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Conditionally formatting a column with different icon images using advanced text mode
Hi there! There are icons you can add to columns by using column rules. In a report column you want rules for, in this case your status column, you need to first have a column for status. The click in the column (when you're in edit mode) > advanced options > scroll down and click 'add a column rule' (something along those lines). Then you can add a filter for status = X and opt to have an icon show:
You'll need to create a separate rule for each status/icon. Ordering of column rules can be tricky sometimes, add complete status first, then the other statuses (or whichever you want to pull) below.
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Yes, this example is for a project report using project status.
Same concept applies if you want to have a task status column instead of project status. You'd apply column rules using icons on your task status column of your report.
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Here is a screenshot of an example... The project report has an overall project status... but i can pull in the status of a individual task within the project as text with valueexpression. However I'd like to show an icon instead of text based on the tasks status.
Hmm, I haven't pulled in a task status column into a project report bc I think I'd find that misleading. What you could try is adding column/rules in a task report, change the view of it to text mode, and grab the relevant text mode to pull into the text mode of your project report alongside the other text mode you need and make tweaks as needed.
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I understand what you're saying. What I'm suggesting to help is to create status rules in standard mode on a dummy task status column on a task report (which you'll then delete), change from standard to text mode so you can see how WF translates the rules to text mode. Then copy that text mode into your project report to try to tweak as needed from there.
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If you're wanting a report focused on tasks and include a column for task status, you need to create either a task report or an assignment report (pulls tasks and issues). You cannot add a column for task status in a project report. You can group the tasks by project name or add a column for project name, but you need a task report for what you're looking for.
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Hi Paul,
I'm afraid that this isn't possible to achieve natively within Workfront. Conditional formatting doesn't work on value expressions, nor does it work with collections i.e., nested(tasks).lists
Conditional formatting can only be applied to a singular value that is stored in Workfront's database. Since value expressions are effectively calculations that happen in the moment when a report is viewed, they are not stored in the database and therefore cannot be formatted.
The only way that I can think of to achieve these use case would be to store the task statuses in custom fields at the project level. The issue with this is that you can't automatically sync these fields to the task statuses without using Workfront Fusion. With the statuses stored in custom fields at the project level, you would then be able to reference them in your project report in separate columns (that are merged into one) and conditionally format as appropriate.
Hope this helps.
Best Regards,
Rich.
