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!



    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
    • 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! Commands
    • Recent Topics

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
    • Notebook

      I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
    • Domain Mapping & Image Publishing Issues on Zoho Sites

      Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
    • Prevent duplicate with custom fields?

      I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
    • Round robin

      Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
    • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

      Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with
    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
    • 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
    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
    • How to Automate Monthly PDF Reports with Filters in Zoho Creator

      Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
    • Feedback: Streamlining Note Management in Zoho Notebook

      Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
    • showing Limit exceeded

      Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
    • Sorting columns in Zoho Projects

      Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
    • CRM : Function to add user name to text field

      I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??
    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
    • 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
    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
    • Next Page