Enhancements to Client script?
Hi Zoho CRM,
I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.
Example: Segmenting customers by their Annual Revenue, and I'm attempting to auto update a picklist field named "Segment" directly on the edit page using a Client Script. The issue arises because the user editing the record has read only access to the "Segment" field. This read only permission seems to completely inhibit the script's functionality; it doesn't throw an error but simply fails to execute the update.
I fully understand the importance of permission boundaries. However, in this specific instance, the business logic dictates an internal system update, not a user initiated change. Despite this, the script operates within the user's restricted context, which significantly limits its utility in enterprise workflows.
Therefore, I'd like to propose a feature request to enhance Client Script capabilities:
1. Temporary Elevation of Context: Could Client Scripts be allowed to temporarily elevate their context to system/admin for specific operations, ideally with appropriate safeguards?
2. Server Side Function Trigger: Alternatively, could Client Scripts be enabled to trigger a server side function (similar to how a blueprint or custom button does) to securely and scalably handle updates?
3. Secure Update API: A third option could be an API, such as ZOHO.CRM.API.secureUpdateField(), that explicitly allows the script to update a field even if the user lacks direct edit permissions.
Currently, I'm using workarounds like hidden fields, mirror values, and post save workflows, which are functional but feel overly complex for what should be a straightforward automated rule.
It would be greatly beneficial if Client Scripts could have more robust capabilities, moving beyond just UI decoration to truly streamline complex business logic.
Thank you for your time and for developing tools that we appreciate pushing to their limits.
Cheers,
Tiru
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