Client Script | Update - Introducing Subform Events and Actions

Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms?

We are thrilled to introduce one of the most anticipated Client Script Updates: Subform Events and Subform-specific Client APIs in Client Script!

 Subform events are triggered from user actions, such as adding or deleting rows or updating data in subform. These events allow you to run Client scripts for validation, automation, or dynamic updates. By leveraging Subform Events, you gain precise control over subform behavior.  

This empowers you to achieve advanced interactivity, streamline workflows, enhance user interactions, and deliver exceptional user experiences.

Subform Events

• onCellChange 

• onRowAdd

• onRowDelete

• beforeRowDelete

• beforeRowUpdate (Applicable only for Detail Pages)

Supported Pages

• Standard - Create/Edit/Clone Pages, Detail page

• Canvas - Create/Edit/Clone Pages, Detail page

• Wizard - Create/Edit Pages

 

Available Client APIs

  Note :   The setValue method for a subform row and cell on the Detail Pages will only work when the row is in edit mode.

 

Scenario 1 : Apply row value based dynamic filters and display error and clear a cell in subform for invalid input

Organization: Zylker, a manufacturing company using Zoho CRM.

Subform Filtering: In the Quotes module, products in the subform are filtered based on the selected Product Category.

Stock Validation: When the quantity in the Quoted Items subform exceeds available Stock, an error message is displayed. The field is reset to null.

 

Click here to view the source code.

Scenario 2 : Secure subform rows with beforeRowDelete

• Organization: Zylker ensures data integrity during key Deal stages in Zoho CRM.

• Restricted Stages: Subform item deletion is restricted in the following stages:

• Proposal/Price Quote

• Negotiation/Review

• Closed Won

• Closed Lost

• Enforcement: The beforeRowDelete event verifies the Deal stage and returns false to prevent deletion.

 

Click here to view the source code.

Scenario 3 : Auto-Fill values for new rows and clear subform based on custom conditionI

• Module: Campaign module in Zoho CRM.

• Auto-Population: When a new row is added to the subform:

• The onRowAdd event uses setValue() to auto-populate:

• "Status" field with "Planning".

• "Allocated Budget" with $3000.

• Region Change: When the "Region" field changes:

• The onChange event triggers clear() to reset campaign details for region-specific data.

 

Click here to view the source code.

Scenario 4 : Tailor cell, row and column locks in subforms and manage field visibility with ease.

• Module: Campaign subform in Zoho CRM.

• Allocated Budget Field:

• Editable only by admins.

• Read-only for all other users.

• Row Locking:

• The setReadOnly() method, triggered by onLoad and onCellChange:

• Locks the entire row when the Status is "Complete."

• Restricts the Allocated Budget field unless the Status is "Planning."

• Field Visibility:

• The Type of Campaign column is managed with setVisibility():

• Visible only when Parent Type is "others."

 

 

Click here to view the source code.

Scenario 5 : Dynamic data check on subform cell update

• Validation: Ensure the Allocated Budget of all campaigns does not exceed the Total Budget Allocated.

• Restriction:

• If the budget exceeds the limit:

• Prevent the row from being saved.

• Display an error message.

 

Click here to view source the code.

Limitations :

1. The onRowAdd event is not supported during bulk row addition.

2. Subform methods and events do not work in line-item subforms present in Blueprint transition.
3. Row added in subforms using Guided selling  do not trigger the onRowAdd event
for now.
4. This update is not supported on mobile devices.

  

We hope you find this update useful!

Release Plan : We have begun rolling out the feature and will provide updates here as it becomes available in each DC.

 

 

• Topic Participants

• Maadhari M

  

• Hugh Marshall

  

• Subhash Kumar

  

• Andres

• Kevin Flynn

  

• 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

• Recent Topics

• Default Sorting on Related Lists

  Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

• One Contact with Multiple Accounts with Portal enabled

  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

• WebDAV / FTP / SFTP protocols for syncing

  I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

• What's New in Zoho Inventory | Q2 2025

  Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

• How to refresh a ticket view ?

  I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly and

• Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

  I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical

• Merge Items

  Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

• Supervisor Rules - Zoho Desk

  Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura

• ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

  Had email bounce. Let me know if you can fix this. Thanks. Michael

• Zoho Canvas - Custom templates for related lists

  Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

• 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

• New Zoho triggers Google Dangerous flag due toabnormal charcters

  Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

• Is there a API to fetch tasks in a Board/Section

  I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?

• Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

  I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

• Adding an Account Name to Tasks/Reminders

  Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 

• Top Bar Shifting issue still not fixed yet

  I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

• Triggering Zoho Flow on Workdrive File Label

  Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

• SendMail to multiple recipients

  Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

• Populate drop down field from another form's subform

  Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

• Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

  Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

• Signup forms behaviour : Same email & multiple submissions

  My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

• getting error in project users api

  Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

• Change total display format in weekly time logs

  Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

• Different Company Name for billing & shipping address

  We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

• How to display historical ticket information of the total time spent in each status

  Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

• Zoho Projects iOS app update: Global Web Tabs support

  Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

• Zoho Community Weekend Maintenance: 13–15 Sep 2025

  Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

• Agent Performance Report

  From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

• Show both Vendor and Customers in contact statement

  Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

• URL validation

  We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

• Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

  Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

• How can I adjust column width in Zoho Books?

  One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

• Invalid value passed for file_name

  System generated file name does not send file anymore - what is the problem?

• Custom Function for Estimates

  Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Search in module lists has detiorated

  Every module has a problem with the search function :-/

• YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

  Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

• Search in module lists has detiorated

  Every module has a problem with the search function :-/

• Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

  find attached extract of my report

• Add Zoho Forms to Zoho CRM Plus bundle

  Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

• Next Page