[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




        • Recent Topics

        • PEPPOL Support Needed for Zoho Books in Europe

          I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho Books

        • Allow Equity Accounts to be Used for Expenses

          Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.

        • メール一括配信の未送信のメールについて知りたい

          メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに（担当者、リード）の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。

        • How do I add the time zone for the each recipient/subscriber

          Hi, I've read that Zoho allows for emails to be sent at a certain time based on the recipient's time zone. How do I add the time zone for the each recipient/subscriber? Thanks!

        • Zoho Formsから獲得した見込み客をSaleIQでトラッキングし、そのトラッキング情報をCRMに集約することは可能でしょうか？

          Zoho formsを活用しています。 Zoho CRM、Zoho SalesIQと連携するよう設定しており、Zoho formsから獲得した見込み客の情報はCRMに連携されるのですが、トラッキング情報はZoho CRMの見込み客データ内の 関連リスト 訪問-Zoho salesIQ にデータが反映されません。※添付画像参照ください 考えられる原因や対策などありましたら教えていただけないでしょうか。 よろしくお願い致します。

        • Find and Merge Duplicates to trigger webhook

          My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

        • Marketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns

          Hello Marketers! Welcome back to Marketer’s Space. Do you want to send emails or SMS that feel less like mass messages and more like one-on-one conversations? By integrating Zoho CRM with Zoho Campaigns, you can pull in rich customer data and use it to

        • Add Attendees to Session months before the Event

          I need to manually add Attendees to Sessions right away for an event that's taking place in 6 months so that the Speaker can communicate with them in advance of the event. How can this be done?

        • Override Auto Number field?

          We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

        • Switching hosts while meeting is occuring

          We had a team meeting in Zoho Meetings this morning, but the person listed as the host had to leave the meeting early. We looked for an option to set me to host, but didn't see the option, and we incorrectly assumed that it would be like Zoom in that

        • Refund Form Can’t Reverse “Bank Charges” Line — Throws Off Reconciliation

          Zoho, When we pay a vendor, the Payment screen lets us add a “Bank Charges” amount (we post a $1 processing fee there). Perfect. But on the Refund popup there’s no matching field, so the refund can only return the net expense. If our processor sends back

        • Trigger for Validation Rules

          Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial

        • ZOHO Desk blocking emails from creating tickets

          Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.

        • how to install desk

          how to install desk

        • How to turn off ability to share Knowledge-base article with social networks

          Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?

        • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

          Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent

        • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

          As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had

        • Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

          I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge

        • Useful enhancements to Mail Merge in Zoho CRM

          Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

        • How can I see the actual copy sent to the specific contact?

          I have setup a journey in Marketing Automation and created addition of contact in a specific list as the trigger, emails are sending to the contacts, but I can't see the actual copy sent to any specific contact in the list. Please guide me, where can

        • Client Script for Task Module

          When do we expect the client script for the tasks module?

        • Formula Fields inside of Blueprint Transitions

          We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit

        • inventory based on bills and not physical stock

          Hello, I have noticed a very annoying issue with zoho books/inventory. I use composite items. If I have an sub assembly item on back order, I am unable to make up the composite item, even when I have received the goods and it is in my stock. I have to convert the PO into a BILL in order for the item to show as 'Accounting Stock'. The problem is that the supplier Invoice is not shipped with the goods, but can follow even a week later. So I have to make the bill have a 'dummy name and number' until

        • Using Zoho Inventory for managing Item compatibilities

          Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select

        • Unable to enter manual journal entries in AR/AP.

          Hi there, i am facing some problem relating to AR/AP. I want to make some entries in AR/AP through manual journal. for example. some time I send cash 500 to Mr. A (Customer) for any purpose and then after 2 or 3 days Mr. A returned back 700 to me and

        • Questions regarding WorkDrive

          Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading

        • How to record tips from customers

          I run a cleaning service business and on occasion customers include a tip with their check payment. How can I record the amount paid for service and the tip separately? Any amount over the invoice is looked at as an overpayment and suggest a credit note

        • Multi-currencies in Zoho Books

          I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.

        • I want refund of Zoho standard subscription on WEB payment

          Hi, Kindly help to refund the WEB payment made on 13/07/2025 for Zoho standard annual subscription. I didn't find the software useful for my project. Regards

        • Is Conditional display of field(s) possible in a Canvas Customer Portal?

          Is Conditional display of field(s) possible in a Canvas Customer Portal? How?

        • 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.

        • View Linked Subscription on Invoice list

          When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.

        • Recording Credit Card Fees when Recording Payment for Bills

          It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if

        • Workerly/Zoho One Pricing

          Hi What is the pricing model that is suppose to be as a Zoho One user? If i use the services of a freelancers or temp workers (Sometimes for a few hours a week/month), I need to purchase a zoho one license for each of them as well as workerly licenc

        • DKIM

          I have my DKIM in Titan, which is another email service provider. I get this notification on my portal. What shall I do? ( Improve the deliverability of emails sent from Zoho Social by adding DKIM (DomainKeys Identified Mail) records to your DNS settings.

        • Show All Notes For A Single Record

          I would like to be able to view a list of all Notes for a particular record. We can add several (unlimited) Notes for the Leads, Contacts, Accounts and Potentials records. The subject line and some of the note content for up to 10 notes is visible on the first page. You can select the arrow to view additional notes in the list. I would like a button next to the New Note button that says View All. This would bring up a printable list of all notes listed in descending order by Modified Time (newest

        • Zoholics Europe 2025: Build Smarter with the Zoho Creator Low-code Workshop!

          Why should you attend? This year, Zoholics Europe 2025, Zoho’s official user conference, is your opportunity to connect directly with the teams behind the tools you use every day. Don’t miss one of the most requested sessions: dedicated, hands-on workshop

        • Assigning multiple roles to a user in Creator

          Hi I find we can assign only one role and permission to an user in creator. There is a requirement to assign multiple roles and corresponding permission to one user. Is there any solution or workaround for this? Refer the screenshot below

        • 【Zoho CRM】ウィザード機能のアップデート：セクション要素の追加

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ウィザード機能のアップデートをご紹介します。 ウィザード機能に新たに「セクション要素」が追加されました。 各ウィザード画面内で項目、テキスト、サブフォーム、ウィジェット要素などをより柔軟に整理できるようになりました。 セクション要素とは？ ウィザードの中で、関連する項目や要素をひとつの「サブエリア」 としてまとめられる新しい構成要素です。 セクション要素活用メリット 入力内容やプロセスによっては、より細かな構造や階層化が求められる場合があります。

        • Edit PDFs from within your web app using Zoho Office Integrator

          Hi users, We are excited to introduce PDF editing capabilities in Zoho Office Integrator. You can now open, edit, and collaborate on PDFs from within your web app—in addition to documents, spreadsheets, and presentations—and save them in your configured

        • Next Page