Highlight list fields

Color fields in lists to call an agent's attention to them.

Before you begin

Role required: admin

About this task

Highlighted fields in lists appear colored and optionally, have a leading bullet.

The set up involves specifying the fields that gets highlighted and the conditions that trigger the highlighting.

Available highlighting colors are:

You cannot highlight the following field types:

• Reference
• URL
• Document IDs

Procedure

1. Navigate to All > Workspace Experience > Administration > Highlighted Values and click New.
2. On the form, fill in the fields.

   Table 1. Highlighted Value

   Field	Definition
   Table	Name of the table that contains the fields you want to highlight.
   Field	Name of the field you want to highlight if the triggering conditions are met.
   Application	Scope of applications this highlighting pertains to.
   Workspace	The workspace this highlighting applies to.

   The Field value can be unrelated to the condition that triggers the highlighting. In the following example, if the Caller is Fred Luddy, Workspace highlights the Priority field, not the Caller field.

   

3. Right-click the header and click Save.
   You've specified the field where the highlights appear. Now, it's time to specify the conditions that trigger the highlighting.
4. In Highlighted Value Conditions, click New.
5. In the Highlighted Value Condition form, fill in the fields.

   Field	Description
   Conditions	Conditions that trigger the highlighting. The condition can be different from the field that gets highlighted. For example, you might highlight the Priority field in a record if the Caller in that record is Fred Luddy. A simpler example is highlighting the Priority field if the priority value is critical.
   Status	The highlighting color.
   Show Icon	Toggle to display (selected) or hide the leading bullet when highlighting.
   Value Override	Text that replaces the field values from the table. If you don't supply a Value Override, Workspace highlights the field value from the table. If you supply a value, Workspace replaces the field value with your text and highlights that.
   Application	Scope of applications this highlighting pertains to.
   Order	The order in which to evaluate the conditions. When you have multiple conditions for highlighting the same field, they are evaluated in order from lowest to highest. If any of the conditions are True, Workspace highlights the field.

6. Click Submit.

   In the following example, the highlighting was triggered on the Priority field because the priority value was critical.

   

7. Optional: Click New on the Highlighted Value Conditions Related List and create another condition for highlighting the same field.
   For example, highlight the Priority field associated with the Incident table when the Priority value is "critical," or when the Caller value is "Fred Luddy." The conditions are ranked according to the Order value. Workspace evaluates the lowest value first.

   

8. Optional: Remove all highlighting from a filtered list that would otherwise have highlighting.
   When setting up highlighting for a table, all filtered lists associated with the table display highlighted fields unless you disable highlighting for specific, filtered lists.
   1. Navigate to sys_aw_list.list.
   2. In the Name column, enter the name of the table with highlighted fields, for example, Incident.
      All filtered lists associated with the table appear.
   3. Click the filtered list you want to remove highlighting from.
   4. On the Workspace List form, if Global is the current application, click here in To edit this record click here.
   5. Select the Ignore Highlight in Listcheck box and click Update.
      Now, regardless of the conditions, Workspace will not highlight any fields in the specified filtered list. This option does not work, however, for filtered lists in My Lists, which are the filtered lists agents create.