Kaizen# 209 - Answering Your Questions | All About Client Script

Kaizen# 209 - Answering Your Questions | All About Client Script


Hello everyone!

 

Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script.

We took the time to discuss with our development team, carefully reviewing all aspects, so we could bring you accurate and complete information firsthand.

Q1: Repeating the same validation code across Create, Edit, List, and Detail views reduces maintainability


Currently, this requirement is under analysis. For now, we suggest you use Static Resources to reduce duplication and improve maintainability.

Q2: A unified screen for writing client-side validation logic would improve efficiency, especially if it supports both validation and CRM data fetching


We are planning to provide a Client Script IDE with a tree structure listing all scripts. This will allow you to access a page’s complete script in a single view without exiting each time. This is part of future enhancements and as of now there is no ETA for this.


Q3: Client Scripts currently do not support access to third-party APIs

API calls can be made using HTTP requests or Connections.
Check out Kaizen#135: Third Party Integration using Client Script to see the implementation and a practical use case.
Also, our new ZRC support, now in early access, provides direct API calls for enhanced control and flexibility.


Q4: Need for deeper UI control in Client Scripts (like modifying metadata CSS and HTML)

Direct modification of CRM page CSS/HTML via Client Script is not possible.


Q5: Canvas actions cannot trigger Blueprint transitions, limiting process automation

Blueprint transitions can now be initiated from Canvas pages. Click here for documentation.


Q6: Lack of functions to retrieve a field’s data type (text, boolean, datetime) limits dynamic handling
This feature is planned for future enhancements.


Q7: The onSave event is missing in Detail Page processing
While the Save action is not available on Detail pages, the onBeforeUpdate() field event can be used to enforce validations post-edit.
 

Q8: onChange does not work on multi-picklists and subforms

The development of onChange support for multi-select picklists  is completed and will get released very soon (in a week). The onCellChange() method is currently available for subforms.

Q9: Currently, there is no way to control or restrict access to the "Record detail page views" dropdown selector in Canvas detail pages based on user profiles or roles.

We are working on addressing this limitation and will keep you updated once the enhancement is available.

 

 

Q10: Why Zoho CRM provides too many ways for client validation? One is through Layout Validation->Setup, Layout Validation-Function, Client Script (ZDK). What is the major difference?

Feature

How It Works

Best For

Validation Rules
(no code)

Define conditions in the setup UI without coding. These checks run when you try to save a record. If conditions fail, the save is blocked and an error message is shown. Click here for more details.

Quick, straightforward validations like “Email must contain @domain.com” or “Amount cannot be negative,” especially for admins with no coding knowledge.

Layout rules
(no code)

Define layout rules that adjust the form UI in real-time based on field values. This includes showing/hiding sections, enabling/disabling fields, or making them mandatory. Click here for more details.

Use when the form sections needs to adapt dynamically to the context for pages other than Canvas (e.g., “If Customer Type = Business → Show GST details section”).

Functions (Deluge)

In Functions, you can write a Deluge script that executes server-side. Functions are usually triggered by workflows, buttons, schedules or record actions and can update fields, create related records, call external APIs and so on. Click here for more details.

Ideal for automating complex business logic and integrating with Zoho services or third-party applications.

Client Scripts (ZDK + JavaScript)

Use Zoho Developer Kit (ZDK) APIs with JavaScript to run logic directly in the browser. Triggers include On Load, On Field Change, On Save. You can block record save, fetch CRM/external data instantly, show dynamic messages, or modify field behavior and much more. Click here for more details.

Perfect for advanced, real-time validations and dynamic UI.
Example: Prefill address fields from an API, validate PAN instantly, or disable Save if multiple conditions fail.


In this Kaizen post, we have answered all your questions about Client Script, shared solutions along with relevant help doc links, and highlighted upcoming features and enhancements.  We hope this answers your queries and provides clarity on Client Script usage.

 

Happy Client Scripting!

Idea
Previous Post: Kaizen #208 - Answering your Questions | Functions, AI and Extensions - Advanced Queries using COQL API | Kaizen Directory: Home




    • Recent Topics

    • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

      Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

    • Tips & tricks: Make SalesIQ automations work for you

      Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

    • Zoho Analytics & SQL Server - Live connect

      Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Microsoft Teams now available as an online meeting provider

      Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

    • Zoho Projects - Task Owner filter at Project level

      Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

    • How to display Motivator components in Zoho CRM home page ?

      Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

    • Cadences

      I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

    • Zoho Books-Accounting on the Go Series!

      Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Would be really awesome to have Created Time and Modified Time showing for custom functions list

      It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

    • Ticket Export Does Not Include Ticket Threads

      Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

    • Payments made notification

      This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

    • Ability to add VAT to Retainer Invoices

      Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

    • Multi-Page Forms in Zoho Creator!

      Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

    • How to I get checkboxes on a subform to update via deluge

      Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

    • ZOHO DESK link with Power BI

      HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

    • URLs being masked despite disabling tracking

      Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

    • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

      Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

    • Set to Review for all

      We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

    • Dashboard Autorefesh

      Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

    • Alerts for mentions in comments

      We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

    • Deferred/ Unearned revenue

      Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10

    • CRM Related list table in Zoho analytics

      In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

    • Report Hover Setting

      Would be great if we will able to show information to the user while hovering a record in a report.

    • Bigin Android app update: Zoho Books integration

      Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

    • Audit Log enhancements: Increased retention period, better user visibility, and more

      Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the

    • Question Regarding Managing Sale Items in Zoho Books

      Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

    • System flaws and lack of response from Zoho

      I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Next Page