOR RECEIVED MAIL ( READ DATE & TIME)
In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.Domain verification probem
Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.Switching to Cloudflare email routing from Zoho Mail
Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archivedUn Subscription Button
How can i Add the Un Subscription Button in Zoho mailDocuments unable view and need to downlad
I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.we encountered a problem while sending your email. please try again later.
Adding and removing people from groups
We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.MAIL SEARCH IS NOT WORKING
THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIESTURL Parameter on Help Center SIgn in link
Is it possible to add a url parameter to the sign in link on the Help Center?migrating from HelpScout
I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?Layout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. NowArticle Name Sorting in Zoho Desk Knowledge Base (agent / admin side)
Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especiallyHow to parse JSON data with SQL in Zoho Analytics?
Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL isAbility to turn off "Would you like this amount to be reflected in the Payment field?" message
Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.Add an Equation Field (Or update the Formula Field)
Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks DanHow to parse column having JSON data using SQL?
We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "DataNext Page