Kaizen #152 - Client Script Support for the new Canvas Record Forms

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 using Client Scripts support for Canvas Record Forms.

Welcome back to another interesting Kaizen post!  In this post, we can discuss Client Script Support for the new Canvas Record Form. 

In this kaizen post,

1. What is a Canvas Record Form? 
2. Client Script Events for the Canvas record forms
3. Supported ZDKs
4. Use Case 
5. Solution
6. Summary
7. Related Links

1. What is a Canvas Record Form?

Canvas Support for Create, Edit, and Clone Pages is referred to as Canvas Record Forms. With the advent of Canvas Record Forms, you can customize fields and sections of your form and ensure that every interaction with your CRM is efficient. It shifts the paradigm from simple data management to creating a more engaging, intuitive CRM experience. Click here for more details about Canvas Record Forms. Client Script support for these Canvas Record Forms unlocks new customizations like scrolling to a particular section automatically when a product category is selected, display a custom message when an icon or image is clicked, show a flyout or a pop up when a button is clicked in Create/Edit and Clone Pages.

2. Client Script Events available for the record forms

  • Mandatory Fields Form 
  • Canvas button
  • Icon 
  • Text
  • Page
  • Field
Click here for more details on Client Script Events.

3. Supported ZDKs

In addition to the ZDKs available for the Create/Edit/Clone (Standard) Pages, the following list of additional methods can also be used in Create/Clone and Edit(Canvas) Pages .
  • scrollTo() - Make the page scroll to a particular element.
  • highlight() - Highlight an element.
  • setVisibility() - Hide or show an element.
  • addToolTip() - Add tool tip to an element.
  • removeToolTip() - Remove tool tip for an element.
  • addStyle() - Add styles to an element.
  • freeze() - Freeze a particular element.
  • setReadOnly() - Make an element read-only
  • setContent() - Add content to the text element.
  • setImage() - Add an image.
  • setActive() - Make an element active.
For more details about these ZDKs, click here.

4. Use Case

Consider Zylker, a manufacturing organization. Their service agents use the Orders module of their CRM to create and manage orders for their customers. They have used the latest Canvas Record Form view for their Create Page as shown below.



Below are their requirements.

A. When the checkbox "Is shipping address same as billing address?" is checked, the Shipping Address section should not be visible.
B. When the user clicks the "Add Dental Products" button, a pop-up should appear showing the Dental Instruments available in the Products module, and the instrument details selected in this pop-up should get inserted as rows in the sub-form.

5. Solution

To accomplish the above requirements on the Create Page(Canvas),  you need to create the following two Client Scripts.

A. Client Script with field event on field "Is shipping address same as billing address?"

  • 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. let elem = ZDK.UI.getElementByID('shipping_address');
  2. if (value==true)
  3. {
  4. elem.setVisibility(false);
  5. }

  7. else 
  8. {
  9. elem.setVisibility(true);
  10. }

  • In the above script, "value" will hold the boolean value which hold the user selection of the check box "is-shipping_same_billing". If it is true, then using setVisibility() you can hide the shipping address section. To fetch the ID of the Shipping Address section, you can use ZDK.UI.getElementByID().
  • Here is how the Client Script works.



  • When the user marks "Is shipping address same as billing address" true, you can see that the "Shipping Address" section disappears. 
B. Client Script with button event on canvas button "Add Dental Products"

  • 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. let products_list = ZDK.Page.getField('Product_List').getValue();
  2. log(products_list);
  3. if (products_list.length === 1) { // Clear subform if empty row
  4.     !Object.values(products_list[0]).every(value => !!value) && products_list.pop();
  5. }
  6. // Open widget with product category & max. allowed rows based on existing subform data
  7. let selected_products = ZDK.Client.openPopup({
  8.     api_name: 'Choose_Products', type: 'widget', header: 'Choose Products', animation_type: 1, height: '570px', width: '1359px', left: '280px'
  9. }, {
  10.     product_category: "Dental Instruments", max_rows: 25 - products_list.length
  11. });

  13. log("products selected from widget: ", selected_products);

  15. // Update Selected Products from the widget Popup 
  16. if (selected_products.length) {
  17.     
  18.     selected_products.forEach(product => {
  19.         products_list.push({ Product_Name1: { id: product.id, name: product.Product_Name }, Quantity_of_Products: 1, Unit_Price1: product.Unit_Price });
  20.     });
  21.     console.log(products_list);
  22.    ZDK.Page.getField('Product_List').setValue(products_list);
  23. }

  • Whenever the button "Add Dental Products" is clicked, you can open a widget as a pop up using ZDK.Client.openPopup(). The details of user selection in the widget will be fetched in the "selected products" variable. You can iterate and create a list to be populated to the Dental Instruments Section. Then this list of values can be populated with the help of setValue().
  • Here is how the Client Script works.



  • When the user clicks the "Add Dental Products" button, a widget of button type that shows the list of Instruments appears. This gets displayed by the Canvas Button event of Create Page (Canvas) and the selected records get inserted in the Dental Instruments subform.
  • Here, using Client Script, you can instantly add all selected products with a single click, eliminating the need to repeatedly click the "+ Add row" button for each product.

6. Summary

In this post, we have discussed,
  • How to hide a section dynamically using Client Script.
  • How to open a Widget , fetch the content and populate it to a Canvas page.

7. Related Links




Previous Post: Kaizen #151 - Leveraging ZDK CLI with VCS   |     Kaizen Collection: Home


    • 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

    • Recent Topics

    • Important Update: Google Ads & YouTube Ads API Migration

      To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:

    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you

    • Customize Calendar view in Teamspaces Settings

      Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Add an option to disable ZIA suggestions

      Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

    • What's new in Zoho Sheet: Simplify data entry and collaboration

      Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

    • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

      Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

    • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

      Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

    • 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

    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

    • Closing off tasks automatically based on project status

      Is there a way to close off all open tasks when a project is set as Cancelled?

    • 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

    • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

      Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

    • Bridge the Gap Between your Service and Finance Teams

      In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly

    • Direct URL to "View Record"

      I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

    • Live Chat for user

      Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

    • SalesIQ Chat Owner to CRM Lead Owner Mapping

      There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

    • Product line search in quotes

      Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.

    • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

      Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,

    • Storage Limits

      Hello, What is the storage limitations for each user on professional edition?  Thanks, Mekki

    • Optimum CRM setup for new B2B business

      Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

    • Dheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?

      Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj Sudan

    • Zoho Recruit Community Meetup - London 🇬🇧

      Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

    • Power Pivot and Data Modeling functionality in Zoho Sheet

      When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

    • Sender Email Configuration Error.

      Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • What's New - January 2026 | Zoho Backstage

      Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. As

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Cliq on your mobile phone

      Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it. 

    • Bulk Delete Messages in Cliq

      Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"

    • stock movement report by each transaction for each item

      Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and Transfer

    • Select the task view on the board in the Zoho Connect iPhone app

      Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.

    • Unable to change Company Logo

      Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to upload

    • Metadata API Access to Functions

      I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Introducing Record Category in CRM: Group options to see record status at a glance.

      Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overview

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Service disruption in Zoho Cliq (EU Region) – February 9, 2026

      Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experienced

    • Spotlight series #26 - Build slides with visual clarity using Diagram

      Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and share

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

    • Next Page