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

    • إلغاء الإشتراك

      أريد إلغاء الإشتراك نهائياً.

    • Opening two notes at once in the Mac app

      Just like the title says - I want two notes open the same time on my Mac Air. AI search seems to think I have the option to open one window, then click on a second one. But of course if one window is open I can't see the others. It also recommended using

    • Department Customization Copy/Paste

      Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would

    • How do you import mail from Thunderbird into ZOHO mail

      Hi, We have Thunderbird on our Apple Macs and want to transfer the emails from this to our shiny new Zoho mail account. I know using Outlook on a PC you can zip the .eml files up and upload them into specific folders on your ZOHO mail account using this form: mail.zoho.com/mail/jsp/importFolder.jsp However as Thunderbird use mbox files I'm not sure how to do it. Can anyone let me know if they have migrated mail from Thunderbird to Zoho mail and how they did it. I have many folders and emails to transfer

    • How to Open .mbox file in Gmail with Attachments?

      Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in

    • Poor Zoho Support

      Been trying to reach support via telephone and email. The support has always been slow to respond but now its been two weeks without a return call. I have even sent them screen shots of the problem I've having with no results. Is anyone had the same problem.

    • Desk Contact Name > split to First and Last name

      I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

    • SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls.

      Hi Zoho SalesIQ Team, I am reaching out to report a issue regarding the Brands > Flow Controls SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls and continue sending messages without completing

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • Copying a Document with its Citations

      When I copy a document that contains citations using File>Make a Copy from the document's menu the text copies but the citations do not (according to Google they should). Is this the correct way to make a complete copy of a document with its citations

    • Bing ads integration and tracking

      Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords?  It is important for us to be able to determine the conversion rate of our Bing ads.  If this is not possible now, will this feature be added in the future?

    • #20 Your Business Shouldn't Stop Just Because You Do

      Imagine you are on a well-deserved vacation. Your clients are expecting invoices at the beginning of the month, recurring customers are due for billing, and payments are still coming in. Do you carry your laptop everywhere, hoping you don't miss a billing

    • Marketing Tip #26: Optimize product images for SEO

      Product images can do more than make your store look good. They can also help customers discover your products through search. Since search engines can’t "see" images, they rely on text signals to understand what an image is about. Two small actions make

    • Automation Series: Mandatory Time Logging Before Task Closure

      In a project, when users work on multiple tasks simultaneously, they track time in different ways, either by starting a timer or by adding a time log. Sometimes users may forget to add time, which can lead to discrepancies in the timesheet. When timesheets

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Introducing document visibility in Zoho Sign

      Hello! Complex document workflows often involve multiple stakeholders with different roles. Sending a separate envelope to every person is time consuming and can lead to administrative bottlenecks. With Zoho Sign's document visibility feature, you can

    • Sent email stuck on processing

      My sent emails are stuck on processing, whats going on?

    • [Webinar] What's new in Zoho Analytics: Q2 2026

      Hey data lovers! Our What's New webinar series is bringing you another lineup of exciting features and product enhancements from the past quarter, all designed to help you get more out of your analytics. Get an inside look at new data connectors, Zoho

    • Alterar número de telefone para receber o código OTP

      Boa tarde! Como posso alterar o número de telefone da minha conta para aceder ao meu email corporativo? Estou tentando logar, mas não consigo, pois está sendo enviado o código OTP para o número antigo, preciso aceder urgente meu email, porque e de trabalho.

    • Request to Increase URL Field Character Limit

      Hi Arthi, Hope you are doing well. I'm trying to save a URL in the Work Order (WO) module using the URL field, but I receive the following error message: "Please enter a valid Repair File. Maximum 450 characters are allowed." The issue is that the URL

    • How to change column headings in pivot table?

      Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen

    • Undelivered Mail

      I suspect that there are recipient's servers that blocks my emails. I receive the following email from mailer-daemon@mail.zoho.eu : A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. pantelis.sarantos@unipakhellas.gr,

    • Email not loading on PC

      Hello, my email opens on but it doesn’t load on PC. I don’t have other issues with the email, all the configurations are ok and I face with following issue in the photo. It says “ mail.zoho.com refused to connect” I will be very thankful if anyone can

    • Why are bounce/error emails being sent to info@ instead of contact@?

      I have my Zoho Mail and WordPress site configured so that normal website emails should go to contact@hybridbatteryservice.com. However, I keep receiving technical bounce/error emails and delivery failure notifications at info@hybridbatteryservice.com

    • Do Not Disturb status not respected when Cliq bar is enabled across Zoho apps

      Hi Zoho Cliq team, I want to report what appears to be a bug with how the Do Not Disturb status interacts with the embedded Cliq bar in other Zoho apps. **Issue:** When my Cliq status is set to Do Not Disturb, I continue to receive notification tones

    • Zoho Webinar Summer Broadcast 2026

      What if your webinar platform could connect directly with your business tools, automate routine tasks, trigger actions across your workflows, and support every stage of your webinar lifecycle? That’s the question we’ve been answering so far this year.

    • Invalid request when trying to access Mail

      When I click on the red button to access Zoho Mail at https://mail.zoho.com/zm/, I get a big yellow warning triangle with "invlid request, The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try ag

    • Whats the average response time for ticket submitted?

      I submitted a request to unblock my mail accounts. They seem to be blocked for outgoing mail, and I have been waiting for days to have this fixed with no reply. I have submitted 2 tickets and an email. My work has to completely stop. I pay for the service

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Is there any way to have Dataprep ingest RSS?

      As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? Thanks

    • Introducing Color Coding of Picklist Values

      Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.

    • Important updates to your Widget JS APIs

      Hello everyone, Greetings from Zoho Creator! This is an urgent notice for developers and Partners who use widgets in their Zoho Creator applications. We previously announced an update to the CDN URLs used for loading the Widget JS API, with a deadline

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Mailbox delegation “Send As” error

      I believe there may be an issue with mailbox delegation. When I create a delegation from the Admin Console, it works correctly if I select Read permissions. However, if I select Send As permission for the delegated user, I immediately receive the following

    • Restrict Zoho Cliq Webinars and Announcements to Admins Only

      Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always

    • how do i get mail.mydomain.com to point to zoho mail web-mail?

      I have started using zohomail, and am loving it. With my previous provider, I used to go to mail.mydomain.com, and it would take me to my webmail. I am not able to find the mapping for zoho's webmail to map to it. It is difficult to go to webmail with

    • Number of decimal places

      Hi Latha, I have added the following three fields to the Company module. Currently, these fields only allow a maximum of 2 decimal places. However, for some of our requirements, we need to enter values with up to 10 decimal places. Could you please help

    • zoho imap connection stopped working 05/28 12pm EST

      Hi, beginning Thursday, 5/28, ~12 pm est imap to siteground stopped working. When I tried to reconnect the account, connection was failing with the following message: Unable to connect SMTP server:gvam1107.siteground.biz, Port: 587. I did notice that

    • User Name in Zoho Cliq Not Updating Across Apps?

      We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

    • Service currently unavailable

      The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,

    • Next Page