Create Conditional Format

Create rules in the Conditional format manager to highlight important data in the grid view.

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

2. In the Conditional formats dialog, select a module.

3. Click Create format.

   If the Create format button is unavailable, you reached the limit of 10 conditional formatting rules in the selected module.

4. Enter a name.

5. Select a style.

6. In the Set criteria section, define the conditions:

   • In Data, select a field.

   • In Condition, select an operator.

   • In Criteria, select a value.

7. Add more criteria if needed.

   You can add up to 5 rows. All rows use the AND operator.

8. To remove criteria, click the delete icon in the row.

9. Click Create.

The formatting applies to the grid view of the selected module once you refresh the grid.

After you create a format, you can update or delete it.

Rule conditions

The conditions available depend on the field type and module.

• Text fields: Equals, Does not equal, Contains, Does not contain, Begins with, Ends with, Is blank, and Is not blank.

• Date fields: After, Older than, Within the last, Today, Within the next, and Is blank.

• Numeric fields: Equals, Does not equal, Greater than, Less than, Greater than or equal to, Less than or equal to, Is blank, and Is not blank.