Kaizen #100 - A Special Q & A for Our 100th Post

Hello Everyone! 

Today marks a significant milestone – our 100th Kaizen post! We are beyond thrilled to have shared this journey with you!  Your engagement, feedback, and support have been pushing us forward. Thank you! 

We recently asked you for your feedback on our Kaizen series through this form, and we are so grateful for the thoughtful responses we received. We asked, and you answered! We are excited to share our answers to some of your questions in our 100th Kaizen post.

1. Please add a function to get the API Name of the field that caused the onChange in the page processing. For example, if I want to do an automatic string modification process, I cannot get the field name changed by the user, so I have to do the process for all fields, which is slow. That said, setting it up in "Item Processing" is difficult if there are a lot of items and is not very maintainable. 

To get the API Name of the field that cause onChange event in a page, you can simply use the field_name argument.

To get the API Name of the field that cause onChange event in a page, you can simply use the field_name argument.

In Client Script, based on the event that you configure, you can use the appropriate arguments while you code the script. Click here to know the arguments available for various event types. 

Now let us execute the above log script for create page of Leads module using the Run component.

In the below gif, you can see that for every field that the user enters data, the log statement will give the api name of the corresponding field updated by the user.

Note:

The field_name argument for onChange Page event is available for Create, Clone, Edit, Create(Wizard), Edit(Wizard), Detail Page(Canvas)

For a scenario where there are requirements for multiple fields present in the same page, let us see how to write a single Client Script efficiently. Check the Best Practices of Client Script documentation for more details.

At Zylker, a manufacturing company, consider that you want to achieve the following using Client Script. In the create page of Orders module, whenever the field Product is Ignition box, Category should get auto-populated as Ignition System. If the Product is Voltmeter then Category should get auto-populated as Gauges and meters.

Whenever the user edits or adds the Phone Number with length less than 10, display an error message near the field. If the field Country is India, the maximum number of digits that the user can enter the field Phone Number should be limited to 10. 

Instead of creating 3 separate Client Scripts with field event , you can create a single Client Script with onChange Page event.

You can use the "field_name" argument to check which field was changed by the user.

Here is the Script.

switch (field_name) {     case 'Product':         var product_name = ZDK.Page.getField('Product').getValue();         var category_field = ZDK.Page.getField('Category');         // requirement - 1         if (['Ignition box', 'Ignition coil', 'Spark plug'].includes(product_name)) {             // Populate value for picklist field 'Category' based on the condition             category_field.setValue("Ignition system");             ZDK.Page.getField('Number_of_Boxes').setMandatory(true); // requirement - 2         } else if (['Speedometer', 'Odometer', 'Voltmeter','].includes(product_name)) {             // Populate value for  picklist field 'Category' based on the condition             category_field.setValue('Gauges and meters');         }         break;   case 'Phone_Number':         var phone_field = ZDK.Page.getField('Phone_Number');         if (phone_field.getValue().length < 10) {             phone_field.showError('Enter a valid phone number'); // requirement - 4         }         break;  case 'Country':        ZDK.Page.getField('Phone_Number').setMaxLength(10);        break;     case 'Category':         if (ZDK.Page.getField('Category').getValue() === 'Ignition system') {             ZDK.Page.getField('Number_of_Boxes').setMandatory(true); // requirement - 2 when category is changed in ui         }         break; }

In the above script, based on the field updated by the user, execution will happen.

---

2. I would like to be able to retrieve sub-form records with COQL.

Subform is a data section embedded in the primary form to collect details related to the parent record. It  helps in maintaining multiple records under a single parent record. These subform records cannot be fetched via the parent module in the Query API. Since subforms are treated as individual modules, you should state their API names to access their records or fields. Consider a manufacturing company, Zylker, which uses Zoho CRM for effective maintenance of customer relationships. The suggestions and feedback from each of their clients are tracked with the help of a subform called Client Review in the Accounts module.

Consider a manufacturing company, Zylker, which uses Zoho CRM for effective maintenance of customer relationship. The suggestions and feedback of each of their clients is tracked with the help of a subform called Client Review in the Accounts module. 

Now the Manager wants to fetch the suggestions from all the Accounts. Let us see how he can achieve this using COQL API. 

Step 1: Make a GET Modules metadata API call to get the api_name of the subform.

Step 2: Using the api_name of the subform, make a GET Fields metadata API call to get the api_name of the fields in the subform. 

Step 3: Use the api_name of subform and subform fields to construct a query. 

{     "select_query": "select Suggestions from Client_Review where Suggestions is not null" }

Step 4: Use this query in the COQL API. 

Request URL: {api-domain}/crm/{version}/coql

Request Method: POST

Scope: To access COQL API, you need to pass two scopes - ZohoCRM.coql.READ and ZohoCRM.modules.all. You can also use ZohoCRM.modules.{module_name}.{operation_type} in the place of ZohoCRM.modules.all. 

Request Body : 

{     "select_query": "select Suggestions from Client_Review where Suggestions is not null" }

Response :

Using the parent record id, you can fetch the subform records related to a particular Account.  Following is the request body to fetch the subform details particular to a parent record, 

{     "select_query": "select Suggestions, Feedback from Client_Review where ((Parent_Id=5545974000003933016) and ((Suggestions is not null) and (Feedback is not null)))" }

This query will fetch all the subform records of the specified record whose Suggestions and Feedback fields are not null as shown below. 

---

3. I want to discuss Subform in Zoho CRM.  Can the user filter subform record in Deal or Lead?

We can filter the records that have subform fields in them using COQL. Consider the example of the above manufacturing company, Zylker. The manager wants to fetch the details of those records in the Accounts modules that have Client Review details. This can be achieved by the following COQL query.

{     "select_query":"select Parent_Id.Account_Name from Client_Review where id is not null  group by Parent_Id.Account_Name " }

Response : 

In case you missed out our newsletter and announcement and could not fill out the feedback form, it is not too late to do it now. We invite you to take a few minutes, fill out the feedback form and share your queries and thoughts. We will continue to reply to your questions in our upcoming Kaizen posts.

Cheers!

• Topic Participants

• Maadhari M

  

• SOUNDTEC

• Praveen Sankar

  

• Sticky Posts

• Kaizen #197: Frequently Asked Questions on GraphQL APIs

  🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.

• Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

  Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

• Kaizen #193: Creating different fields in Zoho CRM through API

  🎊 Nearing 200th Kaizen Post – We want to hear from you! 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.

• Client Script | Update - Introducing Commands in Client Script!

  Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

• Recent Topics

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Create a draft in reply to an email via Emails API

  Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

• India Tech Support

  Is there no phone tech support number for India? And no chat facility either?

• Billing Management: #1 Billing a Universal Business Routine

  Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

• Show/ hide specific field based on user

  Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

• What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

  No idea what this is. Can't see what it is explained anywhere.

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

• Zoho Calendar not syncing correctly with personal Google Calendar

  Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• need a packing list feature

  In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

• Workdrive 5.0 / API Documentation Workflows

  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

• How to keep track of bags, cans, drums of inventory?

  We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• How many ZOHO-Sites does the ZOHO-One Suite allow for?

  The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

• Webhook from Zobot to Zoho Flow fails

  I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

• Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

  Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

• Best way to display complex Bookings Consultation Descriptions on Zoho Site?

  I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

• DKIM cannot be enabled for the domain as no verified default selector present

  Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

• Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

  Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

• Insert auto number from main form into subform rows

  Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

• Dark Mode - Font Colors Don't Work

  When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

• Integrate Bunq with ZOHO Bookes

  We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

• Access Denied

  I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

• Using Zoho Desk to support ISMS process

  Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

• Bin Locations

  Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

• TaxJar vs Avalara

  Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

• How to check Leads with no Task (open activity)

  Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

• What can we do on our end to improve the Answer bot answers?

  Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

• Taxes for EU B2B Transactions

  Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

• How to upload file to Connect using API?

  Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

• Items Landed Cost and Profit?

  Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

• Group Tax in Service Line Items

  Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

• FSM Improvement Idea - Show an Import button when there is no data

  I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

• Zoho FSM API Delete Record

  Hi FSM Team, It would be great if you could delete a record via API. Thank you,

• OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

  I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

• Access token generate from the refresh token not working for API

  Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

• Function #4: Schedule Customer Statements

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

• Limiting search or dependencies with an asterisk "*".

  I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

• Cross Data Center Support for 1:1 Chats with External Users

  Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

• Next Page