Client Script Support for List Page (Canvas)

Client Script Support for List Page (Canvas)

Hello everyone!

Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use case solves the question raised in this post.


In this Kaizen post,
  1. About Canvas List Page
  2. Supported Events for List Page(Canvas)
  3. Supported ZDKs for List Page(Canvas)
  4. Use Case
  5. Solution
  6. Summary
  7. Related Links

1. About Canvas List Page

The Canvas List Page provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and more. 

2. Supported Events for List Page(Canvas)

You can write Client Script for three different views of the Canvas List page.
  1. Custom List view
  2. Tile view
  3. Table view
You can trigger Client Script on your List Page (Canvas) using the following events.


Click here to know more about the Events.

3. Supported ZDKs for List Page(Canvas)

Client Script enables you  to customize List Views using the following list of ZDKs and Client Script functions.

  1. freezeColumns(option) - You can freeze list view and disable modifying columns.
  2. maskField(field_name, (length,character,reverse)) - You can mask fields in the List View
  3. sortByField(field_name, option) - You can sort field in the List View
  4. getRecords() - You can get Records in the List View
  5. selectRecords(criteria) - You can select Records in the List view by criteria
  6. selectRecordsByID(ids) - You can select Records in the List view by record ID
  7. clearSelection() - You can clear selected Records in the List view
  8. style(style_config, criteria) - You can style Records in the List View.

4. Use Case

Zylker uses Zoho CRM to manage high-volume orders where customer phone numbers are sensitive data. The CRM Admin wants role-based phone number masking on the Orders List Page (Canvas). To improve visibility and speed, the Admin also wants color-coded order cards in the List View based on order status.

Role-Based Phone Number Visibility



Order Status Color Coding




5. Solution

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



  3. Enter the following script and click Save.

  1. // Mask phone number based on user role
  2. if ($Crm.user.role.name === "Sales Executive") {

  4.     // Mask 7 digits for Sales Executive
  5.     ZDK.Page.getList().maskField("Phone_Number", {
  6.         length: 7,
  7.         character: "#",
  8.         reverse: true
  9.     });

  11. } else if ($Crm.user.role.name === "Support Agent") {

  13.     // Mask 10 digits for Support Agent
  14.     ZDK.Page.getList().maskField("Phone_Number", {
  15.         length: 10,
  16.         character: "#",
  17.         reverse: true
  18.     });
    }

  20. // Highlight cancelled orders in light red
  21. ZDK.Page.getList().style({
  22.         record: {
  23.             backgroundColor: "#FFD6D6"
  24.         }
  25.     },
  26.     "(Status:equals:Cancelled)"
  27. );

  29. // Highlight delivered orders in light green
  30. ZDK.Page.getList().style({
  31.         record: {
  32.             backgroundColor: "#D3F9D8"
  33.         }
  34.     },
  35.     "(Status:equals:Delivered)"
  36. );
  1. Use $Crm.user.role.name to retrieve the role of the currently logged-in user.
  2. When the role is Sales Executive, use ZDK.Page.getList().maskField() on the Phone_Number field to mask the first 7 digits, where 
    1. length defines how many characters should be hidden
    2. character: '#' specifies the masking symbol
    3. reverse: false ensures masking starts from the beginning, allowing partial visibility.
  3. When the role is Support Agent, use ZDK.Page.getList().maskField() on the Phone_Number field to mask all 10 digits, fully hiding the phone number using the same masking parameters.
  4. Use ZDK.Page.getList().style() to apply conditional styling to list records by configuring the record parameter to set the row backgroundColor.
  5. Apply the condition (Status:equals:Cancelled) to highlight cancelled records in light red, and (Status:equals:Delivered) to highlight delivered records in light green, enabling quick visual identification.

  6. Here is how the Client Script works for a "Sales Executive".



  7. Here is how the Client Script works for a "Support Agent".



  8. Here is how the Client Script works for a for other roles like, Manager and Admin.



6. Summary

  1. Mask sensitive fields dynamically in List Page Canvas
  2. Apply role-based logic using current user context
  3. Improve list view readability with conditional record styling

7. Related Links

  1. List Page Canvas
  2. Client Script Overview
  3. ZDK Documentation
  4. Event dictionary
  5. Client Script related Kaizen posts








    • Sticky Posts

    • 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

    • 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

    Nederlandse Hulpbronnen


      • Recent Topics

      • How to print a label from zoho creator app?

        Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

      • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

        We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

      • Where can we specify custom CSS in Zoho Forms custom theme ?

        I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

      • Team Gamification

        Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

      • Sync Data from MA to CRM

        Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

      • Update CRM record action

        Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

      • Pro Lite Upgrade - Quick Access Tray

        Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

      • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

        Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

      • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

        Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

      • 3 year sick leave cycle

        How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

      • WorkDrive and CRM not in sync

        1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

      • Is Zoho Communityspaces now part of Zoho One?

        Is Zoho Communityspaces now part of Zoho One?

      • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

        Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of

      • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

        Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

      • Zoho Desk - Change Time Zone for all users and set default for new user

        Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred

      • Allow Manual Popup Canvas Size Control

        Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

      • Why does Zoho’s diff viewer highlight parts of unchanged lines?

        Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Add deluge function to shorten URLs

        Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

      • form data load issue when saving as duplicate record is made

        Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded

      • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

        In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

      • Recurring Tasks and Reminders in Projects

        Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

      • Unable to remove the “Automatically Assigned” territory from existing records

        Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

      • Improved Functionality PO Bill SO Invoice

        Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT

      • Wishes for 2026

        Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like

      • How to Integrate Zoho Books with Xero (No Native Connection Available)

        Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing

      • ZohoSalesIQ.Chat cannot send messages

        Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

      • Markup instead of discount??

        Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost.  Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals

      • Plan switch

        I thought I pressed the Free button, but after they set up the account, I see that I am on a Premium trial. Is this usual? How do I get onto the Free version?

      • 'Tax registration date'?

        The second question in setting up is 'Tax registration date'. My first question: which tax? My second question: why do you need the registration date?

      • What if we don't have an ABN?

        Australian business. Setting up. We have no ABN. It's not compulsory. Field not allowed to be blank. What to do?

      • Keeping track of project expenses

        I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue

      • Linking Multi-UOM Barcodes to Products in Zoho Books

        Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

      • How to change "from" email address when invoicing.

        HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.

      • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

        Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

      • Hide/Show Subform Fields On User Input

        Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

      • Cloning Item With Images Or The Option With Images

        Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

      • Custom validation in CRM schema

        Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

      • Adding Default Module Image into mail merge field

        As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

      • Is it possible to roll up all Contact emails to the Account view?

        Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

      • Next Page