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Version: 8.1

Set up a Color field

Level: beginner

Use Color fields to manage color data. This is particularly useful for physical products.

Example

Set up a Requested business card color color field on the page of a request to print out business cards. Enable users to specify custom colors.

Fig. 1 Set up a Color field
Fig. 1 Set up a Color field
  1. Drag a Color field to the canvas and open the field setup area.
  2. Enter “Requested business card color” in the Title parameter. You can click the button to the right to localize the title to other languages you are going to use in the app. Learn more about localizing Freedom UI elements in a separate article: Localize a Freedom UI element.
  3. Review the unique name Creatio uses to add a column in the Code parameter. The parameter is populated automatically. You can specify a custom code that starts with the prefix specified in the “Prefix for object name” (“SchemaNamePrefix”) system setting (by default, “Usr”) if needed. This helps no-code creators and software developers to grow and maintain the app easier. For this example, change the code to “UsrRequestBusinessCardColor.”
  4. View the field format in the Format parameter. Only “Color” value is available.
  5. Enter internal information about the field that helps to understand its functionality in the Description parameter. Creatio displays this information in the Object Designer. For this example, enter “Business card color specified by the requester.” You can localize the parameter similarly to the Title parameter.
  6. Clear the Copy this value while copying records checkbox to prevent Creatio from copying the field value to the record copy in the list. This option is useful for fields that contain system values, auto-populated data, or unique record data.
  7. Click the or button in the Visibility group to make the element visible or invisible by default on the page, respectively. For this example, leave the field visible.
  8. Click Setup conditions in the Visibility group to set up element business rules. For this example, do not add business rules. Learn more about setting up business rules in a separate article: Set up business rules.
  9. Specify the position of the title relative to the field in the Title position parameter. For this example, select “Left.”
  10. Enter Title on page parameter if the title on the page must differ from the title in Creatio. For this example, enter “Color.” You can localize the parameter similarly to the Title parameter.
  11. Select the color palette to use in the Palette parameter. Basic palette enables users to select from a preconfigured set of colors. Extended palette enables users to select custom colors using a color picker, hex code, or RGB code as well as specify the color transparency. For this example, select Extended pallet.
  12. Change the data source in the Data source parameter. For this example, use the original data source.
  13. View the unique field code in the page schema in the Element code parameter. Creatio uses this code in page schemas. You can change it if needed. This helps software developers to customize the app easier, especially if you have multiple similar fields on the page. For this example, leave the code as is.

As a result, Creatio will add the Requested business card color field to the request page. Users will be able to specify custom colors.


See also

Overview of Freedom UI Designer and its elements

Set up the app UI

Set up business rules

Localize a Freedom UI element