[How-to with Example] Getting field value/data in Client Script from lookup field record

[How-to with Example] Getting field value/data in Client Script from lookup field record

Imagine you have a field you would like to prefill a field based on a value from another record in another module. In this case, we are looking into a scenario where an Asset (custom module) module is being created from a Deal module. Meaning, there is a lookup to the deal module from the asset module.


There is a need to validate a field called ' Business Unit' in the asset record that is being created. This field needs to be the same as it is with the 'Business Unit' value in the deal record of which this asset record looks up to. At the same time, the 'Business Unit' field, having supposedly being prefilled, should be disabled for the users.
Business Unit in Deal record
has to be the same with Business Unit in Asset record
And, if the deal field is null, the 'Business Unit' field in the asset record shall be nulled and reenabled again for users to fill it in manually. The following is the script written and the event is onChange
  1. //checking if there is a value in the lookup field called 'Deal'
  2. if (ZDK.Page.getField('Deal').getValue() != null) {
  3. //getting the value of the 'Deal' lookup field
  4.     var dealRec = ZDK.Page.getField('Deal').getValue();
  5. //getting the Deal record ID
  6.     var dealId = dealRec.id;
  7.     //get business unit value/data from deal record
  8.     var businessUnit = ZDK.Apps.CRM.Deals.fetchById(dealId).Business_Unit;
  9. //we use 'log' to see the value it produces during testing
  10.     log(businessUnit);
  11.     var bu = ZDK.Page.getField('Business_Unit');
  12. //setting the Business Unit to be disabled
  13.     bu.setReadOnly(true);
  14. //prefilling the Business Unit field with the fetched value from Deal record
  15.     bu.setValue(businessUnit);
  16. }
  17. else
  18. {
  19. //if there is no Deal specified, then set the Business Unit field as null and reenable the field
  20.     ZDK.Page.getField('Business_Unit').setValue(null);
  21.     ZDK.Page.getField('Business_Unit').setReadOnly(false);
  22. }
Again this will:
  1. When the Deal field is populated, it will get the Business Unit value from the deal record and prefill it to Business unit field in Asset record.
  2. When Deal field is populated, it will disable the Business Unit field.
  3. When the field is null, it will empty the Business Unit field in Asset record.
  4. When the field is null, it will reenable Business Unit field.
When Deal is populated
This is something that myself as a non-coder is able to do. And being a non-coder, I took it upon myself to share this in a (hopefully) much simpler way so you can understand and start your own journey of using client script.

Hope this is useful for you. As always, good luck!

Nik, aplikasi.us
Zoho Premium Partner



      • Sticky Posts

      • Kaizen #198: Using Client Script for Custom Validation in Blueprint

        Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • Kaizen #226: Using ZRC in Client Script

        Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

      • 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

        • Recent Topics

        • Digest Février - Un résumé de ce qui s'est passé le mois dernier sur Community

          Bonjour chers utilisateurs, Le 26 février, nous avons organisé notre première session Ask the Expert de 2026. Nous sommes heureux de partager que ce fut une session très interactive, avec de nombreuses questions intéressantes posées par nos clients. Si

        • Zoho CRM Case Notes - Share to Customer

          Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 

        • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

          Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

        • Depositing funds to account

          Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then

        • web to lead

          Can anyone help me how to create web to lead from zoho marketing automation

        • UI issue with Organize Tabs

          When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen

        • I created a signup form in Zoho Marketing Automation with the correct field mapping, but the data is not being reflected under Leads in Zoho CRM.

          web to lead from zoho marketing automation

        • Pasted Images not being embedded in custom mail

          Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something

        • Kaizen #232 - Building a Ticket Escalation Mechanism from Zoho CRM

          Howdy, Tech Wizards! Picking up the thread from last week, we will continue our Zoho CRM and Zoho Desk integration. In Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM, we built a Related List widget that displays open Zoho Desk tickets within the

        • Inactive License for free account.

          I recently upgraded my Cliq subscription not my team (on the free version), are unable to login to their accounts. The error message received is Inactive License Looks like you have not been covered under the current free plan of users. Please contact

        • Deluge scripts

          Why is there not a search function to make it easier to find the script of interest when modifications are required.

        • Zoho Sheet for Desktop

          Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

        • Zoho Books (and other Finance Suite Apps) - Clickable Item Name on Invoices and Reports

          Hi Zoho Books team, It would be really helpful if the Item Name on Reports were clicable to take me to the item. The same on Invoices, often I am looking at an invoice and I want to look at the deails of a product. A link here would be helpful to jump

        • Zoho Books - Payment Gateway - Revolut

          Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

        • Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.

          Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name.  This might be usable

        • How to Rank Tables by Row Count in Descending Order

          I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

        • Dealing With One-Time Customers on Zoho Books

          Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

        • Feature Request: Render Markdown (.md) files in Zoho Cliq

          Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read it

        • CRM Percent custom fields: When will it show the % symbol and behave like %?

          1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • Xero Billing Data (22 instances) - Zoho (CRM) - Single Source of Truth For Client Data & Notes

          Hi - I’m trying to build out a CRM for a Single Source of Truth Currently I have 22 Instances of Xero (for legal entity purposes - can’t consolidate to one) How would I be best placed to do this? Is it possible to have all the Xero instances (22) → Consolidated

        • Select CRM Custom Module in Zoho Creator

          I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

        • New 2026 Application Themes

          Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position

        • Zoho Expense - Bi-Weekly Report Automation

          Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)

        • Zoho CRM Quotes – Subform and PDF/Writer Limitations

          Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

        • Strange behavior in CRM Number Field – Characters allowed but not "e"?

          Hi everyone, Has anyone faced this strange issue in Zoho CRM? In a Number field, it is possible to type some characters, but the character "e" cannot be entered. This was really surprising to me. Normally, a number field should restrict all characters

        • No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

          Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits

        • Support inefficiency

          We have been asking for support for a minor adjustment for 12 days now and we haven't got a single viable resolution from support team despite there are 19 emails going between our HR team and various support emails from Zoho. 1. they do not understand

        • Zia capabilities now available in the Professional edition announcement

          Hello all! The Professional edition now supports a broader set of Zia capabilities, enabling teams to bring AI into more of their everyday CRM work. From writing assistance and summaries to setup support, predictions, and recommendations, Zia can now

        • Where Do I set 24h time format in Cliq?

          Where Do I set 24h time format? Thanks

        • This will be long, Please bear with me - Next Gen Layout - Search

          In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas

        • Selecting all notes in a notebook

          In Windows11, I select a notebook and I get a list of notes, but only 30 notes. If I scroll down to the end, I get an additional 30 notes (and at the top it now shows 60 notes). I can keep doing this to eventually see all my notes but this is a real pain.

        • Filter Records in CRM API

          Hi Team, I’m currently working on a task to retrieve expired deals from the CRM. By “expired deals,” I mean deals where the closing date has already passed and the stage is not “Closed Won” or “Closed Lost” (i.e., all other stages). I tried using both

        • User Name in Zoho Cliq Not Updating Across Apps?

          We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

        • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

          I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

        • Why I can't map Account Name from lead module to Account module?

          When I qualify a lead in the bluerprint, I use automated conversion in Blueprint to automatically create Contact, Account and Deal. the Deal record and contact record has been successfully created automatically as I expect, but I can't see any account

        • Pause(1);

          I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

        • Release Notes | February 2026

          We have rolled out another set of enhancements in Vertical Studio during February 2026, bringing improvements to Canvas customization, reporting capabilities, and data access controls. Here is a summary of what was released during February 2026: Canvas

        • Agentic Engineering with Zoho: The Next Evolution of Intelligent Systems

          The concept of Agentic Engineering is reshaping how modern systems are designed. It introduces a new layer to the way we think about artificial intelligence and system architecture. For years, most software systems have operated in a reactive way — responding

        • Engenharia Agêntica e as soluções da Zoho

          O conceito de engenharia agêntica impacta diretamente como os sistemas são projetos. Este tema inseri mais uma camada a nossa idéia de inteligência artificial. Antes o desenvolvimento de sistemas operavam de forma reativa e dependente de comandos diretos,

        • Next Page