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Conditional Format Manager

Conditional formatting lets you create and manage rules to highlight important data in the grid view. With this feature, you can:

  • Highlight data that needs immediate attention.

  • Act quickly on critical information.

  • Standardize formatting across repair centers.

This feature is available in the Work Order, Purchase Order, Labor, and Inventory modules. You can create up to 10 conditional formatting rules per module. All rules are global.

Prerequisites

  • Activate the new grid in the Show new grid toggle switch.

  • You need the Tools > System > Conditional Format Manager access right to use this feature.

If you’re a system administrator, follow these steps to activate this feature:

  1. Go to Access Groups and select a group.

  2. Click the Rights tab.

  3. In Module, select System - Tools.

  4. In Type, select Access.

  5. Select Tools: Conditional Format Manager.

  6. Click Action > Enable Selected.

Access the Conditional Format Manager

  1. In the Tools > System menu, select Conditional format manager.

    You can review existing rules for different modules in the Conditional formats dialog.

  2. In Module, select one of the following:

    • Work Order

    • Purchase Order

    • Labor

    • Inventory

The tool displays the following columns:

  • Priority: Shows the order in which the rules apply.

  • Rule name: Displays the name of the rule.

  • Style: Indicates the selected formatting style the rule applies in the grid view.

  • Enabled: Shows whether the rule is active.

  • Criteria: Displays one or more conditions that triggers the rule. Hover over the Criteria column tooltip to view the applied conditions.

  • Actions: Provides options to manage the existing rules.

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