Kaizen #59 - Creating alerts and custom messages using Client Script

Kaizen #59 - Creating alerts and custom messages using Client Script

Hello everyone! 
We are happy to resume our Zoho CRM Developer Community series - The Kaizen series!
Welcome back to the new start of Kaizen!
This post is about Client Script and its simple use cases involving ZDK Client functions.

What is Client Script?

The Client Script feature gives you a seamless platform for achieving and extending your business cases in Zoho CRM by allowing Java Script code execution in your browser. It enables you to configure events for the UI components and define the actions once those events are triggered. 

The ZDK Client Functions available in Client Script are,

ZDK Client Function
Description
showMessage 
To display a text message on create/clone/edit/detail(canvas) page.
showConfirmation
To display a confirmation box with accept and reject message on  create/clone/edit/detail(canvas) page.  
showAlert 
To show alert message on create/clone/edit/detail(canvas) page.
openMailer
To open mailer component from detail(canvas) page.

Use Case

Let us consider that you want to achieve the following using Client Script.
  1. Calculate age based on Date of Birth and display the message "Age is more than 80" whenever the age is above 80 in create page of Policyholder module.
  2. Show the alert message "You cannot change the Rating of a verified account" whenever you try to update the field Rating in Accounts module.
  3.  When you click the mail button on detail(canvas) page, ask for confirmation and open a mailer window.

Solution using Client Script

Note:

The solution listed in this post includes detail(canvas) page and create page.
To create a canvas page, 
  • Go to Setup > Customization > Canvas
  • Click Create Record Detail Page. 
  • On the Create a Custom Record pop up that appears, select the module as "Accounts" and select the required layout for the canvas page
  • Choose a template from the gallery and click Select.
  • Enter a name and save the canvas page.
  • Click Canvas Assignment and assign the page to the required profiles.
  •  Click here for more details on creating a canvas page(Customizing the record detail page).
1. Calculate age based on Date of Birth and display the message "Age is more than 80" whenever the age is above 80 in create page of Policyholder module

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script in the Client Script IDE and click save.
  1. function  getAge(dateString) 
  2. {
  3. var today = new Date();
  4.  var birthDate = new Date(dateString);
  5. var age = today.getFullYear() - birthDate.getFullYear();
  6.  var m = today.getMonth() - birthDate.getMonth();
  7.  if (m < 0 || (m === 0 && today.getDate() < birthDate.getDate())) 
  8. {
  9.    age--;
  10. }
  11.  return age;
  12. }
  13. let age = getAge(value);
  14. var age_field = ZDK.Page.getField("Age");
  15. var category_field = await ZDK.Page.getField("Category");
  16. age_field.setValue(age);
  17. if (age > 80) {
  18. ZDK.Client.showMessage('Age is more than 80', { type: 'info' });
  19. }
  • You can see the code working from the create page.  You can also see how the client script works using the Run component of the Client Script IDE.

  • You can use any of the following types in showMessage() function
Possible 'type'
Script
info
ZDK.Client.showMessage('message', { type: 'info' });


warning
ZDK.Client.showMessage('message', { type: warning });

error
ZDK.Client.showMessage('message', { type: error });

success
ZDK.Client.showMessage('message', { type: success });

2. Show the alert message whenever you try to update the field Rating

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  1. ZDK.Client.showAlert('You cannot change the Rating after account creation');
  • Here is how the Client Script works. You can also see how the client script works using the Run component of the Client Script IDE.

3. Configure the mailer box with the click of a button

First of all, you need to add the button to the detail(canvas) page.
  • Go to Setup > Customization > Canvas.
  • Right click on 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.
  1. var isProceed = ZDK.Client.showConfirmation('Do you want to open the mailer window?','Proceed','Cancel');
  2. //If user clicks Proceed button
  3. if (isProceed) {
  4. ZDK.Client.openMailer({ from: '', to: [{ email: '', label: 'ABC Industries' }], cc: [{ email: '', label: 'ABC Industries' }], subject: 'Greetings from ABC Industries!', body: ' ' });
  5. }
  • The showConfirmation() function will return a boolean value based on the user selection. You should capture 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 let us know in the comment section.
Cheers!

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

Related Links


    • Sticky Posts

    • Q3 USA ZUG Meetups - Build AI Agents with Zoho

      Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI

    • Zoho CRM Community Digest - May 2026 | Part 1

      Hello Everyone! This edition introduces the new centralized Zoho Announcements Hub, a single dashboard designed to let you track and filter live product roll-outs from across the Zoho ecosystem. Alongside the Announcements Hub, this month also features

    • Zoho CRM Community Digest - April 2026 | Part 2

      Hello Everyone! We're back with Part 2 of the April Zoho CRM Community Digest to wrap up our monthly roundup. This week, the spotlight is on smart database connections, proactive error tracking, and optimizing subform line items without breaking your

    • Zoho CRM Community Digest - April 2026 | Part 1

      Hello Everyone! April brought a lot to unpack! From a long-awaited field renaming update to MCP (Model Context Protocol) support that lets AI tools talk directly to your CRM, the first half of the month was packed with updates. The community had some

    • Zoho CRM Community Digest - March 2026 | Part 1

      Hello Everyone! March kicked off with a strong mix of AI-driven enhancements, smarter data handling, and practical workflow improvements across Zoho CRM. From leveraging Zia for automated communication to optimizing cross-platform data retrieval, this

    • Recent Topics

    • Automation Series: Mandatory Time Logging Before Task Closure

      In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets

    • 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

    • Zoho CRM gets a new email compose and lot more

      Dear Customers,  [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused]  [UPDATE February 21, 2022:

    • Custom AI solutions with QuickML for Zoho CRM

      Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Introducing document visibility in Zoho Sign

      Hello! Complex document workflows often involve multiple stakeholders with different roles. Sending a separate envelope to every person is time consuming and can lead to administrative bottlenecks. With Zoho Sign's document visibility feature, you can

    • Sent email stuck on processing

      My sent emails are stuck on processing, whats going on?

    • [Webinar] What's new in Zoho Analytics: Q2 2026

      Hey data lovers! Our What's New webinar series is bringing you another lineup of exciting features and product enhancements from the past quarter, all designed to help you get more out of your analytics. Get an inside look at new data connectors, Zoho

    • Alterar número de telefone para receber o código OTP

      Boa tarde! Como posso alterar o número de telefone da minha conta para aceder ao meu email corporativo? Estou tentando logar, mas não consigo, pois está sendo enviado o código OTP para o número antigo, preciso aceder urgente meu email, porque e de trabalho.

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Request to Increase URL Field Character Limit

      Hi Arthi, Hope you are doing well. I'm trying to save a URL in the Work Order (WO) module using the URL field, but I receive the following error message: "Please enter a valid Repair File. Maximum 450 characters are allowed." The issue is that the URL

    • How to change column headings in pivot table?

      Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen

    • Undelivered Mail

      I suspect that there are recipient's servers that blocks my emails. I receive the following email from mailer-daemon@mail.zoho.eu : A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. pantelis.sarantos@unipakhellas.gr,

    • Email not loading on PC

      Hello, my email opens on but it doesn’t load on PC. I don’t have other issues with the email, all the configurations are ok and I face with following issue in the photo. It says “ mail.zoho.com refused to connect” I will be very thankful if anyone can

    • Why are bounce/error emails being sent to info@ instead of contact@?

      I have my Zoho Mail and WordPress site configured so that normal website emails should go to contact@hybridbatteryservice.com. However, I keep receiving technical bounce/error emails and delivery failure notifications at info@hybridbatteryservice.com

    • Do Not Disturb status not respected when Cliq bar is enabled across Zoho apps

      Hi Zoho Cliq team, I want to report what appears to be a bug with how the Do Not Disturb status interacts with the embedded Cliq bar in other Zoho apps. **Issue:** When my Cliq status is set to Do Not Disturb, I continue to receive notification tones

    • Zoho Webinar Summer Broadcast 2026

      What if your webinar platform could connect directly with your business tools, automate routine tasks, trigger actions across your workflows, and support every stage of your webinar lifecycle? That’s the question we’ve been answering so far this year.

    • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

      Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

    • Invalid request when trying to access Mail

      When I click on the red button to access Zoho Mail at https://mail.zoho.com/zm/, I get a big yellow warning triangle with "invlid request, The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try ag

    • Whats the average response time for ticket submitted?

      I submitted a request to unblock my mail accounts. They seem to be blocked for outgoing mail, and I have been waiting for days to have this fixed with no reply. I have submitted 2 tickets and an email. My work has to completely stop. I pay for the service

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Is there any way to have Dataprep ingest RSS?

      As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks

    • Introducing Color Coding of Picklist Values

      Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

    • Important updates to your Widget JS APIs

      Hello everyone, Greetings from Zoho Creator! This is an urgent notice for developers and Partners who use widgets in their Zoho Creator applications. We previously announced an update to the CDN URLs used for loading the Widget JS API, with a deadline

    • 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

    • Mailbox delegation “Send As” error

      I believe there may be an issue with mailbox delegation. When I create a delegation from the Admin Console, it works correctly if I select Read permissions. However, if I select Send As permission for the delegated user, I immediately receive the following

    • Restrict Zoho Cliq Webinars and Announcements to Admins Only

      Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always

    • how do i get mail.mydomain.com to point to zoho mail web-mail?

      I have started using zohomail, and am loving it. With my previous provider, I used to go to mail.mydomain.com, and it would take me to my webmail. I am not able to find the mapping for zoho's webmail to map to it. It is difficult to go to webmail with

    • Number of decimal places

      Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help

    • zoho imap connection stopped working 05/28 12pm EST

      Hi, beginning Thursday, 5/28, ~12 pm est imap to siteground stopped working. When I tried to reconnect the account, connection was failing with the following message: Unable to connect SMTP server:gvam1107.siteground.biz, Port: 587. I did notice that

    • User Name in Zoho Cliq Not Updating Across Apps?

      We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

    • Service currently unavailable

      The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,

    • Service currently unavailable

      Service currently unavailable It is not possible to access email; the entire Zohoworkplace platform is down

    • User Permission Log

      Our external auditors are asking for a way to view changes made to user permissions (basically, a user permission change log). Is this feature built into Creator? 

    • E-mail down

      We cannot get into our email inboxes, are you affected by a Microsoft update issue? How long do you think as to restoration?

    • ZOHO MAIL SERVICE NOT WORKING

      Hello i've a problem my zoho mail account says a display with this text "our service is temporally unavaible"

    • ايميل مجانى

      Can I create a free email account on Zahoo?

    • Sign up for email for a domain

      Hi - I thought I had signed up for a domain of <domain>.com, but only see the email of @zohomail.com . How do I get the <domain.com> domain linked to my email?

    • Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes

      I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write

    • Zoho Books | Product updates | June 2026

      Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules

    • Next Page