Kaizen# 209 - Answering Your Questions | All About Client Script

Kaizen# 209 - Answering Your Questions | All About Client Script


Hello everyone!

 

Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script.

We took the time to discuss with our development team, carefully reviewing all aspects, so we could bring you accurate and complete information firsthand.

Q1: Repeating the same validation code across Create, Edit, List, and Detail views reduces maintainability


Currently, this requirement is under analysis. For now, we suggest you use Static Resources to reduce duplication and improve maintainability.


Q2: A unified screen for writing client-side validation logic would improve efficiency, especially if it supports both validation and CRM data fetching


We are planning to provide a Client Script IDE with a tree structure listing all scripts. This will allow you to access a page’s complete script in a single view without exiting each time. This is part of future enhancements and as of now there is no ETA for this.



Q3: Client Scripts currently do not support access to third-party APIs

API calls can be made using HTTP requests or Connections.
Check out Kaizen#135: Third Party Integration using Client Script to see the implementation and a practical use case.
Also, our new ZRC support, now in early access, provides direct API calls for enhanced control and flexibility.



Q4: Need for deeper UI control in Client Scripts (like modifying metadata CSS and HTML)

Direct modification of CRM page CSS/HTML via Client Script is not possible.



Q5: Canvas actions cannot trigger Blueprint transitions, limiting process automation

Blueprint transitions can now be initiated from Canvas pages. Click here for documentation.



Q6: Lack of functions to retrieve a field’s data type (text, boolean, datetime) limits dynamic handling
This feature is planned for future enhancements.



Q7: The onSave event is missing in Detail Page processing
While the Save action is not available on Detail pages, the onBeforeUpdate() field event can be used to enforce validations post-edit.

 

Q8: onChange does not work on multi-picklists and subforms

The development of onChange support for multi-select picklists  is completed and will get released very soon (in a week). The onCellChange() method is currently available for subforms.


Q9: Currently, there is no way to control or restrict access to the "Record detail page views" dropdown selector in Canvas detail pages based on user profiles or roles.

We are working on addressing this limitation and will keep you updated once the enhancement is available.

 


 

Q10: Why Zoho CRM provides too many ways for client validation? One is through Layout Validation->Setup, Layout Validation-Function, Client Script (ZDK). What is the major difference?

Feature

How It Works

Best For

Validation Rules
(no code)

Define conditions in the setup UI without coding. These checks run when you try to save a record. If conditions fail, the save is blocked and an error message is shownClick here for more details.

Quick, straightforward validations like “Email must contain @domain.com” or “Amount cannot be negative,” especially for admins with no coding knowledge.

Layout rules
(no code)

Define layout rules that adjust the form UI in real-time based on field values. This includes showing/hiding sections, enabling/disabling fields, or making them mandatory. Click here for more details.

Use when the form sections needs to adapt dynamically to the context for pages other than Canvas (e.g., “If Customer Type = Business → Show GST details section”).

Functions (Deluge)

In Functions, you can write a Deluge script that executes server-side. Functions are usually triggered by workflows, buttons, schedules or record actions and can update fields, create related records, call external APIs and so on. Click here for more details.

Ideal for automating complex business logic and integrating with Zoho services or third-party applications.

Client Scripts (ZDK + JavaScript)

Use Zoho Developer Kit (ZDK) APIs with JavaScript to run logic directly in the browser. Triggers include On Load, On Field Change, On Save. You can block record save, fetch CRM/external data instantly, show dynamic messages, or modify field behavior and much more. Click here for more details.

Perfect for advanced, real-time validations and dynamic UI.
Example: Prefill address fields from an API, validate PAN instantly, or disable Save if multiple conditions fail.


In this Kaizen post, we have answered all your questions about Client Script, shared solutions along with relevant help doc links, and highlighted upcoming features and enhancements.  We hope this answers your queries and provides clarity on Client Script usage.

 

Happy Client Scripting!

Idea
Previous Post: Kaizen #208 - Answering your Questions | Functions, AI and Extensions - Advanced Queries using COQL API | Kaizen Directory: Home




    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 #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 this
                                                            • 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 how
                                                            • 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 are
                                                            • Kaizen #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 achieved


                                                            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

                                                                                              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

                                                                                                              • List of packaged components and if they are upgradable

                                                                                                                Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
                                                                                                              • How to track a list of ALL the items that ONE customer bought?

                                                                                                                Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there
                                                                                                              • RouteIQ for Zoho FSM

                                                                                                                Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
                                                                                                              • Export Tickets from the Help Center

                                                                                                                Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration
                                                                                                              • Is it possible to remove filtering options?

                                                                                                                My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any
                                                                                                              • Function #18: Associate invoice templates automatically based on customer language

                                                                                                                For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in
                                                                                                              • Changing field types

                                                                                                                Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks
                                                                                                              • Quote PDF – Header image stopped rendering suddenly

                                                                                                                Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still
                                                                                                              • Changing Default PDF Name

                                                                                                                Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
                                                                                                              • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

                                                                                                                Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables
                                                                                                              • Function #48: Manage fixed installment payments using Zoho Books

                                                                                                                Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
                                                                                                              • Spotlight series #6: The Show app for Android TV has a new look!

                                                                                                                Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve
                                                                                                              • Can’t create alias “Email alias already exists”

                                                                                                                Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind Rega
                                                                                                              • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

                                                                                                                The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.
                                                                                                              • Paging through API results. a major gap in your documentation.

                                                                                                                There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
                                                                                                              • Recurring invoices were generated with old template...

                                                                                                                I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,
                                                                                                              • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

                                                                                                                As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate
                                                                                                              • Tip#47: Estimation planner

                                                                                                                Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the
                                                                                                              • Time Tracking on Iphone doesn't stop

                                                                                                                When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
                                                                                                              • Zoho Sign - Zoho CRM extension upgrade

                                                                                                                Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
                                                                                                              • Group by Owner/ Owner Kanban /Group by Custom Field

                                                                                                                Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option
                                                                                                              • Flow using way too many tasks

                                                                                                                I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken
                                                                                                              • Regarding the integration of Apollo.io with Zoho crm.

                                                                                                                I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
                                                                                                              • Start Workflow from Deluge Script

                                                                                                                I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
                                                                                                              • Saved Sections?

                                                                                                                In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?
                                                                                                              • Marketer's Space: Unable to select a sender address? Here's the fix

                                                                                                                Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.
                                                                                                              • Loading Project Balances in ZOHO Books for each project

                                                                                                                Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from
                                                                                                              • Scale up your writing style with content analysis tool in Knowledge Base

                                                                                                                Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,
                                                                                                              • Zoho Books "Update" Trigger for Zapier?

                                                                                                                Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice
                                                                                                              • How to prevent editing of closed tickets in Zoho Desk?

                                                                                                                I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and
                                                                                                              • Zoho Desk Limitations

                                                                                                                Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
                                                                                                              • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                                                                                                I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                                                                                              • how to undoreconciled transaction

                                                                                                                how to undo reconciled transaction
                                                                                                              • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                                                                                                Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                                                                                              • Change eMail Template for Event-Invitations

                                                                                                                Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
                                                                                                              • Service Title in Service Report Template Builder

                                                                                                                I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
                                                                                                              • Zoho Sign for Zoho Projects

                                                                                                                Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. Extension
                                                                                                              • Deluge Learning Series – Best Practices in Deluge | December 2025

                                                                                                                We’re excited to bring you the next session of the Deluge Learning Series, focused entirely on writing cleaner, faster, and more reliable Deluge code. In this edition, we’ll dive deep into the essential best practices every Deluge developer should follow
                                                                                                              • Associate a Contact to a Campaign using deluge?

                                                                                                                If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think.  I simply want to take a "Contact" and associate it to a "Campaign" using deluge.  Can anyone help? contactId = 5122008000000796037;
                                                                                                              • Add "Groups" above "Users" in the Zoho Forms Left Menu

                                                                                                                Hi, We have Groups but you have to go to a Form and Share or use the Directory App to manage them, please add "Groups" above "Users" in the Zoho Forms Left Menu so you can manage them in 1 place within Zoho Forms too. Thanks Dan
                                                                                                              • Next Page