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J
Jaxelle
Level 4
September 4, 2023
Solved

How to create a column status rule in a report, for pending approvals

  • September 4, 2023
  • 1 reply
  • 877 views

Is there a way to create a status column rule on a report for requests that are pending approval?

 

I've put in the status rule which equals the status' i want to be highlighted yellow, but how do only the status' that are PENDING THE APPROVAL come up highlighted? I cant' find the option 

 

Screenshot attached

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Best answer by Richard_Le_

Hi,

 

I can see that there are four statuses used in this formatting rule. Should all of them appear in orange when pending approval? If yes, you will need to append ":A" to all of the status codes, so the line of code would look like this:

 

 

styledef.case.0.comparison.righttext=HFA:A WJL:A EQB:A VRI:A

 

 

Please note that there should be a tab inbetween each status code i.e., HFA:A <tab> WJL:A etc.

 

Best Regards,

Rich.

 

1 reply

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
September 4, 2023

Hi,

 

You'll need a little text mode to achieve this, but it can be done by following these steps:

 

(1) Go into the report editor, select the status column, then advanced settings and add your formatting rules for the "Compliance request Check" status.

 

(2) Once your formatting is added, switch to text mode and find the line of code that reads:

styledef.case.0.comparison.righttext=INP

In my code above I have used the "In Progress" status, that has a key of "INP". Yours will have a different key, whatever you set the key as for the "Compliance request Check status"

 

(3) Add ":A" to the end of the status key (which stands for awaiting approval) and click save. So in my example, the code would look like this:

styledef.case.0.comparison.righttext=INP:A

 

(4) Save and close the report and you should now find that any requests in "Compliance request Check - Pending Approval" status are formatted per the rules you set earlier.

 

Hope this helps!

 

Best Regards,

Rich.

 

 

J
JaxelleAuthor
Level 4
September 5, 2023

Thanks so much for this helpful breakdown, Rich.

 

I've followed your steps but it doesn't pull through on my report.

 

Have I done it correctly? Screenshots attached. 

R
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
September 5, 2023

Hi,

 

I can see that there are four statuses used in this formatting rule. Should all of them appear in orange when pending approval? If yes, you will need to append ":A" to all of the status codes, so the line of code would look like this:

 

 

styledef.case.0.comparison.righttext=HFA:A WJL:A EQB:A VRI:A

 

 

Please note that there should be a tab inbetween each status code i.e., HFA:A <tab> WJL:A etc.

 

Best Regards,

Rich.

 

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