Kaizen #129 : Client Script Support for Blueprints

Kaizen #129 : Client Script Support for Blueprints

Hello everyone!

Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint pop-up using Client Script.


In this Kaizen post,
  1. What is a Blueprint?
  2. Blueprint event in Client Script
  3. ZDKs and methods available in Client Script related to Blueprint
  4. Use Case - During a blueprint transition, show a pop up with fields that are not mandatory
  5. Solution
  6. Summary
  7. Related Links
  8. Kaizen Collection


1. What is a Blueprint?

Blueprint is an online replica of a business process. For instance, leads generation and follow-up, deals closure and order management. Each of these processes has several stages, and different teams may be responsible to complete each stage. At this point, one needs to take a moment to see if the CRM dictates how these processes should be executed. It captures every detail of your entire offline process within the software. Click here to know more about Blueprint in Zoho CRM.

Moving from one stage of a blueprint to the next stage  is called as Blueprint transition.

2. Blueprint event in Client Script

Whenever you want to meet your custom requirements in Zoho CRM before a Blueprint transition happens, you can use the beforeTransition event type available in Client Script. This event occurs before the transitions occur, as per the process flow designed in the Blueprint. You can add the "return false" statement at the end of the script to prevent the blueprint transition. Click here to know more about the events in Client Script.

3. ZDKs and methods available in Client Script related to Blueprint

Here is the list of ZDKs and methods using which you can code in Client Script.

ZDK.Page.getBlueprintTransitionByID()    -       You can get the blueprint transition by id.

ZDK.Page.getBlueprintTransitions().          -       You can get all the blueprint transitions in page.

getId()                                                            -       You can get the id of transition using Blueprint transition object.

getName()                                                     -        Get the name of transition using Blueprint transition object.

initiate()                                                         -        Initiate the transition using Blueprint transition object.


Click here to view the detailed documentation of ZDKs and methods related to Blueprint in Client Script.

4. Use Case

Zylker is a manufacturing organisation which uses Blueprint to manage the various updates in the status of Leads. Below is the blueprint configuration. For the transition "Gather details", the field  "Alternate Number" will be prompted as mandatory. Without entering this detail, the transition cannot proceed.



This is the existing Blueprint.
Now, the Admin wants to prompt the user to enter a value for the Alternate Number, but it should not be mandatory for the transition "Gather Details".

4. Solution

Currently in Blueprint the fields in the pop-up are mandatory. You can achieve non-mandatory fields in a pop-up using Client Script and update the values to that record. However you should not add the fields in the "During" phase of the "Gather Details" transition in Blueprint, to achieve this non-mandatory pop-up using Client Script. This solution will work for the requirement raised in this post.

For this,  you need to create a Client Script and use the "Before Transition" type of "Blueprint" Event.  



For more details on how to configure a Client Script, click here. Once you give the module and event details, you can see the Client Script IDE's Editor.



The argument "transition" will hold the the details of current Blueprint transition.

In the Client Script IDE, type the below script and click Save.

 if (transition.name == 'Gather details') {
// To show pop up and get the Alternate Number and update the 
//record's Alternate Number 
var var_alt = ZDK.Client.getInput([{ type: 'text', label: Alternate Number}], 'Give these details', 'OK', 'Cancel');

    if (var_alt != null) {

        var lead = ZDK.Apps.CRM.Leads.fetchById($Page.record_id);
        lead.alternate_number = var_phone.toString();
        var response = lead.__update();
    }

    else {

        ZDK.Client.showMessage('Details have been gathered successfully' });

    }

 
   $Client.refresh();// to refresh the page

}

The above script will get executed before every transition happens in the Blueprint. So, in the script, the code is added based on the transition name. As per the requirement, when the transition name is "Gather details" , you can show the pop-up through Client Script's getInput() function. Once you capture this value you can update the alternate number using the CRM API ZDKs. $Page.record_id will return the id of the current Lead record.

Here is how the Client Script works.



You can see that the transition happens even after the "Alternate Number" field is not filled by the user.


Note : 

1.  If you want to prevent a Blueprint Transition you need to add "return false" statement in the Script.      

2.  The blueprint event and the related ZDKs are  available only for Detail(Standard) Page and Detail(Canvas) Page
5. Summary

In this post, we have discussed,
  • About Blueprint events in Client Script.
  • The ZDKs and methods related to Blueprint.
  • How to configure a Client Script to trigger before a Blueprint transition
  • How to open a non - mandatory fields pop up before a blueprint transition
  • How to update current record using Update Records API through Client Script
  • How to refresh a page using Client Script
  • How to prevent a Blueprint Transition
6. Related Links
Kaizen Collection : 


Cheers!
Maadhari M









      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Has CSS Changed for Common Elements?

                                    I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the
                                  • Text snippet

                                    There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                  • Zoho Cliq not working on airplanes

                                    Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
                                  • Prepopulating Fields

                                    Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist
                                  • Timeline Tracking Support for records updates via module import and bulk write api

                                    Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.
                                  • What is the difference between Zoho Campaigns and marketing hub?

                                    Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple
                                  • Unify Overlapping Functionalities Across Zoho Products

                                    Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                  • Detailed Account Reports - Add Running Balance

                                    When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
                                  • Can we add custom fields to portal community profiles?

                                    How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
                                  • Future Orders - Due Date

                                    Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                  • Start Workflow from Deluge Script

                                    I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
                                  • Issue: Ticket Export Does Not Include Ticket Threads

                                    Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
                                  • Pushover Notification Module

                                    Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable
                                  • Forward - no Ticket Number

                                    Hello, when I send an email to Zoho Desk via Reply or Reply All, the ticket number is in the subject line. But if I use forward then not. Is there an option to change this? We often forward e-mails and a reply to this will of course create a new ticket
                                  • Checkout: Adding Images

                                    Hello everyone, I’m trying to add a small GoGreen logo in the shipping section of the checkout to promote our sustainable shipping. While I can insert text without any issues, it seems that adding images is not supported in this area. Is there currently
                                  • Sortie de Zoho TABLE ??

                                    Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
                                  • [solved] #original_sender trick not working for us

                                    Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}
                                  • SalesIQ Chat Notifications

                                    I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the
                                  • Auto-sync field of lookup value

                                    This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                  • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                    We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                  • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

                                    Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill
                                  • Unknown table or alias 'A1'

                                    I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
                                  • HubSpot CRM to Zoho Creator Integration

                                    I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow
                                  • Sorting Descending in a lookup

                                    I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?
                                  • Batch Emails in CRM Plus without using a template?

                                    Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.
                                  • bank charge

                                    a charge to my account was made that I did not authorize, of $16.46, for something that looks like "computer maintenance or something to that matter". please refund.
                                  • [Free Webinar] Product Updates: Quick Catch-Up Session - Part II - Creator Tech Connect

                                    Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.
                                  • Introducing Liquid Glass UI on the Zoho Mail iOS app

                                    Hello everyone! We're excited to announce that the Zoho Mail app is now fully optimised for iOS 26's Liquid Glass design on both iPhone and iPad! The updated interface features transparent layers, smooth animations, and refined visual elements that enhance
                                  • Jobs at multiple locations

                                    Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple
                                  • Zoho Creator customer portal users

                                    Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
                                  • Plan change from Zoho One to Zoho Workplace

                                    Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,
                                  • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

                                    Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
                                  • Partner with HDFC And Sbi Bank.

                                    Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
                                  • Links in Instagram

                                    Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images
                                  • Spotlight #7 - Automatic Transitions in Blueprint

                                    Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic
                                  • Sub Folders

                                    It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way 
                                  • Need a way to run a client script longet than 10 seconds

                                    By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
                                  • Zoho CRM Community Digest - November 2025 | Part 2

                                    Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile to
                                  • Zoho CRM - Writing Assistant Tone

                                    Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, so
                                  • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                    Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                  • Next Page