AgileApps Support Wiki Pre Release

Difference between revisions of "Color Code"

From AgileApps Support Wiki
imported>Alice
(Changed "rowa" to "rows")
 
imported>Aeric
 
(4 intermediate revisions by the same user not shown)
Line 1: Line 1:
This conditional color code function highlights rows based on the user-defined conditions in [[Views]] and [[Reports]]. Any number of conditions can be added for a variety of colorized views into your data.
This conditional color code function highlights rows based on the user-defined conditions in [[Reports]]. Any number of conditions can be added to color your data. Records that match specified criteria are displayed with the selected background color.  


Records that match the selected criteria will have that color applied. You can select multiple criteria to create multiple color codes in a report. Color coding applies to Views and Tabular Reports only, not Matrix or Chart Reports.
;Considerations:
:* Color coding applies to Tabular Reports only, not Matrix or Chart Reports.


== How it works ==
== How it works ==
Line 8: Line 9:
#Define a true/false condition
#Define a true/false condition
#Choose a color from the color palette
#Choose a color from the color palette
#:[[Image:Addview-color.gif|none|thumb]]
 
Up to 10 conditions can be specified.


A typical condition might be <tt>"Status is equal to In Progress"</tt>, or <tt>"Expected Revenue is greater than $1000"</tt>.
A typical condition might be <tt>"Status is equal to In Progress"</tt>, or <tt>"Expected Revenue is greater than $1000"</tt>.
Line 18: Line 20:
Some field types cannot be used for color coding, including:
Some field types cannot be used for color coding, including:


* Lookups and Related to Lookups
:* Lookups and Related to Lookups
* Dependent Multi-Fields
:* Dependent Multi-Fields
* Multi-Checkbox
:* Multi-Checkbox
* Multi-Picklists
:* Multi-Picklists
* Rich Text Areas
:* Rich Text Areas
* File and Image fields
:* File and Image fields
* Multi-Select Lookups
:* Multi-Select Lookups
<noinclude>


[[Category:Glossary]]
[[Category:Glossary]]
</noinclude>

Latest revision as of 23:40, 12 June 2014

This conditional color code function highlights rows based on the user-defined conditions in Reports. Any number of conditions can be added to color your data. Records that match specified criteria are displayed with the selected background color.

Considerations
  • Color coding applies to Tabular Reports only, not Matrix or Chart Reports.

How it works

  1. Select a data field
  2. Define a true/false condition
  3. Choose a color from the color palette

Up to 10 conditions can be specified.

A typical condition might be "Status is equal to In Progress", or "Expected Revenue is greater than $1000".

When the condition is true, that row will be highlighted in the color you choose.

Exceptions

Some field types cannot be used for color coding, including:

  • Lookups and Related to Lookups
  • Dependent Multi-Fields
  • Multi-Checkbox
  • Multi-Picklists
  • Rich Text Areas
  • File and Image fields
  • Multi-Select Lookups