Kaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script.
1. Where can you see the list of ZDKs supported by Client Script?
The Zoho Development Kit (ZDK) library comprises a rich set of Client and Web APIs that broaden the scope of Zoho Applications. You can utilize them to perform UI operations and trigger REST API calls.
To view the documentation for ZDK, click the help icon in the Library under Information of the Client Script IDE.
2. Will the CRM API calls triggered from Client Script count into daily API limits?
Yes, every ZDK Web API in Client Script makes an API call to Zoho CRM and so every execution of a ZDK Web API affects the API limits.
3. What would be the correct way to set the value of a lookup field via Client Script?
You need to mention the id of the record along with the name when you try to set the value to a lookup field.
Example:
Consider that there is a lookup field Category and the requirement is that it should be populated based on the Product selected by the user.
- Battery, Thermostat, and Ignition Switch belong to the category of Electrical Switches.
- Fuel level sensor, Light sensor, and Airbag sensor belong to the category of Sensors.
i.e. If the user selects the product "Battery", then the lookup field Category should get auto-populated as Electrical Switches.
Here is the code to accomplish this.
if (value.name == 'Airbag sensor' || value.name == 'Light sensor' || value.name == 'Fuel level sensor') { //Populate value for lookup field Category based on the condition ZDK.Page.getField('Category').setValue({ "id": "4967860000001049208", "name": "Sensors" }); } else if (value.name == 'Ignition Switch' || value.name == 'Thermostat' || value.name == 'Battery') { //Populate value for lookup field Category based on the condition ZDK.Page.getField('Category').setValue({ "id": "4967860000001049217", "name": "Electrical Switches" }); } |
Here is how the above script works.
4. How do I debug a Client Script in Zoho CRM?
You can use the log() statement to debug the script. The results of the execution of this log() statement will be displayed in the Messages panel of the Run option. Also, information about the execution status, logs, exception messages, and time taken for the execution are also displayed.
For example, consider the following script. It has two log statements. You can view the output of the log statements in the messages panel of Run option.
var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id); var field_obj = ZDK.Page.getField('Phone_Number'); log(field_obj.getValue()); log("Profile name of the user is "+ user.profile.name); if(user.profile.name != 'Administrator') { field_obj.mask({ character: '*', length: 5, reverse: true }); } |
Any CRM Operation performed inside the run mode will get reflected in your Zoho CRM account.
5. Does Client Script support languages other than Javascript?
No. Client Script in Zoho CRM supports only Javascript.
6. Will a Client Script run for all the layouts of the module?
No. Client Script will execute only for the layout specified while configuring the Client Script. If you want the script to run for other layouts or all the layouts of a module, you should create a separate Client Script for each layout.
7. What is the use of the Terminal section in the Client Script IDE?
You can execute the ZDK APIs instantly in the Terminal section of the Client Script IDE. For example, when you type the below script in the Terminal section and hit enter, you can see the alert message on the screen.
ZDK.Client.showMessage('Welcome to Client Script IDE', { type: 'info' }); |
8. When should you use onChange Page Event and onChange Field Event?
Field Event - onChange | Page Event - onChange |
If you want the script to run only when the specific field is updated, you can use the Field onChange Event. | If you want the script to run whenever any of the fields on that page is updated, you can use the Page onChange Event. When you have to write a script for more than one field on the same page, you can use if and switch..case statements. |
9. Using Client Script, how do I prevent the record from being saved when the value for a specific field entered is invalid?
To prevent a record from getting saved, you should follow the following steps:
- You need to use the onSave event type since you want to prevent the record from getting saved.
- Add "return false;" statement.
- Always display the error/alert/message, so that the user will know the why the record is not getting saved.
Example:
Consider that the field quantity should not have a value of less than 100. To accomplish this, you need to create a Client Script with the onSave event type, show an error message, and add a return false statement if the record should not get saved for that particular condition.
//Get the value of the field Quantity of Products var qty_field = ZDK.Page.getField("Quantity_of_products"); log(qty_field); //Invoke the static method by passing the value of Quantity of Products if(qty_field.getValue() < 100) { qty_field.showError('The minimum value should be 100'); // or // ZDK.Client.showMessage('The minimum value should be 100', { type: 'error' });//or //ZDK.Client.showAlert('The minimum value should be 100');//or return false; } |
Here is how the above script works.
10. What are all the places where the Client Script can run?
Currently, Client Script can be executed in the following pages of Zoho CRM.
- Create Page
- Edit Page
- Clone Page
- Detail Page (Canvas)
- Create Page (Wizard)
- Edit Page (Wizard)
11. Can Client Script run in Quick Create page?
No, currently Client Script in Zoho CRM cannot be executed in Quick Create Page.
12. Does Client Script support the Detail Page (Standard)?
Currently, there is no support for the Detail Page (Standard) but it is in our roadmap.
Once this goes live, you will also be able to hide fields.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Maadhari M
Pablo Silva Osorio
Andres Orozco
Jeganprabhu S
Sticky Posts
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! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedOverwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25Zoho Creator - Zoho Analytics
I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?Unable to send emails
I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement
Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments WillHow to add new deal to existing contact
Hi, I want to add new deal to existing contact.Domain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Dataemail address autocomplete
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. ThanksLinking an email to a Contact when the email is sent in deluge via sendmail
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such thatHow to restore deleted Field
I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record thatHow to select multiple notes at once in the PC client?
In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0How I can add customized Invoice
Hi, I wanna use a customized Invoice, how i can add thatZoho Analytics Pivot Table - How to compare month vs last year same month
Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this monthRecorded imported goods
I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. NowNotes created in mobile app not syncing with web notebook
I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time. this is very inconvenient and big demotivating factorMatch Transaction > Filter | Allow wildcards in search
The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "NationalMarketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get thisConvert Request to Forum Topic
I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic? Is this possible? If not is this a feature coming down the pipe in the near future? Thanks!Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave themIs the Contacts sync between Campaigns and CRM bi-directional?
Is the Contacts sync between Campaigns and CRM bi-directional?Task does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?Bug with Zobot Human transfer
I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. TheThis mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Something went wrong. One or more fields contain errors
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. ItIntegrating Zoho Desk Instances from two separate organizations
Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable byKnowledge base bug - Error: Article couldn't be updated.
It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,Is this possible with Campaigns?
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buyHow to view two portals (Zoho CRM & Zoho Books) in single login
Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I couldUpdating Bounced Contacts in Campaigns to the CRM
The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRMBandwidth, voice and poor video
Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience. While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken. We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lowerZoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my currentGlobal Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>
Please help me with this. Sending of mails is blocked.The Social Wall: November 2024
Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integratingSegmenting Contacts Based on Product Purchased
I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM toUrgent Assistance Needed with DKIM Verification
Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible soHow do I attach tasks from one task to other tasks in the same project
How do I attach tasks from one task to other tasks in the same projectIncorrect Handling of XLSX data
Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. formatZoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action
Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...Next Page