クライアントスクリプト 新規作成を禁止する

■概要

あまりニーズはないと思いますが、、、、Zoho CRM 程度作り込んで来ると「このカスタムタブのレコードは商談から Deluge でコピーしたものだけにしたい」と言う場面になりました。

レコードの新規作成は制御できない様でしたが、保存ボタンはクライアントスクリプトで無効化できることがわかりました。これを使って新規作成したレコード（各項目には何も値が入っていないレコード）保存できない方法をご紹介します。

出典：

ZOHO CRM Client Script Disable Save Button

https://help.zoho.com/portal/en/community/topic/zoho-crm-client-script-disable-save-button

【保存、下書きボタンを無効化】

1）カスタムタブに真偽値で「新規作成フラグ」項目を作成します。

　　アクセス権を管理者以外は「表示のみ」にします。

　　API 名を flgCreateNew に設定します。（なんでも良いです）

　
2）クライアントスクリプト onLoad にスクリプトを記載します。

　　　設定するタブの「作成ページ（標準）」、「ページの処理」、「onLaod」

　　

　　

■動作結果

　ボタンがグレーアウトされ保存できず、キャンセルするしかない状態になりました。

• Topic Participants

• Yutaka SHIMIZU

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