ListView Colors for Vtiger 7

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
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2.How to install ListView Colors 4 You

Please provide following steps in order to install ListView Colors 4 You

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

In order to finish installation, please provide following validation steps.

  1. 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].
    Validation - ListView Colors 4 You Vtiger 7

    Validation – ListView Colors 4 You Vtiger 7

  2. If ListView Colors 4 You is installed successfully you will see following screen. Click on [Finish].
    Validation - ListView Colors 4 You Vtiger 7

    Validation – ListView Colors 4 You Vtiger 7

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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.

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 4 You 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 4 You

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

To open License settings part please click on License settings link.

License Settings - ListView Colors 4 You Vtiger 7

License Settings – ListView Colors 4 You Vtiger 7

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6.1.1.Deactivate license

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

  1. Click on button
    Deactivate license - ListView Colors 4 You Vtiger 7

    Deactivate license – ListView Colors 4 You Vtiger 7

  2. Confirm deactivation using button
    Deactivate license - ListView Colors 4 You Vtiger 7

    Deactivate license – ListView Colors 4 You Vtiger 7

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.

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6.1.2.Reactivate license

To reactivate license key please provide following steps:

  1. Click on
    Reactivate license - ListView Colors 4 You Vtiger 7

    Reactivate license – ListView Colors 4 You Vtiger 7

  2. Confirm with
    Reactivate license - ListView Colors 4 You Vtiger 7

    Reactivate license – ListView Colors 4 You Vtiger 7

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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.

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 4 You 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

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 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.

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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 
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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
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ListView Colors for Vtiger 7 - IT-Solutions4You