How can we add background color to a specific field in Record list. Please refer to the Screenshot i have attached. I want that status should change color as the value is also changes . ex. Status = Passed , then color should be green. if status = Failed then color should be Red. Please advise .
According to the basic logic of the Activity section, it doesn't contain activities with a type "email" and "call" in order to not overload activity section with tons of emails/calls.
In case you need to check only one particular email or a few of them, you may simply find this email in the Communication panel.
Also, you may apply changes to the emails with a help of custom business processes or directly in DB.
Alternatively, as mentioned by Jelena, you can use a corresponding marketplace add-on, that lets you manage emails in the pre-configured Mailbox section.
If the installation of the add-on was successful, please try to re-login to the site, clear your browser cache and add the section to a workplace once again.
Yes, I know that the activities section doesn't display emails, that is my original problem.
I also know the communication panel but searching for particular information in emails is still not easy (and I have installed the addon available for searching emails already).
Installation of the mentioned addon was successfull, I always test afterwards in privacy mode so still no success.
I have created a database view, joining tables which altogether include more than 10000 records.
However when creating a Dashboard (List View) with this View, I can not scroll down through all the records (although all the records are there). Any idea why this happens ?
We would like to change the alignment of few of the heading/values in the list view from “centre” alignment to right alignment in the dashbaord.
As shown in the screenshot, we want the Quantity [heading] and values to be right aligned rather than centre aligned. Is it possible to change the alignment in the dashboard or any coding needs to be done
In a similar way than with inactive cases, in the lists, it would be great to be able to hide "inactive" opportunities and leads.
Such as closed lost and closed won opportunities for example. This would improve the sales user experience of choosing to see all opps or only active opps and leads to work on in the list view, rather than having to constantly having to go though ongoing and closed opportunities/leads.
Unfortunately, it is not possible since the products detail may contain several records, and the application cannot display several rows in one column in the section list. We will create a suggestion to our R&D team so to make it possible in future versions, but currently, it requires complete core logic modification.
Thank you for this suggestion and for helping us improve our application!
If you only want a set amount of records to be displayed in the list, for example, just one, you can add a field to the Lead page and fill it in with the product needed. Then add that new field to the list view in the section.
Support assisted me in creating a business process that iterated through the connected products and concatenate the data found into one text field in my lead which I can display in the list view.
Thank you so much for your idea. We had similar requests from multiple customers and our R&D team has in plains to implement the ability to update column values in the list view in future application releases.
After custom section button processing in list view mode, I need to switch to analytics view, instead of returning and waiting for the user to click on the analytics view button.
Can you please provide us with more details regarding your request and the business task you are trying to achieve?
I suppose you have some custom section with records and after you open a record and click some button on the page, you want the system to open section Dashboards instead of the regular section record list, am I correct?
On the section page are the buttons "new", "actions" , and the ones that switch from list mode to analytic mode.
Besides them, I have a custom button, "I/S", that triggers a business process (in order to build data that will be shown when the user switches to analytic mode) and returns to the section page. Upon return, the section page will be in list mode, as it was before. What I need is the code in the section button processing to return to the section page already in analytic mode, so that the user will not have to click on the analytic mode icon in order to view the data.
