Client Script Support for Notes Related List

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 to prevent unwanted changes to notes by specific profiles based on custom criteria. With Client Script, you can enforce rules that control edits based on user profile and deal stage, ensuring critical notes remain accurate and protected. This use case was taken from the context discussed in this post.

In this Kaizen post, 


  1. Supported Events for Notes Related List
  2.  Supported ZDKs for Notes Related List
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links



1. Supported Events for Notes Related List

onBeforeAdd

This event occurs just before a new note is added to the Notes Related List. Use this event to validate the data or modify note content automatically before the note is created.

onBeforeUpdate

This event occurs just before an existing note in the Notes Related List is updated. It allows you to enforce validation or make changes to the note data before the update is saved.

Click here to know more about the supported events.

2.  Supported ZDKs for Notes Related List

The following Client Script ZDKs can be used to perform actions in Notes Related List.

Retrieves the current value of a field in Notes Related List.

Sets or updates the value of a field in Notes Related List.

3. Use Case: Stage-Based Notes Lock for Specific User Profiles based on Deal stage

Quote
At Zylker, when a Deal is in Proposal/Price Quote, Negotiation/Review, or Closed Won/Closed Lost, a Sales Representative should not edit existing notes. This ensures that critical approval comments, pricing details, and final decisions remain unaltered, maintaining clarity and audit compliance.
Preventing edits ensures critical approval comments, pricing details, and final decisions remain accurate.

4. Solution

  1. Go to Setup > Developer Hub > Client Script. Click +New Script.

  2. Specify the details to create a script and click Next.


  3. Enter the following script and click Save.
  1. var dealStage = ZDK.Page.getField("Stage").getValue();
  2. // Stages where notes should not be editable by Sales Reps
  3. var restrictedStages = [
  4.     "Proposal/Price Quote",
  5.     "Negotiation/Review",
  6.     "Closed Won",
  7.     "Closed Lost"
  8. ];
  9. // Get current user profile
  10. var currentUserProfile = $Crm.user.profile;
  11. // Profiles allowed to edit notes
  12. var allowedProfiles = ["Manager", "Admin"];
  13. // If the stage is restricted and user is not allowed
  14. if (restrictedStages.includes(dealStage) && !allowedProfiles.includes(currentUserProfile)) {
  15.     // Log original note (optional)
  16.     log("Original Note:", ZDK.Page.getComponent("notes-editor").getValue());
  17.     // Show alert
  18.     ZDK.Client.showAlert("Your profile is *not authorized* to edit notes of a deal in " + dealStage +" stage.");
  19.     // Prevent further action
  20.     return false;
  21. }
  1. Define a variable restrictedStages that contains all the deal stages where notes should not be editable.

  2. Get the current deal stage using ZDK.Page.getField("Stage").getValue(), you fetch the stage of the deal currently being viewed.

  3. Get the profile of the current user using $Crm.user.profile. This helps you to find out the profile of the person trying to edit the note.

  4. Create an array allowedProfiles for profiles that are always allowed to edit notes.

  5. If the deal is in a restricted stage and the current user is not in the allowed profiles, show an alert to the user explaining they cannot edit the note.

  6. Stop the note from getting saved using return false.

  7. This way, the script protects important notes from being edited by unauthorized users during critical deal stages.

  8. Here is how the Client Script works.


5. Summary

In this post we have discussed,
  1. The Client Script events supported in Notes
  2. The ZDKs available for use in Notes Related List
  3. How to prevent a note from being saved with custom criteria


Wishing you a joyful, successful, and inspiring New Year 2026 See you next week as we kick off an exciting New Year! 😄





    • 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

      • Full Hebrew Language Support for Client-Side Zoho Assist Interface

        Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows
      • Add Hebrew & RTL Support to Feedback Widget

        Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
      • Merge Tickets Directly from Contact Page in Zoho Desk

        Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
      • Different languages for users

        Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
      • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

        Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
      • 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
      • 2025年 Zoho コミュニティ 活動の振り返り 🎉

        ユーザーの皆さん、こんにちは!コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム:注目の投稿 フォーラム:多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム:注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。
      • Customer Management: #3 Giving Customers Control & Privilege

        Rio, the founder of RenoTech Solutions, a fast-growing digital service company, found itself juggling a dozen different services for its clients. They handled one-time setup fees, recurring monthly invoices, and custom milestone-based billing for projects.
      • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

        I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
      • Module Customisation - Lookup function not available

        Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
      • Books Api: listing expenses created after certain dates

        Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?
      • Ability to Set Text Direction for Individual Cells in Zoho Sheet

        Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use
      • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

        Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides
      • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

        Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and
      • Remote Control Functionality During Screen Sharing in Zoho Cliq

        Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control
      • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

        Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other
      • Centralized Organization Information Management in Zoho One

        Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires
      • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

        Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove
      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
      • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
      • Ability to Filter Alias Mailboxes in Zoho Recruit

        Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account
      • Automatic Department and Employee Sync Between Zoho One and Zoho People

        Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
      • Ensure Consistent Service Delivery with Comprehensive Job Sheets

        We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
      • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

        Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
      • Prefered Bin Missing in android APP

        Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
      • Open Sans Font in Zoho Books is not Open Sans.

        Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
      • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

        As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
      • Write-Off multiple invoices and tax calculation

        Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
      • Reusable Jira Connection for Multiple Zoho Projects Imports

        Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for
      • Zoho invoice doesn't support Arabic language

        I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.
      • Recurring Invoice Placeholder Not Updating Billing Period

        Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based
      • Work Type - Limitation

        Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
      • Related list Mobile Device

        Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
      • Can't update the company address in zoho invoice

        Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
      • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

        We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.
      • 【Zoho CRM】作業リスト機能リリースのお知らせ

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。
      • SalesIQとPageSenseの利用について

        初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
      • Emails sent through Bigin are not posting in IMAP Sent folder

        I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
      • Parent-Child Tickets using API or Deluge

        Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
      • Next Page