ListView Colors for Vtiger 7

1.Introduction

The ListView Colors is extension tool designed for Vtiger CRM. The ListView Colors allows in few simple steps change of default list view to colored list view. You can define colors of
rows in list view depending on conditions separately for each module. This gives you better view, faster orientation and more information using same data in list view as well as in related records. The ListView Colors benefits are:

  • better efficiency of the list view,
  • adaptable to module manager and easy to install,
  • simple usage,
  • supported mostly inside all modules,
  • supported also related records.

 Note: PHP 7.2 / 7.3 versions are supported since version ITS4YouListViewColors_4_0 and higher.

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2.How to install ListView Colors

There are currently two options how to install ListView Colors extension

  • (Recommended) Using our Free extension Installer
    (Please visit the Installer page for more info)
  • Manually installation using a .zip file
    (You still need to have Installer in order to activate license)

 Note: For versions ITS4YouListViewColors_4_0 and higher, you will be needing to have installed our Installer in order to activate license keys.

Since December 2019 we launched our extended version of Installer which helps you install modules and manage extensions.

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2.1.Installation via Installer

Make sure you have Installer installed, you can download Installer via our E-shop when you log in under Free Downloads section.
Next, simply install Installer via Module Management in Vtiger CRM by importing the .zip file you downloaded.

After successful installation, you can access Installer in two ways:

  • by a click on Notifications Icon and then on the button ,
  • or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

How to validate license:

  1. Start with login via (1) button as mentioned above.
  2. In next pop-up screen ITS4You Login, please insert your email + password you used for our e-shop.
  3. Next please click on the (2) button and enter your license key.
  4. Confirm with button.

When the license was activated you can see module available in the Modules tab below.
Simply hit the button and ListView Colors are installed now.

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2.2.Manual Installation

Please provide following steps in order to install ListView Colors:

It is highly recommended to finish the installation without any interruption. For successful installation we need to exchange information (see license for details).
  1. 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.
    Installation step 1 - ListView Colors 4 You Vtiger 7

    Installation step 1 – ListView Colors 4 You Vtiger 7

  2. 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.
    Installation step 2 - ListView Colors 4 You Vtiger 7

    Installation step 2 – ListView Colors 4 You Vtiger 7

    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).

  3. 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.
    Installation step 3 - ListView Colors 4 You Vtiger 7

    Installation step 3 – ListView Colors 4 You Vtiger 7

  4. ListView Colors 4 You was imported
    Installation step 4 - ListView Colors 4 You Vtiger 7

    Installation step 4 – ListView Colors 4 You Vtiger 7

 Note: In order to finish installation, you need activate license. For that please use our Installer

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3.How to update ListView Colors

The upgrade of the module is initiated manually or via our Installer.

Updating via Installer:

  • open the Installer in the CRM
  • in the Modules tab find your installed module and you should see the button available
  • If the new version is available, you will be notified via Installer Notifications icon

Updating ListView Colors manually:

Upgrade - ListView Colors 4 You Vtiger 7

Upgrade – ListView Colors 4 You Vtiger 7

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 module already exists. The upgrade will start immediately when you click on the button.

Upgrade - ListView Colors 4 You Vtiger 7

Upgrade – ListView Colors 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade - ListView Colors 4 You Vtiger 7

Upgrade – ListView Colors 4 You Vtiger 7

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4.How to use ListView Colors

In the following sections you can find how to create new color and then how to use it to colorize your Vtiger.

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4.1.How to create color

To create new Color please provide following steps:

  1. Open ListView of ListView Colors 4 You and click on button
    Create new Color - ListView Colors 4 You Vtiger 7

    Create new Color – ListView Colors 4 You Vtiger 7

  2. 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.

    Create new Color - ListView Colors 4 You Vtiger 7

    Create new Color – ListView Colors 4 You Vtiger 7

  3. Save it using button.
  4. Now, your Color has been created. How to apply your Color you can find in next section
    Create new Color - ListView Colors 4 You Vtiger 7

    Create new Color – ListView Colors 4 You Vtiger 7

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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:

  1. Open Process Flow 4 You extension. Go to All → Settings → Other Settings → Process Flow
    Create Condition - ListView Colors 4 You Vtiger 7

    Create Condition – ListView Colors 4 You Vtiger 7

  2. In ListView of Process Flow click on button
    Create Condition - ListView Colors 4 You Vtiger 7

    Create Condition – ListView Colors 4 You Vtiger 7

  3. Fill name, description, select module and choose status
  4. Now, you can create condition to use your created Color
  5. And Save it using button
    Create Condition - ListView Colors 4 You Vtiger 7

    Create Condition – ListView Colors 4 You Vtiger 7

  6. Your Process Flow has been created.
    Now, you need to select your Color in Actions part.
    Please click on button a choose Select ListView Color

    Select Action - ListView Colors 4 You Vtiger 7

    Select Action – ListView Colors 4 You Vtiger 7

  7. Select your Color
    Select Color - ListView Colors 4 You Vtiger 7

    Select Color – ListView Colors 4 You Vtiger 7

  8. Color has been added and used in your Vtiger based on your conditions
    Color used - ListView Colors 4 You Vtiger 7

    Color used – ListView Colors 4 You Vtiger 7

    ListView Colors in ListView - ListView Colors 4 You Vtiger 7

    ListView Colors in ListView – ListView Colors 4 You Vtiger 7

    Since Vtiger 7 version, ListView Colors 4 You also colors records in Related List.

    Related records - ListView Colors 4 You Vtiger 7

    Related records – ListView Colors 4 You Vtiger 7

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5.Work area

Work area of ListView Colors 4 You consists of:

  1. ListView – used for common tasks like add new, edit and delete Colors
  2. DetailView – shows already created Colors in details
  3. EditView – allows the preparation of the new Colors or editing existing Colors
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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.

ListView - ListView Colors 4 You Vtiger 7

ListView – ListView Colors 4 You Vtiger 7

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.

  1. – contains actions for License settings, Upgrade and Uninstall
  2. – is used to add new Color
  3.  – navigation bar
  4. List of created Colors
  5. – Delete and Edit options
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5.2.DetailView

From ListView you can directly open any Color in the DetailView. The DetailView consists of:

  • Colors details part
  • – switch to EditView and start editing
DetailView - ListView Colors 4 You Vtiger 7

DetailView – ListView Colors 4 You Vtiger 7

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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
EditView - ListView Colors 4 You Vtiger 7

EditView – ListView Colors 4 You Vtiger 7

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6.Settings

Settings part you can find in ListView of ListView Colors 4 You module.

Settings - ListView Colors 4 You Vtiger 7

Settings – ListView Colors 4 You Vtiger 7

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6.1.License Settings

Since December 2019/January 2020 all our modules will be using Installer to manage licenses. Please check our Installer pages for more information.

You can access the License settings like its shown below:
(there can be more options from the pick-list, depends on the module)

Settings – License settings

After accessing the License window you can see screen bellow with following information:

  • Module name, Your Vtiger domain URL
  • Description, if license is activate or not:
    – your license is currently active,
    – your license is not active and you need active it via Installer.

To activate or manage license, click on the button.

Settings – License settings window

 

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6.1.1.Deactivate license

If you want to deactivate your license, please provide following steps:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • The following screen will appear (see below):

    Installer – deactivation of license

    You can deactivate license by click on the button

Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab.

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6.1.2.Reactivate license

To reactivate a license after deactivation, you need to follow the same process as you activated it first time:

  1. Click on the   button and enter your license key.
  2. Confirm with button.

When the license was activated you can see module available in the Modules tab below.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

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6.2.How to update ListView Colors

The upgrade of the ListView Colors is initiated manually or via our Installer.

Updating via Installer:

  • open the Installer in the CRM
  • in the Modules tab find ListView colors and you should see the button available
  • If the new version is available, you will be notified via Installer Notifications icon

Updating ListView Colors manually:

Upgrade - ListView Colors 4 You Vtiger 7

Upgrade – ListView Colors 4 You Vtiger 7

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 module already exists. The upgrade will start immediately when you click on the button.

Upgrade - ListView Colors 4 You Vtiger 7

Upgrade – ListView Colors 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade - ListView Colors 4 You Vtiger 7

Upgrade – ListView Colors 4 You Vtiger 7

 

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6.3.Uninstall

If you need to remove the module from your Vtiger you have two options:

  • Uninstall via Installer.
  • Manually via going to module Settings and choose Uninstall option.
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6.3.1.Uninstall via Installer

You have also option to remove the module via Installer window by accessing the Settings – Uninstall window:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • Find the module you need to uninstall in the Modules tab
  • Via pick list button choose the Uninstall option, you will be redirected to the Uninstall window.
  • Click on button

Installer – Uninstall module screen 1

  • Confirm uninstall with button

Installer – Uninstall module screen 2

Now, the module has been removed from your Vtiger and your license has been deactivated. To use this module again, you need to provide installation and validation steps (see Installation chapter).

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6.3.2.Manual 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
    Uninstall - ListView Colors 4 You Vtiger 7

    Uninstall – ListView Colors 4 You Vtiger 7

  • Click on button
    Uninstall - ListView Colors 4 You Vtiger 7

    Uninstall – ListView Colors 4 You Vtiger 7

  • Confirm uninstall with button
    Uninstall - ListView Colors 4 You Vtiger 7

    Uninstall – ListView Colors 4 You Vtiger 7

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).

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7.Tips & tricks

7.1.Info message

Info message - ListView Colors 4 You Vtiger 7

Info message – ListView Colors 4 You Vtiger 7

Do you see this message in ListView Colors?
You need to download Process Flow from our e-shop. It is FREE extension which manages conditions and Process Flow is required for ListView Colors. You can read more how to use Process Flow.

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8.Change log

  • Check latest versions available and fixes applied
  • What was changed/added to manual
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8.1.ListView Colors

  • January 2020 – ITS4YouListViewColors_4_0
    • PHP 7.2 & 7.3 compatibility (fixed issue where you were unable to choose ListView colors in Process Flow conditions action window)
    • Activation of license via Installer
  • December 2018 – ListView Colors 700.4.0
    • fixed issue with licensing and communication with our validation server
  • November 2018 – ListView Colors 700.3.0
    • change in licensing from nusoap to rest api
  • September 2018 – ListView Colors 700.1.1
    • fixed issue with license activation
  • July 2018 – ListView Colors 700.1.0
    • compatibility with Vtiger 7
    • coloration of Related Records available 
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8.2.Manual of ListView Colors

  • January 2020: manual based on ITS4YouListViewColors_4_0
    • updated chapters with Installing and Updating module via Installer
  • July 2018: manual based on ListView Colors4 You 700.1.0
    • first initiate for Vtiger 7.x
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