Zoho Developer Hangout (ZDH) - Episode 16 | Client Script – Subform Population and Field Validation

Zoho Developer Hangout (ZDH) - Episode 16 | Client Script – Subform Population and Field Validation



Hello everyone,

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. As part of this series, expert developers from the Zoho Developer Community share their experiences implementing Client Script for various use cases.

Client Scripts are snippets of JavaScript code that run on the web browser instead of the server. They enable users to create custom actions that are not otherwise part of Zoho CRM’s native features, thus enabling users to customize Zoho CRM with their own business logic. With these custom actions, users can configure events for the various UI components and define the actions once those events are triggered. While encompassing hassle-free rich sets of client-side APIs, Client Scripts can also execute the Zoho CRM's server-side APIs.

Nowadays, our MVP Vigneshwaran, uses Zoho CRM's Client Script as his first method of approaching automation requests. In this session, he takes us through how he leverages the abilities of Client Script for two different real-world use cases.

About the Speaker:

Vigneshwaran
CEO
Traqmetrix Solutions LLP

A Construction Planning Engineer-turned-Zoho Developer, @Anonymous User's journey with Zoho began over six years ago. As CEO of Traqmetrix Solutions—a Zoho Authorized Partner—he has worked with clients and partners worldwide, delivering solutions across the entire Zoho ecosystem. His enthusiasm for sharing knowledge comes across through his Zoho Community forum posts. He has also been recognized as a Zoho MVP (Most Valuable Professional).



If you have a compelling use case that you're proud of implementing and eager to share with the developer community, send us an email at developer(hyphen)community(at)zohocorp(dot)com, so we can set you up for a session.
ZDH is a Zoho Developer Community learning initiative that aims to facilitate a platform for developers to share their expertise and learn from each other. The monthly virtual meetings are designed to help developers solve real-time business problems by leveraging Deluge and other programming languages. Notably, these sessions are presented by our esteemed Zoho Community members themselves, along with our team of product experts. This format offers community members the chance to engage in interactive discussions, share their own experiences, and gain valuable insights into innovative problem-solving strategies employed by their peers. 



    • Recent Topics

    • Introducing Creator Simplified: An exclusive learning series to enhance your app development skills

      Hey Creators! Welcome to Zoho Creator's new learning series, Creator Simplified. In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expect

    • [Product update] Updated Data Synchronization Process for QuickBooks - Zoho Analytics Integration.

      Dear QuickBooks integration users, We’re making an important update in the way data is currently synced in your QuickBooks integration within Analytics workspace. What’s changing: Previously, with every data synchronization, Zoho Analytics used to fetch

    • Zoho CRM new calander format cannot strikethrough completed task

      Hi, Recently there is a new format for calendar within Zoho CRM However, found out that a completed task will not cross out or strikethrough like previous format. Without strikethrough, it will be difficult to identify which task is still in Open status.

    • How to edit form layout for extension

      I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget

    • Employees not Users

      Hello, We are a construction company that has +180 employees and most of them are in remote location working onsite with no access to internet. Is it possible that we have data stored for all employees but have only 5-10 users who will be in charge of entering employees data? or do we have to pay for all +180 employees? even though they won't be using the system?

    • Zoho people generatimg pdf

      Hello , now i want to make a customm button in zoho people that is inside a deduction module , that fetches all the records and generate a pdf with a template that i have done in the mail merges template , i was told that i have to upload template on

    • Ability to Filter Alias Mailboxes in Zoho Recruit

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

    • zohorecruit.com career form postcode bug

      Dear, When I select a postcode from the drop down on a zohorecruit.com career form, the street text field is automatically filled with the name of the city, which should not happen. Any idea how I can fix this? Thanks, Bart

    • Office-365-agenda and Microsoft Teams Integration

      Dear, I have a trial version of Zoho Recruit and trying to evaluate the Microsoft Teams Integration in Zoho Recruit. After registering with my Office 365 account and checking the result of the registration/sign-in at https://mysignins.microsoft.com/ (which

    • Delegate Access - Mobile iOS/iPad

      We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

    • How to add Connector in developer platform zoho?

      Hi, I am working on creating an Extension, and part of the development is to retrieve Email templates. In my CRM instance I can invokeURL by creating Zoho OAuth connection and get the template. But developer platform does not provide Zoho OAuth or any

    • How to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?

      Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,

    • Zoho CRM Canvas Copy Original Layout

      Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original

    • Revenue Management: #5 Revenue Recognition in SaaS

      If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Zoho Learn Course Access Issue

      One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?

    • ZOHOLICS Japan 2025 開催のお知らせ（再投稿）

      【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2

    • Phone Number format for Bulk Upload via csv for Zoho Sign

      What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided

    • Filter Page Elements By Selectable Date Range

      I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the

    • Can’t Enter my Notebook is Locked

      I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t

    • Send Email Directly to Channel

      Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask

    • Secure your external sharing process with OTP Authentication

      For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared

    • Items attribute questions

      Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

    • Is there a way to search mail for items you haven't yet responded to?

      I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?

    • Zobot and Sales IQ

      What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

    • Subtotals per Header

      Hey, we would like to display subtotals per header in our invoices:

    • upgrade storage

      how to upgrade my storage

    • Linking items from books and subscription

      Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books

    • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

      Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned

    • Uploading Files from uploads api

      I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th

    • Categorize Items with Item Headers

      Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

    • URLs being masked despite disabling tracking

      Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

    • Change format of quantity format

      Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

    • square up and Zoho books

      Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax

    • How to provide Access rights to specific Bank accounts

      We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?

    • Errors Getting a Bank Transaction

      Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to

    • Subscriptions Plans and CRM Products Integration?

      Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to

    • Mapping Zoho Subscription Plans and Products to CRM and Books

      We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate

    • Bulk update fields based on date

      Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?

    • Target for a campaign

      Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more

    • Next Page