Display Colors

The Display Colors tool is a simple system for creating visual color differences between records that appear in record list windows. The Display Colors tool is found in the Module Details window as shown below.

After clicking the Display Colors link, you will open a new window where you can build your display color rules.

Color Rules

Click the New button to start creating a display color rule. You will be presented with a new color rule that has the following settings:

1. Evaluate Field:  The field that will contain the value.
2. Value:  The value that will trigger the color rule.
3. Text Color:  The color that will be applied to the text.
4. Background Color:  The color that will be applied to the background.
5. Color Field:  Which element will be colored (row or table cell).
   • – Entire Row –:  This is the default value. When there is a value that matches the color rule, the entire ROW will be colored according to the color settings you provide.
   • Specific Table Cell:  The options that appear here are based on what module you have selected and what fields have been setup to display as columns. When there is a value that matches the color rule, the TABLE CELL that you select here will be colored according to the color settings you provide.

• Delete: Click the delete link to delete the color rule.
• Click the Save button when you want to save all changes.

Note: TEXT, DATE, TIME, INTEGER, DECIMAL, CHECKBOX, PHONE NUMBER, SELECT, RADIO, LINKED RECORD, USER and TIMESTAMP DIFF are good candidates for creating color rules.

Warning: You must currently use the ID in the color rule VALUE field for the following field types: SELECT, RADIO, LINKED RECORD, and USER.

All color rules that you setup will only be applied to your current selected data module. To create color rules for a different data module, select the new module and then start setting up your color rules for that data module.

Color Rule Examples

Multiple Colors

While coloring the entire row can be helpful, it can also override the current theme functionality of highlighting the current selected record (in the list). Here is a simple example of using multiple colors per row.

In this example, we will manipulate colors in multiple rows as shown in Multiple Colors Settings diagram.  The "Evaluate Field" column is being set to 4 different Account Numbers with each different Value to match to (Value column).  The last row is an example of setting a color to a specific Account Owner with value of "John Smith".  This color will then be set for all "Account Owners" with that name (Value) -- as the name to match to.

On the Color Field column, you can set as an "Entire Row" or to a specific field.  This example shows both for reference.  Some show as coloring the entire row, and others just the field given.

Moving over to the front-end as shown in the Multiple Colored Cells diagram, we can see how the colors were changed in this module set in the Display Colors from Admin (back-end) that we described.

Notice that we have multiple colors in each row.  Showing the text colors and background colors that we selected for each case.

Using “Blanks”

It is possible to use “blanks” for setting up color rules. There are a few things to note before doing this. If you are using a field like a text box, then leaving the Value field blank will work just fine. If you are using a LINKED RECORD, SELECT, RADIO, or other field that has multiple options or stores an ID, then you must type a zero “0” in the Value field. The zero will act as a “blank” for these types of fields.

When the field is a text box.  Leaving the field blank will trigger the color.

Advanced Use

You may find that just typing in a Value or leaving the Value blank, does not fully support what you want to do with the Display Color rules. What if we want to compare the Value using GREATER THAN or LESS THAN (or something else along those lines)?

While it is not possible to build this type of logic using the Display Colors tool, you can use other fields and/or workflows to populate a field that the Display Color rule Value will match. Since the Display Colors rule will always depend on a single value, your other fields in combination with workflows can trigger when the color rule is true.

Example: We have a lead module where records are created in Ivinex from a web form. When our staff calls leads, they set a field called "Last Call Date". We have a TIMER workflow setup to check if the last call date is EQUAL TO the last call date +15. If so, the time workflow will set a field called "Priority" to "High". Our color rule is looking for a value of "High" in the "Priority" field.

The example above is just that.. a simple example of using fields and workflows to add more logic to when a Display Color rule should trigger. Explore the Display Color tool and let us know (or leave a comment below) if you have come up with a really clever way of using it.