Client Script Support for Quick Create

Client Script Support for Quick Create

Hello Everyone!

We are back with another exciting and highly awaited update in Client Script! Over the past months, many of you shared your insights and requests, asking for the power to extend Client Script functionality to Quick Create forms. This capability is now being rolled out in phases, letting you unlock customization for your Quick Create forms.

Quote

Quick Create component is a mini form used to create a record and associate it to the parent record from a lookup field. Client Script support for Quick Create forms lets you trigger actions on load, change, or save.

Quick Create Form Supported Events

Here is the list of Events available for Quick Create Forms.


Get contextual data effortlessly

We have introduced a new Client Script variable $Client.rootContext. It is a ZDK client variable designed to handle scenarios involving multiple execution contexts, such as Quick Create, where a form can be opened from different pages. It points to the original page from which the form was launched, allowing client scripts to access parent record data and enable context-aware actions like auto-population and validation.

With $Client.rootContext you can,

  • Access the parent page record details

  • Auto populate Quick Create fields based on the source record

  • Use familiar ZDK Page utilities in the root context

    This makes context aware Quick Create customizations simpler and more reliable.

Use Case : Open pre-populated quick create "Installation Support" form:

Lets see how to use this support to open pre-populated quick create "Installation Support" form.

Quote
Zylker electronics sells TVs, washing machines, and ACs through retail and online channels. After delivery, Zylker confirms with the customer for installation support and comfortable Date and time. Once confirmed, the support team uses Quick Create from the delivered order to create an Installation Support record and schedule the technician without re-entering details and auto assigning technician based on product type and location in installation module. Sales rep clicks quick create, and selects only the preferred date and time. Rest will be auto filled.



Click here to view the source code.

In this implementation, the Customer Name, ID, Address, and Device Type are fetched from the Detail page using $Client.rootContext.

Happy Client Scripting 😊







    • 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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Unable to change the "credentials of login user" option when creating a connection

        I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,
      • Show backordered items on packing slip

        Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom
      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
      • Zoho CRM Community Digest - January 2026 | Part 1

        The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the first
      • Zoho CRM Feature Requests - SMS and Emails to Custom Modules & Time Zone Form Field

        TLDR: Add Date/Time/Timezone form field, and be able to turn off auto timezone feature. Allow for Zoho Voices CRM SMS Extension to be able to be added to custom modules, and cases. Create a feature that tracks emails by tracking the email chain, rather
      • Introducing Bigin's Add-in for Microsoft Outlook

        Hello Everyone, Email is an important way to communicate with customers and prospects. If you use Outlook.com for emails and Bigin as your CRM, the Outlook Add-in helps you connect them easily so you can see your Bigin contact details right inside Outlook.com.
      • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

        Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,
      • Zoho Commerce

        Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
      • Will be possible to create a merge mail template for products?

        Hi, we would need to create a mail merge template for products (native) module. Will be possibile? or do you have a smart solutions to merge products data with a mail merge? thanks Chris
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
      • How to Associate Zoho Projects in Zoho CRM

        Hi I need script for associating projects in zoho projects to particular Account in zoho CRM side. It can be done manually but I need the automation for this process. There are no api regarding associating a project in zoho crm account. Need assistance
      • Add Claude in Zoho Cliq

        Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how to do it, step by step, with all the code
      • Need to set workflow or journey wait time (time delay) in minutes, not hours

        Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
      • Editing Item Group to add Image

        I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel
      • Composite Product (kit) - Dynamic Pricing

        I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the
      • Urgent: Slow Loading Issue on Zoho Commerce Website

        Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide
      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
      • New in Office Integrator: Download documents as password-protected PDFs

        Hi users, We're excited to introduce password-protected PDF as a download option in Zoho Office Integrator's document editor. This allows you to securely share your confidential information from within your web app. Highlights of the password-protected
      • Sales IQ - Zobot en multilangue

        Bonjour, J'ai un Zobot installé sur mon site depuis longtemps. J'ai ajouté plusieurs langues, dans la configuration et dans le générateur de bot sans code Pourtant, le Chat continue à s'afficher en Francais. Comment enclencher le multilangue en front
      • Streamlining E-commerce Photography with AI Background Tools

        Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this
      • Is there a way to show contact emails in the Account?

        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
      • Add "Reset MFA" Option for Zoho Creator Client Portal Users

        Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
      • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

        Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category
      • Collapsing and expanding of lists and paragraphs

        hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards
      • Saving issue

        First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not save
      • Fix image at bottom of a page fot automatic proposal creation

        I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consists
      • Notifications Feeds unread count?

        How do I reset the unread count on feeds notifications?  I've opened every notification in the list.  And the count never goes to zero.
      • Zoho CRM Quotes – Subform and PDF/Writer Limitations

        Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
      • Tables for Europe Datacenter customers?

        It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
      • Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)

        If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manual
      • Ranking by group in report

        Dears, I am new to Zoho Analytics and I would like to ask you guys help to creating a ranking column. Report type: Pivot Matter: I want to create a ranking column on the right of Percentage. This ranking is group by column Type, and ranking by Final Score/Percent.
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Zoho Community Digest — Febrero 2026

        ¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para febrero de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. Pero antes de lanzarnos a las actualizaciones,
      • Disable Zoho Contacts

        We don't want to use this app... How can we disable it?
      • Department Overview by Modified Time

        We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are
      • Filter button in the Zoho Sheet Android App doesn't toggle on

        I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
      • 【Zoho CRM】商談タブへのデータインポート

        Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 (弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。) どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 (投稿先が間違っていましたらご指
      • CRM Cadences recognise auto-responses

        I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
      • 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
      • How to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?

        Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, without
      • Next Page