Kaizen #89 - Color Coding using Client Script

Kaizen #89 - Color Coding using Client Script

Hello everyone! 

Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script.

Need for color code in Zoho CRM

When you mark things with different colors as a means of identification, it not only enhances the visual clarity but also enables the user to make efficient prioritization by quickly identifying the key information. This gives a user-friendly interface and will contribute to enhanced productivity.

Here are some common scenarios where color coding proves beneficial.

  • Enhance data integrity by highlighting discrepancies or errors using color coding.
  • Quickly identify the orders which are overdue by marking those records in a color, say red.
  • Recognize closed deals instantly, by making those records green in the List page.
  • Customize the text colour based on your preference.

Using Client Script, you can achieve color coding in List and Detail pages of Zoho CRM.

Use Case 

Consider a scenario where you are using Leads Module of Zoho CRM and you want to color code the rows in the List Page and Detail Page (Standard) based on the "Lead Status" as follows.
  • If the Lead Status is "Pre-Qualified", then those rows should have the text color as green. 
  • If The Lead Status is "Lost Lead/Junk Lead", then the status should be in red.
  • If The Lead Status is "Attempted to contact", then the status should be in orange.
In addition to this, the background color of "Pre-Qualified" rows should be light yellow on the List Page. Other values in Lead Status need not have color coding.

 For this requirement, you need to create two Client Scripts.
  • Client Script for color coding in List Page
  • Client Script for color coding in Detail Page(Standard)

1. Client Script for color coding in List Page

  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.




 ZDK.Page.getList().style(
    {
        record: { backgroundColor: '#e9fbf4' },
        field: { Lead_Status: { backgroundColor: '#e9fbf4', foregroundColor: '#008000', fontWeight: 'bold' } }
    },
    "((Lead_Status:equals:Pre-Qualified))"   
 );
 ZDK.Page.getList().style(
    {
        field: { Lead_Status: { foregroundColor: '#ff6666', fontWeight: 'bold' } }
    },
    "((Lead_Status:equals:Lost Lead)or(Lead_Status:equals:Junk Lead))"
 );
 ZDK.Page.getList().style(
    {
        field: { Lead_Status: { foregroundColor: '#FFA500', fontWeight: 'bold' } }
    },
    "((Lead_Status:equals:Attempted to Contact))"
 );


  • Here the style ZDK is used three times, as there are three criteria based on which different color coding has to be accomplished.
  1. Lead Status is "Pre-Qualified" , foreground color is set to green and background color is set to light yellow.
  2. Lead Status is "Lost Lead/Junk Lead" and foreground color is set to red.
  3. Lead Status is "Attempted to Contact" and foreground color is set to orange.
Syntax for ZDK


 ZDK.Page.getList().style(
 {
   record: {backgroundColor: 'color code'},
   field: {field_name: {foregroundColor: 'color code', fontWeight: 'bold'}}
 },
 "(criteria)"
 );


Parameters:
  • style_config(Object) - style_config to be added to the records
  • record(Object) - To add record level styling. Supported options - backgroundColor
  • field(Object) - To add field level styling. Supported options - backgroundColor, fontWeight, foregroundColor
  • criteria(String)  - criteria based on which records should be selected. For more details click here.
Here is how the Client Script works on List Page (Standard).



2. Client Script for color coding in Detail Page
  • Go to Setup > Developer Space > Client Script. Click +New Script.
  • Specify the details to create a script and click Next.

 
var field_obj = ZDK.Page.getField('Lead_Status');
 if (field_obj.getValue() == 'Pre-Qualified') { 
    field_obj.addStyle({ foregroundColor: '#008000', borderColor: '#008000'});
 }
 else if( (field_obj.getValue() == 'Lost Lead') || (field_obj.getValue() == 'Junk Lead') ){
     field_obj.addStyle({foregroundColor: '#ff6666', borderColor: '#ff6666'});
 }
 else if(field_obj.getValue() == 'Attempted to Contact') {
     field_obj.addStyle({ foregroundColor: '#FFA500', borderColor: '#FFA500' });
 }


In the above code, the value of the lead status is captured and based on this value, different colors are being assigned.

Syntax


field_obj.addStyle({ backgroundColor: 'color code', foregroundColor: 'color code', borderColor: 'color code' });)


Here is how the Client Script works on Detail Page (Standard).



Note: 
For color coding in Detail Page (Canvas), you can use the following ZDK. 


elementid.addStyle({'background-color': 'red', color: 'white', 'border-radius': '40px'})


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.

Happy Client Scripting!

    • 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 this

    • 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

      • Recent Topics

      • Zoho Canvas - Custom templates for related lists

        Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

      • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

        Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

      • open word file in zoho writer desktop version

        "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

      • Zoho PDF editor has a lot of issues.

        Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

      • Syncing contacts on Android

        I'm using the Zoho mail app on Android and although I can see my contacts from within the app, they're not synced to my native contact list and so I can't access them from within the native dialer. Is there any way that I can sync my contacts into my native address book? Regards, Martin

      • Zohom mail

        Plz resolve the problem . I hope u understand .

      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?

      • Bharat

        a

      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

      • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

        I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

      • unblock e-mail

        please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

      • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

        My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

      • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

        Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

      • How to upload own video?

        How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

      • Support new line in CRM Multiline text field display in Zoho Deluge

        Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

      • Announcing new features in Trident for Windows (v.1.32.5.0)

        Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

      • How to render either thumbnail_url or preview_url or preview_data_url

        I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

      • Zoho CRM Calendar | Custom Buttons

        I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

      • Create Lead Button in Zoho CRM Dashboard

        Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

      • Searching customer field

        Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

      • Introducing Version-3 APIs - Explore New APIs & Enhancements

        Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

      • Outgoing blocked: Unusual activity detected.

        Hello i can't send email from g.morris@adm-part.com mail, can you please help me.

      • Zoho CRM Tracking Google Enhanced Conversions

        Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

      • Billing Management: #5 Usage Billing

        After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

      • Function #10: Update item prices automatically based on the last transaction created

        In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

      • Inventory Adjustments

        Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

      • Zoho CRM Community Digest - August 2025 | Part 1

        Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

      • Please make it easier to Pause syncing

        right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

      • How to create a Zoho CRM report with 2 child modules

        Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

      • How to integrate Zoho Forms with Zoho CRM on Standard Plan

        Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want

      • Export PDF File Name

        Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

      • How to change the from address from 'no reply' for an email template in CRM

        Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options

      • Zoho CRM Client Script - SetCriteria in lookup Field

        Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,

      • Next Page