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
Journeys - how do i branch on contact call result
Hi all. I want to branch based on the Call result field in contacts. Any idea how I can do this? Also what is the best way to have this condition checked at each step? Thanks!The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.Perform custom actions from the Ticket interface using Buttons
Hello everyone, We have introduced an option to add Buttons to the tickets, which will facilitate direct access to other applications, websites, allows execution of custom workflows, and more. Accessibility and visibility of buttons The buttons can beInserting a video from library in microsite
Hello, We have uploaded videos in our space library. We created a new event and want to use the videos in our main page our microsite. It's possible to selected image from the library, but no videos. Only URL are accepted, but videos in library have noUUIDs
Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,Invalid Client - Client ID passed does not exist
Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallbackGenerate Token v2 api using c# sdk
Hello I am trying to generate a access token using c# sdk but fails every time.is there any sample code so that i can implement that code to insertleads in crm. my use case is i want to insert and update lead in zoho crm. when user signup in my website i insert the detail of that user in crm using API v1. but V2 api is more confusing that API v1 . so please can anyone provide me a sample code of c# sdk to generate token and insert lead in crm. Or is there any way to achieve this without using c#Upsert your missing data without affecting the historic logs
Dear Customers, We hope you're well! Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat theDashboard won't save, nor allow me to do a "save as"
For some reason, one of my dashboards won't let me make any modifications to it and save? I get the "do you want to save before closing?' and I say yes and the dialogue box just stays there. I try to do a "save as" right after I open that dashboard and I get the dialogue box that seems to let me name the new dashboard, but it won't let me save. The dialogue box just stays there unless I hit cancel or no. Can you please help? JamieCopying Files Between Modules
Hi, I'm creating a Deluge script and I've hit a roadblock. I'm trying to copy files from one module (let’s call it Module A) into another one (Module B). Here’s what I’m doing: record = zoho.crm.getRecordById("Module_A", record_id); files_toCopy = record.get("Files_From_A");Problem with scheduled report sending in Zoho Analytics
Problem with scheduled report sending in Zoho Analytics. Reports are not sent due to size. How can I increase it?【Zohocreator】ログについて
ワークフローのDelugeスクリプトのinfo関数が出力するログはどこから見れますか？US military addresses
When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some linksIntroduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, OmnipageZoho Sigma and Catalyst IPs for Whitelist
Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,【開催報告】大阪 ユーザー交流会 2025/6/5 Zoho サービスを活用して業務をアップデート
皆さま、こんにちは。コミュニティチームの中野です。 6/5（木）に、大阪 ユーザー交流会 を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho社員セッションの登壇資料については、8月に開催する福岡 ユーザー交流会の開催報告で共有予定です。） 今年初の開催となる大阪 ユーザー交流会では、akippa株式会社 内藤さんによるZoho CRM / Forms の事例セッションのほか、 「見込み客・顧客データの管理/活用方法」をテーマに、参加者同士でZohoサービスMoving forward, can we change our reports to send record ID's by default?
With the new policy of not including record ID's in reports, is there a way to default to including them in my reports as they used to be?WhatsApp integration isn't very useful at all (no workflow support)
We have set up WhatsApp through Business Messaging. It works, but there appears to be no workflow support for messages that are sent/received! Without being able to trigger a workflow when an inbound message is received, my colleagues would have to manuallyZoho CRM 差し込み文書テンプレート if文
Zoho CRM の差し込み文書のテンプレートを作成しています。 フッターにページが 2ページになる場合は、「次葉へ」と言う文字を表示したいのですが、ページ数による判断はできないのでしょうか？ 現在はサブフォームの行数で判断しているのですが、複数サブフォームを差し込んでいるので、合計何行で2ページ目になるのか把握が難しく、ページ数で判断できればうれしいなと思い、質問させていただきます。 ※行総数はワークフローでレコード保存時にカスタム関数でサブフォームの行数をカウントして数値を保存しています。Allow split times for business hours feature
It would be great to be able to set business hours multiple times during the same day. For example: Monday from 9am - 1pm, and then from 2pm - 5pm This would allow calls to be sent straight to voicemail during 1pm-2pm during lunch break.Add Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, insteadIs it possible to disable Chat Waiting Time, or to make it indefinite?
We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staffError in formula
Can someone PLEASE tell me what is wrong with this formula? Formula return type, I have tried string and decimal fn.Year(fn.Now())-fn.Year(${cf_purchase_date}) I keep getting the following error. Incorrect argument type passed for function Year ThanksSync “Display Author Info” Setting from Zoho Desk to Zoho SalesIQ
Dear Zoho SalesIQ Team, We’d like to suggest a refinement to how Zoho SalesIQ displays knowledge base articles that are synced from Zoho Desk. Current Behavior Zoho Desk allows us to control whether author information (name, profile picture, etc.) isRespect Help Center Visibility Settings for Knowledge Base Sync Between Zoho
Dear Zoho SalesIQ Team, We’d like to suggest an important improvement to the integration between Zoho Desk and Zoho SalesIQ with regard to the knowledge base synchronization. Current Behavior SalesIQ offers excellent functionality by allowing us to syncEnhancing Answer Bot's Capabilities
Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevantCustom Formula
Good day, I am trying to create a formula field in Zoho Desk to calculate an age, but I'm having trouble figuring out how to make the formula. This is a formula I found, but it keeps telling me the wrong field name. Can someone please help me? Field name:Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field youShow Custom CSS Changes in SalesIQ Preview
Hello Zoho SalesIQ Team, We truly appreciate the ability to customize the chat window using custom CSS via: Settings > Brands > [Select Brand] > Personalization > Appearance > Upload Custom CSS. This flexibility is extremely helpful in aligning the chatLight Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.Inquiry Regarding Accessing Multi-Select Field in Pivot Chart
I'm currently working on a project and would appreciate guidance on accessing and utilizing a multi-select field within a pivot chart in Zoho Creator. Could you provide instructions or resources to help me implement this feature efficiently? Your assistanceWhat should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in{"error":"invalid_client"}
Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this IDigest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Encore un mois vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Vos données non structurées méritent mieux qu’un simple stockage. Avec WorkDrive 5.0, Zoho vous propose une solution intelligente,Create your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping AutomaticSplit View for Zoho CRM : Break down Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well toSome website items no longer centered.
At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back inSwipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds
It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accuratehow to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want scoreNext Page