Conditional Formatting Actions for OnePager for Version 7.2
From OnePager Documentation
Contents
Summary of Conditional Formatting Rule Actions
The topic of this article apply equally to all OnePager editions that import from data sources like Microsoft Excel, Microsoft Project for the Web, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Asana, and Wrike.
The purpose of this article is to summarize the discussion on telling OnePager what actions to take when a Conditional Formatting Rule does apply. Each of the three areas where Conditional Formatting Rules features are provided in OnePager are covered.
Conditional Formatting Rules for Task & Milestones
For this purpose, there are sixteen (16) fields that you can set to conditionally format the task bars/milestone symbols. These fields are described in the table below, which gives the name of the field in the Conditional Formatting for Tasks & Milestones form, a description of the allowable options, and how you specify the formatting action to take:
| Conditional Formatting Form Columns | Description | Instructions |
|---|---|---|
| Foreground Color | If the condition is true, apply the selected fill color to the task bar/milestone symbol. If the condition is false, retain the default color for the task bar/milestone symbol. | Click the Color dropdown to access the standard Color Chooser form. |
| Taskbar Shape | If the condition is true, use the selected task bar shape to represent the task. If the condition is false, the task bar shape retains its default shape. | Click the Taskbar Shape dropdown to access the Taskbar shape list. |
| Milestone Shape | If the condition is true, use the selected milestone symbol shape to represent the milestone symbol. If the condition is false, the milestone symbol shape retails its default shape. | Click the Milestone Shape dropdown to pop up the milestone Shape Chooser form. |
| Fill Pattern (gradient and hash) | The gradient and hash fill patterns are selected from the dropdown form containing two sub-tabs: (1) Gradients and (2) Hash Fill Patterns. | Click the desired sub-tab and then select the specific gradient or hash symbol. |
| Background Color | If the condition is true, apply the selected fill color to the Fill Pattern. If the condition is false, retain the default color for the Fill Pattern. | Click the Color dropdown to access the standard Color Chooser form. |
| Height % | The height of the task bar/milestone symbol in the rule is expressed as a percentage of row height. If the condition is true, resize the task bar/milestone symbol to the specified height. If the condition is false, the task bar/milestone symbol retains the global default height. | Any positive number can be used. |
| Border | The border properties of the task bar/milestone symbol in the rule can be changed to the values specified in the Border style rules form. If the condition is true, use the border properties specified in the Border style rules form. If the condition is false, use the default border properties for the task bar/milestone symbol. | Click the Border dropdown to access the border list. You can set the border’s color, width, and style (solid, dash, dot, etc.) |
| Task Labels | The task bar/milestone symbol’s name label show/hide, position, and font properties can be changed to the value specified in the Task/Milestone Labels form. If the condition is true, use the name label show/hide, position, and font properties specified in the Task Milestone Labels form. If the condition is false, use the default name label show/hide, position, and font properties. | Click the Task Labels to access the Task/Milestone Labels form. You can set the show/hide, position, and font properties. |
| Dates | The task bar/milestone symbol's date label show/hide, position, and font properties can be changed to the values specified in the Date Labels form. If the condition is true, use the date label show/hide, position, and font properties specified in the Date Labels form. If the condition is false, use the default date label show/hide, position, and font properties. | Click the Date to access the Date Labels form. You can set the show/hide, position, and font properties. |
| Task Representation | The task bar/milestone symbol's task representation property can be changed to any of the four values in the rule cell's dropdown list: Gantt bar, Milestone at finish, Milestone at start, Use default. of the condition is true, use the option specified by the user from the dropdown list. If the condition is false, use the current option/default option. | Click the Task Representation to access the dropdown list. You can set the value to any of the four options available. |
| Percent Complete | The task bar/milestone symbol's percent complete show/hide thermometer bar, color of thermometer bar, show incomplete milestones as no-fill, show hide checkmark on completed tasks properties can be changed to values specified in the Percent Complete form. If the condition is true, use the percent complete show/hide thermometer bar, color of thermometer bar, show incomplete milestones as no-fill, show hide checkmark on completed tasks properties specified in the Percent Complete form. If the condition is false use the default percent complete show/hide thermometer bar, color of thermometer bar, show incomplete milestones as no-fill, show hide checkmark on completed tasks properties. | Click the Percent Complete to access the Percent Complete form. You can set the percent complete show/hide thermometer bar, color of thermometer bar, show incomplete milestones as no-fill, show hide checkmark on completed tasks properties. |
| Baselines | The task bar/milestone symbol's baseline show/hide, color, and shape for both milestones and task bars properties can be changed to values specified in the Baselines form. If the condition is true, use the baseline show/hide, color, and shape for both milestones and task bars properties specified in the Baselines form. If the condition is false use the default baseline show/hide, color, and shape for both milestones and task bars properties. | Click the Baselines to access the Baselines form. You can set the baseline show/hide, color, and shape for both milestones and task bars properties. |
| Critical Segments | The task bar/milestone symbol's critical segment show/hide and color properties can be changed to values specified in the Critical Segments form. If the condition is true, use the critical segment show/hide and color properties specified in the Critical Segments form. If the condition is false use the default critical segment show/hide and color properties. | Click the Critical Segments to access the Critical Segments form. You can set the critical segment show/hide and color properties. |
| Deadlines & Endpoints | The task bar/milestone symbol's critical segment show/hide and color properties can be changed to values specified in the Deadline & Endpoints form. If the condition is true, use the show/hide, symbol, and custom color properties for deadlines and/or endpoints 1 through 4. If the condition is false use the default show/hide, symbol, and custom color properties for deadlines and/or endpoints 1 through 4. | Click the Deadlines & Endpoints to access the Deadlines & Endpoints form. You can set the show/hide, symbol, and custom color properties for deadlines and endpoints 1 through 4. |
| Legend Text | The legend text property of the task bar/milestone symbol in the rule can be changed in the Legend to the value specified. If the condition is true, use the Legend text specified in the Legend text cell. If the condition is false, use the default Legend text. | Any text string. |
| Priority | The priority in the rule is established by OnePager and stepped by one each time a rule is added. See the next section for more details. | Positive integer numbers are used. |
For more information on Conditional Formatting for Tasks & Milestones, please see the article at the link below:
| Conditional Formatting Rules for Task Bar/Milestone Symbol Decorations |
Conditional Formatting Rules for Text Columns & Rows
For this purpose, there are ten (10) fields that you can set to conditionally format text columns and rows. These fields are described in the table below, which gives the name of the field in the Conditional Formatting for Text Columns & Rows form, a description of the allowable options, and how you specify the formatting action to take:
| Conditional Formatting Form Columns | Description | Instructions |
|---|---|---|
| Symbol | If the condition is true, apply the selected symbol to the text column cell. If the condition is false, retain the current contents of the text column cell. | Click the Symbol dropdown to access the standard Shape Chooser form. |
| Symbol Color | If the condition is true, apply the selected symbol fill color to the text column cell. If the condition is false, retain the default color for the text column cell. | Click the Symbol Color dropdown to access the standard Color Chooser form. |
| Symbol Border | The symbol border properties of the text column cell's symbol in the rule can be changed to the values specified in the Border Style Rules form. If the condition is true, use the symbol border properties specified in the Border Style Rules form. If the condition is false, use the default symbol border properties for the text column cell's symbol. | Click the Symbol Border dropdown to access the the Border Style Rules form. You can set the borders' color, width, and style (solid, dash, dot, etc.) |
| Which Text | The Which Text column is enabled when the corresponding Display as columns' cell is set to Text. When enabled the Which Text dropdown contains a list of available imported source plan fields. If the condition is true, use the value of the selected source plan field to display in the text column cell. If the condition is false, use the default text column cell value. | Clicking the Which Text column can be done only when enabled when the Display as for the grid row is set to Text in which case the cell displays the imported source plan field list. |
| Custom Text | The Custom Text column is enabled when the corresponding Which Text cell is set to Custom text. When enabled the Custom Text cell is available for the insertion of typed text. If the condition is true, use the value typed into the Custom Text cell of the grid row in the text column cell. If the condition is false, us the default text column cell value. | Clicking the Custom Text column cell when enabled allow you to insert specific text content. |
| Label Font | The Label Font column can be used to adjust the font properties of any text appearing in the text column cell. If the condition is true, use the font properties established in the Font properties form accessed from the Label Font column. If the condition is false, use the default font properties established for the text column cell. | Clicking the Label Font cell accesses the standard Font properties form. |
| Cell Background | If the condition is true, apply the selected fill color to the text column cell. If the condition is false, retain the default color for the text column cell. | Click the Cell Background dropdown to access the standard Color Chooser form. |
| Row Background | If the condition is true, apply the selected fill color to the Row. If the condition is false, retain the default color for the Row. | Click the Cell Background dropdown to access the standard Color Chooser form. |
| Priority | The priority in the rule is established by OnePager and stepped by one each time a rule is added. See the next section for more details. | Positive integer numbers are used. |
For more information on Conditional Formatting for Text Columns & Rows, please see the article at the link below:
| Conditional Formatting Rules for Text Columns and Rows |
Conditional Formatting Rules for Swimlanes
For this purpose, there are four (4) fields that you can set to conditionally format swimlanes. These fields are described in the table below, which gives the name of the field in the Conditional Formatting for Swimlanes form, a description of the allowable options, and how you specify the formatting action to take:
| Conditional Formatting Form Columns | Description | Instructions |
|---|---|---|
| Label Font | The Label Font column can be used to adjust the font properties of any text appearing in the text column cell. If the condition is true, use the font properties established in the Font properties form accessed from the Label Font column. If the condition is false, use the default font properties established for the text column cell. | Clicking the Label Font cell accesses the standard Font properties form. |
| Cell Background | If the condition is true, apply the selected fill color to the text column cell. If the condition is false, retain the default color for the text column cell. | Click the Cell Background dropdown to access the standard Color Chooser form. |
| Row Background | If the condition is true, apply the selected fill color to the Row. If the condition is false, retain the default color for the Row. | Click the Cell Background dropdown to access the standard Color Chooser form. |
| Priority | The priority in the rule is established by OnePager and stepped by one each time a rule is added. See the next section for more details. | Positive integer numbers are used. |
For more information on Conditional Formatting for Swimlanes, please see the article at the link below:
| Conditional Formatting Rules for Swimlanes |
Related Links
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