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Add basic conditional formatting to a view

Last update: Tue Jun 27 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • User

Conditional formatting is done by creating column rules. Column rules allow you to format a column in a specific way based on criteria you set.

In this video, you will learn:

  • What conditional formatting is in a view
  • How to create and modify conditional formatting

https://video.tv.adobe.com/v/335149/?quality=12&learn=on

Summary

To create conditional formatting:

  1. Choose the column where you want the formatting to appear

  2. Decide on what conditions you want the formatting to change

  3. Decide what kind of formatting change will work best

    • background color
    • text color
    • replacement text
    • show an icon

Activity: Add conditional formatting to a view

Create a task view named “Standard + Progress” by using the existing Standard view and adding this conditional formatting on the Name column.

  1. Add a column rule that will turn the field background red when the progress status of the task is Late.
  2. Add a column rule that will turn the field background yellow when the progress status is Behind or At Risk.

This will help you spot troubled tasks without including the column for progress status as part of your view.

Answer

An image of the screen to create a new column rule

  1. In a task list report, go to the View drop-down menu and select New View.
  2. Name your view “Standard + Progress.”
  3. Use the default columns provided.
  4. Select the Task Name column. This is the column you want to apply the conditional formatting to, so it appears red or yellow if the progress status of the task is not On Time.
  5. Click Advanced Options at the top-right corner of the report builder window.
  6. Click Add a Rule for this Column.
  7. Start the column rule by changing Task > Name at the top of the window to Task > Progress Status. Just click the X icon next to Task > Name to delete it from the field.
  8. Type “progress” in the field, then select Progress Status under the Task field source.
  9. Select Late in the field to the right of the Equal qualifier.
  10. Choose a background of red in the Text Color row.
  11. Click Add Rule to save the column rule.
  12. Now click Add Column Rule again to add another rule.
  13. Just like before, delete Task > Name from the criteria field. Replace it with Progress Status under the Task field source.
  14. Select both At Risk and Behind in the field to the right of the Equal qualifier.
  15. Choose a background of yellow in the Text Color row.
  16. Click Add Rule to save the column rule.
  17. Click Save View to save the view.
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