Kaizen #70 - Client Script Support for Wizards
Hello everyone!
Welcome back to another interesting Kaizen post. In this post, we can discuss the recently added Client Script Support for Wizards.
What is a Wizard?
A Wizard in Zoho CRM helps you divide a long form into a series of screens. You can also have dynamic changes to your forms based on the input in Wizard using Conditional Rules in Wizard. This type of step-wise approach reduces the chances of erroneous data entry, as the partially completed form can be saved as a draft and submitted later.
What is Client Script?
Client Script gives you a seamless platform for achieving and extending your business cases in Zoho CRM by allowing Java Script code execution in your browser. To know more about the feautres of Client Script, click here.
Need for Client Script in Wizards
Client Script support for Wizard enables you to customize and extend your business cases with respect to Wizards, beyond Conditional Rules.
For example,
- Auto-populate field data while creating or editing a record using Wizard.
- Apply advanced formula computation to the fields in a Wizard.
- Achieve field validation, auto-correction, and data enrichment in Wizard.
- Display custom error messages for a specific set of users or fields in a Wizard.
Events for Wizards in Client Script
You can trigger a Client Script using the Events available for create/edit pages of Wizard.
- whenever a wizard loads - onLoad Wizard Event
- when you click on the save button in a Wizard - onBeforeSave Wizard Event
- when you navigate from one screen to another - onTransition Wizard Event
- before navigating from one screen to another screen - onBeforeTransition Wizard Event
- when you update any of the fields - onChange Wizard Event
- when you update a specific field - onChange Field Event.
ZDK Client Function | Description |
setVisibility() | Show or Hide a button or text component of a Wizard |
setContent(value) | Set text content for the text element. |
getElementByID(element_id) | Get the UIElement object. |
transitionTo(api_name) | Makes the transition to the specified screen |
getComponent(record-create-wizard) | To fetch the component details like screen information of a Wizard. record-create-wizard - is the default value of the Wizard component name. |
Note
Apart from these functions, you can use all the other ZDK functions which are not tagged as canvas.
Use Case
Med-X is a Health Care Company that uses Zoho CRM. For order creation, let us consider that there is an existing Wizard with three screens. The first screen has the product details, the second screen consists of fields related to payment using credit/debit card and the third screen consists of the address fields. The company wants to achieve the following validations and requirements using Client Script in both create and edit pages of the Wizard in Orders module.
1. The minimum quantity for the Category - Masks is 1000. If the user enters a lesser value, display the error message " Minimum quantity should be 1000". The minimum quantity for the Category Surgical Instruments is 100. If the user enters a lesser value, display the error message " Minimum quantity should be 100".
2. If the field Is shipping address same as billing address? is true , then copy and populate the Shipping Address value in the field Billing Address.
3. If the payment method in screen 1 is selected as Credit/Debit card in screen 3, then the Wizard should transit to screen 2.
4. If the country selected in the field Select the Country is India then display the below text,
Your order will be shipped using the FedEx courier service. Track your order using the link https://www.fedex.com/en-us/home.html.
If the country selected is the US, then display the below message,
Your order will be shipped using the Blue Dart courier service. Track your order using this link https://www.bluedart.com/tracking.
Solution using Client Script
The requirements are for create and edit pages of the Orders Wizard. So create two scripts as follows.
- Client Script for Create Page (Wizard)
- Client Script for Edit Page (Wizard)
1. Client script for Create Page (Wizard)
- Go to Setup > Developer Space > Client Script. Click +New Script.
- Specify the details to create a script and click Next.
- The Client Script should run as and when the fields are updated with values. So create a Client Script with Wizard Event Type and onChange Event.
- Enter the following script and click Save.
switch (field_name) { case 'Quantity': var qty = ZDK.Page.getField("Quantity"); if ((ZDK.Page.getField("Choose_the_category").getValue() == "Surgical Instruments") && (qty.getValue() < 100)) { qty.showError("Minimum order quanity should be 100 pieces"); } else if ((ZDK.Page.getField("Choose_the_category").getValue() == "Masks") && (qty.getValue() < 1000)){ qty.showError("Minimum order quanity should be 1000 pieces"); } break; case 'Is_the_shipping_address_same_as_thbilling_address': var billAdd = ZDK.Page.getField("Billing_Address"); var shipAdd = ZDK.Page.getField("Shipping_Address"); shipAdd.setValue(billAdd.getValue()); break; case 'Payment_Method': var payment = ZDK.Page.getField("Payment_Method"); if (payment.getValue() != "COD") { log(ZDK.Page.getComponent('record-create-wizard')); ZDK.Page.getComponent("record-create-wizard").transitionTo("Screen_2"); break; } case 'Select_the_Country': var Text1 = ZDK.UI.getElementByID('Text_1'); if (ZDK.Page.getField("Select_the_Country").getValue() == 'India') { Text1.setContent("Your order will be shipped using Blue Dart courier service. Track your orders using this link."); } else if (ZDK.Page.getField("Select_the_Country").getValue() == 'US') { Text1.setContent("Your order will be shipped using FedEx courier service. Track your orders using this link"); } break; } |
- Here, the field name is the event argument that will hold the value of the field that is being changed by the user in the Wizard. With the help of this argument (field_name), you can check which field is being updated by the user using switch...case or if.. else statement. To display the error message, you can use showError(error), to change the content in the text component use setContent(), to jump to a different screen use ZDK.Page.getComponent("record-create-wizard").transitionTo("Screen_X"); and to copy the content to another field use setValue(). Here, the name record-create-wizard is constant for create and edit Wizard pages.
- Here is how the Client Script works in a Wizard,
2. Client Script for Edit Page (Wizard)
To achieve the solution for the edit page of Orders Wizard, you need to create another Client Script and select the Page as Edit Page (Wizard) as shown below.
- Use the same code and click Save.
Note
Using transitionTo(api_name), you can transit only to previous screens in Create Page (Wizard).
We hope you found this post useful. We will meet you next week with another interesting topic! Get in touch with us at support@zohocrm.com if you have any questions, or let us know in the comments.
Cheers!
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