Using Conditional Formatting

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Explanation

Conditional Formatting is very useful when you want to highlight certain information in an IFS Applications table/overview page. For example, you might want to highlight credit invoices, or you might want to highlight supplier invoices exceeding a certain amount or inventory parts where available quantity is below a certain number. You can set up different types of conditions to control text style, text and background color and to combine several formatting rules for one column/page. Your conditional formatting rules are personal and stored in your user profile.

Figure 1: Example of Conditional Formatting rule where orders with gross amount over 100 000 and Coordinator ALAIN are highlighted

Prerequisites

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System Effects

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Window

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Related Window Descriptions

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Procedure

Using Conditional Formatting

1. Open an IFS Applications table/overview page. Right-click on the column header of the column you want to create conditional formatting for and choose Conditional Formatting from the context menu.
   
   
   
   Figure 2: How to open the Conditional Formatting dialog box
    
2. The Conditional Formatting dialog box is displayed. Click New Condition button to start creating a rule. You can also press Alt + N to do the same. It is possible to create several rules for one column.
   
   
   
   Figure 3: Dialog box for Conditional Formatting
    
3. For each rule you specify Value, Text Style, Text Color, Background Color, see below:

• Value. This is where you specify the condition for the rule. Use the same syntax as in the Search dialog. Read more about Using Search.
• Text Style. In the drop-down list you can select Regular, Bold or Italic.
• Text Color. In the drop-down list you can select from a list of colors.
• Background Color. In the drop-down list you can select from a list of colors.
• Apply to Entire Row. Check the check box if you want the rule to apply to the complete row, Uncheck if you only want the cells to be highlighted.

4. Once you have specified all rules click OK button to save your changes and the rules will be applied on the page.
   
   
   
   Figure 4: Dialog box for Conditional Formatting with example

The Conditional Formatting dialog contains the following buttons/options:

• New Condition: Click this to start creating a rule. You can also press Alt + N to do the same.
• Delete Condition: Click this to delete a rule. You can also press Alt+ D to do the same. (This option is enabled if a rule exists only)
• Reset Formatting: Click this (or use shortcut key Alt + R) to remove all formatting rules for the page. A dialog box is displayed asking for you to confirm the removal of formatting rules.
• Case Sensitive: Select this check box if the rules for a specific column need to be case sensitive. The default value for this is not case sensitive. Note: This setting applies per column.
• Column: Indicates the column the formatting rule applies to. When you open the dialog it will default to the column where you had the cursor placed but you can choose from any of the columns in the drop-down list. The columns that have rules created are highlighted with bold font.

Modify a Conditional Formatting

1. Right-click on the column header  and choose Conditional Formatting from the context menu.
2. The Conditional Formatting dialog box is displayed. All columns are available in the Column list. Select the column you want to change, columns with an existing rule are highlighted with bold font. The formatting rule is displayed and you can make changes, add new formatting rules to the column or delete formatting rules.
3. To remove all formatting rules for the page, click Reset Formatting or use shortcut key Alt + R. A dialog box is displayed asking for you to confirm the removal of formatting rules.
4. If you want to delete a rule, click Delete Condition. You can also press Alt + D to do the same. (This option is enabled if a rule exists only)
5. Click OK button to save your changes