Client Script: Confirmation Prompt Before Deleting Critical Data in Zoho CRM
Requirement Overview
A Zoho CRM user wants to have a Confirmation Alert to ensure having a double confirmation before Clearing data from the Sensitive & Critical fields.
Use-case
A Bank which uses Zoho CRM to manage client interaction in an effective way. It also keep customer’s sensitive data such as Personal Information, Account Number, Credit Card number, Security numbers, etc. Protecting this data is not just a security best practice—it is also a regulatory requirement governed by financial laws and data protection standards like GDPR.
Users often update, modify, or clear data as part of routine operations. A single accidental action(i.e. such as clearing a field), could result in irreversible data loss.
To mitigate this risk, a Double Confirmation Mechanism is implemented via Client Scripts in the CRM interface. This enables to triggers a confirmation pop-up alert before executing any data-clearing action on sensitive fields.
Why It is Important:
- Data Protection
- Compliance Assurance
- Mitigated Risk
- Accident Prevention
- Enhanced Confidence
Permissions & Availability
-> Users with the Manage Extensibility can configure & setup Client Script.
-> Users with the Manage Sandbox permission can manage the sandbox and test this use-case.
Configuration
Now, let us create a Client Script on Edit Page of a Lead Module for a specific field(i.e. Credit Card Number). As an example, whenever the field modifies to Empty, script will throw a Pop-up to get Confirmation from end User before proceeding further.
Follow the steps below to configure the Client Script for this use case:
1) Provide the basic information, like Name and Description based on script purpose.
2) In the Category Details section, please choose the following:
* Category as Module.
* Page as Edit.
* Module as Leads.
* Choose the required Layout.
* Page as Edit.
* Module as Leads.
* Choose the required Layout.
3) In the Event Details section, please choose the following:
* Type as a Field Event.
* Choose the required Field from the drop-down.
* Event as onChange.
The Code
- //fetching record details and getting privious value of field(Credit Card Number)
- recDetails = $Page.record;
- creditCardPrevValu = recDetails.Credit_Card_Number;
- console.log(creditCardPrevValu);
- //fetching same field with current value(after making update)
- var currentField = ZDK.Page.getField('Credit_Card_Number');
- const currentFieldVal = currentField.getValue();
- console.log(currentFieldVal);
- //checking if field value is empty or not
- if (currentFieldVal == "") {
- //showing confirmation pop-up in UI to proceed further
- confAlert = ZDK.Client.showConfirmation('Are you *sure*?', 'Yes. Got it!', 'Nope');
- //if selected 'Nope', then updating field with previous value using variable 'creditCardPrevValu'
- if (confAlert == false) {
- // console.log("entered");
- var creditCardField = ZDK.Page.getField('Credit_Card_Number');
- creditCardField.setValue(creditCardPrevValu);
- }
- }
Code Explanation
-> Script will fetch the current opened record and get field (Credit Card Number) previous value which was present before triggering Client Script and store in a variable.
-> Then, it will fetch the same field value with current data (modified by end user) and store in a variable.
-> Then, it checks if field (Credit Card Number) is empty or not with current data (stored in variable - currentFieldVal).
-> If field is Empty - then it shows the confirmation pop in UI to proceed further by end user. If user clicks on Yes, then no action required. If user clicks on No, then it updates the field with previous value(stored in variable - creditCardPrevValu).
Working Demo - Screencast
-> User can configure the same setup for Detail Page as well.
-> Also, user can setup this for multiple fields(based on Page Event -> OnChange) on a page to mitigate such data loss risk.
To ensure a smooth implementation, we recommend configuring and testing the setup in the sandbox environment before deploying it to production.TIPS - Avoid Common Errors
-> To ensure you get the intended output, we would suggest you to add logs() || console.log() to each variable to check the output for seamless functionality. i.e., you could view the output in the "Messages" tab within Client Script IDE for each logs() print. To view console logs, you could follow - "Right Click on browser page >> Inspect >> Console".
-> In case the expected functionality does not work, then try the script by verifying each output & loop along with that, cross-verify the syntax of each ZDK Client/CRM API method in the provided sample help document.
Sample Scripts for each ZDK Client/CRM APIs methods - Help Reference
Notes: Refer to the following Guide - Article to learn the best practices for Optimizing the code and various ways to deploy Client Script across Zoho CRM.
If you need any further clarifications, please don’t hesitate to contact partner-support@zohocorp.com.
Additionally, we kindly ask all Europe and UK Partners to reach out to partner-support@eu.zohocorp.com.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
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
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Guide: Learn How to Deploy Client Script across Zoho CRM and Best Practices to Optimizing Code
In this article, we will explore the "Client Script" features in Zoho CRM, along with detailed guidance on how users can deploy these scripts across different places within the Zoho CRM organization. Client Script Client Script is a piece of ...Learn How to Open Email Composer Automatically with Template in Zoho CRM using Client Script
Requirement Overview A Zoho CRM user wants to automate and simplify the process of sending a repetitive emails to different customers based on user's specific action, instead of manual clicking on Send Email button each time. Use-case In a Product ...Client Script: Effective way to handle Data Validation before Lead Conversion in Zoho CRM
Requirement Overview A Zoho CRM organization wants to have validation within Lead module for all Contact's mandatory fields before Lead Conversion. i.e. The Business need an easier & best way to validate lead data before Lead Conversion using default ...Client Script: Enforce a Subform Validation During Blueprint Transition in Zoho CRM
Requirement Overview In Zoho CRM, a Deal record is in a Blueprint, and users need to validate the entries added in a subform before performing the closed won using Blueprint Transition. Permissions & Availability -> Users with the Manage ...Launch and Sync a Custom Widget in Flyout Mode Using Client Script in Zoho CRM
Summary: This article explains how to launch a custom widget as a flyout in Zoho CRM using Client Script, pass data from a CRM field to the widget, and update the same field based on the widget’s response. Requirement Overview: Certain use cases ...
New to Zoho LandingPage?
Zoho LandingPage Resources