Highlight Text in Grid using Sage CRM Client-Side API

By | October 1, 2018

Hi everyone as we all know Sage CRM provides a number of inbuilt client functions such as highlight grid and hide panel etc., to enhance look out of the screens and make flexible as client requirement.

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Recently one of our clients came with the requirement, that they want to highlight text color in Red based on some condition in the grid. To achieve this requirement we have used standard client-side API method which is provided by Sage as below.

To add the script in Custom Content of OpportunityGrid screen follow below steps.

1) Login to Sage CRM.

2) Navigate to below path.

Administration | Customization | Opportunity | List.

3) Navigate to List tab and click on the OpportunityGrid list.

4) Copy and Paste below code into the Custom Content section of screen.

var descriptionCol = crm.grids(0).columnIndex(“oppo_stage”);
var stageCol = crm.grids(0).columnIndex(“oppo_stage”);
crm.grids().filterWhere(“oppo_stage”, “contains”, “Proposal Submitted”).exec(function(index, key)
                                    var rowIndex = $(key).parent().index() -1;
                                    var stageColValue = this.getCellText(rowIndex, stageCol);
                                    if (stageColValue == crm.getTrans(“oppo_stage”, “Quoted”))
                                                crm.grids(0).setCellAttribute(rowIndex, descriptionCol, “style”, “color:red”);
}, 1000);

5) Click on save button.

Once done, navigate to an opportunity find screen which is In Lead Stage and you will see that the text in RED color in the grid as shown below.

Opportunity grid

Before Added script, your grid will appear as below.

Opportunity grid

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