Client Script support for Canvas Forms

Client Script support for Canvas 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 #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

    • 【Zoho CRM】レポート機能のアップデート

      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、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

    • Translation in zoho bookings

      We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

    • Is there any way to bill one client in different currencies on different invoices?

      I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

    • 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

    • 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

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Link(s) between Notes

      Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

    • Option to Hide Project Overview for Client Profiles

      In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.

    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

    • Regex in Zoho Mail custom filters is not supported - but it works!

      I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

    • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

      Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

    • I don't see any WITHDRAWL transaction at all

      Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

    • Shared inbox unable to see replies

      Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

    • Kaizen #136 - Zoho CRM Widgets using ReactJS

      Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM

    • 404 error at checkout

      Our customers are getting a 404 error at checkout. Anyone else with the same problem?

    • FONT Sizing in Notebook

      Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing

    • Can managers Upload documents to their direct rapports?

      Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there something

    • Leave balance display for next year

      Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balance

    • Please add an “Auto-Apply Unused Credits” toggle

      Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work for

    • Zoho Books not working/loading

      Hi! I haven't been able to access/load Zoho Books for the past hours. I get a time out (and it is not due to my internet connection). Could you please check this asap? Thank you!

    • Custom Fields with Data Types for Expense and Payments Received in Zoho Books

      Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payments received modules in Zoho Books. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you can

    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales

    • Zoho Cliq - Incident alert (Server outage - IN DC) | August 28

      We've received server down alerts and are currently investigating the issue (IN DC) to find the root cause. Our team is actively working to restore normal operations at the earliest. Status: Under investigation Start time: 09:44:21 AM IST Affected location:

    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Limitations on editing a message in Cliq

      Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

    • Problem with reports due to "Connected" items change - Yes this IS a problem

      Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

    • 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

    • Narrative 10: Assignment Rules - Streamlining Ticket Management

      Behind the scenes of a successful ticketing system: BTS Series Narrative 10: Assignment Rules - Streamlining Ticket Management In the complex world of customer support, a flood of incoming tickets can hit the help desk in seconds. Businesses must do more

    • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

      Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

    • Custom form - Duplicate Value Present

      I am new to Zoho People. I create a new form on Zoho People quite simple. A date (by default the current date) and a radio button with 3 options (Yes, No, Not applicable) I defined the date as ‘No duplicate’ as only one entry by date is allowed. I added:

    • Zoho API connection issues

      Hi, Today at around 1930 GMT our application started experiencing intermittent timeouts from the Zoho API. These intermittent timeouts are not enabling our app to work properly. The API connection was working just fine before. HTTPSConnectionPool(host='www.zohoapis.com',

    • Query Regarding our Partnership between AIC-JKLU and Zoho

      Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,

    • Disputed Purchase Invoices

      We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their

    • Getting events in the future

      Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all

    • Created Date/Invalid Fields

      Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.

    • 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

    • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

      Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

    • Next Page