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

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,
  1. Need to Navigate to different Pages
  2. Client Script ZDKs related to navigation
         A. navigateTo()
         B. navigation_data
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links

1. Need to Navigate to different Module's Pages in Zoho CRM

Often navigation between Module pages is required for improved user experience and streamlined workflows. Seamless transitions between related modules ensure quick access to relevant data and actions, enhancing productivity. For example, whenever the status of Account is updated to "Deal Creation", you can open the Deal Create Page. 

2. ZDKs to navigate to different pages

A. navigateTo()

Using this ZDK method, you can open any modules' detail/create/clone/edit page in a new tab or in same tab. Here is the syntax.



Click here to know more details.

B. navigation_data

Using The Constant , $Page.navigation_data, you can get the data passed from navigateTo() method.



Click here to know more details.

3. Use Case

Zylker is a manufacturing organisation uses Zoho CRM. The admin wants to automatically open the Deal Create Page whenever the status in the Detail Page of Account is "Deal Creation". Also Deal Create Page should have the "Account Name"  prefilled from the Detail Page of Account record."

4. Solution

If the user updates the status to "Deal Creation" in Accounts module you need get confirmation from the user and  open a new Deal Create Page automatically with Account Name prefilled. 

To accomplish this using Client Script, you need to create two Client Scripts. 

A. Client Script for Accounts Module
B. Client Script for Deals Module

A. Client Script for Accounts Module

Create a Client Script for Detail Page of "Accounts" module with the following details and click "Next". To know more about Creating Client Script, click here.


  • In the Client Script IDE, enter the below script and click Save.
  1. var a_name = ZDK.Page.getField("Account_Name").getValue();
  2. var rec_id = $Page.record_id;
  3. if (value == "Deal Creation")
  4. {
  5.     var resp=ZDK.Client.showConfirmation("Do you want to update the status as Deal Creation?");
  6.     if (resp)
  7.     {
  8.         var rec = $Page.record;
  9.         var rec_id = $Page.record_id;
  10.         rec.status = "Deal Creation";
  11.         var response = ZDK.Apps.CRM.Accounts.updateById(rec, rec_id);
  12.         log(response);
  13.  ZDK.Client.navigateTo('record_create', { module: 'Deals', custom_data: {data: a_name,data_id :$Page.record_id}}, '_blank')
  14.     }
  15. }

  • Whenever the status is updated to "Deal Creation" , you can show a Confirmation box using showConfirmation() asking whether the user wants to update the status as "Deal Creation"
  • Then, update the current record's status using updateById(). You can use the $Page, to get the current record id.
  • Then using  navigateTo() method you can open the Deal Create Page from Account Detail Page.
  • As per the following syntax, you should pass the required parameters, which includes the data needed for the Client Script on Deal Page. In this case the data being passed is the Account Name and Id.
  • Syntax : navigateTo(page, params, data, target)
    • page :  record_create denotes that you want to open Create Page.
    • params :  You need to mention the name of the module for which the Create Page has to be opened. In this case it is "Deals". You can also mention the layout_id and record_id in params. For more details, click here.
    • data : "custom_data" hold the data that you want to pass to the Deals Page.
    • target: You can open the page in same tab or in a different tab using "_self" and "_blank" respectively.
B. Client Script for Deals Module

Now, create another Client Script for "Deals" module with the following details and click "Next".



In the Client Script IDE, add the following script and click "Save"

  1. var a = $Page.navigation_data;
  2. if (a!=null);
  3. {
  4. var field_obj1 = ZDK.Page.getField('Account_Name');
  5. field_obj1.setValue({ "id":a.data_id , "name":a.data });
  6. }

To get the data passed in Account Detail Page, you need to use "$Page.navigation_data". In this script you can use setValue() and mention the id and name of "Account Name". As Account Name is a lookup field, you should mention the Id of the Account along with the Account Name.

Here is how the Client Script Works.


Click here to know more details.

Note:

You can open any external URL using Client Script in a new tab using openURL().



Click here to know more details.

5. Summary :

In this post we have discussed,
  • How to pass data from one page to the other using Client Script.
  • How to perform actions after a record is updated.
  • How to update a record using Client Script without clicking on Save button.
  • How to open external URLs using Client Script.
-------------------------------------------------------------------------------------------------------------------

6. Related Links :


-------------------------------------------------------------------------------------------------------------------

Previous Post: Kaizen #141 - Zoho CRM's API Collection in Postman     |     Kaizen Collection: Home
Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  





        • Recent Topics

        • Cancel and refund

          Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • Kaizen# 209 - Answering Your Questions | All About Client Script

          Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully

        • To Do: shareable task links without login

          Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

        • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

          Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.

        • Unlock agreement intelligence with Zoho Sign's latest AI updates

          Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like

        • Currency abbreviations

          Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

        • Embed Sign Document

          Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to

        • Zeptomail API error 500 internal server error

          Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

        • We’re transitioning from Zoho ShowTime to TrainerCentral

          Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why

        • Emails Are Not Being Delivered to My Inbox

          Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

        • Radar In Focus: Track customer support metrics using Radar's static reports

          Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed

        • Mail ToDo & Tasks Webhooks

          Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

        • Allocating inventory to specific SO's

          Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

        • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

          Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

        • Where can I find rejected inbound mails and their reason for rejection

          Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

        • Refund

          Hi There, Please refund me asap possible, because of no support given. Thank you

        • تغيير عمله الدفع"Change payment currency"

          ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        • Attention API Users: Upcoming Support for Renaming System Fields

          Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

        • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

          In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with

        • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

          As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

        • Item images

          Can we get an "On hover" expanded image for items please ?

        • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

          Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

        • Zoho Sign product updates - Q3 2025

          Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients

        • Zoho sites header

          Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my

        • Zoho Books Sandbox environment

          Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

        • 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

        • DNS set up

          I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

        • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

          The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

        • General suggestions

          Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark

        • Can't upload attachments.

          I can't upload attachment in Zoho Mail.

        • Need Guidance on SPF Flattening for Zoho Mail Configuration

          Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

        • How use

          Good morning sir I tried Zoho Mail

        • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

          Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

        • Error when sending emails from Zoho

          Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

        • Not all emails from outlook365 migrated to my new zoho account

          I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

        • Clients not receiving emails

          I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

        • Next Page