Kaizen #91: Dynamic Lookup filters using Client Script

Kaizen #91: Dynamic Lookup filters using Client Script

Hello everyone!

Welcome back to another captivating Kaizen post.  In this post, we will explore the process of implementing lookup filters using Client Script. 

What is a dynamic lookup filter?

 A dynamic lookup filter is a feature that allows you to specify conditions or rules for filtering the options displayed in a lookup field based on the values of other fields or related data . It dynamically adjusts the available lookup options to provide a more targeted and relevant selection for users.  It enables a more intuitive user experience by presenting only relevant choices based on the user's selections. Not by just using the field value on that page, you can also filter the results of the lookup with current date/time, logged-in user, or any custom condition that you can handle using Client Script. You can achieve this in Create, Edit, Detail (Standard) and Clone pages.

You can apply dynamic filters to the following fields using Client Script.
  • lookup fields
  • sub-form lookup fields 

Use Case 1 -Lookup field filter in a form

Consider a Manufacturing company, ABC. The Admin wants to get the list of accounts that have the Account Type as Vendor for the lookup field name "Linked Account" in the Leads module only for standard layout.

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



 You can filter the list of Accounts visible in the lookup field using the ZDK setcriteria() , so that only the accounts of Account Type Vendor will be visible when the user clicks the lookup icon. 

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next .
  • Enter the following script in the Client Script IDE and click save.

  var field_obj = ZDK.Page.getField('Linked_Account');
 field_obj.setCriteria("(Account_Type:equals:Vendor)", { filterOnSearch: true });

You should use the ZDK setCriteria  along with the filter condition, in order to apply filters.

setCriteria() ZDK


You can view the ZDK Documentations in the Library section of Client Script IDE

Here is how the Client Script works.




Use Case 2 - Dynamic lookup filter in a sub-form

Zylker is a health care company. The Admin wants to list the available instruments in the lookup field " Instrument Name " based on the type of Instrument that a service agent selects in the field "Type" only for standard layout. For example, if the service agent selects the Type as "Surgical Instruments", then he should be allowed to choose only instruments of such type in the subform.

Solution:

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

  • Enter the following script in the Client Script IDE and click save .

var Product = ZDK.Page.getSubform("Product_list").getField("Product_Name");
Product.setCriteria("(Product_Category:equals:"+value+")", { filterOnSearch: true });

  • Here, based on the value the user selects in the "Product Category" , the Product Name will be displayed by picking the Instruments from Product module where the category is equal to the user selection.
  • Here is how the Client Script works.

You should use setCriteria ZDK in order to apply filters for lookup fields in Client Script.

Now, you may wonder what about Lookup filters of the field properties in layouts, when to use them and what is the difference.

Here is the comparison which shows when to use lookup filters in Client Script!
( Please note that this comparison holds good as on June 2023, there may be updates made to below features )

Lookup filters in field properties
Lookup filters in Client Script
 
Use this when you want to apply filters based on entity criteria.
Use this when you want to apply filter based on user selected field value.
 
The filter criteria is specific to the module . i.e The lookup  filter will be the same for all the layouts of the module.

The filter criteria is specific to the layout. i.e The lookup filter will be not be the same for all the layouts of the module. 

Sample use case

You can use this when you want to apply filters where you know the values involved in the criteria like 
Created Date is Today, List the Accounts where the account Type is 'Supplier', Modified by Logged in user.

Sample use case

You can use Client Script when the criteria depends on user selection like to list the available instruments in the lookup field "Instrument Name" based on the type of Instrument that user selects in the field "Type". 

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.
Cheers!



    • Recent Topics

    • Windows agent 2025_M02 release notes

      Agent Version: 111.0.3.300 Release date: 24 February, 2025 Various Major enhancements to improve overall performance and optimize the user experience. Squashed a few bugs to improve overall product quality.

    • Windows agent 2025_M01 release notes

      Agent Version: 111.0.3.299 Release date: 05 February, 2025 Major Enhancement: Live Monitor feature compatibility released. Major Enhancement: Updated Scaling for multi technician cases with Android and Web based viewers. Various other bug fixes and performance

    • how to record deferred revenue?

      Dear Zoho Team, We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED REVENUE (ie. $10 x 12 mths = $120, balance sheet item). After the particular month of the hosting service, $10 of revenue has been earned and deferred revenue amount will be $110. We must keep adjusting the balance sheet and income statement over the course of the service until the company has fulfilled its obligation of services and

    • Narrative 13: Importing your data

      Behind the scenes of a successful ticketing system: BTS Series Narrative 13: Importing your data When importing data into an application, it is crucial to prevent data loss or duplication. These types of errors can hinder the development of a clean and

    • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

      I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically

    • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

      Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status

    • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

      Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated

    • Can I Build a POS using ZOHO creator and integrate it with ZOHO Books?

      Hello,  I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes.   So, would Zoho creator provide me with this solution?  Thank you, 

    • An important update for Zoho Cliq desktop users

      The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

    • Zoho Projects - Visual improvement to parent and sub-task relationship

      Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • New Toolbar in Zoho Sheet

      We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

    • Zoho inbuilt Telephony made a lot of issues!

      Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

    • Sending workflow notifications using popular chat services

      Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

    • Webhook not firing.

      I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

    • Adding Images to a Quote in Zoho CRM

      We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

    • Applications built with Zoho Creator

      Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

    • Is it posssible to add Asap Widget on Wordpress?

      I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

    • Require ticket resolution

      Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • API Pagination Error: 'from' Parameter Limit

      Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

    • How to go to the next open ticket in the queue when agents closes ticket

      Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

    • External download link limit

      Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in

    • CRM verify details pop-up

      Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

    • Custom templates for calendar report

      What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

    • Print a price list or price book

      Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

    • Disable payment thank-you emails

      Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

    • Maximum tags possible in Contacts Records

      I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

    • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

      When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

    • CRM Mobile reports

      When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

    • When Zoho Tables Beta will be open to EU data center

      Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

    • Start Form on a different page (i.e., hide form pages)?

      I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

    • How can we disable "My Requests"?

      We are not using this functionality in our system at all and our users get confused.

    • PayPal payment received recording problem

      Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

    • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

      Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

    • How to mute chat notification sound by default in Zoho SalesIQ?

      We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • How to Hide Article Links in SalesIQ Answer Bot Responses

      I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

    • Add RECURRING option when adding email to calendar events

      When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

    • LINE Auto Message Connect to Zoho

      When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

    • Next Page