Kaizen #111 : Set default values based on Page Layouts using Client Script

Kaizen #111 : Set default values based on Page Layouts using Client Script

Hello everyone!
Welcome back to another interesting Kaizen post.
In this post, let us discuss how to set default values for fields based on different layouts using Client Script.
In this Kaizen post,
  1. What are Page Layouts?
  2. Client Script is specific for each layout
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links
1. What are Page Layouts?

Page layouts in Zoho CRM enables you to manage the organization and display of fields, sections, and associated details on a record's page. These page layouts are instrumental in personalizing the user interface and optimizing the data entry process to align with your organization's unique requirements. You can assign layouts to user profiles based on your business requirements.

2. Client Script is specific for each layout
Whenever you create a Client Script, you should  mention the layout for which the Client Script should work. So whenever you want to perform actions specific to a particular layout, you can easily accomplish it using Client Script.
In the image below, you can observe that selecting a layout name is a necessary step for configuring a Client Script.


3. Use Case

Consider that Zylker is a manufacturing Company. The customers include both Wholesalers and Retailers. For this purpose, Zylker has two Page Layouts in a custom module named as Orders. One is the Wholesaler-layout and the other is the Retailer-layout. The Wholesaler-layout is assigned to the wholesaler profile and the Retailer-layout is assigned to the retailer profile.

1. Whenever a customer with retailer profile creates an order, the read-only field Account Type should be auto-populated as Retailer.  In the Create page of the Orders module, when the value entered in the field "Number of pieces" is more than 100, then the Payment Method should get populated as Prepaid and should be read-only. 

2. Whenever the customer with wholesaler profile creates an order, the read-only field Account Type should be auto-populated as Wholesaler and the Payment Method should be populated as Prepaid and should be read-only.

4. Solution

For a particular module, the number of Client Scripts to be created differs based on 
The page for which you want the script to work.
The events that should trigger the script.
The layouts for which you want the script to work.

To accomplish this requirement, you need to create three Client Scripts, one for each layout.
  • Client Script for Retailer Layout with onLoad Page event 
  • Client Script for Retailer Layout with onChange Field event 
  • Client Script for Wholesaler Layout with onLoad Page event 

1. Client Script for Retailer Layout with onLoad Page event 

  • 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.

//To populate default value for Account Type
var acc_type = ZDK.Page.getField("Account_Type");
acc_type.setValue("Retailer");
//  To make the field "Account Type" read-only
acc_type.setReadOnly(true);


  • This script gets executed whenever the Retailer - Layout, Create Page of Orders module gets loaded. The getField ZDK fetches the object details about the field Account Type. The value, Retailer can be populated to this field using setvalue(). You can make Account Type field read-only using setReadOnly().
  • Here is how this Client Script works.


2. Client Script for Retailer Layout with onChange Field event 
  • 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.


//To populate  Payment Method when the quantity is more than 100
var no_of_pieces = ZDK.Page.getField("Number_of_pieces");
var payment_method = ZDK.Page.getField("Payment_Method");
if (no_of_pieces.getValue() > 100) {
    payment_method.setValue("Prepaid");
    // To make the field "Payment Method" read-only
    payment_method.setReadOnly(true);
}


  • This script gets executed whenever the user enters a value in the Number of Pieces field in the Retailer - Layout's Create Page of Orders module. The getField ZDK fetches the object details about the fields Number of Pieces and Payment Method. The value, Prepaid will be populated to Payment Method using setvalue(), whenever the value entered in the Number of Pieces is more than 100. You can use getvalue() to get the value entered in a field. You can make this field read-only using setReadOnly().
  • Here is how this Client Script works.



3. Client Script for Wholesaler Layout with onLoad Page event 
  • 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.

//To populate default value for Account Type
var acc_type = ZDK.Page.getField("Account_Type");
acc_type.setValue("Wholesaler");
// To make the fiels "Account Type" read-only
acc_type.setReadOnly(true);
//To populate default value for Payment Method
var payment_method = ZDK.Page.getField("Payment_Method");
payment_method.setValue("Prepaid");
// To make the fiels "Payment Method" read-only
payment_method.setReadOnly(true);


  • This script gets executed whenever the Wholesaler - Layout, Create Page of Orders module gets loaded. The getField ZDK fetches the object details about the fields Account Type and Payment Method. The value, Wholesaler and Prepaid can be populated to the corresponding fields using setvalue(). You can make Payment Method field read-only using setReadOnly().
  • Here is how this Client Script works.

  • Thus using Client Script, you can populate different default values for the same fields located in different page layouts, based on custom conditions.
Note :
Alternatively, you can achieve this using workflow rules. However, if you want instant actions i.e., before updating or saving a record, or if you have exceeded the workflow limit, you can implement this using Client Script.

5. Summary
In this post, we have discussed,
1. Configuring Client Script based on Layout.
2. Choosing the type of Event for a requirement.
3. Using setValue & setReadOnly for the ZDK.Page.getField().

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.

6. Related Links

Please take a look at our Kaizen collection here.

Cheers!


    • Sticky Posts

    • 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.

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Recent Topics

    • Use the searchBy parameter to find user by email address

      I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

    • Zoho CRM Community Digest - September 2025 | Part 2

      Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

    • Zoho Vault API: Create new Secrets

      Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",

    • CRM and Finance Tab - Add Invoice "Subject " Column

      When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick

    • Collections Management: #4 Before, During & After Payment Processing

      "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems

    • Account name not populating when importing contacts

      When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

    • Suggestion to improve zoho writer

      I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

    • webhook basic authentication

      II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555

    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

    • Issue with Hour Calculation in Zoho People Attendance Module

      I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

    • Push Notification for New Bookings in Zoho Bookings App

      when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

    • Automation in Zoho Sprints

      Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add

    • Export Purchase orders as Excel

      Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

    • Draft & Schedule Emails Directly in Bigin

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • Send email template "permission denied to access the api"

      Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

    • Zia’s AI Assist now helps you write clearer notes — in seconds

      After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now

    • Shortcut to fill a range of cells

      Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

    • Object required error

      Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

    • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

      I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account

    • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

      I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

    • New Series Announcement - Ecommerce Marketing Tips

      Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce

    • Marketing Tip #7: Add a blog to your online store

      A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common

    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

    • Allow Regular Users to Directly Transfer Ownership of Files & Folders

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders

    • Triggering rules on lead conversion

      There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra

    • Customised Funnel

      We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the

    • Trigger Zapier on Deluge Insert Into Function?

      Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context

    • Can you inject JS in an HML+CSS+Deluge Page?

      I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there

    • Display Client Name in Zoho Creator Client Portal Dashboard

      Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

    • Zoho unified inbox

      The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

    • Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation

      Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,

    • Is there a problem with sharing workdrive files with links since last night?

      As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are

    • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

      Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

    • Production Management Tool (MRP / BOM)

      Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

      Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to

    • Zoho Invoice Customer Login Portal

      Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

    • Exporting tickets

      I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?

    • Next Page