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!  


    • 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

    • Resume Harvester: New Enhancements for Faster Sourcing

      We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

    • Can Zoho Flows repeat Actions more than once?

      I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

    • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

      Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

    • Marketing Tip #10: Start a customer loyalty program

      Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

    • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

      Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

    • Unable to access my Zoho forms account

      For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed

    • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

      Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Resend Client Portal Invitation + View Email Delivery Status

      Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

    • Get user last login

      1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

    • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

      Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Adding Multiple Files to a Zoho Vault Entry

      There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

    • Zoho Invoice Customer Login Portal

      Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

    • the custom domain forwards by default to the old career site / how to switch it off??

      dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Hotmail is STILL blocking the zoho mail IP

      Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

    • Pre-fill webforms in Recruit

      I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • ASAP Widget Not showing "My Tickets"ed

      Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

    • Bug Causing Major Sync & SO Access Failures in Zoho POS

      We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • How to view CRM Sales Orders in Desk

      What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

    • Kaizen #219: Actions API - Webhooks APIs - Part 1

      Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

    • Pricing Strategies: #3 Services never Stop with just Plans

      "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

    • Cropping Photos for Zoho Sites

      Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

    • Deluge scripts

      Why is there not a search function to make it easier to find the script of interest when modifications are required.

    • zoho sheet stuck

      I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

    • bulk edit records and run internal logic

      hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

    • WebDAV / FTP / SFTP protocols for syncing

      I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

    • Emails sent through Bigin are not posting in IMAP Sent folder

      I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

    • Possible for first Signer of Sign Form to specify the next signer in the sequence

      We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

    • BUG: Can't copy-paste data outside Sheet

      Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

    • Zoho CRM Community Digest - November 2025 | Part 1

      Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on

    • Upload own Background Image and set Camera to 16:9

      Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

    • The Social Wall: November 2025

      We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

    • Next Page