Customize List views using Client Script

Hello everyone!

Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is it possible to restrict ZCRM user to see only custom views created by administrator?

In this post,

What is a List View?
Use Case - To hide all public views except one
Solution using Client Script
Other ZDKs available to customize List Views
Summary
Related Links

1. What is a List View?

A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created during the last week or reviewing overdue tasks. The best way to handle these scenarios is to filter the records using the list views. Click here for more details on List Views.There are two types of List Views in Zoho CRM -

Standard List Views : You can modify the standard views and sort the order of the columns in the list.
Custom List Views : You can create, modify, and delete custom views, and you can also sort the order of the columns in the list.

Often, there are business requirements where you need to customize these views, like hiding a view from certain users or masking a particular column in the view. Let us see how to control the list views visible to a user, using Client Script.

2. Use Case - To hide all public views except one

Zylker is a manufacturing company that uses Zoho CRM. A Salesman creates records in the custom module named "Orders".The name of the profile assigned to a Salesman is "Sales". The Admin does not want the "Sales" profile users to view the standard public views except the "My Orders" public view.

3. Solution using Client Script

Admin should remove the visibility to all public views for the profile "Sales" and permit only the "My Orders" view. Here are the list of steps to be followed.

Create a Client Script for List Page (Standard) of Orders module and specify the event as onCustomViewLoad. To know more about how to create a Client Script, click here.

Now, using the getComponent.getOptions() , copy the id of My Orders view from the Messages panel in the "Run" component of Client Script IDE as shown below.

log(ZDK.Page.getComponent("list-custom-view").getOptions());

In this script, ZDK.Page.getComponent("list-custom-view") will get the component that corresponds to the views drop down on the List Page.

Then, getOptions() will return the options in the component of List Page. Here the component is 'list-custom-view'.

Now with the copied id of "My Orders" view , use "getComponent.setOptions()" and add the only option on list-custom-view as "My Orders" view, if the profile is "Sales".

var user = ZDK.Apps.CRM.Users.fetchById($Crm.user.id);

if (user.profile.name != 'Sales') {

ZDK.Page.getComponent("list-custom-view").setOptions([{ id: "5575270000000876021" }]);

}

Save the Script.

Here is the syntax for setOptions(options).

You can now see that only "My Orders" view is visible for the "Sales" profile, and all other public views are hidden.

For other profiles like Manager and Admin, all public views will be visible as shown below.

We are working on the other components in the List Page, and will let you know once they are live.

4. Other ZDKs available to customize List Views

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

freezeColumns(option) - You can freeze list view and disable modifying columns.
maskField(field_name, (length,character,reverse)) - You can mask fields in the List View
sortByField(field_name, option) - You can sort field in the List View
getRecords() - You can get Records in the List View
selectRecords(criteria) - You can select Records in the List view by criteria
selectRecordsByID(ids) - You can select Records in the List view by record ID
clearSelection() - You can clear selected Records in the List view
style(style_config, criteria) - You can style Records in the List View. Click here to view the related Kaizen post.
setValue(value) - You can set the component value in the Page
getValue() - You can Get the component value in the Page
setVisibility(value) - You can set visibility of the component in the Page

5. Summary:

In this post, we have discussed,

About standard and custom List Views.
How to control the visibility of List Views using Client Script.
How to fetch the list of views available for a module using Client Script.
How to set your desired views for users using Client Script.
ZDK methods available in Client Script to customize List views

6. Related Links

Kaizen Collection :

Click here to view our Kaizen Collection.

Also, check our previous post - Kaizen #120 - A Guide to API Calls in Zoho CRM Sandboxes

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.

Cheers!

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