You can format your grid based on conditions and rules.
To apply conditional formatting rules:
- Click the drop-down arrow next to Configure and click Conditional Formatting.
- In the Conditional Formatting Rules screen, click New Rule.
- Enter a Rule Name.
- Select a Field from which to apply the rule.
- Select a Cell Color and Text Color.
- Click a Font Style (Bold, Italics, and Underline).
- Select the Apply to Row check box if the rule should apply to the entire row where the field exists.
- Click Apply Rules.
Here are some other tips for using conditional formatting:
- To save a conditional format rule, save the current view.
- To delete a conditional format rule, click the drop-down arrow next to Configure and select Conditional Formatting. Select the rule and click Delete Rule.
- To remove all formatting rules, click the drop-down arrow next to Reset View and click Clear Formatting.
- You can hover over a cell with conditional formatting to show the applied rule.
The conditional formatting legend shows at the bottom of a view next to the page size selector
The conditional formatting legend can be controlled in Conga Grid setup via a Feature Security Parameter called "Conditional Formatting Legend"
The legend only shows if there are conditional formatting rules applied to the view
Clicking on the legend displays a quick overview of the different rules being applied to the view
Hovering over a rule name will display which field the rule is applied to and the logic used in the rule
Clicking on a rule name will toggle the formatting on or off, but will not remove it from the view completely
On the Advanced tab, you can use advanced conditional formats of a date range. For example:
ActivityDate < (new Date((Date.today()))) && ActivityDate > (new Date((Date.today()))).addDays(-14)