Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

Hello everyone! 
Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page.

What is Detail (Canvas) Page?
A Detail(Canvas) Page allows you to customize the record detail page to your preference by letting you add background color to each field, arrange them in a different order, use custom buttons instead of field names, use different font styles, and a lot more. This view is available in all the modules, including the custom modules.
Canvas is a powerful design platform that aims to transform your Zoho CRM user experience, from a visual as well as functional perspective. To customize a record detail page using Canvas, you can select any pre-designed template from the gallery and customize them according to your requirements, or create your design template from scratch with the help of design tools. 
The following are the ZDK Functions related to the Detail(Canvas) Page in Client Script.

  • getBlueprintTransitionByID() - To get blueprint transition by id
  • getBlueprintTransitions()  - To get blueprint transitions in page
  • addTag() - To add a tag to the page
  • removeTag() - To remove a tag from the page
  • getTags()  - To get the list of tags in the Page as array of objects
  • openMailer() - To open Mailer component
  • scrollTo(element_id) - To scroll the page to the given element's location
  • highlight(config) - Using this ZDK you can highlight an element
  • getElementByID(element_id) - To get the UIElement object.
  • mask() - To mask the field value
  • initiate() - To initiate a transition in Blueprint
  • click() - To initiate link click event
  • disable() - To disable the link
  • enable() - To enable a link
  • setVisibility() - To show or hide an element
  • addToolTip(config) - Use this ZDK to add tooltip for an element
  • removeToolTip() - Use this ZDK to remove tooltip for an element
  • addStyle(config) - To apply CSS styles for an element
  • freeze(value) - To freeze a particular element
  • setImage(value) - To set image for the image element
  • setActive() - To set active tab in a container
  • setContent(value) - To set text content for the text element

Note: Apart from these ZDKs, you can use all the other ZDK functions which are not tagged.

Use Case
ABC is a hardware manufacturing company. Let us consider that you want to achieve the following using Client Script. The Detail (Canvas) Page has the fields Category, Products, Phone Number and there are two images added to the Detail (Canvas) page currently. One corresponds to Ignition System and the other corresponds to Gauges and Meters. The following is the Detail (Canvas) Page of Orders Module.



1. Based on the Category of the order, display the image.
  • If the Category is Ignition System then the image corresponding to Ignition System should be displayed.
  • If the Category is "Gauges and Meters" then the image corresponding to "Gauges and Meters" should be displayed.
2. The image should have a tooltip.
  • The Ignition System image should have the tooltip as "Ignition System".
  • Gauges and Meters image should have the tooltip as "Gauges and Meters".
3. The Detail (Canvas) page has a text element. The background colour of the text box should be blue and the text should be grey.
4. Create a custom button in the Detail (Canvas) Page. When the user clicks this, ask for confirmation, and open the mailer box.
5. Mask the last 5 digits of the phone number for all profiles other than the administrator.

Solution using Client Script
All the requirements are for the Detail (Canvas) page of Orders module. For the requirements 1, 2, 3  and 5, you need to create a Client Script with onLoad page Event.
For requirement 4, you need to create a Client Script with Canvas Button Event type and onClick Event. So create two scripts as follows.

1. Client script 1 for requirements 1,2,3 and 5.
2. Client script 2 for requirement 4.
1. Client script 1 for requirements 1,2,3 and 5.
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script and click Save.


 // Tooltip for images
var ignitionImage = ZDK.UI.getElementByID('iImage')
ignitionImage.addToolTip({ text: 'Ignition System' });

var guageImage = ZDK.UI.getElementByID('gImage')
guageImage.addToolTip({ text: 'Guages and Meters' });
log(category_name);
// Visibility of Images
if (category_name == "Gauges and meters")
{
    ignitionImage.setVisibility(false);
}
else if (category_name == "Ignition system") {
    guageImage.setVisibility(false);
}
// Style textbox
var elem = ZDK.UI.getElementByID('Section')
elem.addStyle({ 'background-color': 'blue', color: 'white', 'border-radius': '40px' })
//Mask phone Number
var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);
log(user);
var field_obj = ZDK.Page.getField('Phone_Number');
log(field_obj.getValue());
log("Profile name of the user is "+ user.profile.name);
if(user.profile.name != 'Administrator')
{
    field_obj.mask({ character: '*', length: 5, reverse: true });
}
var category_name = ZDK.Page.getField('Category').getValue();


  • $Crm is a constant supported by Client Script, using which you can get the org related information and use it in your script. 
  • Here is the impact of Client Script in Detail (Canvas) page for a Standard user.

  • Here is the impact of Client Script in Detail (Canvas) page for Administrator.


  • You can see that the Phone Number is partially masked when you view the order canvas page as a Standard User and not masked when you view the order canvas page as an Administrator.
2. Client Script 2 for requirement 4
  • First, you need to add the button to the Detail(Canvas) page.
  • Go to Setup > Customization > Canvas.
  • Right click  the Canvas page for Accounts module and click Edit.
  • Click Elements, drag and drop the button wherever required and specify a label for the button.
  • Right click on the button, select Add Element ID and enter the ID of the button in the pop up that appears.
  • Once the button is created, you can configure Client Script in two ways:
  • Right click on the button--> Add Client Script--> onClick. The Client Script IDE appears with the event type as Canvas Button Event.                                                (or)
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.
  • Enter the following script and click Save.
var isProceed = ZDK.Client.showConfirmation('Do you want to open the mailer window?','Proceed','Cancel');
if (isProceed) {
ZDK.Client.openMailer({ from: '', to: [{ email: '', label: 'ABC Industries' }], cc: [{ email: '', label: 'ABC Industries' }], subject: 'Greetings from ABC Industries!', body: ' ' });
}

  • The showConfirmation() function will return a Boolean value based on the user selection. You should get this Boolean value using a variable and write the actions based on the Boolean value returned. Here the variable isProceed will capture the user response and based on that Boolean value, the mailer box will get displayed.

  • Here is how the Client Script works.


We hope you found this post useful. We will meet you next week with another interesting topic!  If you have any questions or if you want a Kaizen post on a particular topic let us know in the comments.

Click here for more details on Client Script in Zoho CRM.

Related Links

Cheers!



    • Recent Topics

    • Tip 19: How to display images in Pages using ZML snippets

      Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

    • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

      I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

    • Forced Logouts - Daily and More Frequent

      In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

    • Reference lookup field values in Client script

      hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

    • Open "Live Chat" from a hyperlink?

      Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:

    • Zoho Analytics - Make text clickable in underlying data

      Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Online Assessment or any aptitude test

      This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,

    • How can I filter a field integration?

      Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

    • Email task creator when task is updated/marked complete

      I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

    • How to move emails to Shared Mailbox?

      Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

    • How to implement new online payment gateway?

      Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

    • Zoho CRM - Portal Users Edit Their Own Account Information

      Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

    • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

      These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

    • Connecting Zoho Mail with Apollo.io

      Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

    • Where does this report come from in the Zoho One ecosystems?

      Is this directly from MA, Analytics or ??? ???

    • Contact's title in "Contact Role Mapping"

      When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

    • Zoho CRM - Client Portal - Hide Notes Related List

      Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

    • "Pivot Table" Conditional Formatting

      Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

    • How many clients can be added to Zoho Practice?

      How many clients can be added to Zoho Practice without having their zoho app?

    • Stage History

      when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

    • Enhancements to finance suite integrations

      Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Automating Ticket Responses Using Zoho Desk's AI Features

      We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

    • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

      Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

    • Migrate file from Single File Upload to Multi File Upload

      Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?

    • Service locations are tied to contacts?

      Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.

    • Enhancements to Zoho Maps integration tasks

      Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to

    • Bug in Total Hour Calculation in Regularization for past dates

      There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • UPS Label size when generated via Zoho

      We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Narrative 12: Sandbox - Testing without the risk

      Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements

    • Dynamically catching new file creations

      I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".

    • Announcing new features in Trident for Mac (1.27.0)

      Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones

    • Branding of native system emails

      Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only

    • Next Page