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

You can find the installation instruction at this link:

Product installation, eng

Set up conditional formatting of the records in the section registry

Add settings

To set up conditional formatting for records in the section registry, it is necessary to:

  1. Go through the system designer to the "Conditional Formatting of Records" section (the "Sales’Up System Settings" block)

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  1. Click the "Add" button to add a new setting.