Conditional Formatting
Conditional Formatting

Stay on top of the details that matter the most. Conditional formatting is great for visually identifying when something is out-of-bounds or needs attention.

.

At-a-glance knowledge

Are any payments overdue? What contracts are expiring next month? Are you on-time and under budget? Connect to changes in your data with Conditional Formatting. You set the way a field or object is displayed based on parameters that you decide. Choose the font, font style, font size, font color and fill color. You'll know who owes you money and what tasks are overdue because the font will change to bright red and bold (or whatever you want it to) when this occurs.

Never miss a due date again

Let's say that you schedule shifts for a department where employees can only be scheduled to work if all of their certifications are current. A visual reminder of the status of a certification would be very helpful to you. For example, with Conditional Formatting you can set the date field so that:

  • If date is more than 30 days away, the date appears green.
  • If date is within the next 30 days, the date appears yellow.
  • If date is today or has already occurred, the date appears red.

Quick performance indicators

Many organisations use performance indicators to judge how well they are doing or to achieve desired outcomes. Choose from a list of 20 pre-defined conditions or create your own with a calculation. This makes it simple to monitor and troubleshoot when your performance indicators are outside of the thresholds that you've defined.

Use Conditional Formatting with External SQL Data Sources to create useful information dashboards of your organisation's data.

Buy now