My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation of how it works.

  1. const subformAPINames = ['Deal_Quotes', 'Assets']; // Declare all your visible subform API names
  2. const formAPINames = Object.keys(ZDK.Page.getForm().getValues()); // Get all API names visible on the page
  3. const fieldAPINames = formAPINames.filter(x => !subformAPINames.includes(x)); // Remove the Subform API names from the array above, creating an array of field API names.
  4. const visibleFields = [
  5.     "Account_Name", "Closing_Date", "Contact_Name", "Current_Task", "Customer_Reference",
  6.     "Deal_Name", "Description",
  7.     "Expected_Conversion", "Info_Required",
  8.     "Next_Project_Follow_Up", "Opened_Date",
  9.     "Product_Range", "Source", "Stage", "Type_2",'CCL','Asset'
  10. ];
  11. const readOnlyFields = ['Last_Follow_Up','Next_Project_Follow_Up','Opened_Date','Deal_Name','Current_Task','Stage']; // Declare all fields required to be read only on page load
  12. const mandatoryFields = ['Account_Name','Type_2','Product_Range','Description']; // Declare all fields required to be mandatory
  13. fieldAPINames.forEach(f => { if (!visibleFields.includes(f)) { ZDK.Page.getField(f).setVisibility(false); } }); // Hides all fields except subforms
  14. readOnlyFields.forEach(f => { if (fieldAPINames.includes(f)) { ZDK.Page.getField(f).setReadOnly(true) } }); // Sets all read only fields as such
  15. mandatoryFields.forEach(f => { if (fieldAPINames.includes(f)) { ZDK.Page.getField(f).setMandatory(true) } }); // Sets all read onlymandatory fields as such
  16. subformAPINames.forEach(s => (Object.keys(ZDK.Page.getSubform(s).getRow(0).getValues()).forEach(f => ZDK.Page.getSubform(s).getField(f).setVisibility(false)))); // Hides all subform fields
So, how does this work?

This script works with all profiles with all field permissions. You don't need to worry about creating separate scripts or separate blocks for different profiles.
  1. First we declare all the subform API names in the module
  2. Next, we grab all the API names visible to the logged in user on page Load.
    1. This doesn't distinguish the type of field, which is why we need to declare the subform API names manually
  3. Now we remove the subform field API names from step 2. This gives us 2 lists, or arrays. 1 array with just field API Names, and 1 array with just subform API Names.
  4. Next, we're going to have 3 arrays. Visible Fields, Mandatory Fields, Read Only Fields. Within these arrays, we're going to list ALL the fields that we want in each category
    1. Again, it doesn't matter if the logged in user has access to the field or not.
  5. Now, the loops begin:
    1. For each field in the fieldAPINames array, if the field name is NOT in the list of visible fields, hide it.
    2. For each field in Mandatory fields, if the field name IS found in the fieldAPINames array, make it mandatory
    3. For each field in the Read Only Array, if the field name IS found in the fieldAPINames array, make it read only
  6. Before we go on to the subforms, the above loops only work on the list of fields available to the user. If we were to make a field "Profit" read only, but it's not available to the particular user, "Profit" won't be in fieldAPINames, therefore the script won't try to make it read only... the script doesn't know "Profit" exists.
    1. If we were to use ZDK.Page.getField("Profit").setvisibility(false) and the user does not have access to the field, the script would fail. This script is completely immune to such a situation.
  7. Next, the subforms. We don't actually get the subform field names when we get all field API names. We get the subform API name, but not the individual subform field API Names. However, each subform is always populated with 1 row, even if that row is completely empty, it doesn't matter.
    1. The last line cycles through each subform. If the subform was found on the page, it executes the next nested loop.
    2. For each visible subform, we get the first row and strip out all the field API names.
    3. Now we have the subform field API names, we hide all the ones we don't want visible. In my case, I don't want any subform fields visible yet, so I just hide all of them

And that's it. One final note. I specify the visible fields rather than the hidden fields since there's usually less visible fields, so it makes sense to focus on the shorter list of fields that should be visible rather than the list of fields that should be hidden. It also means that any new fields are automatically hidden without having to alter the script.

In my next post, I will share my script structure of an On Page Change event.

    • Sticky Posts

    • Kaizen #222 - 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

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Kaizen #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

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

      • Recent Topics

      • Zoho CRM for Gmail Extension Not Working in Brave Browser?

        Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

      • Sharing URLs and direct access

        Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

      • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

        Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

      • Can a project be cloned?

        Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

      • Timesheet Tasks in Zoho Books: associate to service item

        How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

      • Task/Activity indicator in SalesPipeline overview has disappeared

        I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

      • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

        As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

      • Zoho Desk Android app update: Table view for All Departments view, custom button

        Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

      • What's New - December 2025 | Zoho Backstage

        In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

      • Need code format to specify default values

        Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

      • Problem with CRM Connection not Refreshing Token

        I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

      • Task Deletion Restriction & Strict Stage Control

        Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

      • A Roundup of Zoho Sprints 2025

      • Sorting Custom Date in API isn't working w pagination limit

        How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

      • SAP Business One(B1) integration is now live in Zoho Flow

        We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

      • Enhancement in Role and Profile mapping of agents in Sandbox

        Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

      • The reason I switched away from Zoho Notebook

        My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

      • Decimal places settings for exchange rates

        Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

      • Zoho removed ability to see all Scheduled Reports!

        If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

      • Automate Backups

        This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

      • GCLID and Zoho Bookings

        Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

      • Merge Items

        Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

      • Create PO from an invoice

        We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

      • Blueprint or Validation Rules for Invoices in Zoho Books

        Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

      • Resetting auto-number on new year

        Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

      • Delivery and handling of documents e-stamped using Zoho Sign

        Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

      • The Social Wall: December 2025

        Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

      • Custom AI solutions with QuickML for Zoho CRM

        Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

      • Helper Functions and DRY principle

        Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

      • Add specific field value to URL

        Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

      • Introducing workflow automation for the Products module

        Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

      • Zia Formula Expression Generator for Formula fields

        Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should

      • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

        Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

      • Wrapping up 2025 on a high note: CRM Release Highlights of the year

        Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

      • Next Page