Kaizen #129 : Client Script Support for Blueprints

Kaizen #129 : Client Script Support for Blueprints

Hello everyone!

Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint pop-up using Client Script.

In this Kaizen post,
  1. What is a Blueprint?
  2. Blueprint event in Client Script
  3. ZDKs and methods available in Client Script related to Blueprint
  4. Use Case - During a blueprint transition, show a pop up with fields that are not mandatory
  5. Solution
  6. Summary
  7. Related Links
  8. Kaizen Collection

1. What is a Blueprint?

Blueprint is an online replica of a business process. For instance, leads generation and follow-up, deals closure and order management. Each of these processes has several stages, and different teams may be responsible to complete each stage. At this point, one needs to take a moment to see if the CRM dictates how these processes should be executed. It captures every detail of your entire offline process within the software. Click here to know more about Blueprint in Zoho CRM.

Moving from one stage of a blueprint to the next stage  is called as Blueprint transition.

2. Blueprint event in Client Script

Whenever you want to meet your custom requirements in Zoho CRM before a Blueprint transition happens, you can use the beforeTransition event type available in Client Script. This event occurs before the transitions occur, as per the process flow designed in the Blueprint. You can add the "return false" statement at the end of the script to prevent the blueprint transition. Click here to know more about the events in Client Script.

3. ZDKs and methods available in Client Script related to Blueprint

Here is the list of ZDKs and methods using which you can code in Client Script.

ZDK.Page.getBlueprintTransitionByID()    -       You can get the blueprint transition by id.

ZDK.Page.getBlueprintTransitions().          -       You can get all the blueprint transitions in page.

getId()                                                            -       You can get the id of transition using Blueprint transition object.

getName()                                                     -        Get the name of transition using Blueprint transition object.

initiate()                                                         -        Initiate the transition using Blueprint transition object.


Click here to view the detailed documentation of ZDKs and methods related to Blueprint in Client Script.

4. Use Case

Zylker is a manufacturing organisation which uses Blueprint to manage the various updates in the status of Leads. Below is the blueprint configuration. For the transition "Gather details", the field  "Alternate Number" will be prompted as mandatory. Without entering this detail, the transition cannot proceed.



This is the existing Blueprint.
Now, the Admin wants to prompt the user to enter a value for the Alternate Number, but it should not be mandatory for the transition "Gather Details".

4. Solution

Currently in Blueprint the fields in the pop-up are mandatory. You can achieve non-mandatory fields in a pop-up using Client Script and update the values to that record. However you should not add the fields in the "During" phase of the "Gather Details" transition in Blueprint, to achieve this non-mandatory pop-up using Client Script. This solution will work for the requirement raised in this post.

For this,  you need to create a Client Script and use the "Before Transition" type of "Blueprint" Event.  



For more details on how to configure a Client Script, click here. Once you give the module and event details, you can see the Client Script IDE's Editor.



The argument "transition" will hold the the details of current Blueprint transition.

In the Client Script IDE, type the below script and click Save.

 if (transition.name == 'Gather details') {
// To show pop up and get the Alternate Number and update the 
//record's Alternate Number 
var var_alt = ZDK.Client.getInput([{ type: 'text', label: Alternate Number}], 'Give these details', 'OK', 'Cancel');

    if (var_alt != null) {

        var lead = ZDK.Apps.CRM.Leads.fetchById($Page.record_id);
        lead.alternate_number = var_phone.toString();
        var response = lead.__update();
    }

    else {

        ZDK.Client.showMessage('Details have been gathered successfully' });

    }

 
   $Client.refresh();// to refresh the page

}

The above script will get executed before every transition happens in the Blueprint. So, in the script, the code is added based on the transition name. As per the requirement, when the transition name is "Gather details" , you can show the pop-up through Client Script's getInput() function. Once you capture this value you can update the alternate number using the CRM API ZDKs. $Page.record_id will return the id of the current Lead record.

Here is how the Client Script works.



You can see that the transition happens even after the "Alternate Number" field is not filled by the user.


Note : 

1.  If you want to prevent a Blueprint Transition you need to add "return false" statement in the Script.      

2.  The blueprint event and the related ZDKs are  available only for Detail(Standard) Page and Detail(Canvas) Page. 
5. Summary

In this post, we have discussed,
  • About Blueprint events in Client Script.
  • The ZDKs and methods related to Blueprint.
  • How to configure a Client Script to trigger before a Blueprint transition
  • How to open a non - mandatory fields pop up before a blueprint transition
  • How to update current record using Update Records API through Client Script
  • How to refresh a page using Client Script
  • How to prevent a Blueprint Transition
6. Related Links
Kaizen Collection : 


Cheers!
Maadhari M








    • 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

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Can't add a sender adress from zoho campaigns

      hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

    • Using a custom single line External ID form as merge fields in templates

      Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Zoho CRM - Feature Request - Analytics Components Group By Week Alternative Formats

      On the Zoho CRM Analytics Components, please consider adding an option to allow group by week format to be changed to other formats such as Week Commencing or Week Ending dates, rather than the current Week Number. This would provide improved usability

    • Dashboard target enhancements

      Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. However

    • Zoho Campaigns - Feature Request - Re-Send Existing Email Action in Automations/Journeys

      Hi Zoho Campaigns and Zoho Marketing Automation teams, I would like to suggest a feature that would make building and managing complex automations significantly easier. The Feature Introduce a “Re-Send” or “Send Existing Email” action within Automations

    • Can I write a check in Zoho Books with no associated bill?

      This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

    • ISO 3166-2 Compliant Country and Regions

      Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items

    • US State abbreviations in Address fields

      In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not

    • Zoho Booking - TIN vs ATIN & ITIN

      Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer Identification

    • 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

    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Bill sent for Payment Approval

      Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add a layer of approval like a bill marked for payment before initiating payment requests through HSBC Bank. Can you please guide

    • Ask the Experts - Live Q&A webinar

      Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

    • Kaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM

      Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previously

    • Open PDFs using Zoho PDF Editor

      Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protected

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • Bank Feeds Breaking Constantly

      Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

    • Timed addition to segments

      Hi there - hoping you can help me figure out a graceful way of doing this: • I want to add contacts to a Segment in Campaigns based on a Stage pick-list field value X in CRM - that bit's fine. The problem is that I only want to add them to the Segment

    • Zoho Developer AI Agent = Claude AI + MCP Server + Zoho Ecosystem

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at Officehub Tech: ✅Claude + MCP Server + Zoho Creator Zoho Developer AI Agent – an AI-powered Zoho automation platform This solution connects Zoho applications with an

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • CRM

      How do I build an email funnel of 10 emails with decision tree ie; if yes use this email if no use this email. Also I cannot figure out how to add more groups or see my whole groups. I've set up different groups like attorneys is one group of companies/people

    • WebDAV support

      I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

    • Replying from same domain as a catch-all?

      I have 2 domains setup on Zoho, both with associated email addresses. They look something like this: john@example.com (primary address) john@test.com (this domain also has a catch-all setup) I use the catch-all for test.com as a public-facing email address

    • 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

    • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

      Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

    • Standard practice rerun updated deluge function over existing recordes

      Hi folks, we have a function which is triggered via webhook from a third-party solution which then calls another api with a contact-id and gets a json payload back and then parses that data to custom fields in our CRM to the record id. As requirements

    • Import Quote from CRM into document in Writer?

      Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?

    • Zoho Sheet for Desktop

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

    • Can I convert MSG to HTML on Mac?

      Yes, you can convert MSG files to HTML on a Mac using software Aryson MSG file Converter. This tool allows you to convert Outlook MSG emails into multiple formats, including HTML, PDF, EML, PST, and more. It preserves all email content, attachments, metadata,

    • Duplicate Leads Notification Help!

      Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

    • Adding Calendar Display to Home Page

      I would like to display my calendar in a module on the Zoho CRM Home Page. I can't figure out a way to do this.  Is it possible to display the CRM Calendar on the Home Page?  

    • Schedule a Call by Date and Time when a specific lead status is selected

      Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks

    • Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

      Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

    • Duplicate Leads Concerns with Round Robin and Lead Approval Process

      It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

    • Private email threads

      When sending a Private email or receiving a response once the email thread has been marked as 'Private'- is there a way to trigger the system to "restart the clock"? I am finding that when someone responds to a 'Private' thread that it is opening the

    • SLA Notification

      Team members have been receiving this notification and feel as though it is as random. Explanation on this notification is appreciated! Also, is there a way to disable this notification?

    • Next Page