Navigate between pages

Navigate between pages

 
Hello everyone!

Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. 

In this Kaizen post,
  1. Need to Navigate to different Pages
  2. Client Script ZDKs related to navigation
         A. navigateTo()
         B. navigation_data
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links

1. Need to Navigate to different Module's Pages in Zoho CRM

Often navigation between Module pages is required for improved user experience and streamlined workflows. Seamless transitions between related modules ensure quick access to relevant data and actions, enhancing productivity. For example, whenever the status of Account is updated to "Deal Creation", you can open the Deal Create Page. 

2. ZDKs to navigate to different pages

A. navigateTo()

Using this ZDK method, you can open any modules' detail/create/clone/edit page in a new tab or in same tab. Here is the syntax.



Click here to know more details.

B. navigation_data

Using The Constant , $Page.navigation_data, you can get the data passed from navigateTo() method.



Click here to know more details.

3. Use Case

Zylker is a manufacturing organisation uses Zoho CRM. The admin wants to automatically open the Deal Create Page whenever the status in the Detail Page of Account is "Deal Creation". Also Deal Create Page should have the "Account Name"  prefilled from the Detail Page of Account record."

4. Solution

If the user updates the status to "Deal Creation" in Accounts module you need get confirmation from the user and  open a new Deal Create Page automatically with Account Name prefilled. 

To accomplish this using Client Script, you need to create two Client Scripts. 

A. Client Script for Accounts Module
B. Client Script for Deals Module

A. Client Script for Accounts Module

Create a Client Script for Detail Page of "Accounts" module with the following details and click "Next". To know more about Creating Client Script, click here.


  • In the Client Script IDE, enter the below script and click Save.
  1. var a_name = ZDK.Page.getField("Account_Name").getValue();
  2. var rec_id = $Page.record_id;
  3. if (value == "Deal Creation")
  4. {
  5.     var resp=ZDK.Client.showConfirmation("Do you want to update the status as Deal Creation?");
  6.     if (resp)
  7.     {
  8.         var rec = $Page.record;
  9.         var rec_id = $Page.record_id;
  10.         rec.status = "Deal Creation";
  11.         var response = ZDK.Apps.CRM.Accounts.updateById(rec, rec_id);
  12.         log(response);
  13.  ZDK.Client.navigateTo('record_create', { module: 'Deals', custom_data: {data: a_name,data_id :$Page.record_id}}, '_blank')
  14.     }
  15. }

  • Whenever the status is updated to "Deal Creation" , you can show a Confirmation box using showConfirmation() asking whether the user wants to update the status as "Deal Creation"
  • Then, update the current record's status using updateById(). You can use the $Page, to get the current record id.
  • Then using  navigateTo() method you can open the Deal Create Page from Account Detail Page.
  • As per the following syntax, you should pass the required parameters, which includes the data needed for the Client Script on Deal Page. In this case the data being passed is the Account Name and Id.
  • Syntax : navigateTo(page, params, data, target)
    • page :  record_create denotes that you want to open Create Page.
    • params :  You need to mention the name of the module for which the Create Page has to be opened. In this case it is "Deals". You can also mention the layout_id and record_id in params. For more details, click here.
    • data : "custom_data" hold the data that you want to pass to the Deals Page.
    • target: You can open the page in same tab or in a different tab using "_self" and "_blank" respectively.
B. Client Script for Deals Module

Now, create another Client Script for "Deals" module with the following details and click "Next".



In the Client Script IDE, add the following script and click "Save"

  1. var a = $Page.navigation_data;
  2. if (a!=null);
  3. {
  4. var field_obj1 = ZDK.Page.getField('Account_Name');
  5. field_obj1.setValue({ "id":a.data_id , "name":a.data });
  6. }

To get the data passed in Account Detail Page, you need to use "$Page.navigation_data". In this script you can use setValue() and mention the id and name of "Account Name". As Account Name is a lookup field, you should mention the Id of the Account along with the Account Name.

Here is how the Client Script Works.


Click here to know more details.

Note:

You can open any external URL using Client Script in a new tab using openURL().



Click here to know more details.

5. Summary :

In this post we have discussed,
  • How to pass data from one page to the other using Client Script.
  • How to perform actions after a record is updated.
  • How to update a record using Client Script without clicking on Save button.
  • How to open external URLs using Client Script.
-------------------------------------------------------------------------------------------------------------------

6. Related Links :


-------------------------------------------------------------------------------------------------------------------

Previous Post: Kaizen #141 - Zoho CRM's API Collection in Postman     |     Kaizen Collection: Home
Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!  


    • Recent Topics

    • Finding draft ticket replies

      Is there a way to see all tickets which have draft replies?

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Able to change project on timelog entries

      Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

    • Caso de Uso | Menos trámites, más salud: Clínicum optimiza sus recursos con Zoho One

      "La automatización del proceso de solicitud de bajas y su trazabilidad a través de Zoho nos ha supuesto una mejora en el ROI." - Carol Rodríguez, Responsable de Experiencia del Cliente interno y externo en Clínicum ¡Hola a todos! Estamos emocionados de

    • How do I stop getting notified about upgrading to Upgrade now and save big!

      How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this a

    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit

    • Bulk create tasks - Zoho Projects API

      Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

    • Task Due dates and Reminder Date & Time

      I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one

    • Unable to Access Admin Console and Email Sending Issues

      Hello Zoho Support Team and Community, I hope this post finds you well. I am currently facing two significant issues with Zoho services: Admin Console Access Issue: Every time I try to access the Zoho Admin Console, it gets stuck on the loading screen

    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

    • Getting The Following Error.. 550 5.4.6 Unusual sending activity detected

      I just launched a marketing campaign and I got this error. Everything was working fine previously. This is a big launch so need to fix it asap. Can anyone help?

    • Printing on 80mm bluetooth Pos Printer

      Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the

    • Trying to integrate gmail but google keeps blocking Zoho access for integration??

      hi i am trying to integrate a gmail account so can track/access business emails this way. I have followed the instructions but after selecting my email account it gets re-routed to this message (screengrab below) Can anyone advise a way around this or

    • Which attribute in Zoho books invoice api represent branch attached to the invoice?

      Hi Zoho Team, We have done the integration with Zoho Books API. While fetching data from Invoice API we want to get branch value attached to the invoice. We could not figure out which field in "Get an Invoice" api represents branch value attribute. Thanks

    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

    • How to hide Predefined views

      Hi, I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best,

    • Is it possible to trigger the review process when a record is edited?

      Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

    • Deleting Views

      How do you delete views? Please syd

    • Fixed Assets

      Where would I manage my fixed assets

    • Report on Assets

      Hi,  Is it possible to report purchased assets on a specific year? The Balance Sheet shows everything up to the current date, and the expense reports will not show purchased assets because they are assets not expenses. If it is not possible, then is it possible to setup an API connection with Books to extract data from to another Reporting application?

    • Purchase of Fixed Assets

      How can I record the purchase of assets using zoho books? For example, I purchased 4 laptop for 100000 $ each and paid it through my bank account. How can I record this transaction and maintain track of how much of the assets I bought?

    • Where is the Fixed Asset Register?

      I am a Zoho One user for 18 months, using invoicing and CRM and now ready to migrate my books to Zoho Books. Where do I keep the fixed asset register for the equipment that I use in my business? I have a service based business with a lot of gear and business

    • Kaizen #168 - Incremental Authorization

      Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

    • Configure Notes Title for Blueprint Transition

      It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

    • An update to improve email delivery | Email Authentication & Relay

      Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

    • Stop adding Default ID column to xls exports

      When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

    • Zoho cases and remote work api

      How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

    • Calendly does not show scheduled Meetings

      I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

    • I want the currency in my account to be Mexican pesos.

      Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

    • Year-End Wrap: Don't rewrite - Switch to Email Templates

      As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

    • How to view shared mailbox in Outlook

      How to view shared mailbox in Outlook or in another software

    • Necesito el código ZB para mi cuenta

      Hice cambio de servidor y no encuentro el codigo unico de cname.

    • Privacy error

      Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • Customise Search Bar in CRM

      Is there a way to customise this search bar in the CRM to add fields?

    • Counting downloads of a file

      Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

    • Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

      When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

    • New Search Function

      Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

    • New permissions for accessing emails sent via Zoho CRM

      Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

    • Next Page