Wednesday, September 26, 2018

Cell and column highlight based on conditions in saved search

User can select the result rows to be highlighted by defining conditions on the Highlighting subtab of a saved search page. However, doing this highlights the entire row that matches the condition. To apply highlighting on cell or column only, perform the following steps:

For this example, use a case search. The search highlights a column base on the number of days the case is open.

1-30 days = Red
31 - 60 days = Violet
61 - 90 days = Pink
> 91 days = Yellow

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Case.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add Status is none of Closed.

5. In the Results tab > Columns subtab add the following:

Field

Formula

Custom Label

Number

 

 

Subject

 

 

Company

 

 

Date Created

 

 

Assigned To

 

 

Days Open

 

 

Formula (Text)

Case WHEN {custevent19} <= '30' THEN '<p style="font-style:italic;background-color:#FF0000;text-align: center;"> 1 - 30' WHEN {custevent19} >= '30' AND  {custevent19} <= '60' THEN '<p style="font-style:italic;background-color:#7F38EC;text-align: center;"> 31-60' WHEN {custevent19} >= '61' AND  {custevent19} <= '90' THEN '<p style="font-style:italic;background-color:#E6A9EC;text-align: center;"> 61-90' ELSE '<p style="font-style:italic;background-color:#FFFF00;text-align: center;"> >91' END

Days Open

 
Note: Days Open ({custevent19}) is a custom CRM field that calculates the number of days the case is open (Formula used is {today} - {createddate}).

6. Click Save and Run.

Optional: Add the search to the dashboard to easily monitor open cases.

Note: Enhancement# 164059 has been filed for the ability to allow cell and column highlighting based on conditions in saved searches.

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