Format Rules in SnapApp
on 05-17-2024 12:00 AM by SnapApp by BlueVector AI
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The Format Rules feature enables you to personalize how data is displayed based on specific conditions. By defining expressions, you can dynamically adjust the appearance of your data fields, including text color, background color, and icons.
Table of Contents
- Create a format rule
- Configuration of a Format Rule
- View the Format Rule configuration
- Delete a Format Rule
Create a format rule
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Open Settings from the User menu.
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Select Format Rules from the Data dropdown menu of Side Navbar.
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Click + Add New in the top header of the Format Rules list view to add a new Format Rules.
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Fill out the required fields and hit Save
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Format Rule is created and listed in the format rules list. You can create multiple format rules and apply to different fields.
Configuration of a Format Rule
- Create a new Format Rule
- Update the following settings
Setting | Description |
---|---|
Name | The name of the format rules to be displayed in lists |
Object ID | The object where the rule should be applied |
Expression | The expression is a logical condition that determines when the format rule should be applied. When the condition is met, the formula will be applied to the data in views. |
Fields | The fields of the mentioned object where the condition is going to be applied |
Icon | Various types of icons which can be displayed along with the data when the condition is met |
Highlight Color | Define a background color which can be applied to data when the condition is met |
Text Color | Define a text color which can be applied to data when the condition is met |
View the Format Rule configuration
- Open Settings from the User menu.
- Select Format Rules from the Data menu.
- Select the Formal Rules in the list that you want to view.
- Click the Format Rules name to be taken to the detail view.
Delete a Format Rule
- Open Settings from the User menu.
- Select Format Rules from the Data menu.
- Search for the Format Rules in the list that you want to delete.
- Click the
Delete
button. To see theDelete
button, you must haveDelete
options enabled in permission sets assigned to your user role.
Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.
For support, email us at snapapp@bluevector.ai