Marketplace page: https://marketplace.creatio.com/app/salesup-conditional-records-formatting-creatio

Sales’Up Conditional Records Formatting for Creatio is a powerful tool that enables the customization of visual displays for records in a section’s registry or detail, based on specified filters. This product allows you to modify the appearance of registry records, either partially or entirely, by adjusting elements such as the border color, text color, or format. This flexibility enhances data visualization, making it easier to distinguish and prioritize records according to your unique criteria.

Content:

  1. Product installation
  2. Set up conditional formatting of the records in the section registry
  3. Add elements of conditional formatting from the section’s DCM panel
  4. Adding a setting to the section registry with Freedom UI
  5. Set up conditional formatting of the records in the detail registry
  6. Contact us

Product installation

To install packages, go to «System Designer» and select «Application Hub»

Untitled

On the «Application Hub» page, click «New Application», then «Marketplace powered», enter the booth address, and click «Install».

Untitled

Untitled

If you are installing a product package from a file, you must request an up-to-date package from Sales’Up support. Next, on the «Application Hub» page, click «Install from file», specify the path to the archive with the package, and complete the installation.

Set up conditional formatting of the records in the section registry

Add settings