Conditional Formatting Actions for OnePager for Version 7.2
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, 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 Bar/Milestone Symbol Decorations
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 Rules 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. |
Priority
The last column on the far right in the Conditional Formatting Rules grid 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 positive 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.
Label Position
The third column from the right side of the grid is the Label Position column. Whenever the result of a Conditional Formatting set of rules results in a Text Label entry being created, you can provide the label position for that Label entry by selecting from one of the thirteen (13) standard label positions 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.
Conditional Formatting Rules for Text Columns & Rows
TBD
Conditional Formatting Rules for Swimlanes
TBD
Related Links
| Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72 | Modifying Decorations on Tasks/Milestones (Portal) 10.0.1-72 |
| The Chart Legend (Portal) 15.0.1-72 | Change Tracking and the OnePager Legend 15.3.3-72 |
| Editing with the Chart Properties form (Portal) 21.0.1-72 | Managing Templates (Portal) 24.0.1-72 |
| Gallery of Gradient and Hash Fill Patterns 29.2.1-72 | Gallery of Dynamic Shapes and Emoji Symbols 29.3.1-72 |
(11.7.1-72)
