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 #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

      • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

        Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

      • Don't Allow Customer to Edit Values After Submitting Ticket

        After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

      • Analytics <-> Invoice Connection DELETED by Zoho

        Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

      • text length in list report mobile/tablet

        Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

      • Automation #4 - Auto Delete Tickets based on Rules

        This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

      • Zoho Community Digest — Enero 2026

        ¡Hola, comunidad! 🌟 Aquí os traemos las novedades más interesantes de Zoho durante este mes de enero, incluyendo actualizaciones de productos, integraciones y un recordatorio sobre los workshops certificados que vuelven a España. 🎓 Eventos y Comunidad

      • Automation #3 - Auto-sync email attachments to tickets

        This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

      • Automation #11 - Auto Update Custom Fields with Values from Emails

        This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

      • Automation #13 - Auto assign tickets based on agent shift time

        This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

      • Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

        Hello Everyone! This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement,

      • Automation #16: Automate Ticket Reopening on Scheduled Timestamp

        Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

      • Automation#19:Auto-Close Tickets Upon Task Completion

        Hello Everyone! We’re excited to bring you another custom function this week. In this edition, we’ll show you how to automatically close tickets when all associated tasks are marked as completed. Let’s see how ZylkaPure, a leading water filter company,

      • Automation #15: Automatically Adding Static Secondary Contacts

        Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

      • Improved UX design for Projects CRM integration

        The current integration embeds the entier projects inteface into the CRM this is confusing and allows users to get lost. For example as a user i navigate to an account and go down to the related projects list and want to get information about a specific

      • 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

      • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

        Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer

      • Zoho Commerce - Poor Features Set for Blogging

        Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

      • Security Enhancements | Migrate to the Updated Policies

        Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the

      • Bring Zoho Shifts Capabilities into Zoho People Shift Module

        Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.

      • Facturation électronique 2026 - obligation dès le 1er septembre 2026

        Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

      • How to block a WhatsApp user for sending spam

        Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

      • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

        Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as

      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

      • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

        Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to

      • Automation#20 : Auto-Add Ticket Tags based on Keywords

        Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps

      • Automation#21: Track Ticket Transfers Across Departments

        Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between

      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

      • Homepage not assignable to group

      • MS Teams for daily call operations

        Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

      • Automation#22 Track Ticket Duration at Specific Status

        Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

      • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

        Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

      • Address changes in quote form

        When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

      • Automation#24: Auto-Update custom field from Accounts to Tickets

        Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

      • Kaizen #227 : Client Script Support for List Page (Canvas)

        Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use

      • Implement Date-Time-Based Triggers in Zoho Desk

        Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

      • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

        Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

      • Automation#27: Retain Ticket Owner on Moved Tickets

        Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages

      • Automation#28 Notify Agents on Article Expiry

        Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to

      • Automation#29 Retain ticket status on moved tickets

        Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving

      • Next Page