Overview

Best The best practice is to inform you your team about the things they should be paying attention to without them having to change their normal processes or run reports. Appearance rules allows allow you to highlight, more or graph almost anything. If you want to change the colour of obsolete products, highlight quotes on a list of many other orders, shade overdue open items based on their dollar value and any other similar informative highlight. Then appearance rules rule is a feature you must start using.

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Appearance rules are added by clicking the button appearance rules from the top ribbon on a list view or from the header on the detail view. To try it out:

1. Click button Appearance Rules

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2. Click New
   

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3. Fill in the details on the screen:

   • If you would like a rule to apply to an entire row just leave the * in the Target Items field

   • If you would like to ONLY add a rule to a field remove the * and add in which Target Item you require to be changed

   • Change the Font Style, Back Colour and/or Font Colour
   • Back colour is the colour of the actual line
   • Font Colour is the colour of the wording/line

   • Add in the Criteria which determines the objects to which this rule will apply.
     
     For example, you would like to see on the Product List View, Discontinued products to be in Red

   • Navigate to the product file

   • Select the view of 'All Products'

     
     

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   • Click on the action button 'appearance rules'

     
     

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4. Click Save and Close

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   • Click on New 

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6. Click Save and Close
   If you wish to see the entire line on the list view a different colour, then have a read of the instructions below

7. Select Back Colour and pick a colour, this is the lines that will appear in this colour
8. Select Font Colour, this is the colour of the text within the line. Usually, it is White

9. Criteria, in this case, Product.Status = Discontinued
   Click on Save and Close

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10. If you wish to see an object, that is a specific field within the list view then follow the steps below:
    

    • Navigate to the product file

    • Select the view of 'All Products'

    • Click on New 

    • Target Items = Status as that is the field you wish to see highlighted in another colour for the products with a status of Discontinued
    • Back colour, I have selected Red
    • Font Colour I left the default or select Black
    • Criteria, Status = Discontinued

    
    

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