Client Script Commands

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 : a new dimension of Client Script that enables users to trigger them anytime and anywhere in CRM, extending their event-driven functionality beyond just specific modules and pages. The user can either use customized keyboard shortcuts or command palette to execute Client Script. Users can quickly execute Client Script from anywhere within CRM, triggering complex actions with simple keystrokes, enhancing productivity and user experience.

Here is how you need to create a Command Client Script.

Create a command by specifying the Category as Commands (instead of module) while creating a Client Script.

You can trigger a Command in two ways,

Here is how you can add Keyboard Shortcuts for Commands.

Here is how you can trigger Client Script using the Command palette.

Note:

Every user can assign their preferred shortcut key to trigger a Command.

Let's explore some real-life scenarios where Client Script Commands would be beneficial.

Scenario 1:

Here are the tasks of Sales Advisors optimized using Client Script Commands.

# 1 Access Utilities Anywhere in CRM!

To open the EMI calculator widget in any page of Zoho CRM, the Sales Advisor simply clicks the command palette icon in the footer and selects "EMI Calculator".

Here is how the Client Script Command works.

Note

The EMI Calculator in this scenario is built using Widgets and rendered as a flyout.

# 2 Context-Aware Commands - Triggers tailored to every page!

To locate the nearest branch, the Sales Advisor uses a keyboard shortcut to open the command palette and selects "Nearest branch finder" or a shortcut code ( N B H ). When he performs this action on the detail page of contacts, it shows the nearest branch in a popup by picking the customer pin code from the contact Detail Page. Based on his selection, the current Contact Detail Page will navigate to the Create Page of the Loans Module, automatically populating the Nearest Branch, Contact Name, and Email fields with information from the Contact's record.

Note

The Nearest Branch Finder is built using Widgets, rendered as a popup and navigates to Create Page of another module using navigateTo() method

# 3 Stay within the CRM - Access all the data you need right from your CRM!

Scenario 2 :

# 3.1 Get the exact details you need in a snap!

When the salesperson uses the keyboard shortcut O T, theClient Script fetches the order details from a third party application and shows a popup with the order details in CRM.

Here is how the Client Script Command works.

# 3.2 Simply Select & Command: Text-Powered actions at your fingertips!

If the user selects the Order ID and uses the shortcut key (O T), the Client Script automatically runs and retrieves the order details without requiring the salesperson to input the order ID manually.The variable $Client.selectedValue captures the content selected by the user on the current page. It passes the selected Order ID to the Client Script, which then uses this stored value to fetch the corresponding Order Details.

Note

GetInput() is used to retrieve the Order ID. The Order Tracker is built using Widgets and rendered as a popup.

We hope you find this incredibly beneficial!

PS: This feature is not supported on mobile devices.

POCs : @Shaik Soheb , @Ashika Suresh

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
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
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
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
Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes