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 to prevent unwanted changes to notes by specific profiles based on custom criteria. With Client Script, you can enforce rules that control edits based on user profile and deal stage, ensuring critical notes remain accurate and protected. This use case was taken from the context discussed in this post.
In this Kaizen post,
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 to prevent unwanted changes to notes by specific profiles based on custom criteria. With Client Script, you can enforce rules that control edits based on user profile and deal stage, ensuring critical notes remain accurate and protected. This use case was taken from the context discussed in this post.
In this Kaizen post,
- Supported Events for Notes Related List
- Supported ZDKs for Notes Related List
- Use Case
- Solution
- Summary
- Related Links
1. Supported Events for Notes Related List
onBeforeAdd
This event occurs just before a new note is added to the Notes Related List. Use this event to validate the data or modify note content automatically before the note is created.
onBeforeUpdate
This event occurs just before an existing note in the Notes Related List is updated. It allows you to enforce validation or make changes to the note data before the update is saved.
Click here to know more about the supported events.
2. Supported ZDKs for Notes Related List
The following Client Script ZDKs can be used to perform actions in Notes Related List.
Retrieves the current value of a field in Notes Related List.
Sets or updates the value of a field in Notes Related List.
3. Use Case: Stage-Based Notes Lock for Specific User Profiles based on Deal stage
At Zylker, when a Deal is in Proposal/Price Quote, Negotiation/Review, or Closed Won/Closed Lost, a Sales Representative should not edit existing notes. This ensures that critical approval comments, pricing details, and final decisions remain unaltered, maintaining clarity and audit compliance.
Preventing edits ensures critical approval comments, pricing details, and final decisions remain accurate.
4. Solution
- Go to Setup > Developer Hub > Client Script. Click +New Script.
- Specify the details to create a script and click Next.
- Enter the following script and click Save.
- var dealStage = ZDK.Page.getField("Stage").getValue();
- // Stages where notes should not be editable by Sales Reps
- var restrictedStages = [
- "Proposal/Price Quote",
- "Negotiation/Review",
- "Closed Won",
- "Closed Lost"
- ];
- // Get current user profile
- var currentUserProfile = $Crm.user.profile;
- // Profiles allowed to edit notes
- var allowedProfiles = ["Manager", "Admin"];
- // If the stage is restricted and user is not allowed
- if (restrictedStages.includes(dealStage) && !allowedProfiles.includes(currentUserProfile)) {
- // Log original note (optional)
- log("Original Note:", ZDK.Page.getComponent("notes-editor").getValue());
- // Show alert
- ZDK.Client.showAlert("Your profile is *not authorized* to edit notes of a deal in " + dealStage +" stage.");
- // Prevent further action
- return false;
- }
- Define a variable restrictedStages that contains all the deal stages where notes should not be editable.
- Get the current deal stage using ZDK.Page.getField("Stage").getValue(), you fetch the stage of the deal currently being viewed.
- Get the profile of the current user using $Crm.user.profile. This helps you to find out the profile of the person trying to edit the note.
- Create an array allowedProfiles for profiles that are always allowed to edit notes.
- If the deal is in a restricted stage and the current user is not in the allowed profiles, show an alert to the user explaining they cannot edit the note.
- Stop the note from getting saved using return false.
- This way, the script protects important notes from being edited by unauthorized users during critical deal stages.
- Here is how the Client Script works.
5. Summary
In this post we have discussed,
- The Client Script events supported in Notes
- The ZDKs available for use in Notes Related List
- How to prevent a note from being saved with custom criteria
Wishing you a joyful, successful, and inspiring New Year 2026 ! See you next week as we kick off an exciting New Year! 😄
Previous Kaizen post : Kaizen #221: Workflow & Actions Reports APIs | Kaizen Directory
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