See What Matters: Introducing Record Highlights

In high-volume risk environments, speed of comprehension is everything. That’s why Archer’s New User Experience continues to evolve—bringing modern, intuitive enhancements that help users stay oriented and productive.

One of the latest enhancements in the New User Interface is Record Highlights, a feature designed to surface the most important information at a glance—right where you need it.

Record Highlights brings key data points from within a record into a dedicated area on the page. Each “highlight” references an existing field and displays its live value with clear labels and intuitive colors. This helps reviewers, approvers, and executives quickly assess status, risk, ownership, or deadlines—without navigating the full record.

Why it matters?

Whether you’re reviewing issues, assessing risks, or managing compliance activities, Record Highlights help ensure that the right information stands out at the right time. By bringing clarity and focus to every record, this enhancement supports faster understanding, improved accuracy, and more confident actions.

Record Highlights are natively designed for Archer’s New UI, aligning with the broader UI principles of:

·      Clean, modern layouts

·      Context‑driven user experiences

·      Reduced clicks and navigation effort

The result is a record view that feels more intuitive, responsive, and aligned with how users actually work.

Example use cases

Record Highlights are especially useful anywhere users need quick context before taking action. For example:

·      Risk Register: Overall Risk Rating, Inherent/Residual Risk, Next Review Date

·      Issues/Findings: Status, Severity, Owner, Days Open

·      Third Party: Engagement Status, Criticality, Contract Expiry, Relationship Owner

Configurable by admins, consistent for users

Admins can build highlights from any of these field types: values lists, users/groups/record permissions, numeric, text, and date.

Color behaviour is field-aware, so you rarely have to think about it twice.

Access control comes through the platform's standard DDE ACL actions, so you can show or hide highlights based on role, record state, or any condition your data-driven rules already evaluate.

Designed for Clarity and Accessibility

Record Highlights are designed not just for visibility, but for clarity across different users and contexts. The experience is most effective with a focused set of three to eight highlights—enough to give instant context without overwhelming the record view

Highlights combine descriptive labels with visual colour cues, making them easier to interpret even for users who don’t rely on colour alone.

Getting started with Record Highlights

If your organization is on New UI, Record Highlights is ready to configure today. The fastest way in:

1.    Pick one record type your teams interact with daily.

2.    Identify the three to five fields that drive their first decision when they open a record.

3.    Add the Record Highlights layout object, point it at those fields.

FAQ

Does this duplicate or modify my underlying data?

No. Highlights display existing field values. Edits happen in the field itself and are reflected immediately.

Can I edit Values List colors from inside the highlight editor?

You can open the Values List editor directly from the highlight configuration, so list updates happen without context-switching.

What kinds of numeric thresholds can I define?

Named ranges with minimum and maximum values, each with an assigned color — useful for KPI scoring, risk bands, or SLA countdowns.