Kaizen #198: Using Client Script for Custom Validation in Blueprint

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. 
Hello everyone!

Welcome back to another exciting Kaizen post. Today, we will explore how to use Client Script to handle a use case in Blueprint beyond Zoho CRM’s native features. This will solve the use case raised in this community post.

Quote
"At Zylker, the Admin wants to proceed with a Blueprint transition only if at least one of the four fields is filled during the transition "Gather Details" . However, Blueprints only allow fields to be marked as either mandatory or optional. There's no built-in way to enforce a rule like at least one required.The use case is to add a custom validation that allows the transition only if any one of these fields in the mandatory fields form is filled."

In this post,

  • Need for custom validations in Blueprint
  • Client Script Events related to Blueprint
  • Use Case
  • Solution
  • When to use this event?
  • Summary
  • Related Links


1. Need for custom validations in Blueprint

In Zoho CRM, Blueprint allows administrators to streamline and guide users through structured processes by defining states, transitions, and mandatory fields at each step. While Blueprints support marking fields as mandatory or optional during transitions, they do not support conditional logic like at least one of these fields must be filled, making a field mandatory based on another field’s value, validating date ranges, etc.

To accomplish such requirements, you can use Client Script.

2. Client Script Events related to Blueprint

The following Client Script events can be used in Blueprint.

  • beforeTransition - This event occurs before the transition states of a Blueprint, as per the process flow designed in the blueprint. Click here to know how to use this event.
  • onBeforeMandatoryFormSave - This event occurs when the user clicks the save button of the mandatory fields form, but before saving the values.
  • You can use this event to validate the data entered by the user and stop proceeding further.
  • onMandatoryFormLoad - This event occurs when the mandatory fields form appears on the screen. If you want to show a message or accomplish any custom action when the mandatory fields form loads, you can use this event.

Click here to see the related Events documentation. These events can be configured in both Standard and Canvas Detail Pages.


Notes
Note:

In Zoho CRM, you can make certain fields mandatory for a particular transition in a Blueprint. When a user tries to save a record without filling in these required fields, Zoho CRM stops the action and shows a popup asking the user to complete the missing details.This popup is called the mandatory field form. This form also appears when you make fields mandatory using Layout rules.

3. Use Case

Zylker is a manufacturing organization which uses Zoho CRM. The Admin wants to ensure that at least one of the following fields is checked by the user before proceeding from the "Gather Details" transition.
  • GST ID
  • Payment Terms
  • Trade License Copy
  • Expected Monthly Order Volume
The following is the Blueprint configuration is for the transition "Gather details".



Blueprints only support marking fields as mandatory or optional, and there's no native way to enforce “at least one required.” However, the admin wants to add a custom validation to allow transition only if any one of these fields is filled. 

Solution

  • To accomplish this requirement, you need to create a Client Script with onBeforeMandatoryFormSave Event.

  • Go to Setup > Developer Hub > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.


  • Enter the following script and click Save.
  1. if (form.Lead_Status == "-None-") {
  2.   if (
  3.     form.GST_ID_collected ||
  4.     form.Payment_terms_shared ||
  5.     form.Trade_License_Copy_collected ||
  6.     form.Expected_Monthly_Order_Volume
  7.   ) { ZDK.Client.showMessage("Transition Successful"); }

  9.   else {
  10.     ZDK.Client.showAlert("You must check at least *one* field to proceed");
  11.     ZDK.Client.navigateTo('record_detail', {
  12.       module: 'Leads',
  13.       record_id: $Page.record_id,
  14.     }); }}

  • In the above script, form is the argument of the onBeforeMandatoryFormSave Event. It holds the values of the fields in the mandatory form and the current value of the base field. Here the base field is Lead Status.

  • By checking the value of Lead_Status, the script ensures it only runs during the "Gather details" transition and does not trigger for other transitions.

  • The ZDK.Client.navigateTo() function redirects the user to the Detail Page and halts the transition process.

  • $Page.record_id is the Client Script constant that returns the current record id.

  • To inform the user, ZDK.Client.showAlert( ) displays the message "You must check at least one field to proceed", clarifying why the transition did not occur."

  • Here is how the Client Script works.


  • In this GIF, you can see that the transition is halted if none of the fields in the mandatory form are selected. However, if at least one field is checked, the transition proceeds as expected.

5. Summary

In this post, we have discussed 

  • When to use mandatory form events?
  • How to stop a blueprint transition based on custom logic?
  • How to navigate to a page using Client Script?
  • How to fetch the current record ID using Client Script?






    • 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

    • Zoho Recruit Community Meet-up - India (Venues Finalised)

      Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting

    • [Webinar] Solving business challenges: Secure, real-time, and external collaboration

      Hi Zoho Writer users, We are excited to announce Zoho Writer's webinar for March 2026: Solving business challenges: Secure, real-time, and external collaboration. Zoho Writer supports real-time collaboration by allowing teams to work together in documents.

    • Table dimensions

      I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

    • Zoho CRM Community Digest - January 2026 | Part 2

      Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again

    • Find and Merge Duplicates to trigger webhook

      My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

    • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

      Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients

    • Dynamic Field Folders in OneDrive

      Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

    • Logging Out of FSM

      I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.

    • Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

      Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

    • Multiple Zoho One accounts

      Hello. I'm searching for a solution to run multiple organizations under 1 Zoho One account or have a different Zoho One account for each organization and still be able to easily login to each. Currently Zoho One doesn't allow the same email address to

    • Tips and tricks #63: Hold and Drag to select elements in the Show app for iOS

      Hello everyone! Welcome to another tips and tricks article. In today's article, we will learn about the Hold and Drag function in the Show app for iOS. The Hold and Drag option lets you select multiple elements on a slide quickly. Once they are selected,

    • Organize and manage PDFs with Zoho PDF Editor's dashboard

      Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

    • Free Webinar - AI for email: Helpful or Hype?

      Hello, Zoho Mail community! 👋 We're kicking things off with a webinar you won't want to miss—and yes, we're going there: Is AI in email actually useful, or is it all hype? In this session, two of our experts will have an open, no-fluff conversation about

    • Balancing access, security, and productivity with Email Policy

      An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with

    • Is it possible to update multiple work items at once?

      Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?

    • See Every IM Conversation as It Happens

      Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat. But without real-time visibility, small issues become big problems. A session stays open longer than expected. A

    • Release Notes | January 2026

      We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

    • Product Request: Send email to Secondary email

      Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

    • Franchise

      Is there a solution of how to organize global franchise organisations?

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Composite Product (kit) - Dynamic Pricing

      I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the

    • Urgent: Slow Loading Issue on Zoho Commerce Website

      Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

    • Need help with importing expenses

      I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • ERROR CODE :550 - 550 5.1.1 Invalid email recipients

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. mustafa.ashraf@techlink-eg.net, ERROR CODE :550 - 550 5.1.1 Invalid email recipients

    • What's New in Zoho POS - February 2026

      Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

    • Can i integrate bigin with google voice?

       I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

    • POP/SMTP access authentication failed

      I am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?

    • Our Review Of Zoho CRM after 60 Days

      The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already

    • 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

    • Allow Admin to Configure Report > More Options Button

      As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • You cannot send this campaign as there is no contact in the selected mailing list.

      We have synced contact lists and sent campaigns just fine prior to today.  Now no matter what list I upload when I go to send the campaign it gives an error "You cannot send this campaign as there is no contact in the selected mailing list." And now it

    • Pivot Report Formula - using a today() variable

      Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error that

    • Cannot connect IMAP to outlook

      Hello I have followed the instructions to connect my zoho account to Outlook IMAP but get this message: Session Id: bba118fb-151c-824f-9512-3ad1e91b109d Timestamp: 1708976566964 Error code: INVALIDCREDENTIALS INTERACTIONREQUIRED I'm using the exact configeration

    • Department Overview by Modified Time

      We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Zoho Workdrive download was block by security software

      Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dow

    • Choosing a portal option and the "Unified customer portal"?

      I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

    • Next Page