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

      • Show Attachments in the customer portal

        Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

      • 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.

      • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

        Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

      • Zoho Projects Webhook fails with HTTP Error 0

        Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

      • ZOHO Campaignで表のカラムの幅を調整したい。

        表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

      • Kaizen #129 : Client Script Support for Blueprints

        Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

      • Search Bar Improvement for Zoho Commerce

        Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

      • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

        Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

      • Account Owner Field From Accounts Module to be Displayed in Contacts module

        I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

      • Update a field in the ZOHO Form, basis numeric value in another field in the same form

        I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

      • Meet up de Zoho en Bilbao

        Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

      • Picklist reference value in REST

        picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

      • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

        In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

      • Marketing Tip #2: Recover lost sales with abandoned cart emails

        Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

      • Billing Management: #9 Usage Billing in IoTs

        We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

      • {"code":1038,"message":"JSON is not well formed"}

        Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

      • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

        I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

      • Remember all the ways we've posted?

        The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

      • Can no longer upload my own Notebook cover

        I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

      • Zoho Desk - Cannot Invite or Register New User

        Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

      • Custom domain issue

        I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified

      • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

        Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for

      • Zoho Editor

        Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

      • The present is a "present"

        The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this

      • Market cap

        Market cap formula?? Kaise nikale

      • Create project (flow) and assign to person without account (company)

        Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.

      • Mail and OS

        Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user

      • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

        Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

      • Direct Integration Between Zoho Cliq Meetings and Google Calendar

        Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

      • Zoho sheet

        Unable to share zoho sheet with anyone on internet with editer option only view option is show

      • Personal account created under org account

        Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization

      • Add another account

        How to add another mail account to my zoho mail.

      • Recover deleted user

        Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.

      • No connection to the server

        Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys

      • Emails missing from desktop but visible on phone

        Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.

      • Website Hosting

        Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,

      • Can not search zoho mail after update V.1.7.0

        i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.

      • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

        Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even

      • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

        Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK

      • Remove "Invalid entries found. Rectify and submit again" modal

        Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error

      • Next Page