Difference between revisions of "Managing Conditional Formatting Rules for OnePager Express for Version 6.0"

From OnePager Documentation
Jump to: navigation, search
(Click Copy Rule(s) Button)
Line 1: Line 1:
 
==Overview==
 
==Overview==
  
The '''Conditional Formatting rules''' may be changed, added to, copied, or deleted at any time.  You may also uncheck the '''On''' field checkboxes to stop any particular rule from being applied.  Finally, you may change the ordering of rule application by changing the sequence numbers in the '''Order''' field.
+
The '''Conditional Formatting rules''' can be changed, added to, copied, or deleted at any time.  You can also uncheck the '''On''' field checkboxes to stop any particular rule from being applied.  Finally, you can change the ordering of rule application by changing the sequence numbers in the '''Order''' column.
  
Modifying a rule in Project View Properties ('''PVP''') form will change all current and future '''snapshots''' belonging to the project view.  Modifying a rule in '''Template Properties''' form will have no impact on any existing project views but will change the '''conditional formatting''' of any future project views made from the '''template'''.
+
Modifying a rule in Project View Properties ('''PVP''') form will change all current and future '''snapshots''' belonging to the project view.  Modifying a rule in '''Template Properties''' form has no impact on any existing project views but will change the '''conditional formatting''' of any future project views made from the '''template'''.
  
 
==Delete Rule(s)==   
 
==Delete Rule(s)==   
  
1) Whenever you are in the '''Conditional Formatting Rules''' form you may delete a rule or several rules by first selecting them by left clicking in the left grid and then clicking the '''Delete Rule(s)''' button at the bottom of the form as shown below:
+
1) Whenever you are in the '''Conditional Formatting Rules''' form you can delete a rule or several rules by first selecting them by left clicking in the left grid and then clicking the '''Delete Rule(s)''' button at the bottom of the form as shown below:
  
 
<center>[[File:X60-11_10_1-60-(1)-02142017.png]]</center>
 
<center>[[File:X60-11_10_1-60-(1)-02142017.png]]</center>
Line 20: Line 20:
 
:b) This action will add the copied rules without change to the bottom of the table.   
 
:b) This action will add the copied rules without change to the bottom of the table.   
  
:c) At this point you may edit columns in the copied rows of the table.  When you click '''OK''' these added (modified) rules will be in effect.   
+
:c) You can now edit columns in the copied rows of the table.  When you click '''OK''' these added (modified) rules will be in effect.   
  
 
3) The illustrations below show a set of selected rules that are copied and subsequently modified:
 
3) The illustrations below show a set of selected rules that are copied and subsequently modified:
Line 40: Line 40:
 
===Modify Copied Rules===
 
===Modify Copied Rules===
  
:c) After the copied rules appear in the form as shown above you may modify the rules as desired.  Click the '''OK''' button to complete the process.
+
:c) After the copied rules appear in the form as shown above you can modify the rules as desired.  Click the '''OK''' button to complete the process.
  
 
(11.10.1-60)
 
(11.10.1-60)

Revision as of 14:09, 24 March 2017

Overview

The Conditional Formatting rules can be changed, added to, copied, or deleted at any time. You can also uncheck the On field checkboxes to stop any particular rule from being applied. Finally, you can change the ordering of rule application by changing the sequence numbers in the Order column.

Modifying a rule in Project View Properties (PVP) form will change all current and future snapshots belonging to the project view. Modifying a rule in Template Properties form has no impact on any existing project views but will change the conditional formatting of any future project views made from the template.

Delete Rule(s)

1) Whenever you are in the Conditional Formatting Rules form you can delete a rule or several rules by first selecting them by left clicking in the left grid and then clicking the Delete Rule(s) button at the bottom of the form as shown below:

X60-11 10 1-60-(1)-02142017.png
X60-11_10_1-60-(1)-02142017.png

Copy Rule(s)

2) The Copy Rule(s)' button is provided to assist you in making additional rules that are similar to existing rules.

a) To copy a rule or rules, select the rows as described above and click the Copy Rule(s) button.
b) This action will add the copied rules without change to the bottom of the table.
c) You can now edit columns in the copied rows of the table. When you click OK these added (modified) rules will be in effect.

3) The illustrations below show a set of selected rules that are copied and subsequently modified:

Select Rule(s) to Be Copied

a) Use the left most column to select the rules you desire to copy. This can be done by individual row or in combination with the CTRL key and/or the Shift key.
X60-11 10 1-60-(2)-02142017.png
X60-11_10_1-60-(2)-02142017.png

Click Copy Rule(s) Button

b) To complete the copy function after the rules to be copied are selected simply click the Copy Rules(s).
X60-11 10 1-60-(3)-02142017.png
X60-11_10_1-60-(3)-02142017.png

Modify Copied Rules

c) After the copied rules appear in the form as shown above you can modify the rules as desired. Click the OK button to complete the process.

(11.10.1-60)