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") {
3. 
   
4.     // Mask 7 digits for Sales Executive
5.     ZDK.Page.getList().maskField("Phone_Number", {
6.         length: 7,
7.         character: "#",
8.         reverse: true
9.     });
10. 
    
11. } else if ($Crm.user.role.name === "Support Agent") {
12. 
    
13.     // Mask 10 digits for Support Agent
14.     ZDK.Page.getList().maskField("Phone_Number", {
15.         length: 10,
16.         character: "#",
17.         reverse: true
18.     });
    }
19. 
    
20. // Highlight cancelled orders in light red
21. ZDK.Page.getList().style({
22.         record: {
23.             backgroundColor: "#FFD6D6"
24.         }
25.     },
26.     "(Status:equals:Cancelled)"
27. );
28. 
    
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

Previous Kaizen post : Kaizen #226: Using ZRC in Client Script  | Kaizen Directory

• Topic Participants

• Maadhari M

  

• 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

• Recent Topics

• What is New in CRM Functions?

  What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

• Gantt Chart - Zoho Analytics

  Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• Identify long running sync jobs/tables

  My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome

• Temporarily rate limited due to IP reputation.

  We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

• Associate emails from both primary and secondary contacts to deal

  We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

• New integration: Zoho Sign for Zoho Projects

  Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges

• Update to attachment display in ticket threads

  This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and

• Narrative 15: Blueprint - Automate, guide, and transform your support processes

  Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their

• Different MRP / Pricing for same product but different batches

  We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

• ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

  Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

• Refresh frequency

  Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

• Refund

  My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

• Calling Function via REST API with API Key gives 401 using Zoho Developer

  Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

• Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

  Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

• Embed CRM record images in email templates

  I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

• Assign multiple departments to multiple helpcenters

  Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

• Zoho Desk Training

  Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

• PO Based Advance payment to Vendor

  We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

• How to get Quickbooks Desktop Info into Zoho?

  Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

• ZeptoMail API Request

  We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

• Mass import of documents into Zoho Writer

  I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

• Add home page or dashboard in CRM customer portal

  is it possible to add home page or dashboard in CRM customer portal?

• User Tips: How to change the the label display name of a system defined field

  Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

• Search not working!

  I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

• Zoho CRM Community Digest - October 2025 | Part 1

  Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your

• Automate onboarding emails with CRM Workflow and Accounts module

  We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

• Important update: Enhanced security measures for account operations in Zoho Cliq

  Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these

• Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

  find attached extract of my report

• No Functional Autosave or Manual Save Button

  Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried

• Enterprise subscription support

  My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription

• Issue with Creator's IF logic

  Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

• Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

  Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot

• zoho creator view is not present in the workspace and blank reports

  Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots

• Customize portal email template

  Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}

• Can't we let users decide which options they'd like to add at embed widget?

  It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability

• Reupload and rename from one field to another field (file upload)

  Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

• Printing Multi-Page Reports (PDF Export)

  Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

• I NEED TO NUMBER TO TEXT NO HERE

  =NUMBERTEXT NEEED

• Error: View is not present in the workspace

  When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.

• Next Page