Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script



Hello everyone!

Welcome back to another exciting Kaizen post.
One of the questions we received through your Kaizen feedback was: 

“How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

 In today’s post, let’s walk through how to achieve this with a simple real-world example. 
We have previously explored how to use Blueprint Events in this Kaizen post and how to implement custom validations within a Blueprint in another Kaizen post.
In this Kaizen post, 


In this Kaizen post, 

1. Use Case
        A. Field Update during Blueprint Transition
        B. Prevent Transition
2. Solution
3. Summary
4. Related Links



1. Use Case

Lisa, the CRM Admin at Zylker, wants to enhance the Lead follow-up Blueprint by capturing the reason behind each transition. Before any transition, a popup should prompt the user to enter a comment.

Field Update:
The Description field should act as the comment history for all Blueprint transitions. When a user enters a comment during a transition, the system should append the comment along with the transition name and the user’s name to this field if the comment has more than 25 characters.

Prevent Transition:
If the comment is less than 25 characters, the transition should be prevented.

2. Solution: 

  • To achieve this, you should create a Client Script that runs during the beforeTransition Blueprint event in your Blueprint.
  • The Before Transition event allows you to control what happens just before a Blueprint transition is executed, and this is perfect for tasks like validating inputs or updating fields dynamically.
  • Go to Setup > Developer Space > Client Script. 
  • Click +New Script.
  • Specify the details to create a script and click Next.
  • Enter the following script and click Save.

  1. // Show a popup input asking the user to enter comments
  2. var notes_pop_up = ZDK.Client.getInput(
  3.     [{ type: 'text', label: 'Comments' }], // Input type and label
  4.     'Deal',                                // Title of the popup
  5.     'OK',                                  // Confirm button text
  6.     'Cancel'                               // Cancel button text
  7. );

  8. // Get the "Description" field from the current record
  9. var notes_field = ZDK.Page.getField("Description");

  10. // Check if the input comment length is greater than 25 characters
  11. if (notes_pop_up.length > 25) {

  12.     // If the Blueprint transition is "Gather Details", create a new description with just this comment
  13.     if (transition.name == "Gather Details") {
  14.         var desc = transition.name + "- " + notes_pop_up + ",";
  15.     } 
  16.     // For other transitions, append the new comment to the existing description along with the user name
  17.     else {
  18.         var desc = notes_field.getValue() + " ,\n '" + transition.name + "' - " + notes_pop_up + " - " + $Crm.user.full_name;
  19.     }

  20.     // Fetch the Lead record using the record ID from the page
  21.     var lead = ZDK.Apps.CRM.Leads.fetchById($Page.record_id);

  22.     // Update the Description field of the lead
  23.     lead.Description = desc;

  24.     // Save the updated lead record
  25.     var response = ZDK.Apps.CRM.Leads.updateById(lead, $Page.record_id);

  26. // If comment length is less than or equal to 25 characters, prevent the transition
  27. else {
  28.     ZDK.Client.showAlert("Enter minimum of 25 characters to proceed");
  29.     return false; // Block transition
  30. }

  • To prompt the user for comments during a Blueprint transition, use ZDK.Client.getInput(), which displays a popup input box.
  • The existing value of the Description field can be fetched using ZDK.Page.getField("Description").
  • To retrieve full lead details based on the current record, call ZDK.Apps.CRM.Leads.fetchById() using $Page.record_id.
  • Once the new comment is prepared, update the lead by calling ZDK.Apps.CRM.Leads.updateById().
  • If the entered comment is too short (e.g., under 25 characters), the code displays an alert using ZDK.Client.showAlert() to guide the user.
  • The user’s full name is accessed via $Crm.user.full_name.
  • Finally, return false will stop the Blueprint transition if the number of characters is less than 25.
  • Here is how the Client Script works if the user specifies a description with sufficient length.


  • As you can see in the following gif, if the user enters a short description, the Client Script shows an alert and prevents the Blueprint transition.



We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions, let us know in the comment section.
Click here for more details on Client Script in Zoho CRM.

3. Summary

A. How can I update fields during a Blueprint transition using Client Script
B. How to prevent Blueprint transition

4. Related Links

Best practices of Client Script 

Happy Client Scripting!

    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! 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 #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.
    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! 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.
    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    Nederlandse Hulpbronnen


      • Recent Topics

      • How can I get base64 string from filecontent in widget

        Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile
      • 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
      • Creator roadmap for the rest of 2022

        Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Filtering repport for portal users

        Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
      • Google Maps

        How can I add google maps to Zoho. I put a new lead in and want to be able to click on a link for google maps and it takes me to that new leads address? Thanks
      • Mapping Accounts on Google Maps

        Hello, Is there a way to map accounts within Zoho? I have exported to Google maps, but not ideal. Thanks, Keith
      • Sales tour mapping

        Hi Zoho people and users, Wouldn't be cool if one could import an itinerary say from Gmaps, specify a radius along the line and pop ! show a smattering of droplets on the maps, each representing a customer or lead ? Clicking on a droplet would open the
      • Does zoho have a feature that can help my sales team create a sales route?

        Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.
      • Possible to Turn Off Automatic Notifications for Approvals?

        Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
      • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

        Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
      • Converting Sales Order to Invoice via API; Problem with decimal places tax

        We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
      • Importing data into Assets

        So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
      • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

        Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
      • Kaizen #157: Flyouts in Client Script

        Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
      • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

        Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
      • Translation support expanded for Modules, Subforms and Related Lists

        Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
      • How get stock name from other column ?

        How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
      • BUTTONS SHOWN AS AN ICON ON A REPORT

        Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
      • ZOHO Creator subform link

        Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
      • Dropshipping Address - Does Not Show on Invoice Correctly

        When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
      • RFQ MODEL

        A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
      • Will zoho thrive be integrated with Zoho Books?

        title
      • Product Updates in Zoho Workplace applications | August 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
      • Notebook audio recordings disappearing

        I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),
      • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

        Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
      • Want to use Zoho Books in Switzerland. CHF support planned?

        Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
      • Weekly Tips : Teamwork made easy with Multiple Assignees

        Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
      • Celebrating Connections with Zoho Desk

        September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
      • What is Resolution Time in Business Hours

        HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
      • Upload API

        I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
      • Zoho Desk KB article embedded on another site.

        We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?
      • Adding Overlays to Live Stream

        Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
      • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

        I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 
      • FSM setup

        So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
      • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

        Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
      • Next Page