Kaizen#75 - Frequently Asked Questions on Client Script

Kaizen#75 - Frequently Asked Questions on Client Script

Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script.

1. Where can you see the list of ZDKs supported by Client Script?
​
The Zoho Development Kit (ZDK) library comprises a rich set of Client and Web APIs that broaden the scope of Zoho Applications. You can utilize them to perform UI operations and trigger REST API calls. 
To view the documentation for ZDK, click the help icon in the Library under Information of the Client Script IDE.



2. Will the CRM API calls triggered from Client Script count into daily API limits?

Yes, every ZDK Web API in Client Script makes an  API call to Zoho CRM and  so every execution of a ZDK Web API affects the API limits.

3. What would be the correct way to set the value of a lookup field via Client Script?

You need to mention the id of the record along with the name when you try to set the value to a lookup field. 

Example:
Consider that there is a lookup field Category and the requirement is that it should be populated based on the Product selected by the user.
  • Battery, Thermostat, and Ignition Switch belong to the category of Electrical Switches.
  • Fuel level sensor, Light sensor, and Airbag sensor belong to the category of Sensors.
i.e. If the user selects the product "Battery", then the lookup field Category should get auto-populated as Electrical Switches.

Here is the code to accomplish this.


if (value.name == 'Airbag sensor' || value.name == 'Light sensor' || value.name == 'Fuel level sensor') {

//Populate value for lookup field Category based on the condition

ZDK.Page.getField('Category').setValue({ "id": "4967860000001049208", "name": "Sensors" });   

    }

else if (value.name == 'Ignition Switch' || value.name == 'Thermostat' || value.name == 'Battery') {

//Populate value for lookup field Category  based on the condition

ZDK.Page.getField('Category').setValue({ "id": "4967860000001049217", "name": "Electrical Switches" });

    }


Here is how the above script works.



4. How do I debug a Client Script in Zoho CRM?

You can use the log() statement to debug the script. The results of the execution of this log() statement will be displayed in the Messages panel of the Run option. Also, information about the execution status, logs, exception messages, and time taken for the execution are also displayed.

For example, consider the following script. It has two log statements. You can view the output of the log statements in the messages panel of Run option.


var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);

var field_obj = ZDK.Page.getField('Phone_Number');

log(field_obj.getValue());

log("Profile name of the user is "+ user.profile.name);

if(user.profile.name != 'Administrator')
{

    field_obj.mask({ character: '*', length: 5, reverse: true });

}



Any CRM Operation performed inside the run mode will get reflected in your Zoho CRM account.

5. Does Client Script support languages other than Javascript?

No. Client Script in Zoho CRM supports only Javascript.

6. Will a Client Script run for all the layouts of the module?

No. Client Script will execute only for the layout specified while configuring the Client Script. If you want the script to run for other layouts or all the layouts of a module, you should create a separate Client Script for each layout. 

7. What is the use of the Terminal section in the Client Script IDE?

You can execute the ZDK APIs instantly in the Terminal section of the Client Script IDE. For example, when you type the below script in the Terminal section and hit enter, you can see the alert message on the screen.


ZDK.Client.showMessage('Welcome to Client Script IDE', { type: 'info' });




8. When should you use onChange Page Event and onChange Field Event?


Field Event - onChange
Page Event - onChange
If you want the script to run only when the specific field is updated, you can use the Field onChange Event.

If you want the script to run whenever any of the fields on that page is updated, you can use the Page onChange Event. 


When you have to write a script for more than one field on the same page, you can use if and switch..case statements.


9. Using Client Script, how do I prevent the record from being saved when the value for a specific field entered is invalid?

To prevent a record from getting saved, you should follow the following steps:
  • You need to use the onSave event type since you want to prevent the record from getting saved.
  • Add "return false;"  statement.
  • Always display the error/alert/message, so that the user will know the why the record is not getting saved.
Example:
Consider that the field quantity should not have a value of less than 100. To accomplish this, you need to create a Client Script with the onSave event type, show an error message, and add a return false statement if the record should not get saved for that particular condition.



//Get the value of the field Quantity of Products 

var qty_field = ZDK.Page.getField("Quantity_of_products");

log(qty_field);

//Invoke the static method by passing the value of Quantity of Products

if(qty_field.getValue() < 100)
{
    qty_field.showError('The minimum value should be 100'); // or

   //  ZDK.Client.showMessage('The minimum value should be 100', { type: 'error' });//or

    //ZDK.Client.showAlert('The minimum value should be 100');//or

    return false;
}


Here is how the above script works.



10. What are all the places where the Client Script can run?
Currently, Client Script can be executed in the following pages of Zoho CRM.
  • Create Page
  • Edit Page
  • Clone Page
  • Detail Page (Canvas)
  • Create Page (Wizard)
  • Edit Page (Wizard)
11. Can Client Script run in Quick Create page?

No, currently Client Script in Zoho CRM cannot be executed in Quick Create Page.

12. Does Client Script support the Detail Page (Standard)? 

Currently, there is no support for the Detail Page (Standard) but it is in our roadmap.
Once this goes live, you will also be able to hide fields.



    • 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

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • Sorting columns in Zoho Projects

      Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,

    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • Zoho CRM Tracking Google Enhanced Conversions

      Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Introducing Keyboard Shortcuts for Zoho CRM

      Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Zoho CRM Formula - Current Time minus Date/Time field

      Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

    • How to create a drop down menu in Zoho Sheets

      I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.

    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

    • open word file in zoho writer desktop version

      "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

    • Next Page