Kaizen #111 : Set default values based on Page Layouts using Client Script

Kaizen #111 : Set default values based on Page Layouts using Client Script

Hello everyone!
Welcome back to another interesting Kaizen post.
In this post, let us discuss how to set default values for fields based on different layouts using Client Script.
In this Kaizen post,
  1. What are Page Layouts?
  2. Client Script is specific for each layout
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links
1. What are Page Layouts?

Page layouts in Zoho CRM enables you to manage the organization and display of fields, sections, and associated details on a record's page. These page layouts are instrumental in personalizing the user interface and optimizing the data entry process to align with your organization's unique requirements. You can assign layouts to user profiles based on your business requirements.

2. Client Script is specific for each layout
Whenever you create a Client Script, you should  mention the layout for which the Client Script should work. So whenever you want to perform actions specific to a particular layout, you can easily accomplish it using Client Script.
In the image below, you can observe that selecting a layout name is a necessary step for configuring a Client Script.


3. Use Case

Consider that Zylker is a manufacturing Company. The customers include both Wholesalers and Retailers. For this purpose, Zylker has two Page Layouts in a custom module named as Orders. One is the Wholesaler-layout and the other is the Retailer-layout. The Wholesaler-layout is assigned to the wholesaler profile and the Retailer-layout is assigned to the retailer profile.

1. Whenever a customer with retailer profile creates an order, the read-only field Account Type should be auto-populated as Retailer.  In the Create page of the Orders module, when the value entered in the field "Number of pieces" is more than 100, then the Payment Method should get populated as Prepaid and should be read-only. 

2. Whenever the customer with wholesaler profile creates an order, the read-only field Account Type should be auto-populated as Wholesaler and the Payment Method should be populated as Prepaid and should be read-only.

4. Solution

For a particular module, the number of Client Scripts to be created differs based on 
The page for which you want the script to work.
The events that should trigger the script.
The layouts for which you want the script to work.

To accomplish this requirement, you need to create three Client Scripts, one for each layout.
  • Client Script for Retailer Layout with onLoad Page event 
  • Client Script for Retailer Layout with onChange Field event 
  • Client Script for Wholesaler Layout with onLoad Page event 

1. Client Script for Retailer Layout with onLoad Page event 

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script and click save.

//To populate default value for Account Type
var acc_type = ZDK.Page.getField("Account_Type");
acc_type.setValue("Retailer");
//  To make the field "Account Type" read-only
acc_type.setReadOnly(true);


  • This script gets executed whenever the Retailer - Layout, Create Page of Orders module gets loaded. The getField ZDK fetches the object details about the field Account Type. The value, Retailer can be populated to this field using setvalue(). You can make Account Type field read-only using setReadOnly().
  • Here is how this Client Script works.


2. Client Script for Retailer Layout with onChange Field event 
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script and click save.


//To populate  Payment Method when the quantity is more than 100
var no_of_pieces = ZDK.Page.getField("Number_of_pieces");
var payment_method = ZDK.Page.getField("Payment_Method");
if (no_of_pieces.getValue() > 100) {
    payment_method.setValue("Prepaid");
    // To make the field "Payment Method" read-only
    payment_method.setReadOnly(true);
}


  • This script gets executed whenever the user enters a value in the Number of Pieces field in the Retailer - Layout's Create Page of Orders module. The getField ZDK fetches the object details about the fields Number of Pieces and Payment Method. The value, Prepaid will be populated to Payment Method using setvalue(), whenever the value entered in the Number of Pieces is more than 100. You can use getvalue() to get the value entered in a field. You can make this field read-only using setReadOnly().
  • Here is how this Client Script works.



3. Client Script for Wholesaler Layout with onLoad Page event 
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

  • Enter the following script and click save.

//To populate default value for Account Type
var acc_type = ZDK.Page.getField("Account_Type");
acc_type.setValue("Wholesaler");
// To make the fiels "Account Type" read-only
acc_type.setReadOnly(true);
//To populate default value for Payment Method
var payment_method = ZDK.Page.getField("Payment_Method");
payment_method.setValue("Prepaid");
// To make the fiels "Payment Method" read-only
payment_method.setReadOnly(true);


  • This script gets executed whenever the Wholesaler - Layout, Create Page of Orders module gets loaded. The getField ZDK fetches the object details about the fields Account Type and Payment Method. The value, Wholesaler and Prepaid can be populated to the corresponding fields using setvalue(). You can make Payment Method field read-only using setReadOnly().
  • Here is how this Client Script works.

  • Thus using Client Script, you can populate different default values for the same fields located in different page layouts, based on custom conditions.
Note :
Alternatively, you can achieve this using workflow rules. However, if you want instant actions i.e., before updating or saving a record, or if you have exceeded the workflow limit, you can implement this using Client Script.

5. Summary
In this post, we have discussed,
1. Configuring Client Script based on Layout.
2. Choosing the type of Event for a requirement.
3. Using setValue & setReadOnly for the ZDK.Page.getField().

We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions let us know in the comment section.

Click here for more details on Client Script in Zoho CRM.

6. Related Links

Please take a look at our Kaizen collection here.

Cheers!


    • Recent Topics

    • Request to Customize Module Bar Placement in New Zoho CRM UI

      Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

    • Sending campaigns from other server

      Hi, Is it possible to send campaigns from another server so customers can see mail direct from our company (Corrata) and not from ZCSend.net? Thanks, Tim

    • Edit a previous reconciliation

      I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

    • Admin and Dispatcher Users show as Field Technicians in Dispatch Module?

      Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. How

    • Zoho Payroll: Product Updates - June 2025

      This June, we’re taking a giant step forward. One that reflects what we’ve heard from you, the businesses that power economies. For our customers using the latest version of Zoho Payroll (organizations created after Dec 12, 2024) in the United States,

    • View Products (items) in Contact and Company

      Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for the

    • Update subform dropdown field choices - on load workflow

      Hi, I have a "Check In" form that has "Contacts" subform and a "Tickets" subform. When the form is loaded, I want to populate one contact and the number of tickets. I want the "Contact" field in the "Tickets" subform to have the choice of "Contacts."

    • Upload Zoho Inventory Item Image by API

      itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"

    • Salesforce to Zoho One Migration

      HI, I am about to start a migration from Salesforce to Zoho One I would like to know the best practise for this, my current thoughts to the approach is 1) Create fields, modules as required for migrating data 2) migrate Data 3) go live Will this approach

    • Zoho Expense Integration with Zoho Books

      I want to know what flexibility do i have in selecting the chart of accounts which get a hit whenever we are posting any expense or advance in zoho expense?

    • Custom Function to Update Ticket based on Subject of Ticket

      This may be pretty simple but I'm having issues with getting a custom function to fill out custom fields based on the subject of a ticket and not the body of a ticket. Basically we need to fill in the PO number and Item ID custom fields, both of this

    • Incoming 'Message' data via WhatsApp appears empty

      the Incoming 'Message' data via WhatsApp appears empty; instead of customer messages, I only see CRM system notification messages are being displayed. I have seen 3 messages like this since yesterday it seems that in 'All Message' the message snippet

    • Handling Automatic Replies in Desk

      We send out email campaigns (currently via Klaviyo) and naturally we receive "Automatic Replies" to these mass email campaigns. These responses are all being routed to Zoho Desk. We get two types of "Automatic Replies" Type 1) Customer is out of the office/holiday

    • Zoho Mail API Error EXTRA_KEY_FOUND_IN_JSON

      I have a workflow set up in Pipedream that uses the Zoho Mail API to send emails from my account. It's worked without issue for months but today I'm getting the following 404 error for every email I try to send: { "data": { "errorCode": "EXTRA_KEY_FOUND_IN_JSON"

    • How to search (web API) for a Calls record by phone number?

      Using v8 /Calls/search web api I'm unable to to complete a search request no matter how I use the api: When I try using "criteria=" I get: response: <Response [400]> response_json: { "code": "INVALID_QUERY", "details": { "reason": "the field is not available

    • [Free Webinar] Product Release Updates - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Zoho GenAI API Error Not a valid response from zia.

      Zoho GenAI API Error Not a valid response from zia.

    • Help me to retreive my Document

      Please help me to retrieve my documents from any date between 1st February, 2025 to 20th,March 2025 .it got mistakenly deleted on the 21 of March 2025 due to phone screen malfunction I earnestly await your positive response .thank you

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Look Up Field Type not available for events and tasks?

      Look Up Field Type not available for events and tasks?    

    • I cannot check out to Zoho People.

      When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs

    • Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour à toutes et à tous, Ce mois-ci encore, tout s’est enchaîné à toute vitesse ! On vous fait un petit récap de ce qui a marqué ces dernières semaines. Zoho RPA est une solution robuste d’automatisation des processus, conçue pour s’intégrer aux systèmes

    • Different Transaction Series for Different Types of Sales

      Is there any way I can create multiple transaction series for different type of Sales? Say B2B-001 and B2C -001 for respective type of Sales.?

    • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

      Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.

    • Customer Advance Zoho Book API

      All I could find was Customer Payment API, it does not have facility to add customer advances, where those are not linked to any invoice as such. How to do it?

    • Even though the received amount+tax is equal to or lesser than the invoice value, zoho doesnt allow to record

      Even though the received amount+tax is equal to or lesser than the invoice value, Zoho mentioned the error- you've recorded more payment than the actual invoice balance. please check again. screenshot also attached.  You've recorded more payment than

    • Multiple deductions in invoice

      I issue invoices to a customer that include multiple deductions that I would like to track in different expense accounts. But that is not possible in Zoho Books as there is only one Deduction field and even that I don't have control over to assign it

    • #BiginnersTips | How to bulk update closing dates for multiple deals in Bigin

      Hello Biginners! Keeping your CRM data accurate is crucial for any business- big or small. One key aspect is ensuring that closing dates for deals are always up to date. Why? Because if a deal is closed but not updated, your dashboards and reports would

    • 采购里出现付款通知 的错误

      采购里面出现付款通知错误，怎么调整，我找不到路径，好像是ZOHO 自动生成的，请问怎么调整

    • {"code":1002,"message":"Statement of Accounts does not exist."}

      Hello Zoho team, I faced an issue while trying to POST a sales order from sap to zoho books, using the below data packet: {   "customer_id": "4322967000027451968",   "line_items": [     {       "item_id": "2154170000010847685",       "rate": "752.00",

    • Add Custom Fields only in Customer module and not on supplier module!? Is not there a way to do that!?

      I am trying to create custom fields on clients module but it also gets created on suppliers module; which of course does not make sense at all as a lot of custom fields are client or supplier specific but never both. I am missing something? This seems

    • Logging website service fees

      Hello, I do a lot of freelance work on sites like Upwork and Wyzant and others and those companies take a small cut from what I pay or what I earn and I am wondering what is the correct way to log this in my books. For example if I charge $55 per hour

    • How do i clear a liability account without making a payment?

      I have a liability account with a provision for an expected bill from previous years. However the bill never arrived and the provision/liability account with Cr balance has been carried forward for many years now. How do i know clear the provision made

    • 2 Transactions for single Expense

      I have make 2 payments and have 1 Invoice containing both the items. My Bank Feeds show 2 Transactions, How can i associate them with Single Expense? I tried adding them to Advance Payment, but advance payment I can only apply to Bills It seems. Why cant

    • Everything AI in Zoho Recruit – Webinar Recording Available!

      AI is transforming the way recruiters find, engage, and hire top talent. In our latest webinar, we explored how Zoho Recruit’s AI-powered features can help streamline hiring, automate workflows, and improve decision-making. Missed the session? No worries

    • Introducing the FTP task in Deluge

      Hello everyone, We're excited to announce the launch of the FTP task, a powerful addition to Deluge that enables you to effortlessly transfer files between various Zoho apps and your own servers. Unlike the invokeUrl task, which supports various HTTP

    • Custom widgets on Zoho one dashboard

      Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projects

    • Data privacy concerns

      Does Zoho team have access to my data in the database e.g. Balance Sheet, Bank account transactions, Profit & Loss statement etc.

    • Ability to Remove/Change Zoho Creator Admins via Zoho One Interface

      Dear Zoho One Team, Greetings, We would like to request a feature enhancement in Zoho One. Currently, it is not possible to remove or downgrade a user with the Admin role in Zoho Creator from the Zoho One admin interface. Unlike other Zoho apps where

    • Zoho Sheets

      Are they ever going to set up the feature "where I left off" just as you can do in Microsoft Excel online ? For me that is the only feature missing from Zoho sheets other than that I think they are terrific and use them every day. I only occasionally

    • Next Page