Kaizen #62 - Using field related functions in Client Script

Kaizen #62 - Using field related functions in Client Script

Welcome to another week of Kaizen!
This post is about the Field related functions in Client Script.

Field related functions in Client Script

You can use the ZDK functions to achieve desired actions for various events.

ZDK function
Description
getField
To fetch the field information by api name
getFields
To fetch the list of fields in the Page as an array 
getApiName
To fetch the API name of field
mask
To mask the field value
showError
To show inline error message for an input field
setValue
To set the value for a field
getValue
To get the value of a field
setMandatory
To set the mandatory attribute for the input field
setMaxLength
To set the max length of field input
setReadOnly
To set the read-only attribute of field input

Use Case

ABC is a hardware manufacturing company. Let us consider that you want to achieve the following using Client Script.
  1. In the create page of Order module, whenever the field Product is selected, the field Category
    should get auto-populated based on the following table.    
    Category
    Products
    Ignition system
    Sparking cable, Ignition box, Ignition coil, Spark plug
    Gauges and meters
    Speedometer,Odometer, Voltmeter, Temperature gauge

  2. If the Category is Ignition System, the field Number of Boxes should be mandatory.
  3. If the field Country is India, the maximum number of digits that the user can enter in the field Phone Number should be limited to 10. 
  4. Whenever the user edits or adds the Phone Number with length less than 10, display an error message near the field. 
  5. The last five digits of the Phone Number field value should be masked for all profiles except the Administrator.
Solution using Client Script
The requirements 1-4 are for the create page of Orders module. The 5th requirement is on the detail page of the module Orders. So create two scripts as follows.
  • Client script for create page (requirements 1-4)
  • Client script for detail page (requirement 5).
1. Client Script for create page (covers requirements 1-4)
  • 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.

 switch (field_name) {
    case 'Product':
        var product_name = ZDK.Page.getField('Product').getValue();
        var category_field = ZDK.Page.getField('Category');
        // requirement - 1
        if (['Sparking cable', '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', 'Temperature gauge'].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;

}

  • Here is how the client Script works,


2. Client Script for detail(canvas) page (covers requirement 5)
  • 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.

  var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);
  if (user.profile.name !== 'Administrator') {
    ZDK.Page.getField('Phone_Number').mask({ character: '*', length: 5, reverse: true });
  }



Note: $Crm is a constant supported by Client Script, using which you can get the org related information and use it in your script. 

  • You can see that the Phone Number is partially masked when you view the order canvas page as a Standard User.

  • You can see that the Phone Number is not masked when you view the order canvas page as an Administrator.


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.
Cheers!


Previous Kaizen post: Composite API

    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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

                                                                                                  • Você já viu os cursos do Zoho Mind?

                                                                                                    Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais

                                                                                                  • Como gerar gatilhos para pagamento de impostos no Zoho Books?

                                                                                                    Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir

                                                                                                  • Subform Time field to string.

                                                                                                    Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture

                                                                                                  • workflow for bounced email gets triggered, but email is status = opened

                                                                                                    Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

                                                                                                  • Data export

                                                                                                    I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please

                                                                                                  • Adjusting Physical Inventory

                                                                                                    Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

                                                                                                  • Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing

                                                                                                    Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes

                                                                                                  • Grouping payments to match deposits

                                                                                                    Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

                                                                                                  • Employees can not add some expenses suddenly

                                                                                                    Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

                                                                                                  • Zoho email setup in office365

                                                                                                    When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

                                                                                                  • iOS 10: Caller ID new feature?

                                                                                                    Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?

                                                                                                  • Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

                                                                                                    I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from

                                                                                                  • Bank reconciliation. Match Transaction -filter

                                                                                                    When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date?  As an example, I would like the date to be +- 3 days, Thanks.

                                                                                                  • Added new staff but does not appear in other organization list

                                                                                                    Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager

                                                                                                  • Integrating Calendly with Zoho Calendar in Zoho Mail

                                                                                                    I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

                                                                                                  • Map fields from module X to a lookup field in subform in module Y

                                                                                                    Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another

                                                                                                  • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

                                                                                                    Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

                                                                                                  • how to create a new line in string in Client Script?

                                                                                                    I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");

                                                                                                  • Surely it's time Inline editing from views

                                                                                                    I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

                                                                                                  • Multi branding issue with sender addresses

                                                                                                    Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations

                                                                                                  • How to Replace an Assessment in a Job Opening on Zoho Recruit

                                                                                                    Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

                                                                                                  • Is there API Doc for Zoho Survey?

                                                                                                    Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

                                                                                                  • Email Campaigns overview page is missing SENT DATE and # people sent to!

                                                                                                    I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss

                                                                                                  • SEO recommendation of H1 tag for website tittle

                                                                                                    The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

                                                                                                  • How to choose other payment methodes than creditcards

                                                                                                    We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

                                                                                                  • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

                                                                                                    Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

                                                                                                  • How to call a Creator function which is in a different Creator application?

                                                                                                    How to call a Creator function which is in a different Creator application?

                                                                                                  • Can the code in my "Successful form submission" WF be invoked from a function?

                                                                                                    Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve

                                                                                                  • Kaizen #169 - Serialization and Schema Management in Queries

                                                                                                    Hello everyone! Welcome back to another post in the Kaizen series! In Kaizen #166, we discussed handling Variables in Queries and associating the query in Kiosk. This week, we will discuss Serialization and Schema management in Queries. Business Scenario

                                                                                                  • Introducing Keyboard Shortcuts for Zoho CRM

                                                                                                    Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

                                                                                                  • Feature Request: Notebooks within notebooks (Tree-like structure)

                                                                                                    Dear Zoho! I already migrated all my stuff from Google Keep, Im really fond of Zoho Notebook so far. One thing that could make the service much more powerful is multi-level notebooks (or tree like structure). For example, entering into Notebook named

                                                                                                  • Can't get authorization for Sandbox environment using the self client

                                                                                                    Hello, After creating a self client, and following the client-credentials method (as it's not optimat to manually generate a code for every 10 minutes), after inputting the sandbox org id for SOID parameter, im getting the error: "error": "no_org". For

                                                                                                  • Create landing pages from Zoho Marketing Plus

                                                                                                    Hey everyone, Over the last few months, we've introduced various features and enhancements to bolster the marketing capabilities of Zoho Marketing Plus and make it simpler for everyone. To that end, we're excited to announce that Zoho LandingPage is now

                                                                                                  • Custom service report or Zoho forms integration

                                                                                                    Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

                                                                                                  • Email tracking subdomain

                                                                                                    The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about

                                                                                                  • Chart View group X-axis values above a value

                                                                                                    I have a data set with X values ranging from 0 up to 300-400, the Y values are an AVG of the values for the given X. I am interested in the values at the low end of the scale, say 0-10 and want the X values 10 and greater to be grouped into a single category

                                                                                                  • How do I get the Text Account name instead of the Reference number?

                                                                                                    Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding

                                                                                                  • Custom API - Need to create a string return value, not only MAP

                                                                                                    @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

                                                                                                  • missing video-urgent

                                                                                                    hi..I have a problem regarding zoho meeting. I already record almost 2hrs for my interview session. After end my session, i'm stop the recording. Its happened when i didn't received any meeting recording at my email.But i received recording 7minutes after

                                                                                                  • Duplicate New Ticket Emails

                                                                                                    I am getting two Ticket emails when a ticket is created. The first one goes to me as the Admin helpdesk@ And because I am an Agent as well it also send to helpdesk@, support1@ and support2@ Is there any way to stop this?

                                                                                                  • Next Page