Client Script | Update - Introducing Commands in Client Script!

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!

IdeaCommands : a new dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. The user can either use customized keyboard shortcuts or command palette to execute Client Script. Users can quickly execute Client Script from anywhere within CRM, triggering complex actions with simple keystrokes, enhancing productivity and user experience.

Here is how you need to create a Command Client Script.



Create a command by specifying the Category as Commands (instead of module) while creating a Client Script.

You can trigger a Command in two ways,



Here is how you can add Keyboard Shortcuts for Commands.



Here is how you can trigger Client Script using the Command palette.




Notes
Note:

Every user can assign their preferred shortcut key to trigger a Command.             

Let's explore some real-life scenarios where Client Script Commands would be beneficial.

Scenario 1:



Here are the tasks of Sales Advisors optimized using Client Script Commands.

# 1 Access Utilities Anywhere in CRM!

To open the EMI calculator widget in any page of Zoho CRM, the Sales Advisor simply clicks the command palette icon in the footer and selects "EMI Calculator".

Here is how the Client Script Command works.




Notes
Note

The EMI Calculator in this scenario is built using Widgets and rendered as a flyout.

# 2 Context-Aware Commands - Triggers tailored to every page!

To locate the nearest branch, the Sales Advisor uses a keyboard shortcut to open the command palette and selects "Nearest branch finder" or a shortcut code ( N B H ). When he performs this action on the detail page of contacts, it shows the nearest branch in a popup by picking the customer pin code from the contact Detail Page. Based on his selection, the current Contact Detail Page will navigate to the Create Page of the Loans Module, automatically populating the Nearest Branch, Contact Name, and Email fields with information from the Contact's record.




Notes
Note

The Nearest Branch Finder is built using Widgets, rendered as a popup and navigates to Create Page of another module using navigateTo() method

# 3 Stay within the CRM - Access all the data you need right from your CRM!

Scenario 2 :




# 3.1 Get the exact details you need in a snap!

When the salesperson uses the keyboard shortcut O T, theClient Script fetches the order details from a third party application and shows a popup with the order details in CRM.

Here is how the Client Script Command works.



# 3.2 Simply Select & Command: Text-Powered actions at your fingertips!

If the user selects the Order ID and uses the shortcut key (O T), the Client Script automatically runs and retrieves the order details without requiring the salesperson to input the order ID manually.The variable $Client.selectedValue captures the content selected by the user on the current page. It passes the selected Order ID to the Client Script, which then uses this stored value to fetch the corresponding Order Details.




Notes
Note

GetInput() is used to retrieve the Order ID. The Order Tracker is built using Widgets and rendered as a popup.

We hope you find this incredibly beneficial!

Warning
PS: This feature is not supported on mobile devices. 



POCs : @Anonymous User , @Anonymous User 



      • Sticky Posts

      • Kaizen #217 - Actions APIs : Tasks

        Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

      • Kaizen #216 - Actions APIs : Email Notifications

        Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

      • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

      • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

        Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

        • Recent Topics

        • Reupload and rename from one field to another field (file upload)

          Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

        • Printing Multi-Page Reports (PDF Export)

          Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

        • I NEED TO NUMBER TO TEXT NO HERE

          =NUMBERTEXT NEEED

        • Error: View is not present in the workspace

          When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.

        • Dear Zoho CEO: Business Growth is about how you prioritise!

          All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

        • Bin Locations

          Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

        • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

          A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard

        • How to Prevent Users From Skipping LMS Videos in Zoho People

          How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable

        • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

          We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session

        • Automate Backups

          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

        • Tips for Organizing Workflows and Improving Team Coordination in Zoho

          Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays

        • Prevent user from viewing all records?

          I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="

        • Zoho Site pages not displaying in iframes

          I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com

        • Zoho Inventory as connector in Zoho Creator

          Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something

        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

        • Send Zoho Forms Link using Zoho CRM Email Templates

          I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template

        • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

          This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation

        • Custom Search using HTM+CSS Snippet

          Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and

        • Mass Update of Lookup Fields not possible

          Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

        • Zoho CRM Kiosk Upload Files

          Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

        • Double opt-in notifications and customizable confirmation messages for your webforms

          Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

        • Has Anyone successfully integrated Zoho and Sage Intact?

          Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

        • Introducing Image Upload Field

          Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record

        • Trigger a Workflow Function if an Attachment (Related List) has been added

          Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

        • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

          Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,

        • AI generated meeting notes associated to Account or Deal

          As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability

        • due date on cheue

          how to handle cheque in zoho books for customers and vendors including due date

        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

        • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

          Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }

        • Zoho Projects API 100 requests/2 min. Limit

          Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

        • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

          Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

        • Zoho Projects - Attachments added to Task and Bug emails are not saved

          Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley

        • Zoho Inventory's latest shipping integration updates at a glance.

          Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,

        • Sorting a list of record acquired from the zoho.crm.searchRecords function.

          This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

        • Zoho Inventory Custom Field Update

          Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");

        • Deprecation of the Zoho OAuth connector

          Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

        • Alphabetically

          How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 

        • Can i set a default value for country and state in address field in zoho creator?

          Can i set a default value for country and state in address field in zoho creator?

        • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

          This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //

        • Redirect after submission is not working after a few submission

          I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,

        • Next Page