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

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. 
Hello everyone!

Welcome back to another exciting Kaizen post. Today, we will explore how to use Client Script to handle a use case in Blueprint beyond Zoho CRM’s native features. This will solve the use case raised in this community post.

Quote
"At Zylker, the Admin wants to proceed with a Blueprint transition only if at least one of the four fields is filled during the transition "Gather Details" . However, Blueprints only allow fields to be marked as either mandatory or optional. There's no built-in way to enforce a rule like at least one required.The use case is to add a custom validation that allows the transition only if any one of these fields in the mandatory fields form is filled."

In this post,

  • Need for custom validations in Blueprint
  • Client Script Events related to Blueprint
  • Use Case
  • Solution
  • When to use this event?
  • Summary
  • Related Links


1. Need for custom validations in Blueprint

In Zoho CRM, Blueprint allows administrators to streamline and guide users through structured processes by defining states, transitions, and mandatory fields at each step. While Blueprints support marking fields as mandatory or optional during transitions, they do not support conditional logic like at least one of these fields must be filled, making a field mandatory based on another field’s value, validating date ranges, etc.

To accomplish such requirements, you can use Client Script.

2. Client Script Events related to Blueprint

The following Client Script events can be used in Blueprint.

  • beforeTransition - This event occurs before the transition states of a Blueprint, as per the process flow designed in the blueprint. Click here to know how to use this event.
  • onBeforeMandatoryFormSave - This event occurs when the user clicks the save button of the mandatory fields form, but before saving the values.
  • You can use this event to validate the data entered by the user and stop proceeding further.
  • onMandatoryFormLoad - This event occurs when the mandatory fields form appears on the screen. If you want to show a message or accomplish any custom action when the mandatory fields form loads, you can use this event.

Click here to see the related Events documentation. These events can be configured in both Standard and Canvas Detail Pages.


Notes
Note:

In Zoho CRM, you can make certain fields mandatory for a particular transition in a Blueprint. When a user tries to save a record without filling in these required fields, Zoho CRM stops the action and shows a popup asking the user to complete the missing details.This popup is called the mandatory field form. This form also appears when you make fields mandatory using Layout rules.

3. Use Case

Zylker is a manufacturing organization which uses Zoho CRM. The Admin wants to ensure that at least one of the following fields is checked by the user before proceeding from the "Gather Details" transition.
  • GST ID
  • Payment Terms
  • Trade License Copy
  • Expected Monthly Order Volume
The following is the Blueprint configuration is for the transition "Gather details".



Blueprints only support marking fields as mandatory or optional, and there's no native way to enforce “at least one required.” However, the admin wants to add a custom validation to allow transition only if any one of these fields is filled. 

Solution

  • To accomplish this requirement, you need to create a Client Script with onBeforeMandatoryFormSave Event.

  • Go to Setup > Developer Hub > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.


  • Enter the following script and click Save.
  1. if (form.Lead_Status == "-None-") {
  2.   if (
  3.     form.GST_ID_collected ||
  4.     form.Payment_terms_shared ||
  5.     form.Trade_License_Copy_collected ||
  6.     form.Expected_Monthly_Order_Volume
  7.   ) { ZDK.Client.showMessage("Transition Successful"); }

  9.   else {
  10.     ZDK.Client.showAlert("You must check at least *one* field to proceed");
  11.     ZDK.Client.navigateTo('record_detail', {
  12.       module: 'Leads',
  13.       record_id: $Page.record_id,
  14.     }); }}

  • In the above script, form is the argument of the onBeforeMandatoryFormSave Event. It holds the values of the fields in the mandatory form and the current value of the base field. Here the base field is Lead Status.

  • By checking the value of Lead_Status, the script ensures it only runs during the "Gather details" transition and does not trigger for other transitions.

  • The ZDK.Client.navigateTo() function redirects the user to the Detail Page and halts the transition process.

  • $Page.record_id is the Client Script constant that returns the current record id.

  • To inform the user, ZDK.Client.showAlert( ) displays the message "You must check at least one field to proceed", clarifying why the transition did not occur."

  • Here is how the Client Script works.


  • In this GIF, you can see that the transition is halted if none of the fields in the mandatory form are selected. However, if at least one field is checked, the transition proceeds as expected.

5. Summary

In this post, we have discussed 

  • When to use mandatory form events?
  • How to stop a blueprint transition based on custom logic?
  • How to navigate to a page using Client Script?
  • How to fetch the current record ID using Client Script?






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