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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

  1. Open Settings from the User menu.

    Open-Settings

  2. Select Format Rules from the Data dropdown menu of Side Navbar.

    Data-Dropdown

  3. Click + Add New in the top header of the Format Rules list view to add a new Format Rules.

    Add-New-Format-Rules

  4. Fill out the required fields and hit Save

    Fill-Required-fields

  5. Format Rule is created and listed in the format rules list. You can create multiple format rules and apply to different fields.

    Format-Rules-Dashboard

Configuration of a Format Rule

  1. Create a new Format Rule
  2. 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

  1. Open Settings from the User menu.
  2. Select Format Rules from the Data menu.
  3. Select the Formal Rules in the list that you want to view.
  4. Click the Format Rules name to be taken to the detail view.

Delete a Format Rule

  1. Open Settings from the User menu.
  2. Select Format Rules from the Data menu.
  3. Search for the Format Rules in the list that you want to delete.
  4. Click the Delete button. To see the Delete button, you must have Delete 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


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