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.

 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.
  

• The setReadOnly() method follows the syntax shown below.
  

• 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

• Client Script Overview
• Creating a Client Script in Zoho CRM
• Client Script IDE
• Static Resources
• Use cases of Client Script - Insurance
• Use cases of Client Script - Manufacturing
• Use cases of Client Script - Healthcare

Previous Post: Kaizen 185 - Subqueries in COQL AP |  Kaizen Collection: Home

• Topic Participants

• Maadhari M

  

• 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

• Flow Task Limits - How to Monitor, Understand Consumption?

  So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

• Cross References Do Not Update Correctly

  I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

• Manage control over Microsoft Office 365 integrations with profile-based sync permissions

  Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

• How to Track and Manage Schedule Changes in Zoho Projects

  Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

• Is there a notification API when a new note is addeding

  Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

• Zoho Sheet - Desktop App or Offline

  Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

• Collaborate Feature doesn't work

  Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post

• Edit Permission during and after approval?

  When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

• Zoho web and mobile application not workingn

  Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

• Introducing the revamped What's New page

  Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

• Prevent stripping of custom CSS when creating an email template?

  Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

• Bulk Moving Images into Folders in the Library

  I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

• Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

  Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

• Systematic SPF alignment issues with Zoho subdomains

  Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

• Accidentally deleted a meeting recording -- can it be recovered?

  Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

• To Zoho customers and partners: how do you use Linked Workspaces?

  Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

• How to access email templates using Desk API?

  Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

• How to render either thumbnail_url or preview_url or preview_data_url

  I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

• Update Portal User Name using Deluge?

  Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

• Zoho Bookings No Sync with Outlook

  Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

• Unable to retrieve Contact_Name field contents using Web API in javascript function

  Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

• Updating Woocommerce Variation Products Prices Via Zoho CRM

  I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

• Emails Disappearing From Inbox

  I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

• Power of Automation :: Automatic removal of project users once the project status is changed.

  A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

• Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

  Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

• Automatic category assignment

  Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Every time an event is updated, all participants receive an update email. How can I deactivate this?

  Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

• Having Trouble Opening The Candidate Portal

  Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

• Forms - Notification When Response Submitted

  How do I set it up to generate an email notification when a response (class request) is submitted?

• how to use validation rules in subform

  Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

• Notes Issues

  Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

• How to disable user entry on Answer Bot in Zobot

  Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,

• More admin control over user profiles

  It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures

• Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

  Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

• Changing the Default Search Criteria for Finding Duplicates

  Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

• Clear Tag & Linking Between Quotes and Sales Orders

  Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

  Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

• [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

  We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically

• Next Page