How do I configure Highlighting in the Estimates app?

Updated on May 11, 2021 06:16AM by Admin

Estimates App Highlighting feature allows you to categorize and display the records based on specific criteria. This configuration contains background color, text color, and priority score to view your estimates.

Steps to Highlighting the Estimates

  • Login and access the Estimates app from the universal menu.
  • Click on the More(...) icon and select Settings.

  • On the Settings page, click on the Estimates and selects the Highlighting.
  • Click on the Create button.

  • You will be redirected to the Create Highlighting page.
  • Enter the Name and the Priority Score.
  • Priority Score will help to prioritize the estimates based on this highlighting at the time of using multiple highlights.
  • Select the Color for the Background and the Text color from the color picker tool. Add some Descriptions for your references.
  • In the Criteria, set the condition for the color-coding.
  • By using the Insert attributes, insert the attributes of the Estimates app to set the condition.
  • Here, the condition is set to view the Submitted Estimates in the Yellow color by selecting the Estimate status as Submitted.
  • Then click on the Create button.
Create Highlighting

  • Similarly, set the condition for Approved estimates in Green and the Priority score is 2.
  • Likewise, Rejected estimates are in Red color and the Priority score is 3.
  • You can view the list of Highlights once it is created.

  • Now, go to the Estimates app homepage. Click on the Show all.
  • You can view the Estimates’ background and the text color also will be changed as the highlighted color on the list.
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