{"id":1333,"date":"2025-07-10T14:39:11","date_gmt":"2025-07-10T14:39:11","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1333"},"modified":"2025-07-10T14:39:12","modified_gmt":"2025-07-10T14:39:12","password":"","slug":"set-up-assignment-colors","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=set-up-assignment-colors","title":{"rendered":"Set Up Assignment Colors"},"content":{"rendered":"\n

Understanding Visual Coding<\/strong><\/h2>\n\n\n\n

Color coding on the dispatch board provides instant visual information about job status, priority, or other business rules.<\/p>\n\n\n\n

Color Usage<\/strong><\/h3>\n\n\n\n

Common Color Schemes<\/strong>:<\/p>\n\n\n\n

  • Priority-based<\/strong>: Red for emergency, yellow for urgent<\/li>
  • Status-based<\/strong>: Green for on-time, red for late<\/li>
  • Type-based<\/strong>: Blue for maintenance, orange for repair<\/li>
  • Engineer-based<\/strong>: Different color per technician<\/li><\/ul>\n\n\n\n

    Creating Color Assignment Flow<\/strong><\/h2>\n\n\n\n

    Step 1: Access Flow Builder<\/strong><\/h3>\n\n\n\n

    Navigate to Flow creation:<\/p>\n\n\n\n

    1. Go to Setup<\/strong><\/li>
    2. Search for “Flows”<\/li>
    3. Click Flows<\/strong><\/li>
    4. Click New Flow<\/strong><\/li><\/ol>\n\n\n\n

      Step 2: Select Flow Type<\/strong><\/h3>\n\n\n\n

      Choose appropriate flow type:<\/p>\n\n\n\n

      1. Select Record-Triggered Flow<\/strong><\/li>
      2. Click Create<\/strong><\/li>
      3. This allows automatic color updates<\/li><\/ol>\n\n\n\n

        Step 3: Configure Flow Trigger<\/strong><\/h3>\n\n\n\n

        Set when flow executes:<\/p>\n\n\n\n

        Trigger Configuration<\/strong>:<\/p>\n\n\n\n

        • Object<\/strong>: Job (Job__c)<\/li>
        • Trigger<\/strong>: When record is created or updated<\/li>
        • Condition<\/strong>: Always (or add specific criteria)<\/li>
        • Optimize<\/strong>: Fast Field Updates<\/li><\/ul>\n\n\n\n

          Step 4: Add Decision Element<\/strong><\/h3>\n\n\n\n

          Create logic for color assignment:<\/p>\n\n\n\n

          1. Add Decision<\/strong> element<\/li>
          2. Name: “Determine Job Color”<\/li>
          3. Create outcomes for each scenario<\/li><\/ol>\n\n\n\n

            Example Outcomes<\/strong>:<\/p>\n\n\n\n

            • Emergency Jobs<\/li>
            • Overdue Jobs<\/li>
            • On-Time Jobs<\/li>
            • Maintenance Jobs<\/li><\/ul>\n\n\n\n

              Step 5: Define Color Criteria<\/strong><\/h3>\n\n\n\n

              Set conditions for each outcome:<\/p>\n\n\n\n

              Emergency Jobs Outcome<\/strong>:<\/p>\n\n\n\n

              • Condition: {!$Record.Priority__c} = ‘Emergency’<\/li>
              • Color: #FF0000 (Red)<\/li><\/ul>\n\n\n\n

                Overdue Jobs Outcome<\/strong>:<\/p>\n\n\n\n

                • Condition: {!$Record.Planned_Visit_Date_Time__c} < NOW()<\/li>
                • AND {!$Record.Status__c} != ‘Completed’<\/li>
                • Color: #FFA500 (Orange)<\/li><\/ul>\n\n\n\n

                  On-Time Jobs Outcome<\/strong>:<\/p>\n\n\n\n

                  • Default outcome<\/li>
                  • Color: #008000 (Green)<\/li><\/ul>\n\n\n\n

                    Step 6: Update Color Field<\/strong><\/h3>\n\n\n\n

                    Add update actions:<\/p>\n\n\n\n

                    1. After each decision outcome<\/li>
                    2. Add Update Records<\/strong> element<\/li>
                    3. Update the triggering record<\/li>
                    4. Set field: fax__DB_Gantt_Border_Color__c<\/strong><\/li>
                    5. Value: Color code or name<\/li><\/ol>\n\n\n\n

                      Color Format Options<\/strong>:<\/p>\n\n\n\n

                      • Hex code: #FF0000<\/li>
                      • Color name: Red<\/li>
                      • RGB: rgb(255,0,0)<\/li><\/ul>\n\n\n\n

                        Step 7: Complete Flow<\/strong><\/h3>\n\n\n\n

                        Finalize the flow:<\/p>\n\n\n\n

                        1. Connect all elements<\/li>
                        2. Set proper paths<\/li>
                        3. Add description<\/li>
                        4. Save with clear name: “Job Color Assignment”<\/li>
                        5. Activate the flow<\/li><\/ol>\n\n\n\n

                          Advanced Color Schemes<\/strong><\/h2>\n\n\n\n

                          Multi-Field Color Logic<\/strong><\/h3>\n\n\n\n

                          Complex color rules:<\/p>\n\n\n\n

                          IF Priority = Emergency THEN Red<\/p>\n\n\n\n

                          ELSE IF Status = Overdue THEN Orange  <\/p>\n\n\n\n

                          ELSE IF Engineer = Unassigned THEN Yellow<\/p>\n\n\n\n

                          ELSE IF Type = Maintenance THEN Blue<\/p>\n\n\n\n

                          ELSE IF Customer_Type = VIP THEN Purple<\/p>\n\n\n\n

                          ELSE Green<\/p>\n\n\n\n

                          Dynamic Color Calculation<\/strong><\/h3>\n\n\n\n

                          Using formula fields:<\/p>\n\n\n\n

                          Formula Example<\/strong>:<\/p>\n\n\n\n

                          IF(Priority__c = ‘Emergency’, ‘#FF0000’,<\/p>\n\n\n\n

                          IF(Planned_Visit_Date_Time__c < NOW(), ‘#FFA500’,<\/p>\n\n\n\n

                          IF(Service_Engineer__c = null, ‘#FFFF00’,<\/p>\n\n\n\n

                          ‘#008000’)))<\/p>\n\n\n\n

                          Gradient Colors<\/strong><\/h3>\n\n\n\n

                          For percentage-based coloring:<\/p>\n\n\n\n

                          Completion Percentage<\/strong>:<\/p>\n\n\n\n

                          • 0-25%: Red (#FF0000)<\/li>
                          • 26-50%: Orange (#FFA500)<\/li>
                          • 51-75%: Yellow (#FFFF00)<\/li>
                          • 76-100%: Green (#008000)<\/li><\/ul>\n\n\n\n

                            Color Best Practices<\/strong><\/h2>\n\n\n\n

                            Accessibility<\/strong><\/h3>\n\n\n\n

                            Consider color-blind users:<\/p>\n\n\n\n

                            • Use high contrast<\/li>
                            • Don’t rely solely on color<\/li>
                            • Add icons or patterns<\/li>
                            • Test with accessibility tools<\/li><\/ul>\n\n\n\n

                              Consistency<\/strong><\/h3>\n\n\n\n

                              Maintain standards:<\/p>\n\n\n\n

                              • Document color meanings<\/li>
                              • Use consistent scheme<\/li>
                              • Train all users<\/li>
                              • Display legend<\/li><\/ul>\n\n\n\n

                                Performance<\/strong><\/h3>\n\n\n\n

                                Optimize for speed:<\/p>\n\n\n\n

                                • Simple logic preferred<\/li>
                                • Avoid complex calculations<\/li>
                                • Minimize database queries<\/li>
                                • Test with large data sets<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

                                  Understanding Visual Coding Color coding on the dispatch board provides instant visual information about job status, priority, or other business rules. Color Usage Common Color Schemes: Priority-based: Red for emergency, yellow for urgent Status-based: Green for on-time, red for late Type-based: Blue for maintenance, orange for repair Engineer-based: Different color per technician Creating Color Assignment…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[],"class_list":["post-1333","docs","type-docs","status-publish","hentry","doc_category-essential-setup"],"year_month":"2026-05","word_count":389,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Essential Setup","term_url":"https:\/\/document.fieldax.com\/?doc_category=essential-setup"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1333","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1333"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1333\/revisions"}],"predecessor-version":[{"id":1334,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1333\/revisions\/1334"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1333"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1333"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}