Update field on Crm via Client Script

PHOTO EMBED

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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