Kaizen #89 - Color Coding using Client Script

Kaizen #89 - Color Coding using Client Script

Hello everyone! 

Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script.

Need for color code in Zoho CRM

When you mark things with different colors as a means of identification, it not only enhances the visual clarity but also enables the user to make efficient prioritization by quickly identifying the key information. This gives a user-friendly interface and will contribute to enhanced productivity.

Here are some common scenarios where color coding proves beneficial.

  • Enhance data integrity by highlighting discrepancies or errors using color coding.
  • Quickly identify the orders which are overdue by marking those records in a color, say red.
  • Recognize closed deals instantly, by making those records green in the List page.
  • Customize the text colour based on your preference.

Using Client Script, you can achieve color coding in List and Detail pages of Zoho CRM.

Use Case 

Consider a scenario where you are using Leads Module of Zoho CRM and you want to color code the rows in the List Page and Detail Page (Standard) based on the "Lead Status" as follows.
  • If the Lead Status is "Pre-Qualified", then those rows should have the text color as green. 
  • If The Lead Status is "Lost Lead/Junk Lead", then the status should be in red.
  • If The Lead Status is "Attempted to contact", then the status should be in orange.
In addition to this, the background color of "Pre-Qualified" rows should be light yellow on the List Page. Other values in Lead Status need not have color coding.

 For this requirement, you need to create two Client Scripts.
  • Client Script for color coding in List Page
  • Client Script for color coding in Detail Page(Standard)

1. Client Script for color coding in List Page

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




 ZDK.Page.getList().style(
    {
        record: { backgroundColor: '#e9fbf4' },
        field: { Lead_Status: { backgroundColor: '#e9fbf4', foregroundColor: '#008000', fontWeight: 'bold' } }
    },
    "((Lead_Status:equals:Pre-Qualified))"   
 );
 ZDK.Page.getList().style(
    {
        field: { Lead_Status: { foregroundColor: '#ff6666', fontWeight: 'bold' } }
    },
    "((Lead_Status:equals:Lost Lead)or(Lead_Status:equals:Junk Lead))"
 );
 ZDK.Page.getList().style(
    {
        field: { Lead_Status: { foregroundColor: '#FFA500', fontWeight: 'bold' } }
    },
    "((Lead_Status:equals:Attempted to Contact))"
 );


  • Here the style ZDK is used three times, as there are three criteria based on which different color coding has to be accomplished.
  1. Lead Status is "Pre-Qualified" , foreground color is set to green and background color is set to light yellow.
  2. Lead Status is "Lost Lead/Junk Lead" and foreground color is set to red.
  3. Lead Status is "Attempted to Contact" and foreground color is set to orange.
Syntax for ZDK


 ZDK.Page.getList().style(
 {
   record: {backgroundColor: 'color code'},
   field: {field_name: {foregroundColor: 'color code', fontWeight: 'bold'}}
 },
 "(criteria)"
 );


Parameters:
  • style_config(Object) - style_config to be added to the records
  • record(Object) - To add record level styling. Supported options - backgroundColor
  • field(Object) - To add field level styling. Supported options - backgroundColor, fontWeight, foregroundColor
  • criteria(String)  - criteria based on which records should be selected. For more details click here.
Here is how the Client Script works on List Page (Standard).



2. Client Script for color coding in Detail Page
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

 
var field_obj = ZDK.Page.getField('Lead_Status');
 if (field_obj.getValue() == 'Pre-Qualified') { 
    field_obj.addStyle({ foregroundColor: '#008000', borderColor: '#008000'});
 }
 else if( (field_obj.getValue() == 'Lost Lead') || (field_obj.getValue() == 'Junk Lead') ){
     field_obj.addStyle({foregroundColor: '#ff6666', borderColor: '#ff6666'});
 }
 else if(field_obj.getValue() == 'Attempted to Contact') {
     field_obj.addStyle({ foregroundColor: '#FFA500', borderColor: '#FFA500' });
 }


In the above code, the value of the lead status is captured and based on this value, different colors are being assigned.

Syntax


field_obj.addStyle({ backgroundColor: 'color code', foregroundColor: 'color code', borderColor: 'color code' });)


Here is how the Client Script works on Detail Page (Standard).



Note: 
For color coding in Detail Page (Canvas), you can use the following ZDK. 


elementid.addStyle({'background-color': 'red', color: 'white', 'border-radius': '40px'})


We hope you found this post useful. We will meet you next week with another interesting topic!

If you have any questions let us know in the comment section.

Happy Client Scripting!

    • Sticky Posts

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Recent Topics

    • Future Orders - Due Date

      Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

    • Introducing Withdrawal Reasons for Offers

      We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • GPS tracking only or Check out facility

      Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

    • Appraisals on Employee Information Profile

      Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

    • Kaizen #220: Actions API - Webhooks APIs - Part 2

      Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

    • Standard Payment Term is not pulled from account to quotation

      Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

    • Manage your invoices from Bigin's mobile app (iOS)

      Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accessibility controls and multilingual captcha authorization for Help Center users ​

      Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

    • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

      La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

    • Send email template "permission denied to access the api"

      Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

    • Copy, Paste, Highlighted text

      when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

    • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

      "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

    • Publish to LinkedIn via API

      Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

    • FSM - Associating and selecting Contacts based on Service Addresses

      Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

    • Do Unpublished Products in Shopify Sync to Zoho POS?

      Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.

    • Problem in Zoho POS frontend ERP.

      We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record

    • Categorize Items with Item Headers

      Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

    • Discount on the transaction level in POS

      "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Jobs at multiple locations

      Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

      I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Associating a Candidate to a Job Listing

      Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

    • WhatsApp Voice Message Sending Option in Bigin CRM

      I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.

    • CRM: hosting a single html file in Zoho and displaying it as a widget

      I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

    • How to change position button transtition of Blueprint?

      Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

    • Multi file upload

      Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

    • Sorting Descending in a lookup

      I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Asap Widget 2.0

      Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?

    • Can the Trigger be changed?

      I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are gone

    • Marketer's Space: Proven tips to improve open rates – Part I

      Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentage

    • Can't send nor receive emails on my external email accounts since this morning

      Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending and

    • Creating Custom PDF Template from Form

      I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratch

    • Next Page