There are two main ways to apply conditional formatting within Report Designer:

• Against an individual field
• Against a report band

Applying Conditional Formatting Against an Individual Field

1. Open any Ideagen Quality Management module.
2. Click [File], then [Report Designer].
3. Select the report you wish to edit in Report Designer.
4. Click the [Design] button.
5. Navigate to the field list and hover over the field you wish to compare

At this point a tooltip will appear, this will display the data member for that field:

5. Within the Design View (the main central pane of the Report Designer window), click on the field that you are wanting to apply the conditional formatting to.
6. Click the [>] icon to expand the cell tasks.
7. Click on the Formatting Rules [...] button.
8. Click the [Edit Rule Sheet...] button.  

This will display the "Formatting Rule Sheet Editor" window  
 

9. Click the [+] button to add an additional formatting rule.
10. In the Formatting Property Grid, click on the field next to the Condition label and click on [...]

11. Enter into the criteria pane the DataMember value that that was noted in step 5, followed by the function and then the comparison value. For example:

SeverityName > '3'

12. Click [OK].
13. Using the formatting properties pane, configure the formatting rules you wish to apply (e.g. background colour, font colour, etc) and then name your formatting rule.
14. Click [Close].
15. Add the rule to the "Applied Rules" column and click [OK].
     

Applying Conditional Formatting Against a Report Band

1. Open any Ideagen Quality Management module.
2. Click [File], then [Report Designer].
3. Select the report you wish to edit in Report Designer.
4. Click the [Design] button.
5. Navigate to the field list and hover over the field you wish to compare.

1. Within the Design View (the main central pane of the Report Designer window), click on the band that you are wanting to apply the conditional formatting to.
2. Click the [>] icon to expand the cell tasks.
3. Click on the Formatting Rules [...] button.
4. Click the [Edit Rule Sheet...] button

1. Click the [+] button to add an additional formatting rule.
2. In the Formatting Property Grid, click on the field next to the Condition label and click on [...]

 

1. Enter into the criteria pane the DataMember value that that was noted in step 5, followed by the function and then the comparison value. For example:

SeverityName > '3'

1. Click [OK].
2. Using the formatting properties pane, configure the formatting rules you wish to apply (e.g. background colour, font colour, etc) and then name your formatting rule.
3. Click [Close].
4. Add the rule to the "Applied Rules" column and click [OK].