Conditional Formatting of Views

Defining conditions enables you to visually format certain data in your views through Conditional Formatting.

Generally speaking, conditions consist of data categories, operators and values.

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Before accessing formatting, you must set up conditions in Administration.

Select Entity Condition from the Configuration menu. The list of the existing entity conditions appears.

To set up a condition, click the Create button. Complete the two mandatory fields: Code with a name for your condition and Entity by selecting the location on the platform.

Select Add Condition at the bottom of the Filter Settings tab.

The window which opens up, presents the relational tree view i.e. the structure of data categories for the current module. All the categories, called properties, together with their relationships are registered.

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Click on the one you want: it is automatically added in a new line under the Property header.

Click the information button Letter i in a circle. to view the definitions of the symbols used in the tree:

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For optimal personalization, you can define combos of conditions.

If you create several conditions, they are automatically combined with the logical operator AND: for the data to be filtered all conditions must be met.

You can modify this logical operator OR: only one condition must be met for the data to be filtered. To do so, place your cursor on the three points at the beginning of the line and drag and drop the condition on an other one, x1 appears under OR Group.

Select a logical operator to link two elements in the same condition. These operators depend on the format of the condition.

Format Symbols Available operators
Date

>

<

>=

<=

greater than

less than

greater than or equal to

less than or equal to

String/Int

=

 

0

equal to

contains

is an element of

like

null

Boolean   choice between two options
Enum   multiple-selection list
Decimal

>

<

>=

<=

greater than

less than

greater than or equal to

less than or equal to

According to the data type, choose or enter a value directly in the corresponding field.

Then, set up the Conditional Formatting tab of the view creation form.

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You can personalize and apply the following formatting elements:

  • Font style

  • Underline style

  • Font size

  • Font color

  • Background color

  • Vertical alignment

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Select the condition, the line or column element and for this latter element the columns for the formatting application.