View source for Conditional Formatting with Boolean Fields for OnePager for Version 7.2

==Introduction==

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Microsoft Project for the Web, Smartsheet, Oracle Primavera P6, Planisware, Asana, and Wrike.

The focus of this article is on the '''Conditional Formatting Rules for Tasks & Milestones''' form. Accordingly, '''conditional formatting''' for '''tasks & milestones''' are used as example of how you can use '''conditional formatting'''.  These same examples apply as well to '''conditional formatting''' for '''Text Columns & Rows''' and '''Swimlanes'''.  The three (3) '''Conditional Formatting Rules''' forms are structured so that all three '''conditional formatting''' set of rules operate the same with only the various '''objects''' and their '''properties''' changing from form to form.

==Overview==

The overall capability of OnePager's '''Conditional Formatting Rules''' feature is explained in detail at:  

<center>
{| class="wikitable"
| [[Conditional Formatting Overview for OnePager for Version 7.2 | Conditional Formatting Overview]] <!--11.1.1-72-->
|}
</center>

Further, the reconfiguration of the '''Conditional Formatting Rules''' form and the procedure for '''adding''' rules to the '''Conditional Formatting Rules''' form are covered in the first two sub-sections in the article at:  

<center>
{| class="wikitable"
| [[Adding Conditional Formatting Rules for OnePager for Version 7.2 | Adding Conditional Formatting Rules]] <!--11.3.1-72-->
|}
</center>

The purpose of this article is to focus on '''conditional formatting''' involving Microsoft Project '''Boolean''' fields (e.g., '''Flag1 through Flag20''', etc.) whose '''field values''' are confined to  '''Yes''' or '''No''', or alternatively, '''1''' or '''0'''.

==Example==

===Microsoft Project Source Plan===

As an example, suppose we have the Microsoft Project '''source plan''' shown below which consists of three '''phases''' and four '''resources''' consisting of '''Team 1, Team 2, Team 3, and Team 4'''.

<center>[[File:P70-11_5_1-70-(1)-09252019.png]]</center>
<!--<center>P70-11_5_1-70-(1)-09252019.png</center>-->

In the Microsoft Project '''source plan''' above, the field titled '''Team Available''' is actually '''Flag1'''.

===Unformatted OnePager Pro Chart===

Creating a simple chart without '''Conditional Formatting''' rules produces this:

<center>[[File:P70-11_5_1-(2)-06092020.png]]</center>
<!--<center>P70-11_5_1-(2)-06092020.png</center>-->

Now suppose you want to represent any '''team''' that is '''Available''' (with '''Flag1=Yes'''), regardless of the '''team name''' with a different task bar shape.

===Proposed Conditional Formatting Rule===

This can be done by creating the following '''Conditional Formatting Rule''' by accessing the '''Chart Properties''' form at its '''Task Bars''' tab and clicking the '''Manage Rule...''' button at the bottom of the form to access the '''Conditional Formatting Rules''' form filled out as shown below: 

<center>[[File:P72-11_5_1-72-(3)-08212023.png]]</center>
<!--<center>P72-11_5_1-72-(3)-08212023.png</center>-->

===Chart With Conditional Formatting Rule Applied===

When the '''Conditional Formatting Rules''' are in place and the chart is '''created''' it looks like this:

<center>[[File:P70-11_5_1-(4)-06092020.png]]</center>
<!--<center>P70-11_5_1-(4)-06092020.png</center>-->

OnePager applies the '''Conditional Formatting Rule''' created through the '''Conditional Formatting Rules''' form, adjusts the '''Legend’s Title''', and provides a '''Legend Item''' to reflect the rule applied.  You can manually change the '''legend title text''' and '''legend item text''' as required.  

For more information on '''editing''' the '''Legend Title''' and/or '''Legend Items''', please see the article at: 

<center>
{| class="wikitable"
| [[Legend Editing Controls for OnePager for Version 7.2 | Legend Editing Controls for OnePager]] <!--15.3.1-72-->
|}
</center>

===Updating the Microsoft Project Source Plan===

Should you later go back and change the '''Flag1''' field data in the Microsoft Project '''source plan''', the next snapshot reflects the '''change''' by continuing to apply the rule.  Suppose that the situation has changed in terms of '''Team Available''' as shown below:  

<center>[[File:P70-11_5_1-70-(5)-09252019.png]]</center>
<!--<center>P70-11_5_1-70-(5)-09252019.png</center>-->

===Second Snapshot Using the Updated Microsoft Project Source Plan===

You can now create another snapshot the normal way and the chart now looks like this:

<center>[[File:P70-11_5_1-(6)-06092020.png]]</center>
<!--<center>P70-11_5_1-(6)-06092020.png</center>-->

'''Note''' that the task bar shapes with the new shape configurations are all associated with '''Teams''' that are now '''available'''.  OnePager retains the '''color''' associated with Teams for the new task bar shape since the '''Color Action''' column in the '''Conditional Formatting''' rule is not involved in rule.

==Related Links==

{| class="wikitable"
| [https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]  <!--This video may change in version 7.2-->
| [https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
|-
| [https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
|}

{| class="wikitable"
| [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-72-->
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-72-->
|-
| [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.2 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-72-->
| [[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-72-->
|-
| [[The Chart Legend for Version 7.2 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-72-->
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
|-
| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] <!--24.0.1-72-->
| [[Microsoft Project Fields Available to OnePager Pro for Version 7.2 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-72-->
|-
| [[Oracle Primavera P6 Columns Available to OnePager for Version 7.2 | Oracle Primavera P6 Columns Available to OnePager]] <!--29.1.1-72-->
| [[Gallery of Gradient and Hash Fill Patterns for Version 7.2 | Gallery of Gradient and Hash Fill Patterns]] <!--29.2.1-72-->
|-
| [[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.2 | Gallery of Dynamic Shapes and Emoji Symbols]] <!--29.3.1-72-->
|}

(11.5.1-72)

[[Category:Version 7.2]]
[[Category:Charts]]
[[Category:Conditional Formatting]]
[[Category:Template Properties Form]]
[[Category:Chart Properties Form]]
[[Category:Editing the Chart]]
[[Category:Task/Milestone Editing]]
[[Category:Labels]]
[[Category:Legend]]
[[Category:Color Palettes]]
[[Category:Row/Swimlane Borders]]
[[Category:Mavericks]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
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