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, Warm, Cold.

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.

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