You can format your grid based on conditions and rules.

To apply conditional formatting rules:

  1. Click the drop-down arrow next to Configure and click Conditional Formatting.
  2. In the Conditional Formatting Rules screen, click New Rule.
  3. Enter a Rule Name.
  4. Select a Field from which to apply the rule.
  5. Select a Cell Color and Text Color.
  6. Click a Font Style (Bold, Italics, and Underline).
  7. Select the Apply to Row check box if the rule should apply to the entire row where the field exists.
  8. Click Basic Rule to apply the rule using criteria such as Contains, Does Not Contain, and others. Or, click Advanced to apply the rule using JavaScript code.
  9. 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(( && ActivityDate > (new Date((