Kaizen #111 : Set default values based on Page Layouts using Client Script
Hello everyone!
Welcome back to another interesting Kaizen post.
In this post, let us discuss how to set default values for fields based on different layouts using Client Script.
In this Kaizen post,
- What are Page Layouts?
- Client Script is specific for each layout
- Use Case
- Solution
- Summary
- Related Links
1. What are Page Layouts?
Page layouts in Zoho CRM enables you to manage the organization and display of fields, sections, and associated details on a record's page. These page layouts are instrumental in personalizing the user interface and optimizing the data entry process to align with your organization's unique requirements. You can assign layouts to user profiles based on your business requirements.
2. Client Script is specific for each layout
Whenever you create a Client Script, you should mention the layout for which the Client Script should work. So whenever you want to perform actions specific to a particular layout, you can easily accomplish it using Client Script.
In the image below, you can observe that selecting a layout name is a necessary step for configuring a Client Script.
3. Use Case
Consider that Zylker is a manufacturing Company. The customers include both Wholesalers and Retailers. For this purpose, Zylker has two Page Layouts in a custom module named as Orders. One is the Wholesaler-layout and the other is the Retailer-layout. The Wholesaler-layout is assigned to the wholesaler profile and the Retailer-layout is assigned to the retailer profile.
1. Whenever a customer with retailer profile creates an order, the read-only field Account Type should be auto-populated as Retailer. In the Create page of the Orders module, when the value entered in the field "Number of pieces" is more than 100, then the Payment Method should get populated as Prepaid and should be read-only.
2. Whenever the customer with wholesaler profile creates an order, the read-only field Account Type should be auto-populated as Wholesaler and the Payment Method should be populated as Prepaid and should be read-only.
4. Solution
For a particular module, the number of Client Scripts to be created differs based on
The page for which you want the script to work.
The events that should trigger the script.
The layouts for which you want the script to work.
To accomplish this requirement, you need to create three Client Scripts, one for each layout.
- Client Script for Retailer Layout with onLoad Page event
- Client Script for Retailer Layout with onChange Field event
- Client Script for Wholesaler Layout with onLoad Page event
1. Client Script for Retailer Layout with onLoad Page event
- Go to Setup > Developer Space > Client Script. Click +New Script.
- Specify the details to create a script and click Next.
- Enter the following script and click save.
//To populate default value for Account Type var acc_type = ZDK.Page.getField("Account_Type"); acc_type.setValue("Retailer"); // To make the field "Account Type" read-only acc_type.setReadOnly(true); |
- This script gets executed whenever the Retailer - Layout, Create Page of Orders module gets loaded. The getField ZDK fetches the object details about the field Account Type. The value, Retailer can be populated to this field using setvalue(). You can make Account Type field read-only using setReadOnly().
- Here is how this Client Script works.
2. Client Script for Retailer Layout with onChange Field event
- Go to Setup > Developer Space > Client Script. Click +New Script.
- Specify the details to create a script and click Next.
- Enter the following script and click save.
//To populate Payment Method when the quantity is more than 100 var no_of_pieces = ZDK.Page.getField("Number_of_pieces"); var payment_method = ZDK.Page.getField("Payment_Method"); if (no_of_pieces.getValue() > 100) { payment_method.setValue("Prepaid"); // To make the field "Payment Method" read-only payment_method.setReadOnly(true); } |
- This script gets executed whenever the user enters a value in the Number of Pieces field in the Retailer - Layout's Create Page of Orders module. The getField ZDK fetches the object details about the fields Number of Pieces and Payment Method. The value, Prepaid will be populated to Payment Method using setvalue(), whenever the value entered in the Number of Pieces is more than 100. You can use getvalue() to get the value entered in a field. You can make this field read-only using setReadOnly().
- Here is how this Client Script works.
3. Client Script for Wholesaler Layout with onLoad Page event
- Go to Setup > Developer Space > Client Script. Click +New Script.
- Specify the details to create a script and click Next.
- Enter the following script and click save.
//To populate default value for Account Type var acc_type = ZDK.Page.getField("Account_Type"); acc_type.setValue("Wholesaler"); // To make the fiels "Account Type" read-only acc_type.setReadOnly(true); //To populate default value for Payment Method var payment_method = ZDK.Page.getField("Payment_Method"); payment_method.setValue("Prepaid"); // To make the fiels "Payment Method" read-only payment_method.setReadOnly(true); |
- This script gets executed whenever the Wholesaler - Layout, Create Page of Orders module gets loaded. The getField ZDK fetches the object details about the fields Account Type and Payment Method. The value, Wholesaler and Prepaid can be populated to the corresponding fields using setvalue(). You can make Payment Method field read-only using setReadOnly().
- Here is how this Client Script works.
- Thus using Client Script, you can populate different default values for the same fields located in different page layouts, based on custom conditions.
Note :
Alternatively, you can achieve this using workflow rules. However, if you want instant actions i.e., before updating or saving a record, or if you have exceeded the workflow limit, you can implement this using Client Script.
5. Summary
In this post, we have discussed,
1. Configuring Client Script based on Layout.
2. Choosing the type of Event for a requirement.
3. Using setValue & setReadOnly for the ZDK.Page.getField().
We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions let us know in the comment section.
Click here for more details on Client Script in Zoho CRM.
6. Related Links
Please take a look at our Kaizen collection here.
Cheers!
Previous Kaizen - Kaizen #110 Record Locking APIs in Zoho CRM
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Vigneshwaran K
varun
Anamika Prasanth
Ishwarya SG
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #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 are
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
Ability to re-order Workflow Rules
We really need the ability to re-order workflow rules within departments. Either the ability to drag/drop them into a different order or something.Create an article template
I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/pasteChange of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, RamananZoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23
Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that youUpload ticket attachments via Drag-&-Drop
Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...Can we disable add to cart in Zoho Commerce?
Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. HoweverIntroducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allZoho One account closure vs deactivation
I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksHow to track a contact or customer's past product purchases in Bigin Premiere?
Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, takeLENTITUD EN RECIBIR MAIL
Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.Deactivated Zoho One account can sign in
I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience theyItems should display under specific warehouse
I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. RegardsPartial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisBest practice importing items and matching assemblies
Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, SabineBulk Fill In & Edit PO/Bill/SO/Invoice
Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.Items Below Reorder Point Report?
Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something sCancelled Transfer order problem
Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It alsoCreating a Chart from a Report
In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.Email Insights included in Bigin emals are marked as SPAM everywhere
Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem isData Import | Zoho Analytics Custom Query Window Size
Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.Name changed in settings for mailbox but still not changed when typed in To field
In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If ICannot add my name to my domain name
I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.Establishing new Zoho email account on laptop
Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account withunable to send message reason 550 5.4.6 unusual sending activity
My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detectedhow to add email to existing organization i w
I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?e-mail bloqueado
Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.zoho labels api not working
We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeedDesk DMARC forwarding failure for some senders
I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inboxStreams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?
I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.add zoho account
How to add a zoho mail to previous zoho account? I have twoZoho Desk Mobile App Year-End Roundup - 2025
Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily supportNarrative 17: The role of Zia AI in customer support
Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automateDomain Transaction
I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .Zohomail - The "All Messages" vs "In Box"
Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.error while listing mails
I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.Introducing 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,Where to show Customization Field ?
Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?Zoho Desk 2025 round-up: Key highlights on feature releases
Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web ZiaNext Page