Conditional Formatting & Visibility

With these advanced features, you can dynamically adjust the presentation of your data to highlight important information or make forms clearer.

Conditional Formatting (Table View)

With conditional formatting, you can color-code entire rows in the table view based on specific values.

Setup

1. Go to the Table Definition (Settings > Custom Tables > Edit Structure).
2. Open the "Conditional Formatting" section.
3. Click on "Add Rule".

Structure of a Rule

A rule consists of a condition and an action: IF (Condition), THEN (Action).

• Condition:
  • Field: The field whose value should be checked (e.g., "Status").
  • Operator: The comparison (e.g., "equals", "greater than", "contains").
  • Value: The value to compare against (e.g., "Done").
• Action:
  • Row Color: Colors the entire table row in the chosen color.
  • Badge: Displays a small colored label at the beginning of the row.

Example: IF the "Priority" field equals "High", THEN color the row Red.

Conditional Visibility (Form View)

With conditional visibility, you can show fields in a form only when a specific condition is met. This makes forms more dynamic and user-friendly.

Setup

1. Go to the Field Definition (Table Definition > Edit Field).
2. Open the "Conditional Visibility" section.
3. Define a condition based on the value of another field.

Example: The "Reason for Rejection" field should only be visible IF the "Status" field equals "Rejected".