Restrictions and validations in subforms using Client Script

Restrictions and validations in subforms using Client Script



Hello everyone!

Welcome back to another exciting Kaizen post on Client Script! 

In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario.

" Zylker, a manufacturing company, uses the "Orders" module to place Orders . They fill in a subform called "Product List". Now, the Admin wants to enforce the following restrictions on this subform in detail page:
  • Disable row deletion
  • Prevent cloning and adding rows
  • Make the "Unit Price" field read-only for salespersons "

In this post,
  1. What are Subform event
  2. Possible actions in Subform using Client Script
  3. Use Case
  4. Disable row deletion within the subform
  5. Prevent cloning and addition of rows in subform
  6. Make the "Unit Price" field read-only for salespersons
  7. Summary
  8. Related Links

1.What are Subform Events

Subform events are triggered by user actions, such as adding or deleting rows or updating data in subform. These events allow you to run Client scripts for validation, automation, or dynamic updates. Here is the list of subform events.
  • onCellChange – Triggered when a cell value is changed and the keyboard or mouse focus moves out of the subform cell.
  • onRowAdd – Fires immediately after a new row is added in a subform.
  • onRowDelete – Executes right after a row is deleted from a subform.
  • beforeRowDelete – Invoked before a subform row is deleted; can be used to prevent deletion.
  • beforeRowUpdate – Triggered before a subform row is updated on Detail pages; useful for validations or preventing changes.
Click here to know more about Subform Events.
These events are supported in the following Pages of Zoho CRM
  • Standard - Create/Edit/Clone Pages, Detail page
  • Canvas - Create/Edit/Clone Pages, Detail page
  • Wizard - Create/Edit Pages
2. Possible actions in Subform using Client Script




Click here to view the detailed documentation about the Client Script ZDKs related to Subform.

Notes
 Note :

The setValue() method for a subform row and cell on the Detail Pages will only work when the row is in edit mode.

3. Solution

To accomplish the solution for the use case (stated at the beginning of the post), you need to create the following Client Scripts in detail Page.

3.A. Disable row deletion within the subform

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


Script :

  1. ZDK.Client.showAlert("Deleting rows is not allowed here");
  2. return false
  • This script blocks row deletion and shows an alert message.

  • Here is the syntax of showAlert().


  • You can see that the Client Script Triggers an alert message and prevents the deletion of rows.



3.B. Disable adding and cloning of rows in subform
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script. 
  • Click Next.


Script: 

  1. ZDK.Client.showAlert("Adding and cloning rows is not allowed in this subform")
  2. return false;
  • You can see that the Client Script Triggers an alert message and prevents the addition of a new row. 



3.C. Make the "Unit Price" field read-only for salespersons

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

Script:
  1.   var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);
  2. if (user.profile.name == 'Salesperson') {
  3.     var field_obj = ZDK.Page.getSubform("Product_list").getField('Unit_Price');
  4.     field_obj.setReadOnly(true);
  5. }

  • Here, 
  • $Crm refers to the Client Script Constant.





  • Click here to know more about other ZDKs and functions related to Client Script.
  • Here is how Client Script works.




Summary

1. What are the events available for subforms
2. What are the supported actions in subforms
3. How to make a field read only in a subform for a particular profile
4. How to prevent adding rows to a subform.

Related Links

Idea
Previous Post: Kaizen 185 - Subqueries in COQL AP |  Kaizen Collection: Home


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