Kaizen #174 : Client Script Commands
Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll explore how to implement and utilize this feature effectively.
In this post,
What are Client Script Commands?
How to create and use Client Script Commands?
Using Command Palette
Using Keyboard Shortcuts
Scenario - 1
Solution
Scenario - 2
Solution
Summary
Related Links
1. What are Client Script Commands?
Client Script Commands feature is another 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. This functionality can be accessed through custom keyboard shortcuts or a command palette, making it easier for users to perform repetitive tasks quickly
2. How to create and use Client Script Commands?
Create a command by specifying the Category as Commands (instead of module) while creating a Client Script.
Check this documentation for more details.
To trigger a Command, you can use one of the following ways.
A. Using Command Palette
Click on the Command Palette icon in the footer of CRM and select the name of the Command that you want to trigger.
B. Using Keyboard shortcuts
You can also link each of the Commands to a shortcut key and trigger a Command using that designated shortcut key. Each user can set specific shortcuts based on individual preference and use them to trigger a Command.
Check this documentation for more details.
3. Scenario - 1
At Zylker, a financial company using Zoho CRM, Sales Advisors need a quick way to calculate EMI during customer phone calls. The solution should allow seamless access to an EMI Calculator from any page in Zoho CRM.
4. Solution
To achieve this in Zoho CRM, you need to create a Widget for EMI calculator and create a Client Script Command.
A. Create a Widget for EMI calculator
Install Zoho CLI, and follow the steps given in this document to create the Widget app folder. Then update the html, javascript, and css code as per your requirement.
index.html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>Document</title>
<link rel="stylesheet" href="style.css" />
</head>
<body>
<div class="loan-calculator">
<div class="top">
<h2>EMI Calculator</h2>
<form action="#">
<div class="group">
<div class="title">Amount</div>
<input type="range" min="1000" value="30000" max="50000" step="500" class="loan-amount" id="loanAmount" />
<div class="slider-label">$<span id="loanAmountValue"></span></div>
</div>
<div class="group">
<div class="title">Interest Rate</div>
<input type="range" min="5" value="6" max="100" step="1" class="interest-rate" id="interesRate" />
<div class="slider-label"><span id="interesRateValue"></span></div>
</div>
<div class="group">
<div class="title">Tenure (in months)</div>
<input type="range" min="6" max="100" step="1" value="12" class="loan-tenure" id="tenureMonth" />
<div class="slider-label"><span id="tenureMonthValue"></span></div>
</div>
</form>
</div>
<div class="result">
<div class="left">
<div class="loan-emi">
<h3>Loan EMI</h3>
<div class="value">123</div>
</div>
<div class="total-interest">
<h3>Total Interest Payable</h3>
<div class="value">1234</div>
</div>
<div class="total-amount">
<h3>Total Amount</h3>
<div class="value">12345</div>
<div class="right">
<canvas id="myChart" width="400" height="400"></canvas>
</div>
</div>
</div>
<script src="https://cdn.jsdelivr.net/npm/chart.js@3.6.2/dist/chart.min.js"></script>
<script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
<script src="main.js"></script>
</body>
</html>
Click here to view the complete code.
Once you have added the code, upload the zip file by following the below steps.
Go to Setup > Developer Space > Widgets.
Click Create New Widget and Fill in the details.
The Hosting should be "Zoho" and mention the html page of the app folder that you uploaded.
Note:
The widget should be of "button" type in order to render through a Client Script.
B. Create Client Script Commands.
Configure a Client Script Command by specifying the Name and Description The Category should be Commands. Click Next. Click here to know how to configure a Client Script.
Enter the following script and click Save.
ZDK.Client.openPopup({ api_name: 'emi_calculator', type: 'widget', header: 'EMI Calculator', animation_type: 4, height: '750px', width: '500px', top:'100px',left: '500px' }, { data: 'sample data to be passed });
The syntax of openPopup() is as follows.
Here "emi_calculator" is the API name of the Widget,
Type is Widget,
Header is EMI Calculator,
animation type is 4 where the popup slides from the bottom.
The other parameters are optional and has default values as shown in the image.
Here is how the EMI Calculator appears as and when the salesperson needs. The user can either click on the Command Palette Icon at the footer or use a keyboard shortcut as per his convenience to open the calculator.
In the above gif, the keyboard shortcut is cmd O.
To customize the keyboard shortcut,
Go to Setup → General → Personal Settings. Select "Motor" from the Accessibility Tab and Click "View Shortcuts" as shown in the below gif.
4. Scenario - 2
At Zylker, an international wholesale company using Zoho CRM, salespeople need a quick way to check real-time gold rates from different countries while discussing bulk orders with retailers. The solution should provide seamless access to updated, region-specific gold rates directly within the CRM interface to assist with accurate pricing decisions during customer interactions.
5. Solution
To achieve this in Zoho CRM, you need to create a Widget for EMI calculator and create a Client Script Command.
A. Create a Widget for gold rate
Install Zoho CLI, and follow the steps given in this document to create the Widget app folder. Then update the html, javascript, and css code as per your requirement.
index.html
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<script src="https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js"></script>
<div class="container">
<div style="display: flex;">
<label for="country" style="width: 70%;font-weight: bolder;">Today's Gold rate:</label>
<select id="country" onchange="updateGoldRates()" style="width: 30%;">
<option value="USD" >United States</option>
<option value="INR" selected>India</option>
<option value="GBP">United Kingdom</option>
<option value="AUD">Australia</option>
</select>
</div>
<table id="goldRatesTable">
<thead>
<tr>
<th>Type</th>
<th>Rate (Per Gram)</th>
</tr>
</thead>
<tbody>
</tbody>
</table>
</div>
<script>
const goldRatesData = {
};
const symbol = ['₹', '$', '£', 'A$'];
async function getLiveData (currency) {
var myHeaders = new Headers();
myHeaders.append("x-access-token", "goldapi-4wvh4nslzb5p0d5-io");
myHeaders.append("Content-Type", "application/json");
var requestOptions = {
method: 'GET',
headers: myHeaders,
redirect: 'follow'
};
let response = await fetch(`https://www.goldapi.io/api/XAU/${currency}`, requestOptions);
let res = await response.text();
let data = JSON.parse(res);
let desig;
if(data.currency === 'INR'){
desig = symbol[0];
}
else if(data.currency === 'USD'){
desig = symbol[1];
}
else if(data.currency === 'GBP'){
desig = symbol[2];
}
else if(data.currency === 'AUD'){
desig = symbol[3];
}
goldRatesData[`${data.currency}`] = [
{ type: '24K Gold', price: `${desig + " " + data.price_gram_24k}` },
{ type: '22K Gold', price: `${desig + " " + data.price_gram_22k}` },
{ type: '18K Gold', price: `${desig + " " + data.price_gram_18k}` }
];
};
async function updateGoldRates() {
var currency = document.getElementById("country").value;
console.log("Event:: ",currency);
const country = document.getElementById('country').value;
const tableBody = document.querySelector('#goldRatesTable tbody');
tableBody.innerHTML = '';
await getLiveData(currency);
if (country && goldRatesData[country]) {
const rates = goldRatesData[country];
rates.forEach(rate => {
const row = document.createElement('tr');
row.innerHTML = `
<td>${rate.type}</td>
<td>${rate.price}</td>
`;
tableBody.appendChild(row);
});
}
}
updateGoldRates();
ZOHO.embeddedApp.on("PageLoad",function(res){
document.getElementById('msg').innerText = res.data;
});
ZOHO.embeddedApp.init();
</script>
</body>
</html>
Once you have added the code, upload the zip file by following the below steps.
Go to Setup > Developer Space > Widgets.
Click Create New Widget and Fill in the details.
The Hosting should be "Zoho" and mention the html page of the app folder that you uploaded.
B. Create Client Script Commands
Configure a Client Script Command by specifying the Name and Description and click Next. Click here to know how to configure a Client Script.
ZDK.Client.openPopup({ api_name: 'goldrate', type: 'widget',header: undefined, animation_type: 4, height: '350px', width: '300px', top:'100px',left: '500px' }, { data: 'sample data to be passed' }); |
Click here to know more about openPopup().
Consider that the user has created the shortcut CMD G to trigger Client Script.
Here is how the Gold Rate appears as and when the salesperson used the shortcut keys CMD G.
6. Summary
We have seen,
how to use Client Script Commands
how to create keyboard shortcuts for Commands
how to view Widget as a popup using Commands
7. Related Links
Topic Participants
Maadhari M
Sticky Posts
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.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 thisKaizen #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 howKaizen #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
Recent Topics
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childCompensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.Customizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundAbility to Edit Ticket Subject when Splitting a Ticket
Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notificationAutomatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when newUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createReopen ticket on specific date/time
Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)API credit COQL COUNT
The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?Anyone Building AI-Based SEO Dashboards in Zoho Analytics?
Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metricsRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanPassing Info from Function to Client Script
Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function toDrag 'n' Drop Fields to a Sub-Form and "Move Field To" Option
Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice toZoho Payroll for Canada
Is anyone else having problems getting setup for Canada?Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andUser Automation: User based workflow rules & webhooks
User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in ZohoDefault Ticket View - Table?
Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JVZoho One IS BUGGY
Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feelsMerge Fields that previously worked are now giving an Error!
Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.MailingClarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers
Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create andApp for Mac OS X please!
It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,Facing Issues with Sites Mobile font sizes
my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line spaceZoho Books Payroll
How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpChange Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forcreating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an aliasReply to Email for SO/PO
Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ emailZOHO Payroll Canada
Any plans on the roadmap for Canada?Zoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. ThereZOHO Writer Folders
Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centraHow can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?
Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems likeEscalation request: organization merge and data export (Ticket [154609577])
Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.Different form submission results for submitter and internal users
I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section withFormatting and slow
Creating campaigns are difficult. I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful. Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.Boost your Zoho Desk's performance by archiving tickets!
The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually leadPaste emails to create segment
We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?Getting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou pageAuto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)
<div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::beforePossible to define default font and size in Zoho Campaigns?
Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!Next Page