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

    • What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

      Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing

    • Beyond Email: #4 Note taking done right with Notes

      With her favorite links now saved in Bookmarks, Sarah is feeling even more at home in Zoho Mail. As her day fills up with meetings and project discussions, she often finds herself scribbling quick ideas and reminders—only to lose track of them later.

    • When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

      When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store

    • Generate Unique Customer ID for Each for All Contacts

      Generate Unique Customer ID for Each for All Contacts

    • Bookings to Books automation using Flow

      I'm using Zoho Flow to automate a process between Bookings and Books. When someone uses Bookings to schedule time with me I use Flow to automatically add the person as a customer in books, then create a Quote in Books for the type of consultation they

    • Different Canvas for Different account type

      I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?

    • IMAP sync issues in Zoho CRM

      We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.

    • Reporting tags for custom modules

      Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo

    • Can't pass Dates and use date filtered Charts in Pages?

      I don't mess with pages very much, but I'm trying to build a dashboard. I have a search element and several charts that need to be filtered. I also have a stateless form for a start/end date picker I am trying to use to filter data for the charts. Here

    • ZOHO FSM Trial - Assets

      Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • Sending Email with Attachment (PDF, Excel file)

      Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and

    • Based on the Assign To time task want to trigger also reminder for the task still move form fresh lead

      If the leads is assigned To 1 am to 10.55 am task want to create 11am Then reminder want to go the person at 4pm If lead status not moved from fresh lead. From next on wards Reminder want to go 11 Am and 4pm Every day still the person moved to fresh lead

    • Emails Not Sending

      This has happened before. I contacted Zoho and it seemed to work, but now my emails are not sending or taking a long time to send and half the time attachments don't attach. It just keeps saying Sending... and I have to keep clicking it to make it send.

    • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

      Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

    • WhatsApp pricing changes: Pay per message starting July 1, 2025

      Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform

    • Create a button that converts Sales Order into a Custom Module

      I am looking for a way of creating a button on Sales Orders that would automatically create a record in a custom module I have created called Contracts. The custom destination module "Contracts"  has the following fields that I would need to populate [Contracts Name] populate with SalesOrderID [Account Name] populate with related Account Name [Contract Start Date] populate with the date that the record was created Could someone help or point me in the right direction? Thanks

    • Remove all of the junk data that comes with the trial

      How would I go about removing all of the junk data that comes with the trial of zoho crm?

    • Video Interview Feature

      Please add a text option as well while sending invitations to candidates for video interviews, candidates are missing out on the email. They are more convenient in text and it really helps Hope you would understand, thanks

    • Singapore DBS Bank

      Is there any schedule corresponding to DBS of Singapore? 

    • Including Contact and Account Information in Zoho Projects.

      In Zoho Projects I have created a custom layout which already includes a 'Client Information' section. The 'Client Information' section already includes integrated fields (integrated with CRM) for various account and contact details. Here's what I want

    • Unable to Download CRM Contact Data: WorkDrive Integration Issues

      ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

    • App Spotlight : PagerDuty for Zoho Cliq

      App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

    • Campaigns going to spam folder, how to build so that it goes to inbox

      Hello, New to campaigns, now have it functioning correctly. In my test group of 10 email addresses 100% of the emails went to spam/junk folder and/or were blocked/captured by spam filters. What is the process to building a message or format that does

    • Integrate QuickBooks with Bigin and streamline your sales and accounting!

      If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

    • When a ticket is merged, the merged ticket's link should redirect to the remaining ticket.

      Zoho Desk deletes merged tickets. Which is not ideal. The issue is if you have a link bookmarked, or even in your inbox from a ticket that was merged, when you visit you receive an error because merging tickets actually deletes the ticket that was merged.

    • Pass data from a Zoho Desk ticket to a Zoho Form as pre-fill data?

      Hello, I'm trying to pre-fill a Zoho form with client data based on the Zoho Desk ticket data that would be associated. Work flow i'm trying to create: 1. Ticket created for a sales order 2. order requires a site survey 3. link inside ticket links to

    • Goods total weight in Sales Orders

      Hello everyone, We want to automatically calculate the total weight in Sales Orders based on the weight data specified in the Items. Could you please suggest the simplest way to achieve this in Zoho Inventory? I would greatly appreciate any advice and

    • Problem with pagination in Zoho Inventory API

      Hello, I'm having an issue with the  Zoho Inventory API when I try to use the pagination. When I send a request to https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=1&per_page=50, I get back 200 items. And when I send the same request for the second page, https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXX&organization_id=YYYYYY&page=2&per_page=50 I'm getting back the same 200 items I get with the first request.  So I think neither the page parameter

    • Can a user be assigned to an Account based on email domain?

      Hi ZohoDesk, If I have a customer Account already configured is there any way I can use a domain matching rule to assign a new user to the correct account when logging a ticket by email? Many thanks Rich

    • Can't track conversions using GTM

      We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

    • WhatsApp Message Pricing Changes (Effective July 1, 2025)

      Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve broken

    • Parent-Child Tickets using API or Deluge

      Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

    • CC from mail client to Zoho CRM

      Hi,  Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record?  Thanks

    • Department e-mail signatures

      Hello everyone, We're just in the process of evaluating various help desk software alternatives and Zoho is looking pretty good to us at the moment. Our set up is a bit strange and I was wondering if this is possible. We have one tech who looks after

    • How can I hide "My Requests" and "Marketplace" icon from the side menu

      Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Include Audio in Zoho Assist Session Recordings

      Hello Zoho Assist Team, We hope you're doing well. We’d like to formally submit a feature request regarding session recordings in Zoho Assist. 🎯 Current Limitation When conducting a Zoho Assist session that includes voice and/or video chatting, the recording

    • Next Page