Format a page with rules

Format a page with rules

The color and formatting of cells in your site can be customized manually, however Flow Production Tracking also provides a way to apply rule-based formatting.

Formatting rows with rules

To change the background and text color of a row based on rules right click over any cell and select Format All Rows > Change Row Color with Rules...

Select + Add New Page Rule.

From the Editing Row Rule menu:

• Give the rule a name to easily identify it.
• Select the criteria that will define the rule.
• Select any changes to text colour, text emphasis, and cell colour that will occur when the rule criteria is fulfilled.
• See a preview of selections in dark and light themes.

Select Save to save the rule. The list of rules will display a preview of the rule. Select Save again to apply the rule to the page.

To keep changes, select Page Settings > Save Page.

Below are examples of formatting rows with rules:

• On a Versions page, a row's text is green and italicized when a version status is approved.

• On a Notes page a row's background is blue to show the note is a Client note.

Formatting cells with rules

To change the background and text colour of a specific cell based on rules right click over the header of the field the rule should apply to and select Format > Change Cell Color with Rules...

Select + Add New Page Rule.

From the Editing Formatting Rule menu:

• Give the rule a name to easily identify it.
• Select the criteria that will define the rule.
• Select any changes to text colour, text emphasis, and cell colour that will occur when the rule criteria is fulfilled.
• See a preview of selections in dark and light themes.

Select Save to save the rule. The list of rules will display a preview of the rule. Select Save again to apply the rule to the page.

To keep changes, select Page Settings > Save Page.

Below are examples of formatting cells with rules:

• On a Task page, the contents of the Due Date cell are red and italicized to show a task is overdue.

• On a Task page, the contents of the Task Name cell are orange, red and bold to show the time spent on the task has gone over the bid.

• On a Contracts page, the background of the Assigned To field are yellow when the End Date of the contract falls after December 1.

Rule types

There are two types of formatting rules in Flow Production Tracking: page rules and global rules.

• Page rules are page-specific. They will only apply to the page they are created on.
• Global rules are applied on all pages on all projects across a Flow Production Tracking site. This is useful for standardization.

There are two default global rules that come pre-packaged with Flow Production Tracking:

• Global row rule on People that sets the background color grey if the Person's status is Disabled.
• Global row rule on Tasks that colors all text blue if the Milestone field is checked.

Rules are always associated with a specific entity.

Rule hierarchy

When there are multiple rules, the page evaluates rules in a specific order. The top rule is always prioritized.

If a global rule conflicts with a page-specific rule, the page-specific rule always wins.

Note: When copying pages, all the page-specific formatting also gets copied over.