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!

    • Recent Topics

    • Product Updates in Zoho Workplace applications | September 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

    • Vehicle Tracking

      we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

    • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

      Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

    • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

      am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

    • Notification received when self-assigning tickets

      When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

    • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

      Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

    • Session Expired

      I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

    • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

      Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

    • Disable Buttons for Users with Profiles without permission

      Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Zoho Analytics - Make text clickable in underlying data

      Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

    • Credit Management: #5 Advanced Refund Policy

      You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who

    • Exported Slide Image Lacks Portion of the Background Image

      This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

      I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

    • Piss poor service in Support in Domains and email

      Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

    • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

      Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

    • Zohomail does not support additional fields in mailto links

      Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Email address for forwarding is not saving and there's no confirmation ema

      Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

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

      This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

    • Auto CC - Moving Departments

      We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

    • unable to send message reason 554 5.1.8 Email outgoing blocked

      unable to send message reason 554 5.1.8 Email outgoing blocked

    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

    • SMTP email sending problem

      Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com

    • Unable to see free plan option

      Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • DKIM cannot be enabled for the domain as no verified default selector present

      Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Sorten the domain of zoho mail ids

      I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

    • Weekly Tips : Customize your Zoho Mail Notifications

      In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

    • How to move emails to Shared Mailbox?

      Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

    • Email task creator when task is updated/marked complete

      I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

    • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

      Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

    • Download API file contents from browser

      Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

    • March 15, 2023: Zoho Docs is discontinued

      As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

    • Next Page