AshikaSuresh-ZohoCRM AshikaSuresh

## 1 - Dynamic data check on subform cell update
If the Allocated Budget of all campaigns exceeds the Total Budget Allocated, prevent the row from being saved and display an error message.

Prevent row save on criteria mismatch: Use beforeRowUpdate subform event to return false and display an error with showError().

## 1 - Tailor cell, row and column locks in subforms and manage field visibility with ease.
The Allocated Budget field must be editable only by admins, while it remains read-only for all other users. When the Status is set to "Complete," the entire row should become read-only. Additionally, if the Status is anything other than "Planning," the Allocated Budget field should be restricted to read-only at the cell level. The Type of Campaign column should be visible only when the Parent Type field's value is "others." At all other times, the Type of Campaign column should remain hidden.

1. Row lock: Row setReadOnly(true) if Status = Complete
2. Cell lock: Cell setReadOnly(true) if Status != Planning
3. Field lock: Field setReadOnly(true) if Profile is other than Administrator
4. Hide/Show Subform Field : setVisibility(false) if Type == 'Others'

## 1 - Auto-Fill values for new rows and clear subform based on custom condition
In the Campaign Module's subform, when a new row is added, the "Status" field should auto-populate with "Planning" and the "Allocated Budget" should default to $3000. Changing the Region should clear the campaign details to ensure only region-specific data is displayed.

1. Row Auto-population: onRowAdd Event with setValue()
2. Subform clearing: onChange Event on "Region" field with clear()

## 1 - Secure subform rows with beforeRowDelete
At Zylker, the admin felt ensuring data integrity during key Deal stages is crucial. To prevent accidental loss of information, deleting items from the subform is restricted when a deal is in the following stages: Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost, or Closed Lost to Competition.

Row Delete Prevention : beforeRowDelete subform Event by returning false after verifying Deal Stage.

## 1 - Apply row value based dynamic filters and display error and clear a cell in subform for invalid input
Zylker is a manufacturing organisation that uses Zoho CRM. The subform in Quotes module should filter products based on the selected Product Category. In Quotes Module, when the quantity in the Quoted Items subform exceeds available stock, the system must display an error and reset the field to null.

1. Dynamic row value based filter : onLoad Page Event with setCriteria()
2. Error message : onCellChange Event with showError()
3. Clearing cell : onCellChange Event with setValue()

## Canvas button to trigger Client Script execution
When the user clicks "Add Dental Products" button, a pop-up should appear showing the Dental Instruments available in the Products module and the instrument details selected in this pop-up should get inserted as rows in the subform.

Configuration
Page Details : Create Page (Canvas)- Orders
Event Details : Canvas Button Event - "Add Dental Products" button

Choose_Products widget - https://github.com/AshikaSuresh/Choose_Products.git

## Hide or Show section dynamically
When the checkbox "Is shipping address same as billing address?" is checked, the Shipping Address section should not be visible.

Configuration
Page Details : Create Page (Canvas)- Orders
Event Details : Field Event - Is shipping address same as billing address? - onChange

## Scroll to a specific section in Canvas page
 Whenever the user selects the "Product category", then the page should scroll to the respective section in the Create Page(Canvas).

 Configuration
 Page Details : Create Page (Canvas)- Orders
 Event Details : Field Event - Product Category - onChange

## Fetch Products from RL
Description:
In the Deals Module, after selecting the Account Name, when the Checkbox (Check out the products for this Account) is clicked, the Products from the Related List (RL) of the Associated Account will be retrieved and displayed in a Widget. The user can then choose one or more products and update them in the subform.

Configuration:
Page Details
  Category  Module
  Page  Create Page
  Module  Deals
  Layout  Standard

## Apply discount - Client Script
Case : Apply 10% discount on each item if total exceeds $500, based on user confirmation.

Configuration:
Page Details : Create Page - Quotes - Standard
Event Details : Page Event - onSave

Demo Video - https://zwdrive.com/d2cLQi
	If the Allocated Budget of all campaigns exceeds the Total Budget Allocated, prevent the row from being saved and display an error message.

	Prevent row save on criteria mismatch: Use beforeRowUpdate subform event to return false and display an error with showError().
	The Allocated Budget field must be editable only by admins, while it remains read-only for all other users. When the Status is set to "Complete," the entire row should become read-only. Additionally, if the Status is anything other than "Planning," the Allocated Budget field should be restricted to read-only at the cell level. The Type of Campaign column should be visible only when the Parent Type field's value is "others." At all other times, the Type of Campaign column should remain hidden.

	1. Row lock: Row setReadOnly(true) if Status = Complete
	2. Cell lock: Cell setReadOnly(true) if Status != Planning
	3. Field lock: Field setReadOnly(true) if Profile is other than Administrator
	4. Hide/Show Subform Field : setVisibility(false) if Type == 'Others'
	In the Campaign Module's subform, when a new row is added, the "Status" field should auto-populate with "Planning" and the "Allocated Budget" should default to $3000. Changing the Region should clear the campaign details to ensure only region-specific data is displayed.

	1. Row Auto-population: onRowAdd Event with setValue()
	2. Subform clearing: onChange Event on "Region" field with clear()
	At Zylker, the admin felt ensuring data integrity during key Deal stages is crucial. To prevent accidental loss of information, deleting items from the subform is restricted when a deal is in the following stages: Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost, or Closed Lost to Competition.

	Row Delete Prevention : beforeRowDelete subform Event by returning false after verifying Deal Stage.
	Zylker is a manufacturing organisation that uses Zoho CRM. The subform in Quotes module should filter products based on the selected Product Category. In Quotes Module, when the quantity in the Quoted Items subform exceeds available stock, the system must display an error and reset the field to null.

	1. Dynamic row value based filter : onLoad Page Event with setCriteria()
	2. Error message : onCellChange Event with showError()
	3. Clearing cell : onCellChange Event with setValue()
	When the user clicks "Add Dental Products" button, a pop-up should appear showing the Dental Instruments available in the Products module and the instrument details selected in this pop-up should get inserted as rows in the subform.

	Configuration
	Page Details : Create Page (Canvas)- Orders
	Event Details : Canvas Button Event - "Add Dental Products" button

	Choose_Products widget - https://github.com/AshikaSuresh/Choose_Products.git
	When the checkbox "Is shipping address same as billing address?" is checked, the Shipping Address section should not be visible.

	Configuration
	Page Details : Create Page (Canvas)- Orders
	Event Details : Field Event - Is shipping address same as billing address? - onChange
	Whenever the user selects the "Product category", then the page should scroll to the respective section in the Create Page(Canvas).

	Configuration
	Page Details : Create Page (Canvas)- Orders
	Event Details : Field Event - Product Category - onChange
	Description:
	In the Deals Module, after selecting the Account Name, when the Checkbox (Check out the products for this Account) is clicked, the Products from the Related List (RL) of the Associated Account will be retrieved and displayed in a Widget. The user can then choose one or more products and update them in the subform.

	Configuration:
	Page Details
	Category Module
	Page Create Page
	Module Deals
	Layout Standard
	Case : Apply 10% discount on each item if total exceeds $500, based on user confirmation.

	Configuration:
	Page Details : Create Page - Quotes - Standard
	Event Details : Page Event - onSave

	Demo Video - https://zwdrive.com/d2cLQi