Client Script Support for Custom Buttons

Client Script Support for Custom Buttons

Hello everyone!

We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions. This support is now available across all DCs.

Custom Buttons enables you to extend your Zoho CRM and perform a predefined set of actions based on your requirements.

What you can do with this new capability?

With Client Script support for custom buttons, you unlock a whole new level of control, interactivity, and speed within Zoho CRM. Here is what this powerful enhancement enables:

  • Trigger record-specific logic instantly, based on where and what you're viewing.
  • Auto-fill fields and suggest values intelligently for faster input.
  • Cut down clicks and complete tasks faster with in-context buttons.
  • Run guided multi-step flows that adapt to user input.
  • Prompt users for confirmation before taking action - prevent mistakes and keep control in their hands
  • Dynamically control a field’s visibility and properties, such as mandatory status, read-only state, and more
  • Act in place - no tab-switching, no disruptions, just smooth execution and much more
How to configure this new capability?

You can now create a custom button and add Client Script for the created button by following these steps.

  • Go to Setup → Modules and Fields under Customization.
  • Select a Module (e.g., Leads, Deals).
  • Click on Buttons → Then click + New Button.
  • Enter Button Name and select Action Type as "Client Script"
  • Choose Button Position and Layout details.
  • Click Create in Configured Client Script, enter the script, and click Add.
  • Select the profiles for which these buttons should be visible.
  • Click Save.

Note

The Client Script you intend to link with the button will be saved only after the custom button is saved.


Details of Custom Button Configuration with Client Script

  • Event Type - Button
  • Event Name - onClick
  • Argument - context

    The context differs based on where the button is placed.



Let's explore how to implement this through the following use cases.

Use case 1: Add Notes instantly from List View or Bulk push notes to multiple records with a click!

Zylker’s sales team often needs to add notes while reviewing or after campaigns. Currently, they must open each record individually, making the process slow and inefficient. To streamline this, the admin wants to:

a. Include an "Add Notes" option directly from the List View for individual records, allowing sales reps to add notes without opening each record.

b. Add a "Add Bulk Notes" option, allowing users to select multiple records and add a common note to all selected records at once.

a) Here is the implementation of "Add Notes" in the List Page.



b) Here is the implementation of "Add Bulk Notes" in the List view page.



Use case 2 : Import product details effortlessly from Zoho Sheet and populate the Subform with a single click!

Zylker manufactures medical instruments, and its sales representatives manage bulk orders from distributors and hospitals. Product details are typically provided in a sheet, which the sales reps must manually enter into the subform on the Order Creation Page(Create Page). To streamline this time-consuming process, the admin wants to add a custom button named "Import Products" to the Order Creation Page. When clicked, it should
  • Prompt for the Sheet ID.
  • Fetch order details (product names, quantities, and prices) from the specified Zoho Sheet.
  • Populate the Product list Subform in Zoho CRM.




    Code Sample link
Use case 3 - Send bulk emails to selected students directly from the Course Module's Related List with ease!

Zylker’s managers often need to reach out to multiple students enrolled in a course - whether to share updates, newsletters, or important announcements. Currently, they have to open each student record individually to send an email, which is time-consuming.
To simplify this process, the admin wants to provide a "Send bulk mail" option in the Student Related List under the Course record, allowing managers to select multiple students and send a personalized email to all selected students in one go.




Note

  • Client Script can be configured only from the Buttons page. The setup page displays existing scripts. Once a script is created, it can be edited and updated from the Client Script setup page.

  • Mobile support will be available in Q3, 2025.

This support will be rolled out soon. We hope you find this incredibly beneficial!






Happy Client Scripting! 

    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
    • Kaizen #165 : How to call Zoho CRM APIs using Client Script

      Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client
      • Recent Topics

      • Schedule Timeout 5 minutes vs. stated 15 minutes

        I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
      • Client Script Quality of Life Improvements #1

        Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform
      • Time-based Automations updates does not trigger Webhook

        Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based
      • Can't find parent child ticketing

        Hi I can't find parent child ticketing under tickets in this new organization... I have in the past on other organizations
      • Filtering Parent and Child Tickets in Analytics

        Hello Zoho Support Team, We’ve noticed that when checking our ticket analytics in Zoho Desk, the data merges both parent and child tickets for key metrics like the number of new tickets, closed tickets, and first response time. This results in inaccurate
      • Link Zoho Inventory Sales Order with Zoho Desk Ticket

        I'd like to, in a Zoho Inventory Sales Order, see linked/related Zoho Desk tickets. When I'm in Zoho Desk, I can look up related tickets to the sales order, but I can't seem to do it in the reverse manner (where when I'm in a Zoho Inventroy Sales Order,
      • Shopify integration

        I need to integrate Shopify with Zoho Books
      • Introducing prompt builder in Zoho CRM

        We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across
      • Can't type latin characters Mac x Windows

        I access a Win XP machine using Chrome on Mac OS X High Sierra and I can't get special characters like á é ó â ê ô ã õ à í ú to work. I tried a few different keyboard layout setups, but nothing worked. I end up having to type a lot of stuff in a local notepad for further copy and paste, which is not convenient at all. Am I missing anything? How can I make this work? Thanks.
      • Zoho Forms to Zoho Sign Integration - Fields Missing

        If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.
      • Copying records from a Custom Module into Deals

        Hello, I recently created a custom module to handle a particular type of order/transaction in our business. Having got this up and running I've realised that it would be much better to use the Deals module with a different layout instead. We've entered
      • Searching for content within courses

        Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:
      • Change Invoice Prices for an Effective Date

        Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
      • I want to Show the product list based on the drop Down

        in quotation app , amc form form i have Department drop down field and in subform i have loop up field item description taken from the anothe app PRO I want to show the product list look up based on the deparment selected example if they selected deparment
      • Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition

        Before Going To The Qc stage , site ready ness file upload mandtoty how to achive this in the blue print transition Is it possible on click of the predelivery Transition show the alert message if site ready ness file upload empty also not move the stage
      • Zoho People & Zoho CRM Calendar

        Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 
      • How can you train the Zia Bot for Desk

        I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question.  How can I best train it? Should I change the title of my articles, add more information inthe body copy?
      • How to add Leave Type Permission Start Time

        Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?
      • How to get batch number of item by api?

        Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
      • Questions about ACH in Zoho Billing

        We have ACH enabled for subscriptions in Zoho Billing and we have the option enabled for users to be able to log in to their bank to add the account to their payment methods. Questions: 1) If the user's bank isn't supported via the log-in method, will
      • Zoho Writer Default Publish Setting for Mail Merge

        Hello, I was thinking of using Mail Merge to create documents from CRM and automatically link them. However, I noticed the "publish" function and it seems the default is "to the world". This creates some anxiety as it is not clear what this "to the world"
      • Upcoming Changes to LinkedIn Parsing in Resume Extractor

        Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser
      • Payroll In Canada

        Hi, When can we expect to have payroll in Canada with books 
      • Contacts Profile

        Is there a way to add a picture to my contacts profile? You have an outline of a person but no way I can see to import a picture.
      • Tip 46: View resource allocation while adding or editing tasks

        Keeping track of employees workload can be daunting but also necessary. Overloading employees with work can cause burnout and reduce productivity.  Managers should be able to identify resources who are less engaged when assigning tasks. This will ensure a balanced workload and also improve employee's efficiency. Zoho Projects lets you identify resources who are available to take up a job when you add or edit a task.  ​ Assign the task to team members and the calendar in the Start Date field will display
      • field update from the value of another field

        Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your help
      • Currency transition

        We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
      • Lookup fields

        Is there any way to add Lookup fields to Zoho FSM -- I do not see the option but I see default lookup fields in different modules
      • Using Zoho One to manage two (or more) businesses

        We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
      • Switching Between Multiple Zoho One Organizations in New UI

        Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.
      • Fully functional FSM workflow

        I am using Books, FSM, Begin and Desk. At this moment, FSM is not fully functional even on its own. For example, Customer A buys 4 air-cons and 3 brackets from us. We are fine to create WO manually in FSM. This should be the full loop for a FSM workflow:-
      • Woocommerce Line Item Information

        I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
      • Connect Woocommerce new order to zoho books via zoho flow

        Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
      • What's New in Zoho Invoice | April - June 2025

        Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email
      • PROJECTS - More flexibility with task and pricing

        Hi Everyone, I would like to use PROJECTS in my Zoho Booking app but it does not fit into my business. For example: I charge per sessions fixed price. My session usually are 2 hours and I bill the customer on the end of the month. My session can have
      • Is it possible to change default payable account for a bill?

        We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)
      • how to upload a reviewed price list in zoho to replace the existing price list

        Price list upload for my zoho books
      • Banking: Transfer from another account without base currency

        Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EUR
      • Company details and emails

        Our company has recently been rebranded and we have new email address - How do I update information for users. I have tried to re invite users with new email but it sends me to organization and there is no where I can change the email or invite with new
      • Next Page