Kaizen #194 : Trigger Client Script via Custom buttons

Kaizen #194 : Trigger Client Script via Custom buttons



Hello everyone!

Welcome back to another interesting and useful Kaizen post.

We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a Custom Button is clicked. Using this, you can execute Client Script when a custom button is clicked.

In this post,

1. Event Details 
2. Supported Pages
3. Use Case - Export Subform Rows to Zoho Sheet in a Single Click!
4. Solution
5. Summary
6. Related Links


Client Script support for Custom Buttons opens up possibilities for automation, personalization, and enhanced user interactions in Zoho CRM when a custom button is clicked.
Here is a detailed walkthrough to help you understand it better.

1. Event Details 

The Button event triggers the Client Script when a custom button is clicked. Each time this event is invoked, the context argument is passed to the Client Script. The context contains information about the page from which the button was clicked.


Click here to know more about Client Script Events.

2. Supported Pages

A Custom Button can be placed in different positions based on the Page.


You can add a  custom button in the Util Menu, in Each Record or in the Mass Action Menu of the List Page.


Also, a Detail Page can have a custom button either In Record or in the Related List. Click here for more details about the different possible positions of a custom button.

The following table lists the supported pages and the corresponding context argument, which provides different details based on the page type.


To create a Client Script and make it trigger when a custom button is clicked, first create a Custom button and associate it with a Client Script as shown in the following image.


 Click here to view the steps to create a custom button and configure a Client Script. 

Note:

You can configure the Client Script only from the Buttons page to trigger it when a user clicks a custom button, and not the usual way of Creating Client Script via setup page. Once a script is created, it can be edited and updated from the Client Script setup page

3. Use Case - Export Subform Rows to Zoho Sheet in a Single Click!

Zylker manufactures medical instruments, and its sales representatives frequently need to share bulk order details with distributors and hospital partners using Zoho Sheets. These details such as product names, quantities, and prices are captured in a Subform on the Purchase Order Detail(Standard) Page.
To simplify this, the admin wants to add a custom button called "Export Products" on the Purchase Order Detail Page. When clicked, it should export the Purchase Items from the Subform and move the content to the specified sheet.

4. Solution

To export subform rows to Zoho Sheet with a single click, you can add a custom button to the Detail Page of the record. When clicked, a Client Script will be triggered to fetch the subform data from the Detail Page and pass it to a Function that uses zoho.sheet.createRecords() to insert data into Zoho Sheet.

Here’s how to implement this:

  • Add  “Export Products” custom button on the Detail Page.
  • Add the script to collect subform rows which invokes the Function.
  • Write a Function to create entry in Zoho Sheets  

A. Add “Export Products” custom button on the Detail Page.

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



B. Add the Script to collect subform rows and invoke the Function

Use the following Client Script when you configure the custom button.

  1. var casesheetid = ZDK.Client.getInput([{ type: 'text', label: 'Enter the Sheet ID' }], 'Sheet details', 'OK', 'Cancel');
  2. if (casesheetid == null) {
  3.         ZDK.Client.showAlert("Enter the *Case Sheet ID - Import* to import data");
  4.  }
  5. var purchase_items = ZDK.Page.getField('Purchase_items).getValue();
  6. ZDK.Client.showLoader({type: 'page', template:'spinner', message: 'Export in progress, please wait'});
  7. var c=1;
  8. if (sheetid == null) {
  9.     ZDK.Client.hideLoader(); 
  10.     ZDK.Client.showAlert("Enter the *Case Sheet - Export* ID to export data");
  11. }
  12. purchase_items.forEach((r,i) => {
  13.             try {
  14.                resp = ZDK.Apps.CRM.Functions.execute("csvWrite", { "Product_Name": r.Product_Name.name, "List_Price": r.List_Price, "Discount": r.Discount, "Total": r.Total,"Sheetid":casesheetid }); }
  15.             catch (error) {
  16.                 c = 0;
  17.                  ZDK.Client.hideLoader(); 
  18.                 ZDK.Client.showAlert("Unexpected issue occured while adding data in row number "); }
  19.     });
  20.     ZDK.Client.hideLoader(); 
  21.     if (c) {
  22.         ZDK.Client.showMessage("Export completed. Please check the Sheet");
  23.     }
  24.     else
  25.     {
  26.        ZDK.Client.showMessage("Unexpected error "); }}

In this code, several ZDKs are used for various purposes. Click on the ZDK hyperlinks to learn more.


Note

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

C. Write a Function to create entry in Zoho Sheets 

  • Go to Setup > Developer Hub > Functions.
  • In the Functions page, click + Create New Function.
  • Choose the category as Button.
  • Click Create.
  • In the Create Function page, enter a name as csvWrite and description for your function.
  • Enter the following function code and click Save.
  1. string standalone.csvWrite(String product,String qty,String up,String amt, String Sheetid){
  2. queryData = Map();
  3. writeData = Map();
  4. header = Map();
  5. writeData.put("Product",product);
  6. writeData.put("Quantity",qty);
  7. writeData.put("Unit_Price",up);
  8. writeData.put("Amount",amt);
  9. SheetData = zoho.sheet.createRecords("Sheetid","Sheet1",writeData,queryData,"sheetconnection");
  10. return SheetData;
  11. }

Click here to know more about zoho.sheet.createRecords().

In the code above:
  • sheetconnection refers to the name of the Zoho Sheet connection, which must have the scopes: ZohoSheet.dataAPI.UPDATE and ZohoSheet.dataAPI.READ.
  • Click here to know how to create a Connection with the required scopes.
  • sheetid is the unique identifier of the Zoho Sheet, available in the sheet’s URL.
  • Sheet1 represents the name of the worksheet (i.e., the tab name shown at the bottom of the Zoho Sheet).
  • Now, when the custom button is clicked, the Client Script is triggered. It prompts for the Sheet ID, fetches the contents of the Purchase Order subform, and invokes a function that writes the content to the Sheet.
Here's how the Client Script works.



5. Summary

In this post we have seen,
  • What is a Button event?
  • How to configure Client Script for a custom button
  • How to write data into Zoho Sheets from Client Script
  • How to create a Function and call it from Client Script

6. Related Links


We are thrilled to be nearing the 200th post in our Kaizen series. As we approach this exciting milestone, we would love to hear from you. Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your input helps us improve and shape the series to serve you better.

Please take a moment to share your thoughts using ✨ this form ✨

We hope you found this post useful!

Happy Client Scripting! 😊


      • Sticky Posts

      • Kaizen #226: Using ZRC in Client Script

        Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

      • Kaizen #222 - Client Script Support for Notes Related List

        Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

      • 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

        • Recent Topics

        • Chat to Lead

          Can I convert a Chat to a Lead?

        • Limit maximum entries for subform - depending on fields entry

          Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

        • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

          Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

        • Cannot connect to imap.zoho.eu on iOS26

          Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

        • Rebranding Options for Zoho One

          We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

        • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

          Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

        • To print Multiple delivery notes in batches

          In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

        • UPLOAD A CREATED PDF AUTOMATICALLY

          Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

        • Consolidated Department-wise Payroll Cost Summary Report

          Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,

        • Write-Off multiple invoices and tax calculation

          Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

        • How to remove chat icon from knowledge base?

          I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I

        • Missed chats on WhatsApp closing after one minute

          Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

        • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

          Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list

        • Show field in spreadsheet view depending on other field value

          Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C

        • Intergrating multi location Square account with Zoho Books

          Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

        • Zoho Learn Zapier Integration

          Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.

        • Notice: SalesIQ integration paused on Zoho Sites

          I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank

        • Differences between Zoho Books and Zoho Billing

          Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

        • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

          Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

        • Como se agregan los empleados

          Necesito saber si para agregar empleados los mismos necesitan tener licencias

        • Deluge Error Code 1002 - "Resource does not exist."

          I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

        • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

          I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register

        • Graceful Handling of Exceeded Option Limits

          Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)

        • System default SLA descriptions can't be modified

          The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

        • Adding non-Indian billing address for my Zoho subscription

          Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

        • How to create one ZohoCRM organisation out of a multi-organization?

          Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access

        • Gray screen while signing documents

          We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?

        • Designing a practical Zoho setup for a small business: lessons from a real implementation

          I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack

        • Projects custom colors replaced by default orange

          Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

        • Interview booked through Invite but no Notifications

          We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)

        • WebDAV support

          I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

        • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

          Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions

        • iOS App doesn't refresh for Document Creation

          Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however

        • Uploading a signed template from Sign to Creator

          Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

        • Zoho DataPrep and File Pattern configuration

          I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

        • Assistance needed: Activation of a domain

          Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate

        • Operation not permitted

          I am trying to add an email address to the list of user but I am getting error Operation not permitted

        • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

          Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”

        • Next Page