Kaizen #198: Using Client Script for Custom Validation in Blueprint

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. 
Hello everyone!

Welcome back to another exciting Kaizen post. Today, we will explore how to use Client Script to handle a use case in Blueprint beyond Zoho CRM’s native features. This will solve the use case raised in this community post.

Quote
"At Zylker, the Admin wants to proceed with a Blueprint transition only if at least one of the four fields is filled during the transition "Gather Details" . However, Blueprints only allow fields to be marked as either mandatory or optional. There's no built-in way to enforce a rule like at least one required.The use case is to add a custom validation that allows the transition only if any one of these fields in the mandatory fields form is filled."

In this post,

  • Need for custom validations in Blueprint
  • Client Script Events related to Blueprint
  • Use Case
  • Solution
  • When to use this event?
  • Summary
  • Related Links


1. Need for custom validations in Blueprint

In Zoho CRM, Blueprint allows administrators to streamline and guide users through structured processes by defining states, transitions, and mandatory fields at each step. While Blueprints support marking fields as mandatory or optional during transitions, they do not support conditional logic like at least one of these fields must be filled, making a field mandatory based on another field’s value, validating date ranges, etc.

To accomplish such requirements, you can use Client Script.

2. Client Script Events related to Blueprint

The following Client Script events can be used in Blueprint.

  • beforeTransition - This event occurs before the transition states of a Blueprint, as per the process flow designed in the blueprint. Click here to know how to use this event.
  • onBeforeMandatoryFormSave - This event occurs when the user clicks the save button of the mandatory fields form, but before saving the values.
  • You can use this event to validate the data entered by the user and stop proceeding further.
  • onMandatoryFormLoad - This event occurs when the mandatory fields form appears on the screen. If you want to show a message or accomplish any custom action when the mandatory fields form loads, you can use this event.

Click here to see the related Events documentation. These events can be configured in both Standard and Canvas Detail Pages.


Notes
Note:

In Zoho CRM, you can make certain fields mandatory for a particular transition in a Blueprint. When a user tries to save a record without filling in these required fields, Zoho CRM stops the action and shows a popup asking the user to complete the missing details.This popup is called the mandatory field form. This form also appears when you make fields mandatory using Layout rules.

3. Use Case

Zylker is a manufacturing organization which uses Zoho CRM. The Admin wants to ensure that at least one of the following fields is checked by the user before proceeding from the "Gather Details" transition.
  • GST ID
  • Payment Terms
  • Trade License Copy
  • Expected Monthly Order Volume
The following is the Blueprint configuration is for the transition "Gather details".



Blueprints only support marking fields as mandatory or optional, and there's no native way to enforce “at least one required.” However, the admin wants to add a custom validation to allow transition only if any one of these fields is filled. 

Solution

  • To accomplish this requirement, you need to create a Client Script with onBeforeMandatoryFormSave Event.

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


  • Enter the following script and click Save.
  1. if (form.Lead_Status == "-None-") {
  2.   if (
  3.     form.GST_ID_collected ||
  4.     form.Payment_terms_shared ||
  5.     form.Trade_License_Copy_collected ||
  6.     form.Expected_Monthly_Order_Volume
  7.   ) { ZDK.Client.showMessage("Transition Successful"); }

  9.   else {
  10.     ZDK.Client.showAlert("You must check at least *one* field to proceed");
  11.     ZDK.Client.navigateTo('record_detail', {
  12.       module: 'Leads',
  13.       record_id: $Page.record_id,
  14.     }); }}

  • In the above script, form is the argument of the onBeforeMandatoryFormSave Event. It holds the values of the fields in the mandatory form and the current value of the base field. Here the base field is Lead Status.

  • By checking the value of Lead_Status, the script ensures it only runs during the "Gather details" transition and does not trigger for other transitions.

  • The ZDK.Client.navigateTo() function redirects the user to the Detail Page and halts the transition process.

  • $Page.record_id is the Client Script constant that returns the current record id.

  • To inform the user, ZDK.Client.showAlert( ) displays the message "You must check at least one field to proceed", clarifying why the transition did not occur."

  • Here is how the Client Script works.


  • In this GIF, you can see that the transition is halted if none of the fields in the mandatory form are selected. However, if at least one field is checked, the transition proceeds as expected.

5. Summary

In this post, we have discussed 

  • When to use mandatory form events?
  • How to stop a blueprint transition based on custom logic?
  • How to navigate to a page using Client Script?
  • How to fetch the current record ID using Client Script?






    • 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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Add Option to Mass Dispatch by User

        Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

      • Zoho Desk Training

        Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

      • Free webinar: Zoho Sign unwrapped – 2025 in review

        Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect

      • Zoho Projects - Email notification relabelling of modules not present on default templates

        Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...

      • Publish to LinkedIn via API

        Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

      • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

        Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

      • Tips for Organizing Workflows and Improving Team Coordination in Zoho

        Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays

      • Include the "Added Email ID" to the Filters of a Report

        Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be able

      • Loops in Deluge

        Hi, Can someone tell me how I do a simple loop in deluge? For example, if i have a variable "X" containing a number of loops to perform, i would like to perform an action X amount of times. X = 10; do while (Y < X){       // ... do something } to further explain, the equivalent in PHP of what i am trying to acheive would be: $X = 20; for($Y = 1; $Y < $X; $Y++ ){       // ... do something } Thanks

      • I am facing a problem with an if-else condition

        If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block

      • Mass Update of Lookup Fields not possible

        Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

      • Zoho Projects - Reply by email to @ mentions posted on the Feed.

        When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.

      • Add home page or dashboard in CRM customer portal

        is it possible to add home page or dashboard in CRM customer portal?

      • Zoho Analytics Bulk Api Import json Data

        HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

      • Product Updates in Zoho Workplace applications | October 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Subform data to Sheets

        I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data

      • E-Invoicing in Belgium with Zoho Books

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing

      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

      • Custom Search using HTM+CSS Snippet

        Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and

      • Edit Contact Roles in the Potentials Mod

        New to ZOHO so I need some help. I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project. In the Potential Mod you can pick contacts and assign a Role to them. I know

      • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

        Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

      • 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.

      • Hide fields only for creation

        Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

      • Font Size 11 - Zoho CRM Email Templates

        Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

      • Error 400 Booking

        Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

      • How do I change a form's name? Why isn't this more intuitive?

        Can someone please let me know how to change a form's name?

      • Can I execute two 'functions' when completing a mail merge from CRM?

        Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get

      • Redirect after submission is not working after a few submission

        I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,

      • Link Purchase Order to Deal

        Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

      • Recruit paid support?

        Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

      • Zoho Projects - Attachments added to Task and Bug emails are not saved

        Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley

      • Zoho Projects - Unread Comment Icon

        Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

      • E-Invoicing in Belgium with Zoho Billing

        Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

      • Zoho Projects - Email Notifications for Feed Updates

        Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

      • Zoho Analytics Export API

        Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

      • Unveiling Zoho Sites 2.0 - A new dimension in website building

        Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.

      • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

        Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

      • Next Page