Kaizen #121 : Customize List Views using Client Script

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,
  1. What is a List View?
  2. Use Case - To hide all public views except one
  3. Solution using Client Script
  4. Other ZDKs available to customize List Views
  5. Summary
  6. 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.





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


  •  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.

  • 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

Notes
Kaizen Collection : 
Click here to view our Kaizen Collection. 
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!



    • 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

      • Zoho Social - Feature Request - Reviewer Role

        Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled

      • Zoho Books/Inventory - Update Marketplace Sales Order via API

        Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

      • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

        I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

      • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

        Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals

      • BARCODE PICKLIST

        Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

      • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

        Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

      • How do I create an update to the Cost Price from landed costs?

        Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

      • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

        Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

      • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

        VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

      • How do I bulk archive my projects in ZOHO projects

        Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

      • Zoho Browser??

        hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

      • Let’s Talk Recruit: LinkedIn Cheatsheet

        Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.

      • Zoho Forms API

        Is there any way to get all form entry list using API? Looking forward to hear from you

      • Ability to Set Client Name During Portal Invitation

        Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

      • Move email between inboxes?

        Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

      • PDF Attachment Option for Service Reports

        Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

      • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします！ 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要　メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要　 メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」（キャプチャ内の赤枠部分）が新たに導入されました。

      • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

        so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

      • Can’t find fsm in zoho one

        Every other app is available to me in Zoho one except fsm

      • Posibility to add Emoticons on the Email Subject of Templates

        Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

      • Task Deletion Restriction & Strict Stage Control

        Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks

      • Unable to mass update a picklist field

        Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)

      • Process checklist in CRM

        Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't

      • CRM project association via deluge

        I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

      • Holidays - Cannot Enter Two Holidays on Same Day

        I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

      • Where is the settings option in zoho writer?

        hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

      • Out of Stock items showing in Commerce

        I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for

      • File emails in Shared email folder

        Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

      • How to manage task lists in Zoho Desk?

        Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

      • Convert Lead Automation Trigger

        Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

      • Default Tagging on API-generated Transactions

        If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

      • User

        If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

      • Adding a new section to the related details sidebar when creating a new ticket.

        Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

      • Displaying only unread tickets in ticket view

        Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

      • Is Zoho Shifts included in the Zoho One plan?

        In case the answer is no: there's any plan to make it available via One? Thank you

      • Zoho Tracking Image location

        So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

      • Next Page