Difference between revisions of "Conditional Formatting Actions for OnePager Express for Version 7.0"

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(Created page with "==Summary of Conditional Formatting Rule Actions== The purpose of this article is to summarize the discussion on telling OnePager what actions to take when a rule '''does'''...")
 
 
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==Summary of Conditional Formatting Rule Actions==
 
==Summary of Conditional Formatting Rule Actions==
  
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The purpose of this article is to summarize the discussion on telling OnePager what actions to take when a rule '''does''' apply.   
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The purpose of this article is to summarize the discussion on telling OnePager Express what actions to take when a rule '''does''' apply.  For this purpose, there are six (6) '''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 Rules''' form, a '''description''' of the allowable options, and how you specify the '''formatting action''' to take:
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+
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For this purpose, there are six (6) fields that you can set to format the tasks/milestones.   These fields are described in the table below, which gives the name of the field, a description of the allowable options, and how you specify the formatting action to take:
+
  
 
{| class="wikitable"
 
{| class="wikitable"
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! style="text-align: center; font-weight: bold;" | Conditional Formatting Feature
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! style="text-align: center; font-weight: bold;" | Conditional Formatting Form Columns
 
! style="font-weight: bold;" | Description
 
! style="font-weight: bold;" | Description
 
! style="font-weight: bold;" | Instructions
 
! style="font-weight: bold;" | Instructions
 
|-
 
|-
 
| Color
 
| Color
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| If the condition is true, apply the selected fill color to the task/milestone. If the condition is not true, retain the default color for the task/milestone.
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| 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.
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| Click the color dropdown to pop up the color palette.
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| Click the Color dropdown to access the standard '''Color Chooser''' form.
 
|-
 
|-
−
| Task Bar Shape
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| Taskbar Shape
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| If the condition is true, use the selected shape to represent the task. If the condition is not true, the task retains its default shape.
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| 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.
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| Click the task shape dropdown to pop up the task shape palette.
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| Click the Taskbar Shape dropdown to access the Taskbar shape list.
 
|-
 
|-
 
| Milestone Shape
 
| Milestone Shape
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| If the condition is true, use the selected shape to represent the milestone. If the condition is not true, the milestone retails its default shape.
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| 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.
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| Click the milestone shape dropdown to pop up the milestone shape palette.
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| Click the Milestone Shape dropdown to pop up the milestone shape list.
 
|-
 
|-
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| Height
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| Height %
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| The height of the task/milestone in the rule is expressed as a percentage of row height. If the condition is true, resize the task/milestone to the specified height. If the condition is not true, the task/milestone retains the global default height.
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| 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.
 
| Any positive number can be used.
 
|-
 
|-
 
| Border
 
| Border
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| The border properties of the task/milestone 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 not true, use the default border properties for the task/milestone.
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| 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.
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| Click the border dropdown to pop up the border palette. You can set the border’s color, width, and style (solid, dash, dot, etc.)
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| Click the Border dropdown to access the border list. You can set the border’s '''color, width, and style (solid, dash, dot, etc.)'''
 
|-
 
|-
 
| Label Font
 
| Label Font
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| The task/milestone’s label font can be changed to the value specified in font selector. If the condition is true, use the label font specified. If the condition is not true, use the default label font.
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| The task bar/milestone symbol’s '''name label fonts''' can be changed to the value specified in '''font''' selector. If the condition is '''true''', use the '''name label font''' specified in the '''Font properties''' form. If the condition is '''false''', use the default '''name label font'''.
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| Clicking the font cell pops up the font selector. You can set the font face, color, size, and style ('''bold''', ''italic'', [[underline]])
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| Clicking the '''name label font cell''' accesses the '''font''' selector. You can set the '''fontface''', '''color''', '''size''', and '''style''' ('''bold''', ''italic'', [[underline]])
 +
|-
 +
| Priority
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| 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.
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| Positive integer numbers are used.
 +
|-
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| Legend Text
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| 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.
 +
|-
 +
| Text Location
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| The '''text location property''' of the task bar/milestone symbol in the rule can be changed using the '''text location''' dropdown in the cell.  If the condition is '''true''', use the '''Text Location value''' in the '''Text Location cell'''.  If the condition is '''false''', use the default '''text location'''.
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| Select any of the thirteen (13) available '''text locations'''.
 
|}
 
|}
  
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==Ordering==
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==Priority==
  
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1) The last column to the far right in the '''Conditional Formatting Rules''' window is the '''Ordering''' column.  
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The third from the last column on the far right in the '''Conditional Formatting Rules''' window is the '''Priority''' column. The '''Priority column''' controls the sequence in which the rules are applied. OnePager automatically assigns increasing numbers to the '''Priority column''' as rules are defined.  If several rules are in competition to set a particular formatting property, the rule with the lowest '''Priority number''' has priority over all the others.  You can change the values in the '''Priority column''' at any time after the rule is completely defined, and any numeric value is acceptable.
  
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2) The '''ordering column''' controls the sequence in which the rules get applied. OnePager automatically assigns increasing numbers to the '''ordering column''' as rules are defined. 
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==Legend Text==
  
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3) If several rules are in competition to set a particular formatting property, the rule with the lowest '''ordering number''' has priority over all the others.
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The next to last column to the right is the '''Legend Text column'''.  Whenever the result of a '''Conditional Import''' set of rules results in a '''Legend''' entry being created, you can provide the '''text''' for that '''Legend''' entry by providing appropriate text in the '''Legend Text''' column for the applicable rule.
  
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4) You can change the value in the '''ordering column''' at any time after the rule is completely defined, and any numeric value is acceptable.
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==Text Location==
 +
 
 +
The last column to the right is the '''Legend Text Location''' column. Whenever the result of a '''Conditional Formatting''' set of rules results in a '''Text Label''' entry being created, you can provide the '''text label position''' for that '''Text Label''' entry by selecting from one of the eleven (11) standard text locations provided in the dropdown.
  
 
==No Action Taken==
 
==No Action Taken==
  
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When defining rules, any action field (e.g., color, task bar shape, milestone shape, borders, etc.) that is left blank is interpreted by OnePager as a '''no action''', which amounts to retaining the default setting for that attribute.   If you want to change an action into a '''no action''', just check the “use default” box for the for the grid cell in question.
+
When defining rules, any action '''field''' (e.g., '''color, task bar shape, milestone shape, borders''', etc.) that is left blank is interpreted by OnePager as a '''no action'''. This amounts to retaining the default setting for that property. If you want to '''edit''' an action to become a '''no action''', just check the '''use default''' checkbox '''On''' for the '''grid cell''' in question. '''Use default''' checkboxes are provided for Taskbars, Milestone shapes, Borders, and Label fonts.
  
 
==Number of Rules==
 
==Number of Rules==
  
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You can apply the approach described above to define as many rules as required. When you are finished, click '''OK''' in the '''Conditional Formatting Rules''' form which returns you to your starting place in the '''Task Bar''' tab or the '''Milestones''' tab.  Click the '''Apply''' button and or '''OK''' buttons in the Project-View Properties ('''PVP''') form to have OnePager apply the rules to the project view.  For the '''Template Properties''' form, click the '''Save and Use''' button to have OnePager applies these rules to any project view that is made from the '''Template'''.
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You can apply the approach described above to define as many rules as required. When you are finished, click the '''OK''' button in the '''Conditional Formatting Rules''' form which returns you to your starting place in the '''Task Bar''' tab or the '''Milestones''' tab.  Click the '''Apply''' button and or '''OK''' buttons in the '''Chart Properties''' form to have OnePager apply the rules to the chart.  For the '''Template Properties''' form, click the '''Save and Use''' button to have OnePager apply these rules to any chart that is created from the '''Template'''.
 +
 
 +
==Related Links==
 +
 
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
 +
 
 +
[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->
 +
 
 +
[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
 +
 
 +
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
 +
 
 +
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
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(11.8.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Project Views]]
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[[Category:Charts]]
 
[[Category:Conditional Formatting]]
 
[[Category:Conditional Formatting]]
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Project-View Properties Form]]
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[[Category:Chart Properties Form]]
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[[Category:Editing a Project View]]
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[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Latest revision as of 18:47, 13 January 2021

Summary of Conditional Formatting Rule Actions

The purpose of this article is to summarize the discussion on telling OnePager Express what actions to take when a rule does apply. For this purpose, there are six (6) 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 Rules form, a description of the allowable options, and how you specify the formatting action to take:

Conditional Formatting Form Columns Description Instructions
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 list.
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.)
Label Font The task bar/milestone symbol’s name label fonts can be changed to the value specified in font selector. If the condition is true, use the name label font specified in the Font properties form. If the condition is false, use the default name label font. Clicking the name label font cell accesses the font selector. You can set the fontface, color, size, and style (bold, italic, underline)
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.
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.
Text Location The text location property of the task bar/milestone symbol in the rule can be changed using the text location dropdown in the cell. If the condition is true, use the Text Location value in the Text Location cell. If the condition is false, use the default text location. Select any of the thirteen (13) available text locations.

Priority

The third from the last column on the far right in the Conditional Formatting Rules window is the Priority column. The Priority column controls the sequence in which the rules are applied. OnePager automatically assigns increasing numbers to the Priority column as rules are defined. If several rules are in competition to set a particular formatting property, the rule with the lowest Priority number has priority over all the others. You can change the values in the Priority column at any time after the rule is completely defined, and any numeric value is acceptable.

Legend Text

The next to last column to the right is the Legend Text column. Whenever the result of a Conditional Import set of rules results in a Legend entry being created, you can provide the text for that Legend entry by providing appropriate text in the Legend Text column for the applicable rule.

Text Location

The last column to the right is the Legend Text Location column. Whenever the result of a Conditional Formatting set of rules results in a Text Label entry being created, you can provide the text label position for that Text Label entry by selecting from one of the eleven (11) standard text locations provided in the dropdown.

No Action Taken

When defining rules, any action field (e.g., color, task bar shape, milestone shape, borders, etc.) that is left blank is interpreted by OnePager as a no action. This amounts to retaining the default setting for that property. If you want to edit an action to become a no action, just check the use default checkbox On for the grid cell in question. Use default checkboxes are provided for Taskbars, Milestone shapes, Borders, and Label fonts.

Number of Rules

You can apply the approach described above to define as many rules as required. When you are finished, click the OK button in the Conditional Formatting Rules form which returns you to your starting place in the Task Bar tab or the Milestones tab. Click the Apply button and or OK buttons in the Chart Properties form to have OnePager apply the rules to the chart. For the Template Properties form, click the Save and Use button to have OnePager apply these rules to any chart that is created from the Template.

Related Links

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Modifying Decorations on Tasks/Milestones (Portal)

The Chart Legend (Portal)

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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