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When you have history tracked fields, what do basic vs. dynamic fields highlight? ( Blue,Green,Red )

  • March 29, 2023
  • 2 replies
  • 118 views
Ash_Jordan
Clari
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Hi Community! We are trying to better understand history-tracked fields vs highlighted fields in the opportunity grid as far as red, green, and blue indicators. A few clarifying questions:

  • What does basic vs. dynamic highlight? 
  • How are the Basic and Dynamic 'Cell Properties' in field configuration, defined?
  • For the Dynamic Indication - does 'Downward Progression' mean that it’s a positive progression to Green, from the top of the picklist to the bottom of the picklist values?

Best answer by Kenna

Hi, @Ash_Jordan! Great #FieldConfig question.

  • Basic Highlight = highlight the field in blue if it has been updated within the selected time period.
  • Dynamic Highlight = highlight the field if it has been updated within a selected time period in red or green based on regression or progression through the field values. This obviously relies on their actually being a progression for Clari to determine. The progression/order of the values is dictate by CRM. Sometimes the order that you see the values in Clari reflects that order from CRM, but sometimes it doesn’t. You should check the field in CRM if you’re not totally sure about how the field values are ordered.

For Dynamic Highlight:

  • Downward = positive/green progression is from the top to the bottom of the picklist field values (red/negative regression would be changes from the bottom to the top of the picklist).
  • Upward = positive/green progression is from the bottom to the top of the picklist field values (red/negative regression would be changes from the top to the bottom of the picklist).
Clari Customer Success
Connor Kehl
Ashley Hickey
Lizzie Rupp

2 replies

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • Answer
  • March 29, 2023

Hi, @Ash_Jordan! Great #FieldConfig question.

  • Basic Highlight = highlight the field in blue if it has been updated within the selected time period.
  • Dynamic Highlight = highlight the field if it has been updated within a selected time period in red or green based on regression or progression through the field values. This obviously relies on their actually being a progression for Clari to determine. The progression/order of the values is dictate by CRM. Sometimes the order that you see the values in Clari reflects that order from CRM, but sometimes it doesn’t. You should check the field in CRM if you’re not totally sure about how the field values are ordered.

For Dynamic Highlight:

  • Downward = positive/green progression is from the top to the bottom of the picklist field values (red/negative regression would be changes from the bottom to the top of the picklist).
  • Upward = positive/green progression is from the bottom to the top of the picklist field values (red/negative regression would be changes from the top to the bottom of the picklist).
Kenna Valdez, Manager, Customer Community, Clari
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Andrew Pitman
David Ogborn
Ash_Jordan
Clari
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  • Ash_JordanClari
  • Author
  • Clari
  • April 11, 2023

@Hamza Abu-Alhawa - we were discussing this in detail on our call today. Hope this additional explanation of Dynamic Highlight ( Upward vs. Downward Progression ) helps! 

Clari Customer Success
dding
Andrew Pitman
David Ogborn
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