View source for Managing Conditional Formatting Rules for OnePager Pro for Version 7.0

==About Editing Conditional Formatting Rules in the Form==

The reconfiguration of the '''Conditional Formatting Rules''' form and the procedure for '''adding Conditional Formatting rules''' are covered in the first two sub-sections in the article at:  [[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules-OnePager Pro]] <!--11.3.1-70-->

The '''Conditional Formatting rules''' can be '''editing, '''added to''', '''copied''', or '''deleted''' at any time.   You can also un-check the '''On''' '''field''' checkboxes to '''disable''' any particular rule from being applied.   Finally, you can change the '''priority ordering''' of rule application by '''editing''' the sequence numbers in the '''Priority Action''' column.

===Editing Rules in the Chart Properties Form Versus the Template Properties Form===

'''Editing''' a rule in '''Chart Properties''' form causes all current and future '''snapshots''' belonging to the chart to be impacted by the '''Conditional Formatting rule edit'''.   '''Editing''' a rule in '''Template Properties''' form has no impact on any existing charts created before the '''Template Properties''' form was '''edited''', but has an impact on '''conditional formatting''' of any future charts made from the '''edited Template Properties''' form.

===Editing Existing Conditional Formatting Rules in the Grid===

Once a '''conditional formatting rule''' is successfully entered into the '''Conditional Formatting Rules''' form's '''grid''', it can be '''edited''' individually by using your mouse to click on the '''grid cell''' of the '''rule''' you wish to '''edit'''. The '''grid cell''' in turn responds in accordance with the '''type of cell''' it happens to be and either allows you to enter text, access a dropdown list, or access a OnePager form. 

'''Editing the selected grid cell''', then, is a matter of changing the information in the '''grid cell''' as described in the article at: [[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules-OnePager Pro]] <!--11.3.1-70-->

To assist in '''editing''', the '''Conditional Formatting Rules''' form has three (3) buttons in the lower left of the form as shown here:

<center>[[File:P70-11_9_1-70-(1A)-09262019.png]]</center>
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The remainder of this article deals with these three (3) action buttons and how they are used in the '''conditional formatting rule editing''' process.

==Add A Rule==

To '''add''' a rule to the '''Conditional Formatting rule grid''' first access the '''Conditional Formatting Rule''' form through either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' or '''Milestones''' tabs. Clicking the '''Manage Rules...''' button at the bottom of the tab accesses the '''Conditional Formatting Rules''' form in its empty '''grid''' state if this is the first access of the form. To '''add''' a '''blank''' rule to the '''Conditional Formatting Rules''' form, click the '''Add Rule''' button at the bottom of the form and a '''blank''' rule row is placed in the '''grid''' as shown below:

<center>[[File:P70-11_9_1-70-(1B-1)-09222020.png]]</center>
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Once '''added''' the rule can be populated with data entered in the '''Condition''' columns and '''Action''' columns as required. After all rules are '''added''' (or when '''editing''' is complete), click the '''OK''' button at the bottom of the form to have the rule or rules '''saved''' in the '''Template Properties''' form or '''applied''' to the current chart.

==Copy Rule(s)==  

The '''Copy Rule(s)''' button is provided to assist you in constructing '''additional rules''' that are similar to existing rules.   To '''copy''' a rule or rules, select the rows you want to '''copy''' either '''singly''' or as '''multiple-rows''' in the standard manner and click the '''Copy Rule(s)''' button.   This action '''adds the copied rule or rules''' verbatim to the next available row position in the '''grid'''.   You can now '''edit''' columns in the '''copied''' rows by selecting and making '''edits''' to '''grid cell's''' contents in any order.   When you click the '''OK''' button at the bottom right of the form, these '''added''' rules are in effect.  The example below show a set of selected rules that are copied and subsequently modified:

===Select Rule(s) to Be Copied===

Use the left most column to select the rules you desire to copy.  This can be done by individual '''grid''' row or in combination with the '''CTRL key''' and/or the '''Shift key'''.

<center>[[File:P70-11_9_1-70-(2)-09262019.png]]</center>
<!--<center>P70-11_9_1-70-(2)-09262019</center>-->

===Click Copy Rule(s) Button===

To complete the '''copy''' function after the rules to be '''copied''' are selected, click the '''Copy Rules(s)''' button.

<center>[[File:P70-11_9_1-70-(3)-09262019.png]]</center>
<!--<center>P70-11_9_1-70-(3)-09262019</center>-->

===Modify Copied Rules===

After the '''copied''' rules appear in the form as shown above you can '''edit''' any of them as desired.  The '''Copy Rule(s)''' function is a short cut technique when not all the '''grid cells''' of a new rule need to be '''edited'''. Click the '''OK''' button at the bottom of the form to complete the process.

==Delete Rule(s)==  

Whenever you are in the '''Conditional Formatting Rules''' form, you can '''delete''' a rule or several rules by first selecting them by left clicking (or '''CTL+Left-Click''' for '''multiple-rule''' selection) in the left most '''grid cell''' of the '''grid row'''.

===Selecting the Rule or Rules to Delete from the Grid===

Once the desired '''conditional formatting rules''' are selected, click the '''Delete Rule(s)''' button at the bottom of the form to initiate the process as shown below:

<center>[[File:P70-11_9_1-70-(4)-09262019.png]]</center>
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===OnePager Message Form===

When the '''Delete Rule(s)''' button is clicked, OnePager displays a '''OnePager message''' form requesting that you respond to this question: '''Are you sure you to delete the selected rule?''' as shown below:

<center>[[File:P70-11_9_1-70-(5)-09262019.png]]</center>
<!--<center>P70-11_9_1-70-(5)-09262019</center>-->

If you are sure, click the '''Yes''' button and the selected rule(s) are '''removed''' from the '''grid''' as shown in the example here:

<center>[[File:P70-11_9_1-70-(6)-09262019.png]]</center>
<!--<center>P70-11_9_1-70-(6)-09262019</center>-->

If you decide you do not want to '''delete''' the selected rule(s), click the '''No''' button and the '''OnePager message''' disappears and the '''Conditional Formatting Rules''' form remains unchanged with the '''rules''' in question remaining selected.

==Related Links==

[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->

[[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-->

[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->

[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->

[[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] <!--11.1.1-70-->

[[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules-OnePager Pro]] <!--11.3.1-70-->

[[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] <!--15.3.1-70-->

[[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-->

(11.9.1-70)

[[Category:Version 7.0]]
[[Category:Charts]]
[[Category:Conditional Formatting]]
[[Category:Templates]]
[[Category:Chart Properties Form]]
[[Category:Editing the Chart]]
[[Category:Task/Milestone Editing]]
[[Category:Labels]]
[[Category:Color Palettes]]
[[Category:Row/Swimlane Borders]]
[[Category:Mavericks]]
[[Category:OnePager Pro]]