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 #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

      • Zoho Sign 2025–2026: What's new and what's next

        Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.
      • New Account, Setting up Domain Question

        Hello, I recently set up a new account with a custom domain. But after paying and setting up my account, it says OpenSRS actually owns the domain, and I have to sign up with them to host my site. But OpenSRS wants to charge me $95, which is ridiculous.
      • Log a call: Call Duration for Inbound is mandatory but inbound is optional

        Hi Team Can you advise on why the call duration for the inbound call type is a mandatory field? We have a use case where we are manually logging a call but do not use the call duration field. The field does not have the option to make it non mandatory
      • 【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.1 ~ データドリブン経営・少人数組織のCRM活用・AIエージェントの最前線 ~

        ユーザーの皆さん、こんにちは。 コミュニティグループの中野です。 2026年3月27日(金)、東京・新橋にて「東京 Zoho ユーザー交流会 NEXUS vol.1」が開催されました。 今回は「マーケティング領域のZoho 活用法 × AI」をテーマに、ユーザーさん2名による事例セッション、Zoho 社員によるAIセッションなどを実施しました。 ご参加くださったユーザーの皆さま、ありがとうございました! この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください。
      • Monthly Webinar : Getting Started with Zoho LandingPage

        Our monthly Getting Started with Zoho LandingPage webinar is back! If you're building your first page and want a little guidance, this is where to start. Learn how landing pages fit into your strategy, generate leads, and improve conversions. Here’s what
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
      • What matters more in Zoho implementations: tools or system architecture?

        I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplier
      • ZOHO CRM Quote Export / Quote Report

        How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields
      • Mass emails - Allow preview of which emails will receive the email based on the criteria

        Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great
      • Limitation in Dynamic Constant Sum Based on Previous Question Selections in Zoho Survey

        Zoho Survey supports the Constant Sum question type, allowing respondents to distribute a fixed total (such as 100) across a set of options. However, it does not support dynamically populating these options based on selections made in a previous question.
      • SAP Business One(B1) integration is now live in Zoho Flow

        We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
      • sync two zoho crm

        Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
      • Showing the map along with mileage expense

        When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
      • Import MSG to Yandex Mail Account | Fast & Reliable Solution

        If you are facing problem to import MSG files to Yandex Mail account can be challenging if done manually, especially when handling multiple files. A reliable solution is using the MacGater Mac MSG Converter, which simplifies the entire process with accuracy
      • Copy all reports in a folder

        I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)
      • OpenURL working Intermittently

        Never had this issue before, everything was working fine up to a few days ago. We have a buttons on reports to open forms with pre-filled fields. Now, there are instances where it will throw and error and gives no feedback. What is really strange is not
      • Trigger workflows from SLA escalations in Zoho Desk?

        Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
      • Zoho Recruit mailserver get blocked by Microsoft!

        Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.com
      • Create formula calculations in Assemblies for scaling quantities

        Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly
      • Calculate Hours Minutes Sec in Zoho Creator Using Deluge

        check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();
      • Build Smarter Apps with AI in Zoho Creator

        Build Smarter Apps with AI in Zoho Creator This is truly the era of AI, and businesses that adapt now will lead tomorrow. Zoho is already moving ahead in this direction, continuously evolving its platform with powerful AI capabilities. With Zoho Creator,
      • Zoho Recruit - Email Relay

        Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka
      • Zia Dashboard Insights : turn your dashboard into decisions

        When you look at a chart or KPI in a dashboard, you would possibly see something like: Revenue: $2.4M ↓ 18% vs last month. It can be a positive growth or a negative one, or a dip in revenue, a spike in deals, a slowdown in renewals—all you usually see
      • Tickets without registration

        Hi, would it be possible to give customers the opportunity to be able to read their tickets without registration?
      • Zoho Desk Answer Bot vs. Zia Agents – Knowledge Base & Ticket Access

        Hi everyone, I’m currently evaluating AI options in Zoho Desk and ran into some limitations with the Answer Bot: Answer Bot limitations Only uses Knowledge Base articles No access to tickets Limited control over sources: Either one Help Center or all
      • Como estruturar automações eficientes no Zoho Creator

        Como estruturar automações eficientes no Zoho Creator Introdução No contexto de aplicações empresariais, automação não é apenas uma conveniência, é um fator crítico para ganho de produtividade, redução de erros e escalabilidade operacional. O Zoho Creator
      • Changing the status of a work-order

        Is there a way to change the status of a work-order?
      • What is a realistic turnaround time for account review for ZeptoMail?

        On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
      • Zia Agents in Zoho CRM: a better way to set up digital employees

        Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
      • Bank Feeds

        Since Friday my bank feeds wont work. I have refreshed feeds, deactivate and reactivate and nothing is working
      • Logged out

        Hi, just been working on a sheet when a pop up box appeared telling me I'm going to be logged out in x number of seconds and if I reload I may lose any edits, or words to that effect. It did indeed log me out and I did indeed lose my last edits. Any idea
      • Zoho API

        I have little experience with API. I'm trying to get a Custom API working with Zoho creator. I have created a Custom API and created an Endpoint URL, but i get a 9400 error code "The provided HTTP method is not valid for this custom API". Based off the
      • #157127950

        Where did my initial question go?
      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
      • How I Implemented Subscription-Based Access Control and Expiry Handling in Zoho Creator

        I recently worked on a use case where users come into the application to request a service, but they should only be able to continue the process after completing a subscription. The challenge was not just controlling access, but also making sure that
      • Zoho Forms API

        Is there any way to get all form entry list using API? Looking forward to hear from you
      • Zoho Projects : Task should auto-update to 'In Progress' if timer started

        Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
      • Laatste facturen en betalingen niet zichtbaar in mijn account

        Wij gebruiken ZOHO invoice al jaren, maar sinds afgelopen week is mijn laatst verzonden factuur niet zichtbaar in mijn account, en tevens de laatst betaalde facturen zie ik niet. Hoe kan dit? Ik heb de pagina al diverse keren gerefreshed.
      • Undelivered Mail uncategorized-bounce errors when sending invoices

        Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
      • Option to Delete Chats in IM

        Currently, there is no option to delete any chats in IM, regardless of their source.
      • Next Page