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In the application, open the document or item list that you would like to configure. To view the configuration options, click the More button on the form toolbar and then select Configure list.
The List Options dialog box opens. Depending on the particular document type or item type, the dialog box can include the following tabs:
- Main: This tab presents the date format, currency visibility, and applied filters.
- Filter: Using this tab, you can define filters.
- Order: This tab can be used for changing the order of documents or items in the list. For example, the documents can be listed according to their dates: from earlier to later ones.
- Conditional Appearance: Using this tab, you can change the appearance of specific columns based on conditions.
- Grouping: Using this tab, you can select how to group the data.
The List Options dialog box. The Main tab
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You can enable the filters that by default are available on top of the corresponding document list; these filters are shown with already selected condition type (as on in the screenshot below, Equal to). You need to enable the filter by selecting the corresponding check box and selecting a particular value (for instance, Block Optic as the company of interest on in the screenshot below).
The List Options dialog box. The Filter tab
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From the available fields in the left pane of the form, point a field to be included in condition (which can be defined in the right pane) and click Select on the left toolbar. For each selected field (column) you can select the sorting order: Ascending or Descending. On In the screenshot below, the ascending order should be applied to document dates, that is, earlier documents will be listed with the earlier documents on top of the list.
If multiple fields are involved in conditions, the application will apply the conditions sequentially from top to bottom. For instance, if the Dates are Descending and the Amounts are Descending, then, for each date, starting the current, the current documents with largest amounts will be listed first.
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Using this tab, you can conditionally change the position of specific fields in the document, font color and background color of specific fields.
The List Options dialog box. The Conditional Appearance tab
The Format column shows the names of formats applied on the same conditions to the same target fields.
The Condition column shows the conditions on which the formats are applied to the target fields.
The Formatted fields column shows the target fields to which these formats are applied.
To define the conditional appearance, click Add on the tab toolbar, and the Edit conditional appearance item dialog box appears.
The Edit conditional appearance item dialog box has the following three tabs:
- FormatAppearance: Use this tab to select the required formatting parameters and specify their values.
- Conditions: On this tab, set the conditions for applying the formatting.
- Formatted fields: Here, specify the fields (columns) to apply conditional formatting.
The Edit conditional appearance item dialog box. The Format tab
For more detailed descriptions of conditional list formatting options, refer to Formatting Options for Lists.
Example of Conditional Formatting
For example, the rows with documents where the amounts are greater 5 and in Euro, we want to highlight in pink. The lines with negative amounts, we want to mark in red. these amounts will have the text aligned left.
For this, proceed as follows:
- On the Format tab Appearance tab, set the Background color parameter to the desired color (as on the screenshot above).
- Set Select the Mark Negatives parameter to Yes Horizontal position parameter and select Align right option.
- Open the Conditions tab.
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The Edit conditional appearance item dialog box. The Conditions tab
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- Add the Document Currency field to table, set condition type to Equal to and set the value to EUR.
- Add the Amount field, select Greater Than as condition, and enter the lower limit.
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- On the Formatted Fields tab, select
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- specific fields to which the formatting will be applied. In our case, make no selections, and the formatting will be applied to all columns on the lines where Amount (EUR) >5.
The Edit conditional appearance item dialog box. The Formatted Fields tab - Click ОК to save the appearance settings and close the Edit conditional appearance item dialog box.
- To apply these settings to the document list, click the Finish editing button in the List Options dialog box.
The Invoices list with the applied formatting
The list of documents will be generated according to these settings as in the screenshot below.
Saving the custom formatting settings
You can save several sets of the formatting settings and use them as needed.
You can click the User-defined settings item properties button to add the conditional appearance setting to the custom set.
The Custom Item Settings dialog box
Click OK to save the settings and close the Custom item settings dialog box. Click Finish Editing to close the dialog box with list configuration settings.
Then, you can view the name of the custom settings (EuroSales as in our example) to the right between the toolbar and the document list (marked by red line).
The Grouping tab
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