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








    • Sticky Posts

    • 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

    • 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.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

        Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.

      • Record history and ticket interaction tab in contacts and accounts

        Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,

      • Is there an API to "File a Ticket" in Desk

        Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

      • Keyboard UX for Assemblies

        The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

      • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

        Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:

      • Why can't I see images uploaded by other users in the Library for Campaigns

        We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.

      • zoho sheet stuck

        I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 

      • Tip of the Week #78 – Cut response time with multichannel shared inboxes

        If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies

      • 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?

      • FSM Improvement Idea - Show an Import button when there is no data

        I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

      • Unable to Send Different Email Templates for Different Documents in Zoho Sign

        Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

      • 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.

      • UI Improvement - Ability to Collapse Flow

        The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal

      • Tasks Statuses

        Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

      • Add Lookup Field in Tasks Module

        Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (

      • Create New Tasks Layout in CRM

        I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!

      • Whatsapp Connection Status still "Pending" after migration

        Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

      • Using IMAP configuration for shared email inboxes

        Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

      • 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.

      • Zoho Recruit Subscription

        Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.

      • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

        We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

      • Automatic Portal invite

        We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations

      • Marketer's Space: Why mobile optimization deserves a place in your email strategy

        Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

      • Enhancements in Canvas

        Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

      • Introducing Dark Mode / Light Mode : A New Look For Your CRM

        Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

      • ABN with Legal Entity Name

        Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto

      • 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,

      • 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

      • 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), 

      • 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

      • Next Page