1. Create Custom Button 
   
2. Define Button Action 
   
3. Edit Custom Button 
   
4. Delete Custom Button 
   

Create Custom Button

1. Log in to Zoho Developer Console and click CRM for Verticals
   
2. In the Vertical CRM page, select the application in which the field has to be added.
   
3. Click Customize in the left pane and select Buttons tab at the top of the page.
   
4. In the Buttons page, 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 AddDescription link and specify the details of your custom button.
   The description should not 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 your CRM - Create/Clone page, Edit page, View page, List View page and next to each record in the list view.
   
   Note that you can add a maximum of 2 buttons in each of these locations. 
   
   
   
5. Choose an action to be executed when a user clicks the custom button. You can either define your own action by writing a custom function or invoking a URL based on your needs.
   It is mandatory to choose the button action.
6. Select the profiles that will be able to access this button. 
   
   
   
   
   
7. Click Save.
   

Define Button Action

1. Write your own custom functions (powered by Deluge Script Editor)
   
2. Invoke a URL.
   

Write your own custom function

1. Create a custom button and choose your button action as Writing Custom Function from the drop-down list.
   
2. In the Deluge Script page, do the following:
   
1. Specify your Function Name.
   
2. Write your required function in Deluge Script Editor. See Also Program Custom Functions 
   
3. Click Save and Execute Script to validate your code.
   
   If there are no errors, your script is ready to associate with the custom button. 
   
   
   
4. Click Save.
   
5. The script will be associated with the custom button. Choose different user profiles to check who can access the custom button and click Save in the Create Your Button page. Whenever you click on the custom button, the associated function will be triggered and the required action will be performed in one click.
   

Response Tracking

Custom Functions Limits:

Note

1. Workflow rules can also be triggered through the custom function executed from custom button by using the CRM API integration tasks inside Deluge Scripting.
   

Invoke a URL

Using Invoke a URL, you can allow your users to open a URL in a click of a button. This will open a desired action either on a new window, on the existing window itself or on a new tab.

Note

1. The content of the URL can be dynamic and you can merge the URL with module fields. In case of List view, the merge fields should be comma separated.
   

To invoke a URL in a click of a button

1. Create a custom button and choose your button action as Invoking a URL from the drop-down list.
   
   
   
2. Enter the value to construct the URL.s
   The URL length should not exceed 3000 characters.
3. Select the Fields from the drop-down list. This will insert the field variable as part of the URL. 
   
   
   
4. Choose where you want to show the button action.
   
5. Select the profile to which the custom button needs to be accessible.
   
6. Click Save.
   

Edit Custom Button

1. In your application's homepage, click Customize in the left pane and select Buttons tab at the top of the page.
   In the Buttons page, all the existing custom buttons will be listed.
2. Choose the required button that you want to edit and click the Edit icon.
   
3. In the Edit Your Button page, edit the button name, button action, etc. as per your requirements.
   

Delete Custom Button

1. In your application's homepage, click Customize in the left pane and select Buttons tab at the top of the page.
   In the Buttons page, all the existing custom buttons will be listed.
2. Choose the required button that you want to delete and click the Delete icon.