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Conditional formatting

Conditional Formatting enables you to highlight text in Reports. You can customize the look of text in reports, based on a defined criteria.

Conditional Formatting enables you to highlight text in Records.

You can customize the look of text in records, based on criteria defined by you. If these criteria are met, the selected text gets displayed according to its customized format.

 

Lets say, we have a table named "Tasks" with "Name", "Date" and "Status" fields. In this table, if a person gets task "A" completed, the "Status" field can be displayed in a green background. If a person still not completed task "B", the "Status" field can be displayed in a red background.

 

Screenshot displaying Conditional Formatting for a tasks table:

 

Screenshot displaying Conditional Formatting for a tasks table

 

To configure Conditional Formatting,

 

1. Open your form or table.

 

2. Select Formatting from the left panel and click on Create Formatting rule.

 

 

Screenshot displaying where to find conditional Formatting rules and create rule button

 

 

 

3. Under Name, specify a rule name.

 

4. Specify a criteria by selecting values from the search form. The rule gets executed based on this criteria. For example, Status(field) is equal to "New". A criteria can be defined only when "Selected Records" option is selected.

 

 

conditional rules name and selected records criteria

 

 

 

5. Click on Associate Columns section to add fields. You can customize the look of the fields selected here. For example, select Status field. If the above criteria is met, the Status field will be displayed according to its customized format.

 

6. Next, click on the various formatting options to customize fields' looks based on your preference. Here you can choose how the selected fields will be displayed, like, BoldItalic, Underlined, colored etc. To select the text or background colour, drag the circle into your preferred choice of colour. For example, select the background attribute and drag the circle to green color. 

 

7. Finally, click on Create to save the changes.

 

associate columns and formatting options for conditional formatting rule

 

 

In a same way you can create as many rules as you need.

 

conditional formatting rules list


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