Zoho Recruit | Custom Buttons

Custom Buttons

Zoho Recruit offers standard buttons that execute predefined actions. For example, Associate to Job Openings is a standard button used to link a Candidate to a Job Opening, Clone is another standard button that is used to clone any record within your Zoho Recruit account. If you need to add functionality not covered by our standard interface, you can create a new button and define a set of custom actions to fit your particular workflow.
Every custom button must have a specific action associated with it. You can choose your button action in 2 ways:
  1. Invoke a URL: Make it easy to access strategic information from within your recruitment system with the click of a button. Zoho supports both static and dynamic URLs, giving you a high degree of flexibility.
  2. Write your own custom functions: Using our Deluge Script Editor, you can define your own button actions by writing a new custom function. 
Button Permissions  
Custom buttons are available for all standard and custom modules except To-Dos module of Zoho Recruit.


Create a new button   

To create a new button,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Modules in the left pane, select a module and then click the Links & Buttons tab.
  4. Click Create New Button.
  5. In the Create Your Button page, do the following:
    1. Choose the module where you want to create a custom button.
    2. For easy identification, name your button. 
      The button name should not exceed 30 characters.
    3. Click the Add Description link and specify the details of your custom button.
      The description cannot exceed 250 characters.
    4. Choose the location of your custom button from the drop-down list.
      Custom buttons can be placed in 5 different places in Zoho Recruit - Create/Clone page, Edit page, View page, List View page and next to each record in the list view.
      You can add a maximum of 2 buttons in each of these locations.(change) 
    5. Choose an action to be executed when a user clicks the custom button. You should define your own button action either by invoking a URL or writing a custom function.
  6. Click Save.
     

Define button action    

Every custom button should be associated with an action. You can choose the button action either by Invoking a URL  or by Writing your own custom function. 

Invoke a URL  

By invoking a URL, you can initiate an action in your current Zoho Recruit window, a new window or a new tab. In its simplest form, this allows you to link to a static website that may be useful to your team, but Zoho Recruit also supports merge tags, which make it easy to auto-generate links to external websites based off the information contained within your Zoho Recruit database.
Visit Company profiles of your Clients in Zoho Recruit: All the clients in your database can have a field where you specify the Company Name. By creating a URL that is associated with a particular company, you can directly go to the account's company profile by just clicking the custom button.

Note
The URL's content can be dynamic, and you can merge the URL with module fields. In case of List view, the merge fields should be separated by commas.
To invoke a URL,
  1. Create a custom button.
  2. Open the Button Action drop-down list and choose Invoke a URL.
  3. Enter the value to construct the URL.
    The URL length should not exceed 3000 characters.
  4. Select the Fields from the drop-down list. This will insert the field variable as part of the URL.
  5. Choose where you want to show the button action- New tab or New Window or Exisiting tab.
  6. Click Save.


Writing a custom function  

Using our Deluge Script Editor, you can start defining your own button action by writing a new custom function.
To write your own custom function,
  1. Create a custom button.
  2. Open the Button Action drop-down list and choose Writing Custom Function.
  3. Follow these instructions in the Workflow Custom Functions dialog box:
    1. Specify a name for the custom function. (Note: The module will be auto-selected based on the module for which you are creating the custom button.)
    2. Write the function in the Deluge Script Editor.
    3. Click Execute to validate your code.
      If there are no errors, your script is ready to associate with the custom button. 
    4. Click Save to Button.
      The script will be associated with the custom button.
      Whenever you click on the custom button, the function will be triggered and the required action will be performed in one click.

Edit a custom button   

To edit a custom button,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Modules in the left pane, select a module and then click the Links & Buttons tab.
  4. In the Links & Buttons page, all the existing custom buttons will be listed.
  5. Choose the required button that you want to edit and click the Edit icon.
  6. Make the necessary changes and click Save.
     

Delete a custom button   

To delete a custom button,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Modules in the left pane, select a module and then click the Links & Buttons tab.
  4. Choose the button that you want to delete and click the Delete icon.
  5. A confirmation message will appear. Click Delete.

Note

For extensions that are already published, any changes will only take effect after you re-publish your extension. Once you've published it again, new users who install your extension will automatically have the most recent version. Existing users will have to update to the latest version.
 
Links make it easy for users to access third-party applications and URLs from the Zoho Recruit interface. With this flexible and customizable extension, you can give users the right information when and where they need it most. To cut down on how much time end users must spend inputting information, merge tags allow you to create dynamic links, which generate unique URLs based on data contained within your Zoho Recruit account.
For example, suppose you want to link your candidates' twitter account in the Record Details page. Rather than adding each URL individually, you want the link to be auto-generated by combining the twitter URL with the data in the Twitter ID field of the Candidates module. To do this, add the merge tag ${Candidates.Twitter ID} to the end of the twitter URL:https://twitter.com/#!/${Candidates.Twitter ID}. Now, if you open the Record Details page for any candidate, you'll see a link to their twitter feed.
To add links,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Modules in the left pane, select a module and then click the Links & Buttons tab.
  4. Click Create Link.
  5. Follow these instructions on the Create Link page:
    1. Select the module in which you'd like to create the link from the drop-down list.
    2. The link will appear in the Record Details page for this module.
    3. Enter a name for your link in the Label text box. The name cannot exceed 50 characters.
    4. Enter a description for your link. The description cannot exceed 250 characters.
  6. Enter the destination URL in the text box provided. The URL cannot exceed 3000 characters.
    Note:
    If you would like to open a static URL, leave the 'Field Setting' as None. If you would like to use merge tags to auto generate a link based on data from your recruitment system, select the field from the Fields drop-down list. This will insert the field variable as part of the URL. Only fields associated with the module you selected when creating your button will appear in the menu box).
  7. Choose the type of URL encoding.
  8. Click Save.

You can create a maximum of ten links per module. These links can be deleted if they are no longer useful.
To delete links,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Modules in the left pane, select a module and then click the Links & Buttons tab.
  4. Select the module that corresponds to your link.
    A list of all the links for that module will appear.
  5. Click Delete icon corresponding to the link.
  6. A confirmation window will appear. Click OK.

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