Case stage color coding for Creatio allows displaying the colors from section cases in the section or detail lists. If a section has dynamic cases defined, you'll see the colors defined for each case in the list of records, providing a quick visual of the stage a record is in. This works for any out-of-the-box section as well as for custom sections. Quickly see the state of the records using the case colors. This add-on also includes a popup legend so you can easily review what each color represents.

Use cases:

• Easily & quickly see the state of records in a list using the visual color indicator
• Works in both section and detail lists for any record that has a dynamic case defined
• Includes a popup legend to review what each color represents

Key features:

• Each row will display a color for the stage/case the record is on
• Uses the colors defined in the section cases
• Supports multiple cases (DCMs) defined for a section. Legend key popup will display each with the condition for each defined case
• Instantly works with no additional configuration
• System setting included for excluding sections from displaying the case colors
• System settings included for turning colors on/off in section lists or detail lists

Notes:

To use the add-on, simply install and it will immediately work in section and detail lists. See installation and setup info for details about available system settings.