SalesUp Conditional Records Formatting for Creatio

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.