Colors

Colors


The Board handles two types of Colors

  • Manually set by user by clicking on the left side of the card. It is possible to set up as many colors as you like

  • Flag color, in the upper right corner. The flag is dynamic and gets its color and description values from the search


Manually set colors

To set up the available color codes go to the color tab and click New Color

COLOR DESCRIPTION - Set the describing name the user sees when they chose color in the color picker

ORDER - The order that this color will get in the color picker

COLOR - Set the color (in the color pallet above you can chose how you would like to enter the color code, in the lower right corner you can change between (RGB, HSL and HEX)

TEXT COLOR - Set the color for the Color Description text

COLOR TYPE - Here you get two choices

  • Color - used to show a color

  • Clear Color - used to clear the card color. A recommendation is to to set Color Description to - none - and the color to #ffffff and textcolor to #000000

TIP!
When working in the Board you can filter all colors with a color filter in the menu in the header. Click on the brush and choose color to show.

Flag Color

The flag color in the upper right corner is very useful. It sets the flag color depending on a value in the search.
Some examples

  • Red flag for cards that are overdue

  • Red flag for new leads created via an online form (Hot Leads)

  • or anything else that need extra attention in some way


First you must add a field in your search.
Go to the Board main setup record and click on the Edit Search button.

Now the search opens.

  • Add one extra row, it should be a formula Text field

  • Give in a custom label. A recommendation is to call it Flagcolor

  • Now you should add a formula that populates a result in the following format ' #e45866: Due Date Passed'

    Example
    CASE WHEN (TRUNC({enddate}) < TRUNC({today})) AND {status} != 'Completed' THEN'#e45866: Due Date Passed'ELSE '#ffffff'END

  • Save the Search
    When you close the search and get back to the Board setup, wait a couple of seconds, then the board will reload and the new field is now added

  • Go to tab Colors
    FLAG SEARCH COLUMN - Chose the flagcolor field from the search

  • Save changes