Spotlight is a feature combines elements of Find and Filter in the Report Toolbar with a visual "highlight" that persists as long as the spotlight is active.
Plan Availability | All plan types |
Permissions | Any |
Related Reading |
What Views Support Spotlight?
Spotlight is available in the following views:
Grid
Card
Kanban
Gantt
Calendar
Timeline
Map
It’s especially useful in Grid View, where you can use colors and criteria to highlight rows (records) or columns (fields).
How to Use Spotlights
To activate Spotlight, follow these steps:
Open the Reporting Toolbar and select Spotlight.
Choose one of two options:
Select Field: Highlights records using the color assigned to a specific field value.
Conditions: Allows you to define custom criteria for highlighting records or fields.
Select a field
The Select Field option instructs spotlight to apply the color assigned to the value of a field to the background of the record. Two field types are supported:
Status
Single Select
Records will be displayed with a background color that is the same as the selected value of the spotlight field. For example, this is what a grid might look like when a "Priority" Single Select field is used as the spotlight:
Conditions
The Conditions option creates spotlights based on conditions you specify. When selected, you can define one or more spotlights for the view that evaluate record values to determine if they should have the spotlight applied.
There are three configurable settings per spotlight:
Spotlight Color. Click the colored circle to select the color.
Display Type. Select Field to color just the matching field values, or Record to color the entire record's background.
Conditions. The conditions that must be met to apply the spotlight.
Selecting Spotlight Color
Click on the color you want to apply when your spotlight conditions are met.
Picking Display Type
Choose the Field or Record option in the toggle in the spotlight configuration's upper-right corner.
Specify Conditions
Specify the field(s) to be evaluated in order to determine if the spotlight is applied. When the conditions are true, the spotlight will be displayed.
A few notes on conditions:
You can add additional conditions by clicking + Add Condition under the last condition you have defined
Remove conditions by clicking the X icon after the condition
All conditions are evaluated as AND or OR, meaning:
AND - All conditions must be true for the spotlight to be applied
OR - Any condition can be true to apply the spotlight
Example of Record highlighting:
Example of Field highlighting:
Using Multiple Spotlights
When using a Conditions spotlight you can defined multiple Spotlights. To configure additional spotlights, click + Add Spotlight. A new set of criteria can be defined, along with color and display type settings.
Note: You can combine spotlights that highlight record and field values.
Example of multiple field-level Spotlights:
Example of combining multiple Record and Field spotlights:
Spotlights in Views
Card and Kanban Views
These views highlight the top of cards when Spotlights are applied, for example:
Calendar, Timeline and Map Views
Calendar, Timeline and Map views spotlight records by color directly on the saved view layout and within the Record Listing panel.
Gantt View
Spotlights can be displayed on Gantt view for a visual of the project status field.
Practical Scenarios and Use Cases
Departmental Prioritization
Scenario: A sales team tracks leads by urgency.
Solution: Use Spotlight to color-code leads by their priority field, ensuring urgent ones stand out.
Task Monitoring
Scenario: A project manager monitors overdue tasks in a timeline view.
Solution: Apply a Spotlight to highlight overdue tasks with a red background.
Data Analysis
Scenario: A business analyst filters key metrics for quarterly reports.
Solution: Use multiple Spotlights to highlight specific data trends or anomalies.