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

• Rich text Merge field - Not using font specified in HTML

  I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

• Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

• CC and/or BCC users in email templates

  I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

• Trying to export a report to Excel via a deluge script

  I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

• Need help to create a attach file api

  https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

• Export view via deluge.

  Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

• Outdated state in mexico

  Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

• Possible to generate/download Quote PDF using REST API?

  See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

• Creating an invoice to be paid in two installments?

  Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

• Bug in allowing the user to buy out of stock items

  Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

• Replace Lookup fields ID value with their actual name and adding inormation from subforms

  Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

• Can a Zoho Sites page be embedded into another website (outside Zoho)

  Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

• Bug in allowing the user to buy out of stock items

  Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

• Transition Criteria Appearing on Blueprint Transitions

  On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

• Zoho CRM Sales Targets for Individual Salespeople

  Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

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

  The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

• Transfer all Related Data to new Account Owner

  Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

• Can i connect 2 instagram accounts to 1 brand?

  Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

• How to Calculate MTTR (Mean Time to Resolve)

  We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

• How to export project tasks, including the comments

  Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

• Does Zoho Sheet Supports https://n8n.io ?

  Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

• Bigin Android app update: User management

  Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

• Share records with your customers and let them track their statuses in real time.

  Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

• Live webinar: Discover Zoho Show: A complete walkthrough

  Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

• Deal Stage component/widget/whatever it is... event

  Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

• Create advanced slideshows with hybrid reports using Zoho Projects Plus

  Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

• Add an option to disable ZIA suggestions

  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

• Email Integration - Zoho CRM - OAuth and IMAP

  Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

• Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

  Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Zoho CRMの流入元について

  Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

• Error While Sign in on Zoho Work Drive

  Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

• Choosing a portal option and the "Unified customer portal"?

  I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

• Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

  Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

• Unified Directory : How to Access ?

  I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

• Translation support expanded for Modules, Subforms and Related Lists

  Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

• Unified task view

  Possible to enable the unified task view in Trident, that is currently available in Mail?

• Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

  Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

• Importing data into Assets

  So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

• Allow instruction field in Job Sheets

  Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

• Next Page