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Conditional formatting

Conditional formatting is available on all lists at the top-right and bottom-right of the list(identified by paintbrush icon). Here we can choose whether we want to format columns or rows.

Format columns

On the left, we find all the columns for that entity. Click on the blue plus next to a column you would like to format.

Adding a new formatting definition gives us some options that we can do with the column.

The first is an expression. Here we create a rule that will apply to the entire column. Options such as text alignment, style, width, decoration, size, transformation apply directly to the text as such.

Prefix and postfix mean an action to be taken before or after the text, or both. Next, we can specify the background of the entire cell, the color of the text (if we do not specify the prefix or postfix color, the color of the text will be applied to them) and the cell boundary.

Here is a list of several possible formatting examples:

 [this].length > 0 this command will perform that formatting on the entire column.

 [this] == ‘Value’ this command will change the format for those cells that contain the word Value

 [this] == false or [this] == true is a command for columns that contain Yes / No values. A typical example may be a column-related value in which we have information that should be noticed, for example.

parseInt([this]) < 50
this command will be applied to the numeric data. For example, this formatting is used by default for opportunities that are labeled as being probable. From 0 to 50 red, 51 to 100 greens are drawn. Of course we can use more fractions, it’s up to us how we format it.

Row Formatting

Formatting behaves like the columns, except we’re creating formatting rules here. So if we want to have a formatted row (for example, text is blue) on contacts that are men.

Category: VistosCRM HelpBy eswadminNovember 7, 2018

Author: eswadmin

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