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Creating a Custom Visualization for your View

Written by Crelate Support
Updated over 2 months ago

To create a new Visualization for any view in Crelate, open up the workflow you would like to create a visualization for and click the cogwheel icon in the upper right corner of the screen.

Options for how you are currently viewing this workflow will slide in from the right. Scroll down on the screen until you see the option for Visualizations, and click the green + icon to create a new visualization.

Options for what type of Visualization to add will appear. Select the type of visualization you want to add, and options for the behavior of that visualization will appear. In this example, I'm adding a visualization for the Tile View that changes the tile's color based off of where I sourced the Candidate from.

If the field is a Picklist, you can assign a tile color for each source or add additional values using the empty rows at the bottom. For non-picklist fields, you can configure a Value Range and Visualization Type.

There are multiple types of visualizations you can configure. You can color items, use a Color Gradient, or fade items with visualizations.

Click Save at the top to save your new Visualizations.

You now have Visualizations that you can select and deselect from the Sunglasses icon at the top of the screen.


What's Next?

If you'd like to learn more about view management, check out the links below:

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