Zoho CRM: Client Script Confirmation Box and Popup Mailer

: Joel Lipman; Zoho; 06 February 2024; Hits: 1619

What?
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface.

Why?
The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows:

Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
Popup a confirmation box to proceed or cancel.
Popup the email from CRM mailer with the to email address, bcc, subject and message content already populated.

How?
The example from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM.

Client Script Configuration:

Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the top right next to the profile image)
Under "Developer Hub" go to "Client Script"
Click on "New Script" button (the blue one - not the "Add Script" grey one)
Give the client script a name, I'm calling mine "Extra Confidential"
Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want.
Under Event Details, set Type=Page Event; Event=onLoad
Click on "Next"

Give it the following code:

copy raw

// attempt 
try {

    // get the ID of this record 
    var v_ThisRecordID = $Page.record_id;

    // get the full name of this contact (not sure why this returns both first and last)
    var v_ContactName = ZDK.Page.getField('Last_Name').getValue();

    // get the email of this contact
    var v_ContactEmail = ZDK.Page.getField('Email').getValue();

    // get the value of the custom boolean/checkbox field "Extra Confidential"
    var b_ContactConfidential = ZDK.Page.getField('Extra_Confidential').getValue();    

    // if this is a sensitive record, ie "Extra Confidential" has been ticked
    if (b_ContactConfidential) {

        // prompt with a confirmation box
        var b_Proceed = ZDK.Client.showConfirmation('Do you want to open the mailer window?', 'Proceed', 'Cancel');

        // if both "Extra Confidential" is ticked and confirmation was Yes/true then proceed
        if (b_Proceed) {
            ZDK.Client.openMailer({ from: '', to: [{ email: v_ContactEmail, label: v_ContactName }], bcc: [{ email: This email address is being protected from spambots. You need JavaScript enabled to view it.', label: 'Copy for myself' }], subject: 'Greetings from the Joel Lipman team!', body: '<span style=\'font-size:12pt;\'>Hi there!<br /><br />I\'m the very model of a modern major general.<br /><br />Bye.<br /><br />the Team.</span>' });
        }
    }
  
} catch (e) { 
  
     // return error (don't display it, just show it in the logs) 
    console.log(e); 
     //ZDK.Client.showMessage("Client Script error"); 
}

// attempt
try {
// get the ID of this record
var v_ThisRecordID = $Page.record_id;
// get the full name of this contact (not sure why this returns both first and last)
var v_ContactName = ZDK.Page.getField('Last_Name').getValue();
// get the email of this contact
var v_ContactEmail = ZDK.Page.getField('Email').getValue();
// get the value of the custom boolean/checkbox field "Extra Confidential"
var b_ContactConfidential = ZDK.Page.getField('Extra_Confidential').getValue();
// if this is a sensitive record, ie "Extra Confidential" has been ticked
if (b_ContactConfidential) {
// prompt with a confirmation box
var b_Proceed = ZDK.Client.showConfirmation('Do you want to open the mailer window?', 'Proceed', 'Cancel');
// if both "Extra Confidential" is ticked and confirmation was Yes/true then proceed
if (b_Proceed) {
ZDK.Client.openMailer({ from: '', to: [{ email: v_ContactEmail, label: v_ContactName }], bcc: [{ email: This email address is being protected from spambots. You need JavaScript enabled to view it.', label: 'Copy for myself' }], subject: 'Greetings from the Joel Lipman team!', body: 'Hi there! I\'m the very model of a modern major general. Bye. the Team.' });
}
}
} catch (e) {
// return error (don't display it, just show it in the logs)
console.log(e);
//ZDK.Client.showMessage("Client Script error");
}