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.



    • Recent Topics

    • The year that was at Zoho Calendar 2023- Part 1

      Hello, amazing community members! Happy new year from all of us here at Zoho Calendar. As we begin the new year, we'd like to thank each and everyone of our community members for your unwavering support and love that you have shown for Zoho Calendar.

    • Zoho Calendar 2024: A Year in Review

      Hello, community members! Happy new year from all of us here at Zoho Calendar. As we turn the page to a new year, we extend our heartfelt gratitude to every member of our Zoho Calendar community for your continued support and enthusiasm. Your feedback

    • Zoho Calendar not syncing correctly with personal Google Calendar

      Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • Zeptomail API error 500 internal server error

      Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

    • Waiting multiple days to buy credits, causing my website to suffer

      So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits before

    • Follow up

      Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.

    • What's new in TransMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new features

    • June 2021 in TransMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. If you're doing less than fine, we truly hope that things only get better for you.  We've had a few updates in the past month

    • TransMail has a new name—ZeptoMail!

      Tried navigating to TransMail's community forum but see a different name now? That's because TransMail has a new name. TransMail is now ZeptoMail! As we’ve grown from an internal service used mainly by other Zoho products to an up-and-coming competitor

    • July 2021 in ZeptoMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well.  We've had a few updates in the past month in ZeptoMail—some new features and some important announcements. Take look at what

    • Send Email From the ZeptoMail BY API

      What is Zeptomail:- Transactional email service with reliable and fast delivery How we can Create a Connection for Zeptomail in Zoho CRM Go to the Setup Click on Connection Enter Connection Details:- Generate Consumer Key & Consumer Secret Using Zoho

    • Customer email on Opencart 3

      When I place an order, 2 emails are sent: 1) administrator 2) to the user The administrator receives a beautiful letter, but the user receives a damaged letter (see screenshot). What could be the problem?

    • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of

    • [Announcement] Insert image from URL changes in Zoho Writer

      Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

    • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring

    • [Webinar] Simplifying document workflows in financial services with Zoho Writer

      Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Writer sing up problom

      Zoho writer sing up prolom face

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Unable to copy into a new document

      Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • [Webinar] Zoho Writer for the manufacturing industry

      Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar

    • [Webinar] Live demos and user Q&A with Zoho Writer product experts

      Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

    • [Webinar] Zoho Writer for SCM and logistics

      Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed

    • Automate insurance document workflows with Zoho Writer

      Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,

    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

    • Zoho Writer's built-in citation and bibliography generator

      Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the future

    • Single and group checkboxes in Zoho Writer's fillable forms

      Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: Single

    • Collaborate efficiently with Zoho Writer's track changes feature

      Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, each

    • Zoho Writer's WordPress extensions

      Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

    • Time-saving table hacks

      Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.

    • Automating document approval and signing with Zoho Writer and Zoho Sign

      Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person

    • Customization hacks in Zoho Writer - Part 2

      Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creating

    • Simplify your tax calculations with Zoho Writer

      Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate income

    • Enhance document navigation with headings and TOC

      Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents

    • Use and download in PDF format of Zoho wirter Merge template using deluge

      Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interface

    • Customization hacks in Zoho Writer - Part 3

      Hello everyone, Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. Sender email address in mail merge

    • Daytime saving timezones messing up writer pdf

      Hi, I need help for something I can't figure out. I created a Form to collect data and it is set up with my current Daylight Saving Time (GMT-3). This form is used to generate a contract (pdf Writer) with dates from an event that is being held in 4 months

    • Issue with locked content in Writer

      Hi, I have seen the documentation which outlines how to lock specific content within a Writer document so that it can't be modified by collaborators, but I have come across an issue. When the editor locks a paragraph for example, then a collaborator can't

    • Next Page