Menu Click Handler

Menu Click Handler

Overview

The menu click handler will be triggered whenever the user selects the custom menu option from the dropdown. It can be used to perform a simple one-step action such as sharing a post link to a particular user on Cliq, or  open a form to receive user input. This is a default handler, and you can customize the action performed by this handler using deluge scripts.
 
Once the defined action is completed, the response (success/failure message) will be displayed to the user. 

Configuring the menu click handler 

The Menu click handler has the following parameters that are mapped with the relevant information whenever the menu is executed. 

user
Details of the user executing the menu.
entity
Details of the entity in which the menu is being used.
network
Details of the network  in which the menu is being used.
 

Implementation of menu click handler

If the action performed by the menu click handler is a simple one step action without any intermediate steps, then the response will be in the structure below:
 
Attribute
Property
Description
result
Options: success / failure
Default option: success
The status of the function execution.
message
Data type: String 
Maximum limit: 250 characters
A message informing the user about the status of the menu execution.
Table 1

For example, let's consider you want to share the link of a Connect post in your team's Cliq channel. The sample code of menu click handler for this use case would be as follows: 

  1. ​entityUrl = entity.get("url"); message = "Hi HR team, \n Check out this [Zoho Connect Post] (" + entityUrl + ")";

    //hrdepartment - channel unique name from channel's connector section

    //zohocliqoauth - Connection created with required oauthscopes to perform post to channel action

    response = zoho.cliq.postToChannel("hrdepartment",message,"zohocliqoauth");

    info response;

    responseMap = map();

    if(response.containKey("status") && response.get("status") == "success")

    {

     responseMap.put("result", "success");

     responseMap.put("message", "Post shared successfully to the HR Department Channel"); 

    }

    else

    {

     responseMap.put("result", "failure");

     responseMap.put("message", "Sorry, something went wrong. We're unable to share the post."); 

    }

    return responseMap;

 Form  Object

Let's consider you want to select the channel in which the link has to be shared instead of sharing it with one particular channel. For such scenarios, a simple form dialog box that receives user input in real-time can be opened whenever the user clicks the menu. 
To open a form, the menu click handler should return the form object as a response. The attributes of the form object are as follows: 
  
Attribute
Type
Description
Pre-requisite
title
String (25)
The title of the form
Mandatory
hint
String (250)
A small description explaining the purpose of the form.
Mandatory
fields
JSONArray
Array of fields collecting user information. (Detailed explanation in Table 3)
Mandatory
buttonLabel
JSONObject
The submit buttons in the form. 
(Detailed explanation in Table 5)
Optional
Table 2 (Attributes of form Object)

Field object 

A form can have a maximum of 20 fields to receive user inputs. Each field should have a unique label and it can be a text field, date & time field, or a dropdown field with a set of options. The table below explains the field types available, and their properties.
 
 
Attribute
Property
Description
Supported field types
Pre-requisite
type
textBox | textArea | select | multiSelect | date | dateTime
Choose the type of field that you'd need.
All fields
Mandatory
name
Supports only alphanumeric characters and underscore
A unique identifier for the parameter. The information collected from the user in this field will be associated with the identifier. The name field also acts as a unique ID for each field.
All fields
Mandatory
label
String (250)
The title of the field  that has to be displayed in the form.
All fields
Mandatory
hint
String (200)
A short description to explain what the field is for.
All fields
Optional
placeholder
String (100)
The placeholder text  that has to be displayed within the field input box.
textBox | textArea | multiSelect | select
Optional
value

Field type
Format
textBox | 
textArea
String (5000)
select
option ID
multiSelect
CSV of option IDs
dateTime
dd-mm-yyyy hh:mm:ss
date
dd-mm-yyyy

To set the field value for each field in the form.
All fields
Optional
maxLimit
Range: 2-5000
To set a limit for the maximum number of characters entered by the user.
textBox | textArea
Optional
minLimit
Range: 2-5000
To set a limit for the minimum number of characters entered by the user.
textBox | textArea
Optional
mandatory
Available values: true | false
Default value:  true
Set this attribute as true, if the user must fill this field in order to submit the form.
All fields
Optional
readOnly
Available values: true | false
Default value:  false
Set this attribute as true, if the user cannot change the value in this field.
textBox | textArea
Optional
hide
Available values: true | false
Default value:  false
Define whether to show the field to the user or not.
All fields
Optional
dataSource
Available values: user | group | network | board
To load the field options from the user's Connect data.
select | multiSelect
Optional
triggerOnChange
Available values: true | false
Default value:  false
Set this value as true, if user input in this field should trigger the form change handler
All fields
Optional
lookup
Available values: true | false
Default value:  false
Set this value as true, if an input made in this field should trigger the field lookup handler
select | multiSelect
Optional
triggerLength
Range: 1-5
Default value: 1
Set the number of characters to be given by the user after which the  field lookup handler should be triggered.
select | multiSelect
 
(If lookup property is set true)
Optional
options
JSONArray
Maximum Size: 3000
Array of options to be displayed in the dropdown. 
(Detailed explanation in Table 4)
select | multiSelect
Optional
Table 3 (Attributes of field object)
 

The options to be listed in a select or multi Select field should have the following attributes: 
 
 
Attribute
Type
Description
Prerequisite
id
String (100)
 
Only Alphanumeric characters and underscore.
Unique string value to identify an option.
Mandatory
label
String (100)
Name of the option listed in the form. This is the name that is visible to the user.
Mandatory
value
String (100)
Value of the option
Optional
iconUrl
URL (500)
URL of the Icon (if any) that has to displayed next to the option
Optional
Table 5 (Attributes of option object)
  
A form will have two buttons: cancel and done. The label of these options can be changed as per the form requirements. The buttonLabel object should have the following attribute:
 
Attribute
Type
Description
Prerequisite
cancel
String (15)
Default Value: Cancel
The label of the cancel button can be renamed.
optional
done
String (15)
Default Value: Done
The label of the submit button can be renamed.
optional
Table 6 (Attributes of buttonLabel object)
 
When the user clicks the cancel button, the form gets closed. And, when the user clicks the done button, the form submit handler gets triggered. Please note that the custom menu will not be able to complete the action unless the form submit handler is implemented. This is because the form submit handler collects and validates the user inputs,  then perform the defined action.  

In case you have used the form object in the menu click handler, the form submit handler should be used to validate user data and transfer them to the destination API. 
 





    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Field Lookup Handler

                                                                                                                Overview The field lookup handler can be used to fetch values for field options from external services in real-time. The two main instances are as follows: The field may require updated options from external services in real-time. In such cases, the ...
                                                                                                              • Form Submit Handler

                                                                                                                Overview The form submit handler is triggered when the user clicks the submit button in the form. This handler is used to validate the input data entered by the user and perform the custom menu's intended action. Implementation of Form Submit Handler ...
                                                                                                              • Custom Menu - an overview

                                                                                                                Feature Availability Overview Custom Menu in Zoho Connect lets you add customized menus to entities such as status, tasks, events, in addition to the default menus—Follow, Print, Bookmark, and Copy post URL that are already available. They can be ...
                                                                                                              • Form Change Handler

                                                                                                                Overview The form change handler can be used when the fields in the form dialog box should dynamically change values based on the user input. It can be also used to validate the user input and display an error message in case the input doesn't match ...
                                                                                                              • Reordering the apps in the left menu

                                                                                                                Overview As a network admin, you can reorder the apps in the left menu to best suit your network's needs. This order is applied to the users who haven't yet rearranged their apps. You also have the option to change the order of the modules in the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources