Highlight Date Column in Sage CRM Grid

By | November 20, 2018

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be added in such case, because filterWhere considers “Today” and “Tomorrow” value as a string rather than Date. In this blog we will show you, how you can highlight rows based on the value of date column.

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When we navigate to find a screen of Lead, there is a field called Lead_ratedDate (Rated Date) as shown in below screenshot. Here if you notice there are many Leads for which Rated Date is set to Today. But it’s quite difficult for a user to get the detail of Leads that were Rated today at a single glance. In order to achieve this we can write a code which will highlight/color only those cells whose value of Rated Date is been set Today.

Find Lead ScreenIn order to do this, we need to follow below steps:

1) Log into Sage CRM as Sage CRM Administrator.

2) Navigate to Administration | Customization | Lead.

3) Click on “Lists” Panel

4) Click on “Lead Grid”.

5) Copy and Paste below inside Custom Content.

<script>

$(document).ready(function()

{
var obj =

{
color: “#4d4f53”,
};

crm.grids().rows().cells().highlightCell(obj);
crm.ready(function ()

{
crm.grids().rows().column(‘lead_rateddate’).exec
(function (index, currentCell)
{

var cellHtml = $(currentCell).html();
if (cellHtml.includes(“Today”) || cellHtml.includes(“Tomorrow”))

{
$(currentCell).css(‘background-color’, ‘greenyellow’);
}

});

});

});
</script>

6) Click on Save button. Refer below screenshot:
Custom ContentNow, navigate to the same find screen of Lead and click on Find button. You will notice that columns which have date value of Today are highlighted in ‘greenyellow’ color. Refer below screenshot:Update Find ScreenNote: This code can be used only for Date type field.

By modifying code written in Custom Content we can highlight full row too. Here I have taken the example of the field against the Lead entity. It can be used for any standard or custom entity simply by modifying the field name and placing the code in appropriate Custom Content of a List/Grid.

Hope this was helpful to you!

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