Kaizen #186 : Client Script Support for Subforms

Kaizen #186 : Client Script Support for Subforms



Hello everyone!

Welcome back to another exciting Kaizen post on Client Script! 

In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario.

" Zylker, a manufacturing company, uses the "Orders" module to place Orders . They fill in a subform called "Product List". Now, the Admin wants to enforce the following restrictions on this subform in detail page:
  • Disable row deletion
  • Prevent cloning and adding rows
  • Make the "Unit Price" field read-only for salespersons "

In this post,
  1. What are Subform event
  2. Possible actions in Subform using Client Script
  3. Use Case
  4. Disable row deletion within the subform
  5. Prevent cloning and addition of rows in subform
  6. Make the "Unit Price" field read-only for salespersons
  7. Summary
  8. Related Links

1.What are Subform Events

Subform events are triggered by 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. Here is the list of subform events.
  • onCellChange – Triggered when a cell value is changed and the keyboard or mouse focus moves out of the subform cell.
  • onRowAdd – Fires immediately after a new row is added in a subform.
  • onRowDelete – Executes right after a row is deleted from a subform.
  • beforeRowDelete – Invoked before a subform row is deleted; can be used to prevent deletion.
  • beforeRowUpdate – Triggered before a subform row is updated on Detail pages; useful for validations or preventing changes.
Click here to know more about Subform Events.
These events are supported in the following Pages of Zoho CRM
  • Standard - Create/Edit/Clone Pages, Detail page
  • Canvas - Create/Edit/Clone Pages, Detail page
  • Wizard - Create/Edit Pages
2. Possible actions in Subform using Client Script




Click here to view the detailed documentation about the Client Script ZDKs related to Subform.

Notes
 Note :

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

3. Solution

To accomplish the solution for the use case (stated at the beginning of the post), you need to create the following Client Scripts in detail Page.

3.A. Disable row deletion within the subform

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


Script :

  1. ZDK.Client.showAlert("Deleting rows is not allowed here");
  2. return false
  • This script blocks row deletion and shows an alert message.

  • Here is the syntax of showAlert().


  • You can see that the Client Script Triggers an alert message and prevents the deletion of rows.



3.B. Disable adding and cloning of rows in subform
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script. 
  • Click Next.


Script: 

  1. ZDK.Client.showAlert("Adding and cloning rows is not allowed in this subform")
  2. return false;
  • You can see that the Client Script Triggers an alert message and prevents the addition of a new row. 



3.C. Make the "Unit Price" field read-only for salespersons

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

Script:
  1.   var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);
  2. if (user.profile.name == 'Salesperson') {
  3.     var field_obj = ZDK.Page.getSubform("Product_list").getField('Unit_Price');
  4.     field_obj.setReadOnly(true);
  5. }

  • Here, 
  • $Crm refers to the Client Script Constant.





  • Click here to know more about other ZDKs and functions related to Client Script.
  • Here is how Client Script works.




Summary

1. What are the events available for subforms
2. What are the supported actions in subforms
3. How to make a field read only in a subform for a particular profile
4. How to prevent adding rows to a subform.

Related Links

Idea
Previous Post: Kaizen 185 - Subqueries in COQL AP |  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

    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

    • Can't be able to check-in in laptop

      even after giving location access still i can't be able to check-in in laptop.

    • Compensation Cess on Coal ₹400 per tonne. ?????

      The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

    • 7 month over zoho book purchase but still not immpliments Golive

      7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

    • Parent & Member Accounts (batch updating / inheritance)

      Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

    • Edit Legend of Chart

      I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

    • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

      A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

    • Deletion of Zoho Account

      To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

    • Workflow for deposit to bank account

      Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

    • Marking Retainer invoice paid through Deluge

      Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

    • Create a new record in custom module vi custom button

      I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

    • Profile date settings

      At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

    • Delivery Method Field in Sales Order Module

      In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use.  When you chose to convert a sales order to a purchase order, the related field is now called "Shipment

    • Editing / Removing stages for pipeline

      Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?

    • Dynamically Filter User Lookup in CRM Subform

      We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users

    • change time zone

      can't seem to figure out how to change the time zone of the project

    • Bigin iOS app update: Built-in telephony and RingCentral support

      Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In

    • Add Image or Update Image API - for Items Module

      I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?

    • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

      Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

    • Debugging `try` blocks : Tip

      I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • Use approval workflow comments in record scripts

      Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how

    • ZOHO Store

      Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.

    • Support Migration into Aliases in Zoho Mail

      Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox and

    • API for Z Workdrive Flow Make-Integromat ?

      We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?

    • Apps Pane no longer visible

      I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this back

    • Canvas View - Print

      What is the best way to accomplish a print to PDF of the canvas view?

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(8/21)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 8月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/eVOEnBsSQ2uvX4WN5Z5DeQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

    • New in Zoho Forms: Inline OTP Verification

      Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents

    • Zoho Mail : Associate emails with Meeting records and allow multiple emails to be assocaited at once

      Is there a workaround that would allow either of these? I want to associate emails with Meeting records. I also would like to be able to select multiple emails at once for association with a record.

    • Next Page