Configuration for Card Colour

You will now be able to colour the card based on the value of the option set field of the entity record as explained below –

Follow the steps given below:

Navigate to Advanced Settings -> Settings.

• Go to Customizations.

• Now click on Customize the System.

• Next, go to Entities.

Select Lead -> Fields -> Open Rating Field.

Consider a scenario where you want to highlight the Lead record(s) based on their ratings respectively; Hot(Orange), Warm(Red), Cold(Green).

You are required to have the colors already set against each of these values in the respective option set.

Hot

Warm

Cold

Once you have these in place, you need to select the field in the configuration based on which the card(s) will be highlighted/coloured on the Board.

In this instance, we are choosing to colour the Lead records depending upon their rating.

An outcome of the above settings will take an effect as shown below.

Now, select the display style of card color in the Kanban Board.

Choose how card colors should be displayed on the Kanban Board

• Navigate to Kanban Board Model-Driven App→ Entity Configurations. Open the record for the view you want to configure (e.g. All Lead).

Find the Color Coding Display Style field

• Under the General tab, scroll to the Display Settings section. The last field is Color Coding Display Style.

• Settings: Entity ConfigurationsGeneral → Display SettingsColor Coding Display Style

Choose a display style

• Click the dropdown to select from three options: Select — Default or Vertical with label Default: Color appears as a thin left border stripe on each card — clean, minimal. Vertical with label: A wide vertical color bar with a rotated text label (e.g. HOT / WARM / COLD) is added to each card.

Save and refresh your view

• Click Save & Close in the top toolbar. Navigate back to your Kanban view — the color coding will apply immediately to all cards in every lane.

• The color values themselves (e.g. HOT = orange, WARM = red) are configured separately via color coding rules on the entity — this setting only controls how the color is displayed on the card.

If you select color coding style with vertical with label then outcome is shown in below image.

As you see now, all the Hot leads are highlighted in orange, Warm in red and Cold ones in Green.

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