In a Canvas view, can a field displaying a list of related records be filtered using a Deluge script? Please read to understand more...

I have a request from my users of Zoho CRM.

The situation

We have created Canvas views for our modules to make navigation easier. One of the canvas views is for a custom Groups module. We have clients (Contact records) that belong to groups. Those groups are managed by an employee facilitator. When a group member leaves a group we change the member's status to indicate they are no longer participating. We don't remove them from the group because we want to have a history of group participation, therefore the status field indicates this.

The problem

When our facilitators view their group details the list of members (related Contact records) they see all members regardless of their status. The facilitators want the list filtered so they only see the active members in the Canvas view. To add to the complication, our admin staff wants to see both active and former members but would like a way to filter the view dynamically so they can choose to see members based on status, or all members.

Our CRM module configuration

The modules involved are, Groups, Contacts, and a linking module, Groups/Contacts. The Groups module has a field called "members" that links to a field in the Contacts module called "memberships" (Contacts can belong to more than one group. this allows the contact detail record to show all the groups they may belong to).

The Canvas view for Groups displays the group's members in the group detail view (i.e. we click on a group in the list view then see the group members in the group detail view). The members field was just dropped onto the Canvas view and formatted. The Canvas view does everything necessary to display the contacts assigned to the group but we can't see a way to filter what is visible.

The question

I've looked at the Canvas options for the members field and can't figure out a way to filter what it displays. It appears it can't be done without writing a client script - which is not a problem. I've written dozens of Deluge scripts though I've never written client scripts. So, the question is, is it possible to write a client script that can filter the display of group member field?

If so, please direct me to a resource that might show how to do something like this.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Kurt
Hugh Marshall

Sticky Posts
Kaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
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