SalesUp Conditional Records Formatting for Creatio
Not rated
Conditional formatting of records in section and detail registries.

Overview

Product overview

Product description

SalesUp Conditional Records Formatting for Creatio – a tool, which allows to set up conditions for the visual display of any records in section and detail registries based on any filter setting.

It is possible to partially or completely change the visual display of registry records – from border colors of one record or the other to the record text format. 

Use cases:

The product functionality is versatile and can be used by companies of any industry.

While working with Cases, a user can change the color of a registry record in accordance with its requirement status, or highlight only those registry records, to which a user is assigned. 

While working with Orders, there is an opportunity to change the record’s border color depending on the Account; make text bold for those records, where the payment is overdue; change the record’s background and text color for those orders, where there is a product with a specified category and a number of such products is higher than a set figure.

Key features:

  • The set-up wizard is convenient and intuitive;
  • 6 elements of registry records formatting, which enables users to change colors of border, text, background, and to make text bold, italics, change its size;
  • Possibility to add an unlimited number of conditions for one registry;  
  • Automatic generation of a hint in the registry with customized formatting conditions after saving the settings;
  • Configuration of filtration of any complexity for formatting;
  • Preview of the future setting to conveniently make changes and edits.

Categories

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
7.18 and up

Pricing

Monthly
Annual
SalesUp Conditional Records Formatting for Creatio
Free

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

To keep this add-on free, support is provided by email only.

Installation

Setup guide

There are two ways to install the application:

  1. Automatically - by specifying the site address and clicking the "Install" button
  2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

To add conditional formatting of records:

1. Go to the wizard for setting up conditional formatting of records.

  • To configure conditional formatting in the section registry, press "View" button -> "Setup conditional formatting of the records";
  • To configure conditional formatting in the detail registry, press "Detail's menu" button -> "Setup conditional formatting of the records".

2.Press "Add item" in the conditional formatting wizard.

3. Specify the name of item.

4. Configure the conditional formatting for text and strings of the records.

5. Configure the filtration.

6.Press "Save" button.

Product compatibility

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Core (deprecated from 8.0.9)
.NET Framework

Compatible with Creatio

7.18 and up

Versions

Versions history

Version
Compatibility
Release date
1.1.0
7.18 and up
15.10.2024
Release summary

Conditional formatting of posts in all Freedom grids (Sections, Details, Home pages, Charts)

1.0
7.18 and up
23.05.2023
Release summary

SalesUp Conditional Records Formatting for Creatio – a tool, which allows to set up conditions for the visual display of any records in section and detail registries based on any filter setting.

It is possible to partially or completely change the visual display of registry records – from border colors of one record or the other to the record text format. 

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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