formula

[peterberlin]

hi,
It would be an advantage if you could use formula properties (visible, editable) of the fields and change the color of the entity.
peter

[yuri]

Hi,

It's not a good idea from application design point of view.

[peterberlin]

OK.
Unfortunately, there is no way to dynamically signal the user in ESPO. These signals should be noticed.

Example:
A customer/account does not pay his invoices. Now we want to characterize the account. As soon as a user calls the account, he should immediately notice that the customer is marked.

peter

[yuri]

How this can be done:

1. Create report that lists all accounts with expired invoice.
2. Create scheduled workflow that takes all accounts from the report and sets some status to like "Has not paid"
3. Create report that lists all accounts that have status "Has not paid" but have no expired invoices.
4. Create scheduled workflow that removes status "Has not paid" by report from item 3.

Then based on status "Has not paid" we can highlight with red color something on list/detail view. It can be done with easy customization.

[peterberlin]

Thank you very much.

" It can be done with easy customization." How can that be done?