Kaizen# 209 - Answering Your Questions | All About Client Script

Kaizen# 209 - Answering Your Questions | All About Client Script


Hello everyone!

 

Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script.

We took the time to discuss with our development team, carefully reviewing all aspects, so we could bring you accurate and complete information firsthand.

Q1: Repeating the same validation code across Create, Edit, List, and Detail views reduces maintainability


Currently, this requirement is under analysis. For now, we suggest you use Static Resources to reduce duplication and improve maintainability.


Q2: A unified screen for writing client-side validation logic would improve efficiency, especially if it supports both validation and CRM data fetching


We are planning to provide a Client Script IDE with a tree structure listing all scripts. This will allow you to access a page’s complete script in a single view without exiting each time. This is part of future enhancements and as of now there is no ETA for this.



Q3: Client Scripts currently do not support access to third-party APIs

API calls can be made using HTTP requests or Connections.
Check out Kaizen#135: Third Party Integration using Client Script to see the implementation and a practical use case.
Also, our new ZRC support, now in early access, provides direct API calls for enhanced control and flexibility.



Q4: Need for deeper UI control in Client Scripts (like modifying metadata CSS and HTML)

Direct modification of CRM page CSS/HTML via Client Script is not possible.



Q5: Canvas actions cannot trigger Blueprint transitions, limiting process automation

Blueprint transitions can now be initiated from Canvas pages. Click here for documentation.



Q6: Lack of functions to retrieve a field’s data type (text, boolean, datetime) limits dynamic handling
This feature is planned for future enhancements.



Q7: The onSave event is missing in Detail Page processing
While the Save action is not available on Detail pages, the onBeforeUpdate() field event can be used to enforce validations post-edit.

 

Q8: onChange does not work on multi-picklists and subforms

The development of onChange support for multi-select picklists  is completed and will get released very soon (in a week). The onCellChange() method is currently available for subforms.


Q9: Currently, there is no way to control or restrict access to the "Record detail page views" dropdown selector in Canvas detail pages based on user profiles or roles.

We are working on addressing this limitation and will keep you updated once the enhancement is available.

 


 

Q10: Why Zoho CRM provides too many ways for client validation? One is through Layout Validation->Setup, Layout Validation-Function, Client Script (ZDK). What is the major difference?

Feature

How It Works

Best For

Validation Rules
(no code)

Define conditions in the setup UI without coding. These checks run when you try to save a record. If conditions fail, the save is blocked and an error message is shownClick here for more details.

Quick, straightforward validations like “Email must contain @domain.com” or “Amount cannot be negative,” especially for admins with no coding knowledge.

Layout rules
(no code)

Define layout rules that adjust the form UI in real-time based on field values. This includes showing/hiding sections, enabling/disabling fields, or making them mandatory. Click here for more details.

Use when the form sections needs to adapt dynamically to the context for pages other than Canvas (e.g., “If Customer Type = Business → Show GST details section”).

Functions (Deluge)

In Functions, you can write a Deluge script that executes server-side. Functions are usually triggered by workflows, buttons, schedules or record actions and can update fields, create related records, call external APIs and so on. Click here for more details.

Ideal for automating complex business logic and integrating with Zoho services or third-party applications.

Client Scripts (ZDK + JavaScript)

Use Zoho Developer Kit (ZDK) APIs with JavaScript to run logic directly in the browser. Triggers include On Load, On Field Change, On Save. You can block record save, fetch CRM/external data instantly, show dynamic messages, or modify field behavior and much more. Click here for more details.

Perfect for advanced, real-time validations and dynamic UI.
Example: Prefill address fields from an API, validate PAN instantly, or disable Save if multiple conditions fail.


In this Kaizen post, we have answered all your questions about Client Script, shared solutions along with relevant help doc links, and highlighted upcoming features and enhancements.  We hope this answers your queries and provides clarity on Client Script usage.

 

Happy Client Scripting!

Idea
Previous Post: Kaizen #208 - Answering your Questions | Functions, AI and Extensions - Advanced Queries using COQL API | Kaizen Directory: Home





      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 #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.
          • Kaizen #226: Using ZRC in Client Script

            Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
          • Kaizen #222 - Client Script Support for Notes Related List

            Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
          • 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

          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

                                  • How to create one ZohoCRM organisation out of a multi-organization?

                                    Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access
                                  • Gray screen while signing documents

                                    We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?
                                  • Projects custom colors replaced by default orange

                                    Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
                                  • Interview booked through Invite but no Notifications

                                    We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)
                                  • WebDAV support

                                    I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
                                  • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

                                    Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions
                                  • iOS App doesn't refresh for Document Creation

                                    Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however
                                  • Uploading a signed template from Sign to Creator

                                    Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                  • Zoho DataPrep and File Pattern configuration

                                    I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
                                  • Assistance needed: Activation of a domain

                                    Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate
                                  • Operation not permitted

                                    I am trying to add an email address to the list of user but I am getting error Operation not permitted
                                  • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

                                    Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”
                                  • Client host [89.36.170.5] blocked using Spamhaus

                                    Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"
                                  • Suggestion: Option to Re-run a migration

                                    As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't
                                  • Issue with "Add Your Mobile Number"

                                    Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I
                                  • zoho mail non vérifié

                                    Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.
                                  • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

                                    i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.
                                  • ZohoMail is so close to being Perfect BUT

                                    Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄
                                  • Override Auto Number field?

                                    We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
                                  • Using a third party service provider want to move directly with Zoho

                                    Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email
                                  • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

                                    Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when
                                  • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

                                    Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,
                                  • ShipStation and Zoho Inventory

                                    Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
                                  • E

                                    We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.
                                  • Connecting Zoho Inventory to ShipStation

                                    we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
                                  • custom module import.

                                    Is there a way to import data into a custom module? Thanks Rudy
                                  • HEIC File Type Viewer

                                    Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
                                  • How to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?

                                    Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)
                                  • Building Toppings #4 - Setting up and using connections in Bigin toppings

                                    When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other
                                  • Need code format to specify default values

                                    Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
                                  • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                    Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
                                  • Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

                                    How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=
                                  • Grouping Undeposited Funds to Move to other accounts

                                    In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should
                                  • Depositing funds to account

                                    Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
                                  • Facing email delivery issues? Verify your domain's DNS records

                                    Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens
                                  • Order of Departments in Help Desk

                                    In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?
                                  • COGS - Account showing negetive

                                    I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?
                                  • 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
                                  • %PaymentLink%

                                    Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.
                                  • Google Photos

                                    I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 
                                  • Next Page