Update field on Crm via Client Script
Fri Jun 27 2025 11:18:52 GMT+0000 (Coordinated Universal Time)
Saved by @usman13
/** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities. * return false to prevent <SAVE> action **/ var account_name = ZDK.Page.getField('Account_Name').getValue(); console.log("Account name value: ", account_name); var contactnamefield= ZDK.Page.getField("Contact_Name").getValue(); console.log("Value of Contact name Field is ", contactnamefield); var Show_Number_of_Unit=ZDK.Page.getField("Show_Number_of_Unit"); console.log("Show_Number_of_Unit = ", Show_Number_of_Unit); var Show_Number_of_Unit_Vaule=ZDK.Page.getField("Show_Number_of_Unit").getValue(); console.log("Show_Number_of_Unit_value = ", Show_Number_of_Unit_Vaule); if (account_name != null) { console.log("Account Name is not Equal to Null"); var accountnameid = account_name['id']; console.log("account name id: ", accountnameid); var related_records = ZDK.Apps.CRM.Accounts.fetchRelatedRecords(accountnameid, "Contacts"); for (var i = 0; i < related_records.length; i++) { console.log("related_records [i]", related_records[i]); console.log("related_records[i].Primary_Contact", related_records[i].Primary_Contact); if(related_records[i].Primary_Contact==true) { true_related_record = related_records[i]; console.log("true_related_record",true_related_record); } else { true_related_record=related_records[0]; console.log("true_related_record [0]",true_related_record); } } console.log("true_related_record Email",true_related_record.Email); console.log("true_related_record Full_Name",true_related_record.Full_Name); console.log("true_related_record id",true_related_record.id); var emailfield = ZDK.Page.getField('Email'); console.log("email field value: ",emailfield); console.log("set email address"); //emailfield.setValue(true_related_record.Email); var contactnamefield= ZDK.Page.getField("Contact_Name"); //contactnamefield.setValue({ "id": true_related_record.id, "name": true_related_record.Full_Name }); console.log("set contact name"); console.log("id is :",true_related_record.id,"name is ",true_related_record.Full_Name); var accounts = ZDK.Apps.CRM.Accounts.fetchById(accountnameid); console.log("accounts: ", accounts); var numofemployeesfield = ZDK.Page.getField("Number_of_Employees"); console.log("num of employees field: ",numofemployeesfield); var foundingyearfield = ZDK.Page.getField("Founding_Year"); var websitee = ZDK.Page.getField("Website"); websitee.setValue(accounts.Website); console.log("foundingyearfield", foundingyearfield); if (accounts.Founding_Year == null) { console.log("if condition Founding_Year"); foundingyearfield.setValue(0); } else { console.log("else condition Founding_Year"); foundingyearfield.setValue(accounts.Founding_Year); } if (accounts.Number_of_Employees == null) { console.log("if condition Number_of_Employees",accounts.Number_of_Employees); numofemployeesfield.setValue("-None-"); } else { console.log("else condition Number_of_Employees",accounts.Number_of_Employees); numofemployeesfield.setValue(accounts.Number_of_Employees); } var client_typefield = ZDK.Page.getField("Client_Type"); console.log("client_typefield = ", client_typefield); if (accounts.Client_Type==null) { console.log("if condition client_typefield is null",accounts.Client_Type); client_typefield.setValue("-None-"); } else { console.log("else condition in Client_type",accounts.Client_Type); client_typefield.setValue(accounts.Client_Type); } var industryfield = ZDK.Page.getField('Industry'); console.log("industryfield", industryfield); if (accounts.Industry == null) { console.log("if condition Industry"); industryfield.setValue("-None-"); } else { console.log("else condition Industry"); industryfield.setValue(accounts.Industry); } var serviceintrestedfield= ZDK.Page.getField("Services_Interested").getValue(); console.log("serviceintrestedfield",serviceintrestedfield); if (serviceintrestedfield=="Property Management Solution") { console.log("True"); Show_Number_of_Unit.setValue(true); } else { console.log("False"); Show_Number_of_Unit.setValue(false); } var client_tpye_value=ZDK.Page.getField("Client_Type").getValue(); console.log("client_tpye_value",client_tpye_value); } else { console.log("Account Name is Equal to Null"); var emailfield = ZDK.Page.getField('Email'); //emailfield.setValue(null); var contactnamefield= ZDK.Page.getField("Contact_Name"); //contactnamefield.setValue(null); var numofemployeesfield = ZDK.Page.getField("Number_of_Employees"); numofemployeesfield.setValue("-None-"); var foundingyearfield = ZDK.Page.getField("Founding_Year"); foundingyearfield.setValue(null); var client_typefield = ZDK.Page.getField("Client_Type"); client_typefield.setValue("-None-"); var industryfield = ZDK.Page.getField('Industry'); industryfield.setValue("-None-"); }
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