The script should execute whenever the salesperson selects the field "Stage". So create a Client Script on Create Page of the Deals module.

• 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 notes_pop_up = ZDK.Client.getInput([{ type: 'text', label: 'Comments' }], 'Deal', 'OK', 'Cancel'); var notes_field = ZDK.Page.getField("Description"); if (notes_field != null) { var desc = notes_field.getValue() + " " + value + "- " + notes_pop_up +",";     notes_field.setValue(desc); }

• The getInput() ZDK enables you to show a pop-up on screen. You can add fields with labels in this pop-up. The field that appears in this pop-up is a pseudo field and is not a real field in the Deals module. It will appear only when Client Script executes and you can use it in the script. Such pseudo fields are highly beneficial when you want to manipulate/calculate data based on user input as it does not affect the module's field limits of Zoho CRM. 
  

Syntax of getInput() : 

• getInput(options, heading, accept_message, reject_message) → {Object}
  

Parameters:

• options   - Input options (Maximum number of options is 7).
• heading - Heading of the pop-up.
• accept_message - Text for accepting message.
• reject_message - Text for rejecting message.
  

Here is how the Client Script works,

B. How to hide and show fields using Client Script

1. Requirement 

To hide the field "Expected Revenue" when the status of the Deal is "Needs Analysis".

Solution

This script should run whenever the salesperson updates the field "Stage". So create a Client Script on Edit Page of the Deals module.

• 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 stage_field = ZDK.Page.getField('Stage').getValue(); log(stage_field); var field_obj = ZDK.Page.getField('Expected_Revenue'); if (stage_field == 'Needs Analysis') {     field_obj.setVisibility(false); } else {  field_obj.setVisibility(true); }

Syntax

• setVisibility(value)
  

Parameters

• value - visibility attribute of the field input(true/false)
  

Here is how the Client Script works.

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.

Click here for more details on Client Script in Zoho CRM.

Happy Scripting!

Related Links

Creating a Client Script

Client Script Events

Client Script IDE

Use cases of Client Script

Best practices of Client Script