Kaizen #152 - Client Script Support for the new Canvas Record Forms

Kaizen #152 - Client Script Support for the new Canvas Record Forms




Hello everyone!

 Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages?  Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved using Client Scripts support for Canvas Record Forms.

Welcome back to another interesting Kaizen post!  In this post, we can discuss Client Script Support for the new Canvas Record Form. 

In this kaizen post,

1. What is a Canvas Record Form? 
2. Client Script Events for the Canvas record forms
3. Supported ZDKs
4. Use Case 
5. Solution
6. Summary
7. Related Links

1. What is a Canvas Record Form?

Canvas Support for Create, Edit, and Clone Pages is referred to as Canvas Record Forms. With the advent of Canvas Record Forms, you can customize fields and sections of your form and ensure that every interaction with your CRM is efficient. It shifts the paradigm from simple data management to creating a more engaging, intuitive CRM experience. Click here for more details about Canvas Record Forms. Client Script support for these Canvas Record Forms unlocks new customizations like scrolling to a particular section automatically when a product category is selected, display a custom message when an icon or image is clicked, show a flyout or a pop up when a button is clicked in Create/Edit and Clone Pages.

2. Client Script Events available for the record forms

  • Mandatory Fields Form 
  • Canvas button
  • Icon 
  • Text
  • Page
  • Field
Click here for more details on Client Script Events.

3. Supported ZDKs

In addition to the ZDKs available for the Create/Edit/Clone (Standard) Pages, the following list of additional methods can also be used in Create/Clone and Edit(Canvas) Pages .
  • scrollTo() - Make the page scroll to a particular element.
  • highlight() - Highlight an element.
  • setVisibility() - Hide or show an element.
  • addToolTip() - Add tool tip to an element.
  • removeToolTip() - Remove tool tip for an element.
  • addStyle() - Add styles to an element.
  • freeze() - Freeze a particular element.
  • setReadOnly() - Make an element read-only
  • setContent() - Add content to the text element.
  • setImage() - Add an image.
  • setActive() - Make an element active.
For more details about these ZDKs, click here.

4. Use Case

Consider Zylker, a manufacturing organization. Their service agents use the Orders module of their CRM to create and manage orders for their customers. They have used the latest Canvas Record Form view for their Create Page as shown below.



Below are their requirements.

A. When the checkbox "Is shipping address same as billing address?" is checked, the Shipping Address section should not be visible.
B. When the user clicks the "Add Dental Products" button, a pop-up should appear showing the Dental Instruments available in the Products module, and the instrument details selected in this pop-up should get inserted as rows in the sub-form.

5. Solution

To accomplish the above requirements on the Create Page(Canvas),  you need to create the following two Client Scripts.

A. Client Script with field event on field "Is shipping address same as billing address?"

  • 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.
  1. let elem = ZDK.UI.getElementByID('shipping_address');
  2. if (value==true)
  3. {
  4. elem.setVisibility(false);
  5. }

  7. else 
  8. {
  9. elem.setVisibility(true);
  10. }

  • In the above script, "value" will hold the boolean value which hold the user selection of the check box "is-shipping_same_billing". If it is true, then using setVisibility() you can hide the shipping address section. To fetch the ID of the Shipping Address section, you can use ZDK.UI.getElementByID().
  • Here is how the Client Script works.



  • When the user marks "Is shipping address same as billing address" true, you can see that the "Shipping Address" section disappears. 
B. Client Script with button event on canvas button "Add Dental Products"

  • 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.

  1. let products_list = ZDK.Page.getField('Product_List').getValue();
  2. log(products_list);
  3. if (products_list.length === 1) { // Clear subform if empty row
  4.     !Object.values(products_list[0]).every(value => !!value) && products_list.pop();
  5. }
  6. // Open widget with product category & max. allowed rows based on existing subform data
  7. let selected_products = ZDK.Client.openPopup({
  8.     api_name: 'Choose_Products', type: 'widget', header: 'Choose Products', animation_type: 1, height: '570px', width: '1359px', left: '280px'
  9. }, {
  10.     product_category: "Dental Instruments", max_rows: 25 - products_list.length
  11. });

  13. log("products selected from widget: ", selected_products);

  15. // Update Selected Products from the widget Popup 
  16. if (selected_products.length) {
  17.     
  18.     selected_products.forEach(product => {
  19.         products_list.push({ Product_Name1: { id: product.id, name: product.Product_Name }, Quantity_of_Products: 1, Unit_Price1: product.Unit_Price });
  20.     });
  21.     console.log(products_list);
  22.    ZDK.Page.getField('Product_List').setValue(products_list);
  23. }

  • Whenever the button "Add Dental Products" is clicked, you can open a widget as a pop up using ZDK.Client.openPopup(). The details of user selection in the widget will be fetched in the "selected products" variable. You can iterate and create a list to be populated to the Dental Instruments Section. Then this list of values can be populated with the help of setValue().
  • Here is how the Client Script works.



  • When the user clicks the "Add Dental Products" button, a widget of button type that shows the list of Instruments appears. This gets displayed by the Canvas Button event of Create Page (Canvas) and the selected records get inserted in the Dental Instruments subform.
  • Here, using Client Script, you can instantly add all selected products with a single click, eliminating the need to repeatedly click the "+ Add row" button for each product.

6. Summary

In this post, we have discussed,
  • How to hide a section dynamically using Client Script.
  • How to open a Widget , fetch the content and populate it to a Canvas page.

7. Related Links




Previous Post: Kaizen #151 - Leveraging ZDK CLI with VCS   |     Kaizen Collection: Home


    • Sticky Posts

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • 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.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Recent Topics

    • Is it possible to pull the Zoho desk data into Zoho analytics in real time

      Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

    • How to set value of dropdown field to variable

      For the life of me, I can't figure out why the following code won't set input.status to the previousSelection. Steps to reproduce: 1. Click input.complete 2. input.status dropdown updates from '1-Backlog' to '4-Done' 3. Click input.complete again to deselect

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • [WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration

      Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in

    • Less clicks, more connection – the usability edge of Zoho Desk

      Imagine joining a new workplace, eager to prove your skills, partner with peers, learn new tools, and build a strong foundation for your career. The standards you've set could drive pressure into your head. You now discover the organization is using Zoho

    • Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

      Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders.  How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or

    • Why Format section gets disabled when we create Merge Template over PDF

      I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

    • Whatsapp Integration on Zoho Campaign

      Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

    • How to calculate separate totals for Product Line Items filtered by category in Quotes?

      Hello! I'm working with Quotes in Zoho CRM and need help calculating conditional totals for line items. Current setup: I have two tables in my Quote template (Zoho Writer), both displaying Quoted Line Items Table 1 (top): Shows all products where Product

    • Zoho Desk API Documentation missing a required field

      We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

    • Fetch Subform values through a lookup of a lookup

      Hi, I'm having an issue fetching the values of a subform through a lookup field through another lookup field. The code works perfectly to show me the subform row ID, but the second I try to get any readable data, it says "Error occurred. Please contact

    • Turn Decision Box to a button

      Dear all, I need your help on CSS to turn a Decision Box to a Button. I have a Decision Box like: Turn on/off to refresh the information. (on User Input, either True or False, will refresh the information) Now I want to simulate to treat it like a Refresh

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Stock Count

      The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

    • Send Whatsapp message from Whatsapp template with custom variables

      Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

    • Integrating with My Own Application and ZOHO CRM Simultaneously

      I have my own WhatsApp bot that uses my WhatsApp business account. I want to use the same phone number to integrate with ZOHO as well. What is the recommended way to do that? Should I integrate my application with ZOHO, forwarding messages whenever the

    • Account for Cryptocurrency Holdings in Zoho Books/Custom Currencies?

      Hello, I've recently started using Zoho to run my small business and I've really been enjoying all of its features. However, I've been struggling to find a way to account for cryptocurrencies in Zoho Books. My company mines a Cryptocurrency token called

    • Transferring CRM Attachments to Workdrive

      relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",

    • New Customization options in the module builder: Quick Create and Detail view

      Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com

    • SMTP email sending problem

      Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • No chat option

      Chat option is not supported.

    • Direct “Add to Google Calendar” Option in Zoho Meeting

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to

    • 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.

    • unable to send message reason 554 5.1.8 Email outgoing blocked

      unable to send message reason 554 5.1.8 Email outgoing blocked

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Should I Use DMARC?

      When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

      Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {

    • How to move emails to Shared Mailbox?

      Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

    • Collaboration with free plan user.

      Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?

    • Connection to other user

      Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.

    • Analytics Portal

      I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

    • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

      In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our

    • Zoho Books API invoice email bouncing with 'relaying-issues' error

      I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,

    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

    • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

      We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates

    • Next Page