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

      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

      • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

        Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're

      • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

        Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions

      • CRM/Bookings integration edits Contact names

        Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated

      • Domain Change

        “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”

      • Webhooks Limit Exceeded

        Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator

      • Auto select option in CRM after Zoho Form merge

        Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown

      • Bring your CRM data straight into your presentations in Zoho Show

        Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting

      • Zoho People 2.0 Help Manual

        Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

      • Introducing New APIs in Zoho Contracts

        We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete

      • Vimeo

        For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.

      • Delete a department or category

        How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

      • Organization Emails in Email History

        How can I make received Org Emails to show up here?

      • How to setup pricing in Zoho

        Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

      • Prefilled Date fields auto-changed and then locked when using “Edit as new”

        If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

      • Access Phone Field Components (Country Code) Directly

        Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

      • Send mass messages through WhatsApp from the Tickets module

        Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

      • Lead Owner Signature Merge Field

        I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

      • How do I create a time field?

        I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

      • Alternating columns - How to reverse order on mobile - Responsive template

        Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

      • InvokeURL butchering JSON for OpenAI API calls

        My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

      • Custom order for Current Stage (Blueprint field)

        Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

      • CRM E-mail Sync from Outlook

        We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

      • Run your help desk on your schedule

        In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

      • The Customer Happiness REST API is broken

        1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

      • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

        Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

      • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

        " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

      • Image inputed in Zoho Form were displayed to small in exported version

        Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

      • API. How do I get responses submitted to the form?

        Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

      • Question about Zoho CRM Professional plan users

        Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

      • Communicating with emojis

        On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

      • Help integrating Aircall into Zoho CRM

        Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

      • Shopify Extension no longer working in CRM

        Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

      • How to keep track of bags, cans, drums of inventory?

        We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

      • Easy third party collaboration: Zoho Flow Integration

        Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

      • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

        Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

      • how to edit the converted lead records?

        so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

      • Share Video Response Card ion Zobot

        I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

      • Zoho Bookings <> CRM integration

        Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

      • Cannot reject empty expense report

        Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

      • Next Page