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
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 #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 areKaizen #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 achievedKaizen #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.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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
Control Position of “X” (Close) Button in Popup Editor
Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popupAdd Standalone “Save” Button in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to saveText Direction Control in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)Autosave in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. InBilling frequency is not displayed correctly.
Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible toCreating Secret via Vault API
Hi I am trying to create a secret through vault api. This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? { "operation": { "result": { "error_code": "", "message": "Sorry, we are unable to process your request.",Is It Possible to Hide Menu Option from Main Navigation?
Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuserUnleash the power of detail, with Table View.
What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean mostKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the differentMultiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaRendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Dynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of theAbility to Create New Items When Zoho Trident is Minimized via tray or taskbar icon
Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access toI can not see Undeliverable emails from my Mass Email Leads activity in CRM
I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?Select Zoho Contacts as Meeting Participants in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: OrganizationAbility to Select External Users from Participants List When Scheduling Meetings
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only underKaizen #212 - Map Dependency Fields in Zoho CRM using APIs
Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. WeOutdated state in mexico
Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find theIs anyone using Zoho Flow with airtable?
I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch fromAI in Zoho Workplace: A Sneak Peek into What’s Coming!
Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the firstMeet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.Best way to share/download presentation files in Zoho without losing formatting?
Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is thereWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the featureError "Invalid client task found corresponding properties" only when triggered from workflow ?
Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.How to interpret Campaign report statistics - definitions/explanation
I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/OpenFeature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less importantSchedule a Call by Date and Time when a specific lead status is selected
Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) ThanksZoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloHow can I bold text on Zoho Forms submit buttons?
In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.Hiding Pre-defined Views
You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available[Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025
We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-PartyFeature Request: Tag, Search, and Report on Individual Private Comments
Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear historyZoho CRM Community Digest - August 2025 | Part 2
Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the newAssistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk
Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s responseRound robin
Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should ITime Entry Notifications
Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?Change text in help desk
Hi, Please let me know how can i change the this text, see screenshot.Customer happiness customisation
Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? AlsoNext Page