Client Script Support for Notes Related List

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 to prevent unwanted changes to notes by specific profiles based on custom criteria. With Client Script, you can enforce rules that control edits based on user profile and deal stage, ensuring critical notes remain accurate and protected. This use case was taken from the context discussed in this post.

In this Kaizen post, 

  1. Supported Events for Notes Related List
  2.  Supported ZDKs for Notes Related List
  3. Use Case
  4. Solution
  5. Summary
  6. Related Links


1. Supported Events for Notes Related List

onBeforeAdd

This event occurs just before a new note is added to the Notes Related List. Use this event to validate the data or modify note content automatically before the note is created.

onBeforeUpdate

This event occurs just before an existing note in the Notes Related List is updated. It allows you to enforce validation or make changes to the note data before the update is saved.

Click here to know more about the supported events.

2.  Supported ZDKs for Notes Related List

The following Client Script ZDKs can be used to perform actions in Notes Related List.

Retrieves the current value of a field in Notes Related List.

Sets or updates the value of a field in Notes Related List.

3. Use Case: Stage-Based Notes Lock for Specific User Profiles based on Deal stage

Quote
At Zylker, when a Deal is in Proposal/Price Quote, Negotiation/Review, or Closed Won/Closed Lost, a Sales Representative should not edit existing notes. This ensures that critical approval comments, pricing details, and final decisions remain unaltered, maintaining clarity and audit compliance.
Preventing edits ensures critical approval comments, pricing details, and final decisions remain accurate.

4. Solution

  1. Go to Setup > Developer Hub > Client Script. Click +New Script.

  2. Specify the details to create a script and click Next.


  3. Enter the following script and click Save.
  1. var dealStage = ZDK.Page.getField("Stage").getValue();
  2. // Stages where notes should not be editable by Sales Reps
  3. var restrictedStages = [
  4.     "Proposal/Price Quote",
  5.     "Negotiation/Review",
  6.     "Closed Won",
  7.     "Closed Lost"
  8. ];
  9. // Get current user profile
  10. var currentUserProfile = $Crm.user.profile;
  11. // Profiles allowed to edit notes
  12. var allowedProfiles = ["Manager", "Admin"];
  13. // If the stage is restricted and user is not allowed
  14. if (restrictedStages.includes(dealStage) && !allowedProfiles.includes(currentUserProfile)) {
  15.     // Log original note (optional)
  16.     log("Original Note:", ZDK.Page.getComponent("notes-editor").getValue());
  17.     // Show alert
  18.     ZDK.Client.showAlert("Your profile is *not authorized* to edit notes of a deal in " + dealStage +" stage.");
  19.     // Prevent further action
  20.     return false;
  21. }
  1. Define a variable restrictedStages that contains all the deal stages where notes should not be editable.

  2. Get the current deal stage using ZDK.Page.getField("Stage").getValue(), you fetch the stage of the deal currently being viewed.

  3. Get the profile of the current user using $Crm.user.profile. This helps you to find out the profile of the person trying to edit the note.

  4. Create an array allowedProfiles for profiles that are always allowed to edit notes.

  5. If the deal is in a restricted stage and the current user is not in the allowed profiles, show an alert to the user explaining they cannot edit the note.

  6. Stop the note from getting saved using return false.

  7. This way, the script protects important notes from being edited by unauthorized users during critical deal stages.

  8. Here is how the Client Script works.


5. Summary

In this post we have discussed,
  1. The Client Script events supported in Notes
  2. The ZDKs available for use in Notes Related List
  3. How to prevent a note from being saved with custom criteria


Wishing you a joyful, successful, and inspiring New Year 2026 ! See you next week as we kick off an exciting New Year! 😄





    • 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

    • Show backordered items on packing slip

      Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom

    • Unable to change the "credentials of login user" option when creating a connection

      I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

      Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and

    • Zoho CRM Community Digest – January 2026 | Part 1

      The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the first

    • Zoho CRM Feature Requests - SMS and Emails to Custom Modules & Time Zone Form Field

      TLDR: Add Date/Time/Timezone form field, and be able to turn off auto timezone feature. Allow for Zoho Voices CRM SMS Extension to be able to be added to custom modules, and cases. Create a feature that tracks emails by tracking the email chain, rather

    • Service Title in Service Report Template Builder

      I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot

    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

    • Introducing Bigin's Add-in for Microsoft Outlook

      Hello Everyone, Email is an important way to communicate with customers and prospects. If you use Outlook.com for emails and Bigin as your CRM, the Outlook Add-in helps you connect them easily so you can see your Bigin contact details right inside Outlook.com.

    • system not picking my default custom service report template

      Can you tell me why when we create a service report always pick the (standard old) template? Even when I have a custom service report selected as Default.

    • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

      Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Will be possible to create a merge mail template for products?

      Hi, we would need to create a mail merge template for products (native) module. Will be possibile? or do you have a smart solutions to merge products data with a mail merge? thanks Chris

    • How to Associate Zoho Projects in Zoho CRM

      Hi I need script for associating projects in zoho projects to particular Account in zoho CRM side. It can be done manually but I need the automation for this process. There are no api regarding associating a project in zoho crm account. Need assistance

    • Add Claude in Zoho Cliq

      Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on. This guide walks you through exactly how, step by step, with all the code you'll need.

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • Editing Item Group to add Image

      I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel

    • 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

    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how

    • 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

    • New in Office Integrator: Download documents as password-protected PDFs

      Hi users, We're excited to introduce password-protected PDF as a download option in Zoho Office Integrator's document editor. This allows you to securely share your confidential information from within your web app. Highlights of the password-protected

    • Sales IQ - Zobot en multilangue

      Bonjour, J'ai un Zobot installé sur mon site depuis longtemps. J'ai ajouté plusieurs langues, dans la configuration et dans le générateur de bot sans code Pourtant, le Chat continue à s'afficher en Francais. Comment enclencher le multilangue en front

    • Streamlining E-commerce Photography with AI Background Tools

      Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this

    • 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

    • Android Solutions

      hi everyone, I’m in the process of evaluating Android Solutions for my organization. Despite exploring multiple resources, I haven’t been able to narrow down the options and feel quite overwhelmed. A colleague advised me to ask here, and I would sincerely

    • Add "Reset MFA" Option for Zoho Creator Client Portal Users

      Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

    • Unable to Assign Multiple Categories to a Single Product in Zoho Commerce

      Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category

    • Collapsing and expanding of lists and paragraphs

      hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

    • Saving issue

      First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not save

    • Introducing Built-in Telephony in Zoho Recruit

      We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every

    • Does Zoho Writer have Dropdowns

      I want to add a drop down field in Zoho writer. Is this possible?

    • Fix image at bottom of a page fot automatic proposal creation

      I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consists

    • Notifications Feeds unread count?

      How do I reset the unread count on feeds notifications?  I've opened every notification in the list.  And the count never goes to zero.

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)

      If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manual

    • Ranking by group in report

      Dears, I am new to Zoho Analytics and I would like to ask you guys help to creating a ranking column. Report type: Pivot Matter: I want to create a ranking column on the right of Percentage. This ranking is group by column Type, and ranking by Final Score/Percent.

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Zoho Community Digest — Febrero 2026

      ¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para febrero de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. Pero antes de lanzarnos a las actualizaciones,

    • Next Page