Question

Change color of document depending on metadata

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Updated October 9, 2014

asked on October 9, 2014 • Show version history

Is there any way for a document to stand out depending on metadata value it has. For e.g. all documents having 'Team D' values in team field show as yellow or bold. Users are using LF client 8.3.

Thanks,

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replied on October 9, 2014

As Kenneth mentioned, template shifting would be the only way to color code as you mentioned.

What I've also done in the past is to save the entry as name as a token and then as it passes through various stages of a workflow, place upper case status info at the beginning of the entry name. Then as it moves you can always change it back to it's original file name by referencing the token as it passes through the workflow. Or if this is passing through multiple workflows create a hidden or read only entry name field for reference so you can always revert it back to the base file name.

For example if you have a document called "Lease Contract 12345" you could have workflow change it to "ASSIGNED TO TEAM D - Lease Contract 12345" as it passes through that segment.

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replied on October 9, 2014 • Show version history

well, if you have multiple templates with the exact same fields, but different colors assigned to them, you could create a workflow to change up the template in the background whenever that field is changed.

Another option is using a workflow to change the name to all upper case depending on the field.

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Change color of document depending on metadata

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