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 #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.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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
No Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I triedEnterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscriptionIssue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, theNeed option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lotzoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshotsCustomize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usabilityReupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyonePrinting Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experienceResume Harvester: New Enhancements for Faster Sourcing
We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we builtI NEED TO NUMBER TO TEXT NO HERE
=NUMBERTEXT NEEEDError: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email aboutIs there any way to send an Excel received by email to Dataprep?
Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the savedBin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, RyanCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardHow to Prevent Users From Skipping LMS Videos in Zoho People
How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable[Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025
We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI SessionAutomate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.Tips for Organizing Workflows and Improving Team Coordination in Zoho
Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything staysPre-fill webforms in Recruit
I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only havePrevent user from viewing all records?
I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) { personID = common.getLoggedInPersonID(); query = "Assigned_Vendor.ID="Zoho Site pages not displaying in iframes
I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.comZoho Inventory as connector in Zoho Creator
Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing somethingSend Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that templateMy go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields
This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanationCRM 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 filesCustom Search using HTM+CSS Snippet
Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input andMass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aZoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submitHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerFree webinar alert on November 19 - Email driven strategies - Master personality based styles
Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userAI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the abilitydue date on cheue
how to handle cheque in zoho books for customers and vendors including due dateZoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access forWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.Next Page