Sage CRM v7.2 onwards client-side library has been provided to highlight rows and columns of a grid. In this blog, will explain how to highlight Sage CRM Grid rows or columns based on particular conditions.
New Stuff: Diagnose System Health in Sage CRM 2017 R2 – Part 1
Consider you want to highlight all Opportunities in Green under My CRM and Team CRM which are in “Qualified” stage. You need to follow the below steps for the same.
- Login to Sage CRM
- Navigate to below path.
Administration | Customization | Opportunity - Navigate to List tab and click on the OpportunityFilterBox
- Copy and Paste below code into the Custom Content section of List.Navigate to below path.
<script>
crm.ready(function()
{
crm.grids().filterWhere(‘oppo_stage’, ‘contains’, ‘Qualified’).highlightRow(‘lightgreen’);
});
</script> - Click on Save Button.
Once done, you will see that all opportunities will be highlighted in Green as shown below.
Another example that if you want to highlight a particular column of a grid then you need to add below code into Custom Content. Rest all steps will remain as explained above.
<script>
crm.ready(function()
{
crm.grids().column(‘comp_name’).highlightCell(‘orange’);
});
</script>
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
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