Difference between revisions of "Managing Conditional Formatting Rules for OnePager Pro for Version 7.0"

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(Overview)
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==Overview==
 
==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.
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1) The procedure for '''adding''' '''Conditional Formatting rules''' is covered here:  [[Adding Conditional Formatting Rules for OnePager Pro for Version 7.0 | Adding Conditional Formatting Rules-OnePager Pro]]. 11.3.1-70
  
Modifying a rule in '''Chart Properties''' form changes all current and future '''snapshots''' belonging to the chart.  Modifying a rule in '''Template Properties''' form has no impact on any existing charts but changes the '''conditional formatting''' of any future charts made from the '''template'''.
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2) The '''Conditional Formatting rules''' can be '''editing, '''added to''', '''copied'', or '''deleted''' at any time. 
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3) You can also un-check the '''On''' field checkboxes to '''disable''' any particular rule from being applied. 
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4) Finally, you can change the '''ordering''' of rule application by '''editing''' the sequence numbers in the '''Priority Action''' column.
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===Editing Rules in the Chart Properties Form Versus the Template===
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5) '''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'''.   
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6) '''Editing''' a rule in '''Template Properties''' form has no impact on any existing charts created before the '''Template''' was '''edited''' but has an impact on '''conditional formatting''' of any future charts made from the '''edited Template'''.
  
 
==Delete Rule(s)==   
 
==Delete Rule(s)==   

Revision as of 14:20, 26 September 2019

Overview

1) The procedure for adding Conditional Formatting rules is covered here: Adding Conditional Formatting Rules-OnePager Pro. 11.3.1-70

2) The Conditional Formatting rules can be editing, added to, copied, or deleted at any time.

3) You can also un-check the On field checkboxes to disable any particular rule from being applied.

4) Finally, you can change the ordering of rule application by editing the sequence numbers in the Priority Action column.

Editing Rules in the Chart Properties Form Versus the Template

5) 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.

6) Editing a rule in Template Properties form has no impact on any existing charts created before the Template was edited but has an impact on conditional formatting of any future charts made from the edited 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 cell and then clicking the Delete Rule(s) button at the bottom of the form as shown below:

P60-11 9 1-60-(1)-02142017.png
P60-11_9_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 adds 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 are 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.
P60-11 9 1-60-(2)-02142017.png
P60-11_9_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).
P60-11 9 1-60-(3)-02142017.png
P60-11_9_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.

(11.9.1-70)