Kaizen #121 : 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
- Client Script Overview
- Creating a Client Script
- Client Script Events
- Client Script IDE
- Use cases of Client Script
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!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Maadhari M
Irmyahou Azan
Ishwarya SG
Brandon
859953848@zohoclosedAccount.com
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 thisKaizen #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 howKaizen #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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How to store API keys in zoho?
Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What'sZoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zohois there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM
Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this viewBigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.
Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.Introducing card scanner in Bigin Android app
Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You canFull RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)
Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)ZUG real estate virtual meetup 2025: Sign documents, collect payments, and automate workflows with Zoho Sign
Hi there! Are you in real estate and looking for a secure, compliant way to manage all your paperwork? In such a fast-paced industry, timing, compliance, and client trust are everything. Handling paperwork has always been a challenge, whether you're finalizingOCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA
Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!
We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect withProduct Updates in Zoho Workplace applications | May 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze optionsOutlook 365 ('classic') won't connect to Zoho email
New computer, fresh install of Office desktop. On the old computer Outlook was working fine with Zoho, retrieving/sending mail, etc. On the new one I can't connect the accounts in Outlook--Outlook just keeps popping up the box asking for a password. Alllogin email
Never logged into email says last log in never loged intoInstallment plans
Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto chargedSearch Mail with URL parameters
Is it possible to search Zoho Mail by passing URL params like we can in Gmail? eg. mail.google.com/mail/u/0/#search/from:(jane@doe.com)Need Help Fetching Latest Conversion Rate by Date
Hi Team, I’m currently working on building a Balance Sheet in Zoho Analytics across different entities, with a common base currency of USD. I receive USD conversion values on a daily basis, and my requirement is to always capture the most recent availableCategory to Alert
Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the categoryValidation Rule (Date)
Hi There, Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date. Any takers? Manoj NairBeyond Email: #3 Organize effortlessly with Bookmarks
With her team’s details now neatly saved under Contacts, Sarah is feeling more settled in Zoho Mail. As she begins exploring her new workspace, she remembers the collection of useful links she has saved on her browser—project trackers, client portals,Notification based on created/updated sales order that contain certain line items.
Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been createdDrawings in forms
I do a lot of drawings during my consultations and I’d like to add body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, DennisHow can I populate dropdown data with information from another source or app?
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?Workplace - Zoholics Europe Customer Awards
Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazingZoholics Europe Customer Awards
Dear Zoho Workplace Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazingChange Default Currency in Zoho Reports
Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?[Webinar] Deluge Learning Series - Master Conditional & Operational Logic in Zoho Deluge
We’re excited to bring you the next session in our Deluge Learning Series—a focused one-hour webinar where you’ll level up your skills in conditional and operational logic using Deluge scripting. From writing clean if-else conditions to implementing powerfulUPI QR Code in Invoices
Hi, It would be easier to make payment, if UPI Qr code is generated by Zoho Books and shown in the invoice itself. This will promote digital payments and also makes it easier for customers to pay. It would be even helpful, if QR code contains the invoiceZoho Inventory Item History
Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changedFilter Images in Work Drive
Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but thisFlow not working when trying to Create a Merged Doc with info from a custom CRM module w/ subform
I am having a problem creating a flow that gets its info from a webhook connected to a button in a custom module in Zoho CRM. I have made a template in Writer that follows: This is a clone of the template in the CRM mail merge which works perfectly if i do it manually through there. My flow gets the custom module entry id through a webhook, then fetches the module entry data, and creates a merge document from that data. I know the webhook and the fetch work because if i replace the "create mergeSmart Scheduling via Agent Confirmation
We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM! Feature Highlights Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload andHow to delete Inactive users?
We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den BarselaarHelp me format my signature in zoho mail
I need to set up my signature in zoho mail then send the format to other colegues to set it up by themselves. I have isues setting up my 5 logos one after another as I am not able to give sapce between logos. After setting up my signature with logos thereCan i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. SadCustom Field for Customer ID in Zoho Commerce's Customer Section
Hi everyone, I’m wondering if it’s possible to add a custom field in the "Customer" section of Zoho Commerce. Specifically, I need to include a "NIF" or "Customer ID" field, as it's mandatory for invoicing in Spain. I know this can be done in Zoho Inventory,Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience byAPI Self Client Authtoken conversion always returns "invalid_client".
I am having a problem when trying to convert an Authtoken to OAuth for a Self Client script. I have made sure that the client Id, secret, and organisation are correct, and the domain is definitely ".com"/ This is the python code I am using to createMy client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you pleaseSchedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.Multiple Selection/Select All for Approvals
I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way toHow to report and analyze a multi-select field entries distinctly ?
As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entriesNext Page