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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.
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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.
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For more detailed descriptions of conditional list formatting options, refer to List Conditional 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 these amounts will have the text aligned left.
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- On the Appearance tab, set the Background color parameter to the desired color (as on the screenshot above).
- Select the Horizontal position parameter and select Align right option.
- Open the Conditions tab.
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.
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- Add the Amount field, select Greater Than as condition, and enter the lower limit.
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- On the Formatted Fields tab, select 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
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- Click ОК to save the appearance settings and close the Edit conditional appearance item dialog box.
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- 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
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