Client Script | Update - Client Script Support For Custom Buttons

Client Script | Update - Client Script Support For Custom Buttons

Hello everyone!

We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions. This support is now available across all DCs.

Custom Buttons enables you to extend your Zoho CRM and perform a predefined set of actions based on your requirements.

What you can do with this new capability?

With Client Script support for custom buttons, you unlock a whole new level of control, interactivity, and speed within Zoho CRM. Here is what this powerful enhancement enables:

  • Trigger record-specific logic instantly, based on where and what you're viewing.
  • Auto-fill fields and suggest values intelligently for faster input.
  • Cut down clicks and complete tasks faster with in-context buttons.
  • Run guided multi-step flows that adapt to user input.
  • Prompt users for confirmation before taking action - prevent mistakes and keep control in their hands
  • Dynamically control a field’s visibility and properties, such as mandatory status, read-only state, and more
  • Act in place - no tab-switching, no disruptions, just smooth execution and much more
How to configure this new capability?

You can now create a custom button and add Client Script for the created button by following these steps.

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

Note

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


Details of Custom Button Configuration with Client Script

  • Event Type - Button
  • Event Name - onClick
  • Argument - context

    The context differs based on where the button is placed.



Let's explore how to implement this through the following use cases.

Use case 1: Add Notes instantly from List View or Bulk push notes to multiple records with a click!

Zylker’s sales team often needs to add notes while reviewing or after campaigns. Currently, they must open each record individually, making the process slow and inefficient. To streamline this, the admin wants to:

a. Include an "Add Notes" option directly from the List View for individual records, allowing sales reps to add notes without opening each record.

b. Add a "Add Bulk Notes" option, allowing users to select multiple records and add a common note to all selected records at once.

a) Here is the implementation of "Add Notes" in the List Page.



b) Here is the implementation of "Add Bulk Notes" in the List view page.



Use case 2 : Import product details effortlessly from Zoho Sheet and populate the Subform with a single click!

Zylker manufactures medical instruments, and its sales representatives manage bulk orders from distributors and hospitals. Product details are typically provided in a sheet, which the sales reps must manually enter into the subform on the Order Creation Page(Create Page). To streamline this time-consuming process, the admin wants to add a custom button named "Import Products" to the Order Creation Page. When clicked, it should
  • Prompt for the Sheet ID.
  • Fetch order details (product names, quantities, and prices) from the specified Zoho Sheet.
  • Populate the Product list Subform in Zoho CRM.




    Code Sample link
Use case 3 - Send bulk emails to selected students directly from the Course Module's Related List with ease!

Zylker’s managers often need to reach out to multiple students enrolled in a course - whether to share updates, newsletters, or important announcements. Currently, they have to open each student record individually to send an email, which is time-consuming.
To simplify this process, the admin wants to provide a "Send bulk mail" option in the Student Related List under the Course record, allowing managers to select multiple students and send a personalized email to all selected students in one go.




Note

  • Client Script can be configured only from the Buttons page. The setup page displays existing scripts. Once a script is created, it can be edited and updated from the Client Script setup page.

  • Mobile support will be available in Q3, 2025.

This support will be rolled out soon. We hope you find this incredibly beneficial!






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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Operation Questions.

        Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator

      • Direct Access and Better Search for Zoho Quartz Recordings

        Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

      • Update date & time when a cell is edited

        Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you

      • Add "Groups" to "Share With" on Reports & All Entries

        Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan

      • Add Pause / Resume Option to Zoho Quartz Recordings

        Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are

      • Custom Fields Not Showing Up in Invoice PDF Template Document Information

        I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.

      • ZOHO Books

        Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.

      • How is Your eCommerce Experience w/Zoho Inventory?

        First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

      • Simplify Mass Replies with Predefined Templates and Snippets

        Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while

      • Mapping custom fields from one module to another

        I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that

      • 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

      • Item name special charaters <>

        Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?

      • How to update Multi File upload field

        Assume that i have a multi file upload field,how can i update the same field again?

      • Customer Address Not on Standard Invoice when Address is on Contact Record

        Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not

      • Apply partial payments to invoices from the Banking Module

        We need this! Why is this not possible?

      • Welcome to the Zoho Show Community Forums page!

        Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and

      • How can I convert an existing contact into a lead?

        I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?

      • Price book functionality enhancement

        A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and

      • Contact data removes Account data when creating a quote

        Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

      • Can we have 24x7 live support for Zohobooks ?

        Can we have 24x7 live support for Zohobooks ?

      • Important update about notification security in Business Messaging SDK

        As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date

      • Sync Zoho Marketing Automation with Zoho Forms

        I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.

      • What is the difference between Zoho Campaigns and marketing hub?

        Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

      • Webhook not firing.

        I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

      • Duplicate customers being created in Desk

        Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

      • Creating a custom CSV file using deluge script/

        I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

      • Can we add custom fields to portal community profiles?

        How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

      • E-Invoicing in Belgium with Zoho Billing

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

      • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

        Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.

      • Additional Address - Company Name

        It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

      • Incorrect Email Notifications for Product Reviews

        Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access

      • 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

      • How to Rank Tables by Row Count in Descending Order

        I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

      • Can we do Image swatches for color variants?

        We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

      • annualy customer report

        we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and

      • Export your notes from Notebook!

        Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and

      • our customers have difficult to understand the Statements

        our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it

      • Canva Integration

        Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

      • Prepopulating Fields

        Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist

      • REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES

        When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as

      • Next Page