Client Script Support for List Page (Canvas)

Client Script Support for List Page (Canvas)

Hello everyone!

Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use case solves the question raised in this post.


In this Kaizen post,
  1. About Canvas List Page
  2. Supported Events for List Page(Canvas)
  3. Supported ZDKs for List Page(Canvas)
  4. Use Case
  5. Solution
  6. Summary
  7. Related Links

1. About Canvas List Page

The Canvas List Page provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and more. 

2. Supported Events for List Page(Canvas)

You can write Client Script for three different views of the Canvas List page.
  1. Custom List view
  2. Tile view
  3. Table view
You can trigger Client Script on your List Page (Canvas) using the following events.


Click here to know more about the Events.

3. Supported ZDKs for List Page(Canvas)

Client Script enables you  to customize List Views using the following list of ZDKs and Client Script functions.

  1. freezeColumns(option) - You can freeze list view and disable modifying columns.
  2. maskField(field_name, (length,character,reverse)) - You can mask fields in the List View
  3. sortByField(field_name, option) - You can sort field in the List View
  4. getRecords() - You can get Records in the List View
  5. selectRecords(criteria) - You can select Records in the List view by criteria
  6. selectRecordsByID(ids) - You can select Records in the List view by record ID
  7. clearSelection() - You can clear selected Records in the List view
  8. style(style_config, criteria) - You can style Records in the List View.

4. Use Case

Zylker uses Zoho CRM to manage high-volume orders where customer phone numbers are sensitive data. The CRM Admin wants role-based phone number masking on the Orders List Page (Canvas). To improve visibility and speed, the Admin also wants color-coded order cards in the List View based on order status.

Role-Based Phone Number Visibility



Order Status Color Coding




5. Solution

  1. Go to Setup > Developer Space > Client Script. Click +New Script.
  2. Specify the details to create a script and click Next.



  3. Enter the following script and click Save.

  1. // Mask phone number based on user role
  2. if ($Crm.user.role.name === "Sales Executive") {

  4.     // Mask 7 digits for Sales Executive
  5.     ZDK.Page.getList().maskField("Phone_Number", {
  6.         length: 7,
  7.         character: "#",
  8.         reverse: true
  9.     });

  11. } else if ($Crm.user.role.name === "Support Agent") {

  13.     // Mask 10 digits for Support Agent
  14.     ZDK.Page.getList().maskField("Phone_Number", {
  15.         length: 10,
  16.         character: "#",
  17.         reverse: true
  18.     });
    }

  20. // Highlight cancelled orders in light red
  21. ZDK.Page.getList().style({
  22.         record: {
  23.             backgroundColor: "#FFD6D6"
  24.         }
  25.     },
  26.     "(Status:equals:Cancelled)"
  27. );

  29. // Highlight delivered orders in light green
  30. ZDK.Page.getList().style({
  31.         record: {
  32.             backgroundColor: "#D3F9D8"
  33.         }
  34.     },
  35.     "(Status:equals:Delivered)"
  36. );
  1. Use $Crm.user.role.name to retrieve the role of the currently logged-in user.
  2. When the role is Sales Executive, use ZDK.Page.getList().maskField() on the Phone_Number field to mask the first 7 digits, where 
    1. length defines how many characters should be hidden
    2. character: '#' specifies the masking symbol
    3. reverse: false ensures masking starts from the beginning, allowing partial visibility.
  3. When the role is Support Agent, use ZDK.Page.getList().maskField() on the Phone_Number field to mask all 10 digits, fully hiding the phone number using the same masking parameters.
  4. Use ZDK.Page.getList().style() to apply conditional styling to list records by configuring the record parameter to set the row backgroundColor.
  5. Apply the condition (Status:equals:Cancelled) to highlight cancelled records in light red, and (Status:equals:Delivered) to highlight delivered records in light green, enabling quick visual identification.

  6. Here is how the Client Script works for a "Sales Executive".



  7. Here is how the Client Script works for a "Support Agent".



  8. Here is how the Client Script works for a for other roles like, Manager and Admin.



6. Summary

  1. Mask sensitive fields dynamically in List Page Canvas
  2. Apply role-based logic using current user context
  3. Improve list view readability with conditional record styling

7. Related Links

  1. List Page Canvas
  2. Client Script Overview
  3. ZDK Documentation
  4. Event dictionary
  5. Client Script related Kaizen posts








    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • Professional Plan not activated after payment

      I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a

    • Auto Update Event Field Value on Create/Edit

      Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Problem with Email an invoice with multiple attachments using API

      I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

    • Page Layouts for Standard Modules like CRM

      For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

    • Non-depreciating fixed asset

      Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • One time sale item in billing automatically detects as service

      if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

    • Project template after project creation

      How can I apply a project template AFTER the project has been created?

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Related Module in Sharing Rules

      Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

    • Assignment Thresholds Resetting After Lead Conversion

      Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

    • Territory view for custom modules?

      I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

    • Approval Process Comments

      Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

    • Login for test case

      Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

    • Customer members area

      Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

    • Notes created in mobile can no longer be accessed in desktop

      Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

    • Function #49: Manage varying installment payments using Zoho Books

      . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

    • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

      We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Out of Office for Just One of My Alias Email

      Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

    • Can I map multiple Surveys into the CRM using the same fields?

      Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

    • Dealing with API responses where integers have more than 16 digits

      Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

    • Add Zoho Mail for users who do not need Zoho One

      We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

    • ZML vs HTML Snippet - which is better?

      Are there certain use cases where one is better than the other?

    • Load PO_Date field (Purchase Order) with current date in Deluge

      Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

    • Zoho CRM in Microsoft Power Automate Custom Connector

      Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • Zoho One Login Issue - Unable to receive OTP

      Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

    • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

      In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

    • Problem of Import Client Users From CRM and or Expense

      I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

    • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

      Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

    • Unable to enable tax checkboxes

      Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

    • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

      Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

    • ZohoSign and ZohoBooks Integration/Workflow

      Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

    • Manage monthly tasks with projectsf

      Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

    • Zoho Suite is very slow

      Since today Zoho is incredibly slow over all applications! What's going on?

    • Combine and hide invoice lines

      In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

    • Fuel up your sales with the Zoho SalesIQ + Bigin integration

      Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

    • Next Page