1.Introduction
The ListView Colors 4 You is extension tool designed for Vtiger CRM. The ListView Colors 4 You allows in few simple steps change of default ListView to colored ListView. You can define colors of
rows in ListView depending on conditions separately for each module. This gives you better view, faster orientation and more information using same data in ListView as well as in related records. The ListView Colors 4 You benefits are:
- better efficiency of the ListView
- adaptable to module manager and easy to install
- simple usage
- supported mostly inside all modules
- supported also related records
2.How to install ListView Colors 4 You
Please provide following steps in order to install ListView Colors 4 You
- Install the .zip (package) file of the ListView Colors 4 You module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.
- Select the .zip (package) file that you downloaded from our shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.
Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).
- Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.
- ListView Colors 4 You was imported
In order to finish installation, please provide following validation steps.
- ListView Colors 4 You Validation Step. Please check your Company information and insert license key. Make sure that your server has Internet access. Click on button [Validate]. If you want to change your Company information, click on button [Change Company Information].
- If ListView Colors 4 You is installed successfully you will see following screen. Click on [Finish].
3.How to update ListView Colors 4 You
The upgrade of the ListView Colors 4 You is initiated in the same way as ListView Colors 4 You installation or click on Upgrade link in settings part of ListView Colors 4 You.
So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the ListView Colors 4 You module already exists. The upgrade will start immediately when you click on the button.
After upgrade the notification about successful upgrade is shown.
4.How to use ListView Colors 4 You
In the following sections you can find how to create new color and then how to use it to colorize your Vtiger.
4.1.How to create color
To create new Color please provide following steps:
- Open ListView of ListView Colors 4 You and click on
button
- Fill name, you can also fill description.
Then you need to select type of color. If you want to colorize background of records or text color.
And select color. You can insert hex code of color or select color from window. - Save it using
button.
- Now, your Color has been created. How to apply your Color you can find in next section
4.2.How to apply color
Now you need to create conditions when your Color will be used. Since Vtiger 7 we use Process Flow extension to create conditions to execute some actions like colorize your Vtiger.
Please provide following steps to create conditions:
- Open Process Flow 4 You extension. Go to All → Settings → Other Settings → Process Flow
- In ListView of Process Flow click on
button
- Fill name, description, select module and choose status
- Now, you can create condition to use your created Color
- And Save it using
button
- Your Process Flow has been created.
Now, you need to select your Color in Actions part.
Please click onbutton a choose Select ListView Color
- Select your Color
- Color has been added and used in your Vtiger based on your conditions
Since Vtiger 7 version, ListView Colors 4 You also colors records in Related List.
5.Work area
Work area of ListView Colors 4 You consists of:
- ListView – used for common tasks like add new, edit and delete Colors
- DetailView – shows already created Colors in details
- EditView – allows the preparation of the new Colors or editing existing Colors
5.1.ListView
The common tasks like add/delete Colors or start editing have to be initiated via ListView Colors 4 You ListView. Go to All → Settings → Other Settings → ListView Colors 4 You and ListView Colors 4 You ListView will appear on your screen.
The main part of the ListView Colors 4 You ListView consists of list of the Colors, which gives you information about a Color name, a description, a type and a color.
– contains actions for License settings, Upgrade and Uninstall
– is used to add new Color
– navigation bar
- List of created Colors
– Delete and Edit options
5.3.EditView
The EditView shown in the picture below allows the preparation of the new Color or editing existing Color.
- Name – name of color
- Description – short description of your color
- Type – since Vtiger 7 there is also option to colorize text as well as background
- Select Color – you can insert hex code of color or select color manually
6.1.1.Deactivate license
If you want to deactivate your license, please provide following steps:
- Click on button
- Confirm deactivation using
button
After deactivation of license, ListView Colors 4 You doesn’t work at all. You can add Color and see your created Colors but your Vtiger is not colorized.
6.2.How to update ListView Colors 4 You
The upgrade of the ListView Colors 4 You is initiated in the same way as ListView Colors 4 You installation or click on Upgrade link in settings part of ListView Colors 4 You.
So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the ListView Colors 4 You module already exists. The upgrade will start immediately when you click on the button.
After upgrade the notification about successful upgrade is shown.
6.3.Uninstall
There is also available option to remove ListView Colors 4 You from your Vtiger. To uninstall please provide following steps:
- Go to the ListView of ListView Colors and in Settings part choose Uninstall option
- Click on
button
- Confirm uninstall with
button
Now, ListView Colors 4 You has been removed from your Vtiger and your license has been deactivated. To use ListView Colors 4 You again, you need to provide installation and validation steps (see chapter 2. How to install ListView Colors 4 You).
7.Tips & tricks
7.1.Info message
Do you see this message in ListView Colors?
You need to download Process Flow 4 You from our eshop. It is FREE extension which manages conditions and Process Flow is required for ListView Colors 4 You. You can read more how to use Process Flow.
8.Change log
8.1.ListView Colors 4 You
- July 2018 – ListView Colors 4 You 700.1.0
- compatibility with Vtiger 7
- coloration of Related Records available
8.2.Manual of ListView Colors 4 You
- July 2018: manual based on ListView Colors4 You 700.1.0
- first initiate for Vtiger 7.x