Conditional formatting in Text Mode
Text mode enables you to create more complex views, filters, groupings, and prompts by allowing you to use fields that are not available in the standard interface.
For a complete list of all our reportable fields, see the API Explorer.
For more information about using text mode syntax, see Text mode syntax overview.
You can also use text mode to format views in reports and lists. Using conditional formatting, you can change the views of your reports by changing the font type and background of the results in the report, as well as icons and flags. We recommend that you always build your views using the standard interface first and switch to the text mode interface only when absolutely necessary.
NOTEAdd conditional formatting to Views
For more information about applying conditional formatting to a view in the standard builder interface, see Use conditional formatting in views.
To add conditional formatting to a view in the text mode interface:
- Go to a list of objects.
- Expand the drop-down menu of a view to which you want to add conditional formatting.
- Click Customize View.
- Click the column in the view to which you want to apply conditional formatting.
- Click Switch to Text Mode.
- In the Show in this column: area, click Click to edit text.
- Add the code samples provided in Format Views using Text Mode at the bottom of the text in the column you selected.
- Click Save, then click Save View.
Format Views using Text Mode
You can add the following components to a column in a view to conditionally format it in text mode:
Column settings
You must be familiar with the text mode interface before you can add conditional formatting to your views.
You can customize the following elements of a column when using conditional formatting in a view:
Column headers
To change the displayed column header, add the following code to your column: displayname= [Name of column]. For example, to name a column Project Owner, the text code would look like:
displayname=Project Owner
Format dates
Dates can be configured to display in various formats.
For more information, see Format dates in text mode reports.
Format numbers
You can format numeric values to display information that best suits your reporting needs.
For more information, see Format numbers, currency and percentage values in text mode reports.
Column rules
Column rules allow for the addition of images, color, formatting, and text overrides within a view. Column rules can be established independently or can contain multiple conditions for a column.
Conditional formatting
A specific text mode statement must be applied when incorporating color or formatting text.
NOTEFor more information on merging columns with Text Mode, see View: merge information from multiple columns in one shared column.
Insert the following code in any column where you want to add conditional formatting to:
styledef.case.0.comparison.leftmethod= [field name]
styledef.case.0.comparison.lefttext= [field name]
styledef.case.0.comparison.righttext= [field value]
styledef.case.0.comparison.operator= [qualifier]
styledef.case.0.comparison.operatortype= [data type]
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext=
styledef.case.0.comparison.trueproperty.0.name= [format option]
styledef.case.0.comparison.trueproperty.0.value= [format style]
styledef.case.0.comparison.icon line is always false unless working with icons.styledef.case.0.comparison.truetext line is always left blank until working with overwriting text.styledef.case.0.comparison.righttext line is blank when the qualifier is notblank.For example, if we wanted to show the Company Name in green text on a project report, you can use the following code:
styledef.case.0.comparison.leftmethod=company:name
styledef.case.0.comparison.lefttext=company:name ;
styledef.case.0.comparison.righttext=
styledef.case.0.comparison.operator=notblank
styledef.case.0.comparison.operatortype=string
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext=
styledef.case.0.comparison.trueproperty.0.name=textcolor
styledef.case.0.comparison.trueproperty.0.value=03a219
- While this statement could be applied to a Company Name column, it could also be applied to any other column on the report. Green text would only be displayed if the project had a Company associated with it. Remember the
[field name],[value], and[qualifier]drive whether or not the conditioning ultimately displays on the column. - When working with qualifiers, we recommended using
cicontainsrather thanequal. By default,equallooks for ID numbers. Using thecicontainsqualifier, you can access items by their name.
Whether Text Color, Alignment, Font Style, or Background Color are applied to a text mode, the same statement (shown above) is used.
The following lines must be modified to reflect the corresponding formatting needed for the column:
styledef.case.0.comparison.trueproperty.0.name= [format option]
styledef.case.0.comparison.trueproperty.0.value= [format style]
Use the following tables to identify which lines must be modified and what values you should specify to define the format style of your column:
| Text Color | Line: textcolor= |
|---|---|
| Black | 000000 |
| Dark Blue | 0c6aca |
| Teal | 1b878c |
| Green | 03a219 |
| Purple | 6408c4 |
| Grey | 767676 |
| Red | d30519 |
| Yellow | e19503 |
| Alignment | Line: align= |
|---|---|
| Left alignment | left |
| Right alignment | right |
| Center Alignment | center |
| Font | Line: fontstyle= |
|---|---|
| Bold | bold |
| Italic | italic |
| Background Color | Line: bgcolor= |
|---|---|
| Teal | dcf6f7 |
| Green | def6e2 |
| Grey | e8e8e8 |
| Blue | e8f1ff |
| Purple | e9def4 |
| Red | eac6c9 |
| Yellow | feecc8 |
| White | ffffff |
Multiple conditional formats
You can apply more than one formatting style to a statement. The core statement would remain unchanged and any additional formatting expressions would be added to the statement.
For example, using the earlier statement to include Company Name in green bolded text. The statement would be written using the following code:
styledef.case.0.comparison.leftmethod=company:name
styledef.case.0.comparison.lefttext=company:name
styledef.case.0.comparison.righttext=
styledef.case.0.comparison.operator=notblank
styledef.case.0.comparison.operatortype=string
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext=
styledef.case.0.comparison.trueproperty.0.name=textcolor
styledef.case.0.comparison.trueproperty.0.value=03a219
styledef.case.0.comparison.trueproperty.1.name=fontstyle
styledef.case.0.comparison.trueproperty.1.value=bold
Apply text
If you want to replace the default values that populate in a column with a value of your choosing, it is possible when applying text to the column.
For example, on a project report, set the Planned Start Date column value to not display the planned start date for the project, but rather the text ‘Not Today.’ Use the following code for the Planned Start Date column:
case.0.comparison.leftmethod=plannedStartDate
case.0.comparison.lefttext=plannedStartDate
case.0.comparison.righttext=2013-04-10T10:45:00:000
case.0.comparison.operator=ne
case.0.comparison.operatortype=date
case.0.comparison.icon=false
case.0.comparison.truetext=not today
styledef.case.0.comparison.leftmethod=plannedStartDate
styledef.case.0.comparison.lefttext=plannedStartDate
styledef.case.0.comparison.righttext=2013-04-10T10:45:00:000
styledef.case.0.comparison.operator=ne
styledef.case.0.comparison.operatortype=date&
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.truetext=not today
case.0. use case comparisons to identifying the use of text. The lines that start with styledef.case.0. are early conditional formatting statements where we identify the use of text through the truetext expression. Make sure to set truetext to a value, rather than leaving it blank.
Apply row formats
If you would like to apply a condition to the entire row, use the following code with your column code:
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.isrowcase=true
styledef.case.0.comparison.leftmethod= [field name]
styledef.case.0.comparison.lefttext= [field name]
styledef.case.0.comparison.operator= [qualifier]
styledef.case.0.comparison.operatortype= [data type]
styledef.case.0.comparison.righttext= [field value]
styledef.case.0.comparison.trueproperty.0.name= [format option]
styledef.case.0.comparison.trueproperty.0.value= [format style]
styledef.case.0.comparison.truetext=
row.0.styledef.applyallcases=true
row.0.styledef.case.0.comparison.icon=false
row.0.styledef.case.0.comparison.isrowcase=true
row.0.styledef.case.0.comparison.leftmethod= [field name]
row.0.styledef.case.0.comparison.lefttext= [field name]
row.0.styledef.case.0.comparison.operator= [qualifier]
row.0.styledef.case.0.comparison.operatortype= [data type]
row.0.styledef.case.0.comparison.righttext= [field value]
row.0.styledef.case.0.comparison.trueproperty.0.name= [format option]
row.0.styledef.case.0.comparison.trueproperty.0.value= [format style]
row.0.styledef.case.0.comparison.truetext=
Apply images
Similarly to formatting with text, images can be used to display information in reports. Workfront has a number of built-in images to convey visual information in a report setting. To use images in the conditional formatting setting the following statement is needed:
image.case.0.comparison.leftmethod= [field name]
image.case.0.comparison.lefttext= [field name]
image.case.0.comparison.righttext= [field value]
image.case.0.comparison.operator= [qualifier]
image.case.0.comparison.operatortype= [data type]
image.case.0.comparison.icon=true
image.case.0.comparison.truetext=
For example, on a project report, you want to build a column where you would show a frown face for every Planned Completion Date that does not equal to today’s date. Use the following text mode code to add the icon to your column:
image.case.0.comparison.leftmethod=plannedCompletionDate
image.case.0.comparison.lefttext=plannedCompletionDate
image.case.0.comparison.righttext=2013-04-10T13:00:00:000
image.case.0.comparison.operator=ne
image.case.0.comparison.operatortype=date
image.case.0.comparison.icon=true
image.case.0.comparison.truetext=/interface/images/v4_redux/icons/casebuilder/emoticon_frown.gif
icon=true expression. This statement is also different from other conditional formatting statements in that it does not use the style.def format, but rather a unique image format.
To use the images available, apply the following code and values:
| Icon | Line: image.case.0.comparison.truetext= |
|---|---|
Frown Face
| =/interface/images/v4_redux/icons/casebuilder/emoticon_frown.gif |
Happy Face
| =/interface/images/v4_redux/icons/casebuilder/emoticon_smile.gif |
Blue Flag
| =/interface/images/v4_redux/icons/casebuilder/flag_blue.gif |
Green Flag
| =/interface/images/v4_redux/icons/casebuilder/flag_green.gif |
Red Flag
| =/interface/images/v4_redux/icons/casebuilder/flag_red.gif |
Yellow Flag
| =/interface/images/v4_redux/icons/casebuilder/flag_yellow.gif |
Black Circle
| =/interface/images/v4_redux/icons/casebuilder/light_black.gif |
Blue Circle
| =/interface/images/v4_redux/icons/casebuilder/light_blue.gif |
Grey Circle
| =/interface/images/v4_redux/icons/casebuilder/light_grey.gif |
Green Circle
| =/interface/images/v4_redux/icons/casebuilder/light_green.gif |
Orange Circle
| =/interface/images/v4_redux/icons/casebuilder/light_orange.gif |
Pink Circle
| =/interface/images/v4_redux/icons/casebuilder/light_pink.gif |
Purple Circle
| =/interface/images/v4_redux/icons/casebuilder/light_purple.gif |
Red Circle
| =/interface/images/v4_redux/icons/casebuilder/light_red.gif |
White Circle
| =/interface/images/v4_redux/icons/casebuilder/light_white.gif |
Yellow Circle
| =/interface/images/v4_redux/icons/casebuilder/light_yellow.gif |
Conditionally format a valueexpression
To display a calculated value in a column, you can replace the valuefield line of code in the column with a valueexpression. A calculated value allows you to display a new value for an object based on the calculation between two existing fields on that same object.
For more information about how to format the valueexpression line, see Text mode syntax overview.
You cannot conditionally format a column which contains a valueexpression line of code. Instead, you can add a Calculated Custom Field to a Custom Form and associate it with the objects you are displaying in the report. Then, you can conditionally format the columns displaying this field.
For more information about Calculated Custom Fields, see Add calculated fields to a form.
Add an aggregator value in a Text Mode column
We recommend that you build the column in the builder interface first, add the aggregator value there, and then edit the column in Text Mode.
Consider the following when adding aggregators to a column in Text Mode:
-
The values in the column must have a format that can be summarized. For example, they must have one of the following formats:
- Number
- Date
- Currency
-
You can add an aggregator to a column that displays a calculation. The aggregated value displays in the grouping of the view or report. For more information, see Grouping: display the result of aggregating multiple calculated values in a grouping.
-
The lines of code for the definition of the column must be identical to the lines of code introducing the aggregator and preceded by “aggregator.” For example, if you have a column where you display Planned Hours on a project, the text mode of the main lines of the column is:
valuefield=workRequired
valueformat=compound
When you want to aggregate the values of all the lines in the grouping of the view, we can add the following code to add the aggregator values:
aggregator.valuefield=workRequired (the aggregator.valuefield line must be the same as the valuefield that describes the column)
aggregator.valueformat=compound (the aggregator.valueformat line must have the same value as the valueformat that describes the column)
aggregator.function=SUM (this is a mandatory line that indicates how you want to aggregate the column, in this case, you want to add all the individual Planned Hours into one number in the grouping line)
aggregator.displayformat=minutesAsHoursString (because hours are stored in Workfront in minutes, we want to indicate the displayformat for hours when they are stored in minutes)
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