Client Script for Subform Row Extraction

To use a client script in Zoho CRM to extract information from a subform in the Quotes module and enforce certain validations before saving the record, you’ll need to follow a systematic approach. Here’s a step-by-step guide to help you understand how to implement this:

Step 1: Understand the Structure  

First, familiarize yourself with the Quotes module and the specific subform you’re working with. Identify the fields in the subform from which you need to extract information and the fields that must be filled in the main form based on this information.

Step 2: Create the Client Script  

You’ll need to write a client-side script that will run when the user interacts with the Quotes module. This script will check the values in the subform and perform validations.

1. **Access the Developer Console:**
   – Go to your Zoho CRM account.
   – Navigate to **Setup** > *Developer Space* > *Functions*.

2. **Create a New Client Script:**
   – Click on **Client Scripts** and then click on *Create Client Script*.
   – Choose the **Quotes** module where you want to apply this script.

Step 3: Write the Script  

Here’s a sample script that demonstrates how to extract data from a subform and perform validations:

javascript
// This function triggers on form submission
function validateBeforeSubmit() {
    // Get the subform data
    var subformData = ZOHO.CRM.API.getSubformRecords({
        Entity: “Quotes”,
        Record_ID: ZOHO.CRM.recordId,
        Subform: “Subform_Name” // Replace with your actual subform name
    });

    subformData.then(function(data) {
        if (data.code === 200) {
            var records = data.data;
            var isValid = true;

            // Loop through each record in the subform
            for (var i = 0; i < records.length; i++) {
                // Extract necessary fields from the subform
                var fieldValue = records[i].Field_Name; // Replace with your actual field name

                // Perform your validation logic
                if (!fieldValue || fieldValue.trim() === “”) {
                    isValid = false;
                    break; // Stop checking if one validation fails
                }
            }

            // If validation fails, show an error message and prevent saving
            if (!isValid) {
                ZOHO.CRM.UI.Dialogs.alert({
                    title: “Validation Error”,
                    message: “Please fill in the required fields based on the subform data before saving.”,
                    buttons: [“OK”]
                });
                return false; // Prevent form submission
            }
        } else {
            console.error(“Error fetching subform records: “, data.message);
        }
    });
}

// Attach the validation function to the form on submit
ZOHO.CRM.DOM.on(“submit”, validateBeforeSubmit);

Step 4: Test the Script  

1. **Save the Script:** After writing your script, save it in the developer console.
2. **Test the Functionality:** Create or edit a Quote and try submitting the form with various scenarios (e.g., missing required fields in the subform) to ensure that the validation works as expected.

Step 5: Deploy and Monitor  

Once you are satisfied with the script’s functionality:
– Deploy it for all users who need it.
– Monitor user feedback and any issues that arise to refine the script as necessary.

Important Considerations  

**Field Names:** Ensure you replace placeholder names in the script (like Subform_Name and Field_Name) with actual field names from your Zoho CRM setup.
**Permissions:** Ensure that users have the necessary permissions to access the subform data.
**Performance:** Be mindful of performance; excessive or complex operations can slow down the user experience.

By following these steps, you can effectively create a client script in Zoho CRM that extracts information from a subform in the Quotes module and enforces necessary validations before allowing record saving.