Set up conditional formatting

When you design a form, you can set up Text Box, Numeric Box, and Formula controls to display special formatting when specific conditions are met.
For example, you might want to highlight when the duration of a project or a task exceeds 100 days. You can set a condition that applies a red background to the form control that tracks this data when its value is greater than 100.
When you create a condition, consider the following guidelines.
  • To create a condition that contains text, enclose the text in quotes, for example, Priority="High".
  • To create a condition that contains a list value from a data field, such as Project Status or Percent Complete, you must refer to the data field's internal value, not the name that is displayed in Fill Out mode. For a list of internal values, choose File > Data Definitions, then select the data field.

To set a condition, complete the following steps.

  1. In Design mode, double-click the control to edit.
  2. In the Properties dialog box, select the Formatting tab, then select the Conditional Format button.
  3. In the Conditional Format dialog box, select Add to set a condition on the selected control.
  4. Under If this condition is true, type the condition or select to use the Formula dialog box to enter a condition.
  5. After you set the condition, select the formatting options to apply when the condition is met.
  6. Select OK.
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