For this tutorial in video form, click here
Zoho recently released a new feature called Client Script, which allows us to do dynamic field validation, in addition to changing the way that the user interface responds to people in real time.
This is quite exciting because in the past you could only trigger automatic changes after the record was saved. For example, you couldn’t change the way the UI appeared based on someone typing a value into a field. Zoho Creator has had that ability for years and with Client Scripting, Zoho CRM now has the same power.
Dynamic Field Validation
Look at what happens when we type something into Field Criteria.
We get a little message underneath telling us it’s not valid JSON. When we do enter valid JSON, the message goes away.
How is this set up? Go to Setup (the tool button at the top right of your CRM). Then go Developer Space > Client Script. You’ve then got a new section.
Let’s look at the one in the middle, where we can write code in JavaScript.
We’re using the JSON.parse function and showing an error message if there’s an error.
There are a whole lot of other things that you can do with it as well. If you click on the ZDK info link, it shows you everything you can do.
There’s a lot to check out, from highlighting elements to setting values in other fields, making fields read-only, or even freezing the UI.
Configuring The First Part
In Client Script, click New Script on the right. Then, we set up ours like this:
In the future, we’ll go over other options with this amazing feature. Stay tuned!