Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script



Hello everyone!

Welcome back to another exciting Kaizen post.
One of the questions we received through your Kaizen feedback was: 

“How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

 In today’s post, let’s walk through how to achieve this with a simple real-world example. 
We have previously explored how to use Blueprint Events in this Kaizen post and how to implement custom validations within a Blueprint in another Kaizen post.
In this Kaizen post, 


In this Kaizen post, 

1. Use Case
        A. Field Update during Blueprint Transition
        B. Prevent Transition
2. Solution
3. Summary
4. Related Links



1. Use Case

Lisa, the CRM Admin at Zylker, wants to enhance the Lead follow-up Blueprint by capturing the reason behind each transition. Before any transition, a popup should prompt the user to enter a comment.

Field Update:
The Description field should act as the comment history for all Blueprint transitions. When a user enters a comment during a transition, the system should append the comment along with the transition name and the user’s name to this field if the comment has more than 25 characters.

Prevent Transition:
If the comment is less than 25 characters, the transition should be prevented.

2. Solution: 

  • To achieve this, you should create a Client Script that runs during the beforeTransition Blueprint event in your Blueprint.
  • The Before Transition event allows you to control what happens just before a Blueprint transition is executed, and this is perfect for tasks like validating inputs or updating fields dynamically.
  • 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.

  1. // Show a popup input asking the user to enter comments
  2. var notes_pop_up = ZDK.Client.getInput(
  3.     [{ type: 'text', label: 'Comments' }], // Input type and label
  4.     'Deal',                                // Title of the popup
  5.     'OK',                                  // Confirm button text
  6.     'Cancel'                               // Cancel button text
  7. );

  8. // Get the "Description" field from the current record
  9. var notes_field = ZDK.Page.getField("Description");

  10. // Check if the input comment length is greater than 25 characters
  11. if (notes_pop_up.length > 25) {

  12.     // If the Blueprint transition is "Gather Details", create a new description with just this comment
  13.     if (transition.name == "Gather Details") {
  14.         var desc = transition.name + "- " + notes_pop_up + ",";
  15.     } 
  16.     // For other transitions, append the new comment to the existing description along with the user name
  17.     else {
  18.         var desc = notes_field.getValue() + " ,\n '" + transition.name + "' - " + notes_pop_up + " - " + $Crm.user.full_name;
  19.     }

  20.     // Fetch the Lead record using the record ID from the page
  21.     var lead = ZDK.Apps.CRM.Leads.fetchById($Page.record_id);

  22.     // Update the Description field of the lead
  23.     lead.Description = desc;

  24.     // Save the updated lead record
  25.     var response = ZDK.Apps.CRM.Leads.updateById(lead, $Page.record_id);

  26. // If comment length is less than or equal to 25 characters, prevent the transition
  27. else {
  28.     ZDK.Client.showAlert("Enter minimum of 25 characters to proceed");
  29.     return false; // Block transition
  30. }

  • To prompt the user for comments during a Blueprint transition, use ZDK.Client.getInput(), which displays a popup input box.
  • The existing value of the Description field can be fetched using ZDK.Page.getField("Description").
  • To retrieve full lead details based on the current record, call ZDK.Apps.CRM.Leads.fetchById() using $Page.record_id.
  • Once the new comment is prepared, update the lead by calling ZDK.Apps.CRM.Leads.updateById().
  • If the entered comment is too short (e.g., under 25 characters), the code displays an alert using ZDK.Client.showAlert() to guide the user.
  • The user’s full name is accessed via $Crm.user.full_name.
  • Finally, return false will stop the Blueprint transition if the number of characters is less than 25.
  • Here is how the Client Script works if the user specifies a description with sufficient length.


  • As you can see in the following gif, if the user enters a short description, the Client Script shows an alert and prevents the Blueprint transition.



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.

3. Summary

A. How can I update fields during a Blueprint transition using Client Script
B. How to prevent Blueprint transition

4. Related Links

Best practices of Client Script 

Happy Client Scripting!

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Kaizen #197: Frequently Asked Questions on GraphQL APIs

                                                            🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.
                                                          • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

                                                            Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
                                                          • Kaizen #193: Creating different fields in Zoho CRM through API

                                                            🎊 Nearing 200th Kaizen Post – We want to hear from you! 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.
                                                          • 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! Commands


                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                            Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                          • Billing Management: #3 Billing Unbilled Charges Periodically

                                                                                                            We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the
                                                                                                          • No bank feeds from First National Bank South Africa since 12 September

                                                                                                            I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect
                                                                                                          • Zoho CRM Calendar | Custom Buttons

                                                                                                            I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
                                                                                                          • Citation Problem

                                                                                                            I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was
                                                                                                          • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                            Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                                                                                          • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                            Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
                                                                                                          • Failing to generate Access and Refresh Token

                                                                                                            Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
                                                                                                          • Power of Automation:: Automate the process of updating project status based on a specific task status.

                                                                                                            Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
                                                                                                          • Zeptomail 136.143.188.150 blocked by SpamCop

                                                                                                            Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150
                                                                                                          • Apply transaction rules to multiple banks

                                                                                                            Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
                                                                                                          • How to bulk update records with Data Enrichment by Zia

                                                                                                            Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?
                                                                                                          • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                                                                                            Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                                                                                          • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                            We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
                                                                                                          • How do I split a large CSV file into smaller parts for import into Zoho?

                                                                                                            Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller
                                                                                                          • Is Zoho Sheet available for Linux ?

                                                                                                            Is Zoho Sheet available for Linux ?
                                                                                                          • Client Script Payload Size Bug

                                                                                                            var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
                                                                                                          • Celebrating Connections with Zoho Desk

                                                                                                            September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
                                                                                                          • Custom Fonts in Zoho CRM Template Builder

                                                                                                            Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                          • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                            Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                          • Messages not displayed from personal LinkedIn profile

                                                                                                            Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                          • lead convert between modules

                                                                                                            Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the
                                                                                                          • Flow Task Limits - How to Monitor, Understand Consumption?

                                                                                                            So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,
                                                                                                          • Cross References Do Not Update Correctly

                                                                                                            I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including
                                                                                                          • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

                                                                                                            Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with an administrator profile can now manage profile-based permissions
                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                          • How to Track and Manage Schedule Changes in Zoho Projects

                                                                                                            Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges
                                                                                                          • Is there a notification API when a new note is addeding

                                                                                                            Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
                                                                                                          • Zoho Sheet - Desktop App or Offline

                                                                                                            Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                          • Collaborate Feature doesn't work

                                                                                                            Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post
                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
                                                                                                          • Edit Permission during and after approval?

                                                                                                            When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?
                                                                                                          • Zoho web and mobile application not workingn

                                                                                                            Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.
                                                                                                          • Introducing the revamped What's New page

                                                                                                            Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                          • Prevent stripping of custom CSS when creating an email template?

                                                                                                            Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
                                                                                                          • Bulk Moving Images into Folders in the Library

                                                                                                            I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing
                                                                                                          • Zoho Campaigns - Why do contacts have owners?

                                                                                                            When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
                                                                                                          • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

                                                                                                            Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted
                                                                                                          • Systematic SPF alignment issues with Zoho subdomains

                                                                                                            Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                                                                                          • Accidentally deleted a meeting recording -- can it be recovered?

                                                                                                            Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?
                                                                                                          • Next Page