Hi!
I inherited a project report that has certain rows colored red, yellow, and green I think based on either ship or due date. When I edit the report, there isn't any conditional formatting on those two columns. Any insight into where I am not looking?
Thank you in advance!
JM
Topics help categorize Community content and increase your ability to discover relevant content.
Views
Replies
Total Likes
Have you checked all the other columns?
Views
Replies
Total Likes
Yes, I did. Unfortunately no conditional formatting has been applied.
Views
Replies
Total Likes
Gotcha, and then just to double check -- how are you checking for conditional formatting exactly?
Views
Replies
Total Likes
Edit Report/Columns (View)/Clicking on the column/Advanced Options
If I am missing something let me know!
Views
Replies
Total Likes
so far, so good!
I'm also wondering if any of the columns are in text mode, and if so, do you know what the conditional formatting might look like, while in text mode.
Also just making sure, when you look at your report in details mode, are you accidentally applying a different View at that point (i.e. you're somehow on a view that isn't the report default view)
Views
Replies
Total Likes
I so appreciate your time!
I have text mode for only Line of Business:
displayname=LOB linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=portfolioID querysort=project:portfolioID valuefield=project:portfolio:name valueformat=HTML
And Requestor or Opportunity Owner:
column.2.displayname=Requestor or Opportunity Owner (SF) column.2.linkedname=project column.2.namekey=view.relatedcolumn column.2.namekeyargkey.0=project column.2.namekeyargkey.1=convertedOpTaskOriginator:name column.2.querysort=project:convertedOpTaskOriginator:name column.2.sharecol=true column.2.textmode=true column.2.valuefield=project:convertedOpTaskOriginator:name column.2.valueformat=HTML column.3.linkedname=direct column.3.namekey=Opportunity Owner Email column.3.querysort=DE:BRC Opportunity Owner Email column.3.textmode=true column.3.valuefield=DE:BRC Opportunity Owner Email column.3.valueformat=customDataLabelsAsString
I didn't see any conditional formatting within.
I thought maybe it had to do with the view as well, but it's default for both filter and view. So stumped!
Views
Replies
Total Likes
interesting... the only other thing I can think of (before you go to Support) is to have you export your report out, via the kickstart area. In setup there should be a section to export a kickstart, so you would want to go there, select reports, and then type in the name of your report and click to export that one report, and then just upload it here for everyone to look at.
It will export as a zip file, and there's going to end up being one file everyone will want to look at, that is the file containing the view code. But if you upload the whole thing then people can download to and test out your report as well.
Are there rules on any of the other columns?
Just checking before I say something that might be wrong
Views
Replies
Total Likes
No, I looked at every column under Advanced Options and didn't see any rules applied that would change the background colors.
Views
Replies
Total Likes
Hi @JenniferMa10, for what it's worth, I've had a ticket open for multiple weeks with conditional formatting applied to entire rows that won't disappear once deleted. I asked if they would add it to the Known Issues page, but evidently I'm the only one who's encountered this issue - it would be worth submitting a Support ticket as it sounds like you've gone through the appropriate investigations and you could be facing the same issue.
Views
Replies
Total Likes
The plot thickens! Looking forward to hearing what support says about it.
Sure does! It started happening for me the moment the new conditional formatting colours/UI went live. It only seems to be an issue when "Apply to entire row" is selected. If you want to test in your instance, I recommend creating a brand new View. I myself am using the "contains" modifier; haven't tested with the others. Seems to be happening across multiple object types - I've tried on Template and Project views.
Update: the issue has been fixed. It hasn't helped my existing Views with this conditional formatting, but I can successfully create a NEW view, apply the "entire row" formatting, and then remove it thereafter.
Views
Replies
Total Likes