Client Script | Update #5 - Supporting Dynamic Lookup Filters, Flyouts, Widgets, List & Detail Page (Standard) and much more!
Hello everyone!
We are immensely delighted to introduce the most-anticipated and enchanting features on Client Script to empower you to fulfill sophisticated functionalities in Zoho CRM, thereby providing a rich experience to your users.
Let us walk through this post with a real time scenario that happens day-to-day in a Manufacturing Industry - Zylker, which manufactures Medical Instruments. Their service agent uses the Orders module of their Zoho CRM to create and manage orders for their customer.
Zylker started using Client Script to implement a process to automate repetitive steps, whenever a new order is created. They maintain their customer contact information in CRM and their shipment information separately in a third party service. They wanted the shipment address details to be fetched and auto-populated based on the value of the field Customer Name.
However, their requirement did not end there. Now, they want more sophistication for a seamless and facile business flow.
Business Case #1 : Pseudo fields
Zylker wants the field Shipment Label to get pre-constructed by combining the values of three inputs, viz. Order Label, Unit, and Batch. However, this should not include the creation of additional custom fields for getting these three inputs.
Introducing getInput() in Client Script!
You can now create pseudo fields in the UI and use them inside Client Script. i.e. Basically like a quick form on demand.
Business Case #2 : Order Guide
The company has multiple warehouses located in different locations. Each warehouse uses different shipment carriers with different charges and timelines for delivery. They want to help the service agent by providing an Intuitive User Interface with necessary information during order creation based on the shipping address.
Introducing Flyouts in Client Script!
Flyouts are floating User Interface that can be spawned and controlled using Client Script. Presently, Widgets can be used to render a flyout. The flyout can run independently and any Client Script can communicate with it. Also, it can be made to wait for user input and transport back the data to the Client Script.
Note: The pseudo fields can be created and used only in Client Script.
Business Case #3 : Contextual record filter in lookup
Zylker wants to list the available instruments in the lookup field "Instrument Name" based on the type of Instrument that a service agent selects in the field "Type". For example, if the service agent selects the Type as "Surgical Instruments", then he should be allowed to choose only instruments of such type in the subform.
Introducing the most - expected Dynamic lookup filters in Client Script!
Dynamic Lookup filters in Client Script enable you to filter the results of a lookup field based on some criteria. Not by just using the field value on that page, You can also filter the results of the lookup with current date/time, logged-in user, or almost anything that you can handle using Client Script.
That's not all.
Note: Multi-select lookup fields also get this support. You can achieve this in Create, Edit, Detail(Standard) and Clone pages.
You can also implement dynamic filters for picklists as well using Client Script.
For example, if the service agent selects the Type as "Surgical Instruments", then the warehouse picklist field will have only three options from the pool of twenty options.
Business Case #4 : Proactive handling of order creation
Zylker receives numerous orders per day. There is a high chance that the selected instrument goes out of stock. Upon clicking the Save button, the requirement is to validate the availability of the medical instrument in the selected warehouse, suggest alternative warehouses, and provide support to choose amongst the feasible warehouses.
Supporting Widgets invocation from Client Script!
Widgets in Zoho CRM are embeddable UI components that you can create on your own. Here, when the user clicks Save, the validation can be triggered using Client Script and the widget shall be displayed accordingly. The Client Script execution context will be paused and the widget will be spawned. The Widget, after completing its purpose can transport the necessary data back to the Client Script, and then the Client Script can continue its execution with the data received from the widget.
List Page Support in Client Scripts
Business Case #5 : Masking and Highlighting data
Zylker allows its contractors to view the list of orders created. They want to mask the contact number of the customers present in the Orders List View. They also want to highlight the records based on some criteria.
Client Script now supports field masking and style highlights in the list view!
You can now mask fields completely or partially in the List Page (Standard) of any standard or custom module in Zoho CRM using the maskField() method in Client Script. Also, you can now highlight the records, columns or fields with different colors and change the text color based on the given criteria.
Business Case #6 : Notification alert for orders overdue
When visiting the Orders List Page, Zylker wants its managers to be alerted whenever there are orders awaiting approval and overdue and provide an option to approve them instantly.
onCustomViewLoad event support for List Page
You can now configure a Client Script to be executed when a custom view gets loaded.
Markdown Support in Alerts and Confirmation Box
You can now display alerts and confirmation box with customized text and highlights using markdowns.
That is not all!
Detail Page (Standard) Support in Client Scripts
We are ecstatic to let you know that the wait is over. Yes! Client Script now supports Detail Page (Standard) as well. You can now use Client Scripts to customize the Detail Page (Standard) with the following events.
- Page Event
- Field Event
- Blueprint Event
- Mandatory Fields Form Event
- Tag Event
Field locking support - Make fields read-only in Detail Page (Standard)
You can now make fields read-only based on any condition using Client Script in Detail Page (Standard). For instance, Whenever you want to stop users from editing the values of the fields Category and Product in the Detail Page (Standard), you can accomplish this using setReadOnly().
Hide/Show fields using Client Script
Have you ever wanted to hide fields based on a specific condition? Well, here is the solution! Fields can now be hidden using Client Script.
For example, if you want to hide the Annual Revenue field of the Accounts module for records having Account Type as Supplier and show the Annual Revenue field for other Account Types, you can use setVisibility().
Note: You can hide fields in Create, Edit, and Clone pages also.
Component support for List Page (Standard)
- getComponent(): You can get the list page components by name.
- setValue(): You can set the component value on the list page. For instance, you can change the custom view to be rendered on demand.
- getValue(): Allows the user to get the component value on the Page.
- getOptions(): Get options available for the specified list page component in a list page.
- setOptions(): Allows the user to set options on a component page.
Other enhancements being offered in Client Script
openURL(): You can open the given URL in a tab or window.
refresh(): You can now perform a soft reload via Client Script for Detail Page (Canvas).
addInfo(): You can now add information for a particular field.
addTooltip(): You can now add additional tooltips while hovering on fields.
getPicklistOptions(): This allows you to get the picklist options as an array.
We hope you would get benefitted immensely. You need not wait longer.
P.S. We will be rolling the above features soon.
Happy coding!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Maadhari M
Nick
Pheranda Nongpiur
Josh
Rakesh Kumar
Sticky Posts
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! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Select CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote
In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix thisNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationCustom Print Button in Page/Stateless Form
[Zoho Creator] Unable to Add Custom Print Button to Page or Stateless Form We need the ability to add a custom print button on a page or stateless form in Zoho Creator to print a templated or formatted output (e.g., appointment confirmation, summary slip).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 thatInvitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityAsk the Experts 21: Power up your support game with Zoho Desk Automation
" In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans runCRM calendar not syncing with Zoho Calendar
The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? ThankAutomating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofPage Variable Not Passed from Report to Form
[Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, whichZoho.eu and U.S. Cloud Act? Can U.S. request Zoho.eu data?
Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information fromClient Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience byIssue with Missing Scope for Creating Service Report via Zoho FSM API
Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE whichFunction #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sMass Print Attachments from Selected Records in Custom Module
Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print theseHaven't used banking function for years and now want to reconcile and clean up my account
I'm in the UK and have been using Zoho Books for my private mental health practice since 2018. Up until recently, I've entered everything manually and not reconciled any items with my bank account. Every year, I run a report for that year and use thatExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andMS Teams Meeting to Zoho CRM
Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can justCreating Layout Rule With Formula Field
By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?Writing SQL Queries - After Comma Auto Suggesting Column
When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? AnyoneUsing the "Like" operator in Custom Formula
HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks MattZoho CRM Two currencies on one record
Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.Combine / merge multiple invoices into master
Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending andFree Webinar Alert! Productivity Hacks that you don't want to miss on June 24
Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take partWeb Clipper cannot save to collections
With the recent update that added collections, i am unable to use the web clipper to save to a collectionSet File Upload fields as mandatory
Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho Isort by name is always z to a
I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?Project Management Bulletin: June, 2025
Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our productsHow to get values from both tables in Join in COQL query in Zoho API
In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. { "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,Agenda For Zoholics Benelux & Nordics 2025
Dear Zoho Benelux community, We are pleased to announce the agenda for Zoholics Benelux & Nordics 2025 on September 23-24 at NBC Congrescentrum in Nieuwegein. The topics of the presentations are: Zoho innovations in the region and worldwide The introductionReport Level Button
Currently I couldn't find a way to add a report level button I think currently we can only add buttons/actions for records, but having record based levels would be really beneficial Usecases Click to import/sync Data from On Prem Systems Click to PerformHow to query Deal "Stage" "Is Open" in Analytics SQL?
How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filterKnowledgeable Image Quality is very poor, any recommendations how to improve this?
Hi All, We are looking at migrating our current knowledge base to Zoho so it can be kept in one location. Our current KB utilises a lot of images to try and make it easier for users and less wordy. Unfortunately, when I upload an image within an article,Desk - CRM Integration: SPAM Contacts (Auto Delete)
SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.CRM notes
I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact. For example, I tasks to work on a Court Order for John Doe divorce account. There might be lots of updates (in the form of notes) that employeesMulti-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA
You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and addingImporting Subform Data is Removed in Zoho Creator 6
Previously It was possible to import Data to the Subform in Creator 5 This basic and mandatory Feature was completely removed from Creator 6 with no Timeline to add support for it How are we supposed to add our data if we want to use Creator? Manually?How do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentNext Page