Kaizen #100 - A Special Q & A for Our 100th Post
Hello Everyone!
Today marks a significant milestone – our 100th Kaizen post! We are beyond thrilled to have shared this journey with you! Your engagement, feedback, and support have been pushing us forward. Thank you!
We recently asked you for your feedback on our Kaizen series through this form, and we are so grateful for the thoughtful responses we received. We asked, and you answered! We are excited to share our answers to some of your questions in our 100th Kaizen post.
1. Please add a function to get the API Name of the field that caused the onChange in the page processing. For example, if I want to do an automatic string modification process, I cannot get the field name changed by the user, so I have to do the process for all fields, which is slow. That said, setting it up in "Item Processing" is difficult if there are a lot of items and is not very maintainable.
To get the API Name of the field that cause onChange event in a page, you can simply use the field_name argument.
To get the API Name of the field that cause onChange event in a page, you can simply use the field_name argument.
In Client Script, based on the event that you configure, you can use the appropriate arguments while you code the script. Click here to know the arguments available for various event types.
Now let us execute the above log script for create page of Leads module using the Run component.
In the below gif, you can see that for every field that the user enters data, the log statement will give the api name of the corresponding field updated by the user.
Note:
The field_name argument for onChange Page event is available for Create, Clone, Edit, Create(Wizard), Edit(Wizard), Detail Page(Canvas)
For a scenario where there are requirements for multiple fields present in the same page, let us see how to write a single Client Script efficiently. Check the Best Practices of Client Script documentation for more details.
At Zylker, a manufacturing company, consider that you want to achieve the following using Client Script. In the create page of Orders module, whenever the field Product is Ignition box, Category should get auto-populated as Ignition System. If the Product is Voltmeter then Category should get auto-populated as Gauges and meters.
Whenever the user edits or adds the Phone Number with length less than 10, display an error message near the field. If the field Country is India, the maximum number of digits that the user can enter the field Phone Number should be limited to 10.
Instead of creating 3 separate Client Scripts with field event , you can create a single Client Script with onChange Page event.
You can use the "field_name" argument to check which field was changed by the user.
Here is the Script.
switch (field_name) { case 'Product': var product_name = ZDK.Page.getField('Product').getValue(); var category_field = ZDK.Page.getField('Category'); // requirement - 1 if (['Ignition box', 'Ignition coil', 'Spark plug'].includes(product_name)) { // Populate value for picklist field 'Category' based on the condition category_field.setValue("Ignition system"); ZDK.Page.getField('Number_of_Boxes').setMandatory(true); // requirement - 2 } else if (['Speedometer', 'Odometer', 'Voltmeter','].includes(product_name)) { // Populate value for picklist field 'Category' based on the condition category_field.setValue('Gauges and meters'); } break; case 'Phone_Number': var phone_field = ZDK.Page.getField('Phone_Number'); if (phone_field.getValue().length < 10) { phone_field.showError('Enter a valid phone number'); // requirement - 4 } break; case 'Country': ZDK.Page.getField('Phone_Number').setMaxLength(10); break; case 'Category': if (ZDK.Page.getField('Category').getValue() === 'Ignition system') { ZDK.Page.getField('Number_of_Boxes').setMandatory(true); // requirement - 2 when category is changed in ui } break; } |
In the above script, based on the field updated by the user, execution will happen.
2. I would like to be able to retrieve sub-form records with COQL.
Subform is a data section embedded in the primary form to collect details related to the parent record. It helps in maintaining multiple records under a single parent record. These subform records cannot be fetched via the parent module in the Query API. Since subforms are treated as individual modules, you should state their API names to access their records or fields. Consider a manufacturing company, Zylker, which uses Zoho CRM for effective maintenance of customer relationships. The suggestions and feedback from each of their clients are tracked with the help of a subform called Client Review in the Accounts module.
Consider a manufacturing company, Zylker, which uses Zoho CRM for effective maintenance of customer relationship. The suggestions and feedback of each of their clients is tracked with the help of a subform called Client Review in the Accounts module.
Now the Manager wants to fetch the suggestions from all the Accounts. Let us see how he can achieve this using COQL API.
Step 1: Make a GET Modules metadata API call to get the api_name of the subform.
Step 2: Using the api_name of the subform, make a GET Fields metadata API call to get the api_name of the fields in the subform.
Step 3: Use the api_name of subform and subform fields to construct a query.
{ "select_query": "select Suggestions from Client_Review where Suggestions is not null" } |
Step 4: Use this query in the COQL API.
Request URL: {api-domain}/crm/{version}/coql
Request Method: POST
Scope: To access COQL API, you need to pass two scopes - ZohoCRM.coql.READ and ZohoCRM.modules.all. You can also use ZohoCRM.modules.{module_name}.{operation_type} in the place of ZohoCRM.modules.all.
Request Body :
{ "select_query": "select Suggestions from Client_Review where Suggestions is not null" } |
Using the parent record id, you can fetch the subform records related to a particular Account. Following is the request body to fetch the subform details particular to a parent record,
{ "select_query": "select Suggestions, Feedback from Client_Review where ((Parent_Id=5545974000003933016) and ((Suggestions is not null) and (Feedback is not null)))" } |
This query will fetch all the subform records of the specified record whose Suggestions and Feedback fields are not null as shown below.
3. I want to discuss Subform in Zoho CRM. Can the user filter subform record in Deal or Lead?
We can filter the records that have subform fields in them using COQL. Consider the example of the above manufacturing company, Zylker. The manager wants to fetch the details of those records in the Accounts modules that have Client Review details. This can be achieved by the following COQL query.
{ "select_query":"select Parent_Id.Account_Name from Client_Review where id is not null group by Parent_Id.Account_Name " } |
Response :
In case you missed out our newsletter and announcement and could not fill out the feedback form, it is not too late to do it now. We invite you to take a few minutes, fill out the feedback form and share your queries and thoughts. We will continue to reply to your questions in our upcoming Kaizen posts.
Cheers!
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
SOUNDTEC
Praveen Sankar
Sticky Posts
Kaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #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 achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
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
How to create a two way Sync with CRM Contacts Module?
Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator appHide/Show Subform Fields On User Input
Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Allow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selectedWhere is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsHow to set page defaults in zoho writer?
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the documentDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was postedHow to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is passwordZoho Projects Android app: Integration with Microsoft Intune
Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies throughCant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMapWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youAbout Zoneminder (CCTV) and Zoho People
Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understandIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is convertedHow to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?Unable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the AutomaticallyKaizen #223 - File Manager in CRM Widget Using ZRC Methods
Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helpsSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console
I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google searchTimeline Tracker
Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clickedPrimary / Other Billing Contacts
If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contactsMissing Import Options
Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralizeCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesIs it possible to enforce a single default task for all users in a Zoho Projects ?
In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users[Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026
Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! LearningReply and react to comments
Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrumRestrict Users access to login into CRM?
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able toModule Customisation - Lookup function not available
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.zoho click, and nord VPN
Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line offZoho Calender
a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?Matching ZOHO Payments in Banking
Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out howTeam Gamification
Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientNew Enhancements to Zoho CRM and Zoho Creator Integration
Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control byWork Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.Emails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orAdding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantNext Page