Custom Buttons and Links | Zoho Recruit

Custom Buttons and Links

Customizing your recruitment workflows enhances flexibility and efficiency. In Zoho Recruit, you can create Custom Buttons and Links to connect modules, trigger actions, and integrate with third-party applications—all from within your ATS.

Availability

Available for

Profile Permissions

Only users with the Customize Zoho Recruit permission can create and manage custom buttons and links. Access to each button or link can be restricted by user profile.

Editions

Staffing Agency and Corporate HR

Plans

Available only for the Enterprise plan

Modules

Custom Buttons & Links are available for all predefined and custom modules.

Custom Buttons

Custom Buttons are user-defined action triggers that allow you to perform tasks directly from a module. They can:
  1. Connect Zoho Recruit with external apps
  2. Link internal modules or records
  3. Execute complex functions using Deluge scripting & more!

Benefits & Examples

  1. Trigger External Integrations
    Connect Zoho Recruit to other apps you use—like HR tools, testing platforms, or payroll systems—without switching tabs.
    Example: A button that sends candidate details to your background verification platform in one click.
  2. Pre-fill and Launch Custom Actions
    Launch processes that take inputs from the record you're viewing and perform actions instantly—without needing to fill the same data twice.
    Example: A button that creates a meeting invite using candidate information and a preset time slot.
  3. Open Personalized URLs
    Open any third-party page with details filled in dynamically from your record.
    Example: A button that opens a Google search or company page for the candidate’s previous employer.
  4. Trigger a Series of Actions
    Instead of manually sending emails, updating fields, and logging activity—group it all behind one button.
    Example: A button that marks a candidate as "Rejected", sends a polite rejection email, and updates their record.
  5. Custom Workflows for Niche Needs
    Every organization has its own quirks. With custom buttons, you can create internal tools that match your exact process.
    Example: A button that alerts the finance team when a candidate accepts an offer, and creates a task for laptop allocation.
NotesNote: Administrators can create up to 50 buttons per module.

Creating Custom Buttons

  1. Go to Settings > Setup > Customization > Modules.
  2. Select the required module.

  3. Under the Links & Buttons tab, click Create Your First Button.

In the Create Your Button page:

  1. Name your button (max 30 characters).
  2. Select a button placement.

    1. Create/Clone Page
    2. Edit Page
    3. Record Details Page
    4. List View - Mass action
    5. List View - Button for each record - The button will then appear on the top toolbar in the List View, and becomes active when you select one or more records
  3. Select or define the button action (mandatory).

Defining Button Actions

You can associate a custom button with an action in the following ways:

From Existing Actions

Reuse previously created custom functions saved in your account. These are stored under Setup > Developer Space > Functions.
  1. Choose From Existing Actions as your action type.
  2. Click Configure next to a function.
  3. Click Save. You can change the configured function
    1. You can then edit the associated custom function. Click Edit Arguments if you wish to map parameters.
    2. Map the necessary parameters (e.g., Phone, Candidate ID, Job Opening ID, etc.) and click Save.
  4. Assign profile permissions and save.

Write Your Own Custom Function

Use the Deluge Script Editor to build your own logic:
  1. Choose Writing Custom Function.
  2. Define name, description, and arguments.
  3. Write your script.
  4. Click Save.
    NotesNote: 
    From the list view, you can also choose multiple records to perform the button action. In case when multiple records are selected and the button action is a custom function, then the values of the records passed will be ||| (three pipe symbols) separated.
Info
Usage Limits

Custom functions share limits across workflows and buttonsRefer the table below for the daily limit of function calls for the Enterprise plan.

Task Type
Limit
(calls per day)
Zoho API Calls
25,000
Get Data
25,000
Post Data
25,000
Send Email
1,000

Invoke a URL

Trigger an external URL dynamically using field values:
  1. URL length: up to 3000 characters
  2. Merge fields allowed
  3. Display in:
    1. Existing Tab
    2. New Tab
    3. New Window

Open a Web Tab

Embed a web page as a new tab in Zoho Recruit:
  1. Create or reuse a web tab.
  2. Insert merge fields into the URL
  3. The tab opens when the button is clicked

Managing Custom Buttons

To edit a custom button:

  1. Navigate to Settings > Setup > Customization > Fields & Layouts > Links & Buttons.
  2. Click the Edit icon for the button.
  3. Update name, description, placement, action, or permissions and click Save.

To delete a custom button:

  1. Go to Setup > Customization > Modules > [Select a module] > Layout > Links and Buttons.
  2. Click the Delete icon next to the button.

NotesNote: Only Administrators can edit or delete custom buttons.

Custom Links

Custom Links allow you to embed third-party URLs or services into a module. Use cases include:
  1. Linking to Twitter profiles using ${Contacts.Twitter ID}
  2. Embedding map services (beyond Google Maps)
  1. Go to Setup > Customization > Modules and choose a module.
  2. Select the Links & Buttons tab and click Create Your First Link.
  3. Enter the following details:
    1. Label (max 50 characters)
    2. Description (max 250 characters)
    3. URL (max 3000 characters)
      You can include merge fields with the URL if you wish
  4. Set profile-level permissions
  5. Click Save
  1. Navigate to Setup > Customization > Modules
  2. Select the module and go to the Links & Buttons tab.
  3. Click the Delete icon next to the link.
Notes
Note: Administrators can create up to 10 links per module.

Custom Buttons & Links for Portals

Custom Buttons in Zoho Recruit are now supported in external portals too! This lets you empower users in the Candidate, Client, Vendor, and Custom Portals to take meaningful actions without needing recruiter or admin intervention.

Profile-Based Access for Portals

When creating a custom button or link, you can specify which portal users should see it under the Which profile(s) should see this button? section. Here's how each portal maps to the appropriate profile:
  1. Candidate Portal → Candidate
  2. Client Portal → Client
  3. Vendor Portal → Vendor
  4. Custom Portal → (Depends on configuration)

Button Placement by Portal

Each portal supports custom buttons in different modules and locations.

Candidate Portal

Candidates Module
  1. Placement: Details Page
    Location in Portal: Profile section (accessible via the “More” icon)
Job Openings Module
  1. Placement: List View
    Location in Portal: Applications > Job List View
  2. Placement: Details Page
    Location in Portal: Applications > Job Detail View

Client Portal

Candidates Module
  1. Placement: Details Page
    Location in Portal: Record overview pop-up of Candidate

  2. Placement: List View
    Location in Portal: List View of Candidates module (in portal)

Job Openings Module
  1. Placement: Create
    Location in Portal: Job Opening create form (in portal)

  2. Placement: List View
    Location in Portal: List View of Job Openings module (in portal)

  3. Placement: Details Page
    Location in Portal: Record overview pop-up of Job Opening

Vendor Portal

  1. Location in Portal: Appears as a custom tab

Custom Portal

Since Custom Portals provide access to any module in Zoho Recruit, they support all standard button placements—just as you would configure them for in-product use.

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