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Conditional Formatting
Conditional Formatting
Updated over a week ago

In this article:

Overview

Conditional formatting is a powerful feature in PeopleGlass that enables users to dynamically highlight certain cells based on specified criteria. By using conditional formatting, you can visually highlight data trends, identify outliers, and emphasize important information. In this article, we will explore the basics of conditional formatting and provide step-by-step instructions for utilizing this feature effectively.

Accessing Conditional Formatting

To apply conditional formatting to a column, begin by right-clicking the 'Open Details' menu and selecting 'Contional Formatting', which becomes visible when hovering in the column cell name like below. Each column can have its own conditional formatting rules.

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The conditional formatting panel will then open on the right side, where formatting rules can be set.

Adding conditional formatting rules

Once the conditional formatting panel is open, users can create rules by making a selection from the available picklist under 'Format cells if' and the dependent field which subsequently follows. The newly created rule(s) will be visible as soon as clicking the 'Apply' button.

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Users have the ability re-order and prioritize rules that highlight important records by dragging and moving them in the desired order.

Utilizing the color scale

All picklist fields have a pre-existing color scale applied by default for fields such as stage or opportunity type. If users wish to modify those pre-exisitng colors, this can be easily done by creating the desired rules and moving those rules above the 'Color scale applied' rule. Only the pre-set colors are currently available at this time.

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Highlighting with Date Ranges

Users have the capability to highlight based on the last date a field was modified from within PeopleGlass. Currently, the available ranges include last 7 days, last 14 days, last 30 days, and last 90 days. Note that only edits made within PeopleGlass and not directly from within Salesforce will be highlighted.

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Once the formatting has been applied, records that have been updated within the selected date range criteria will have a clock icon and will provide details when hovering over it.

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Things to Consider

  • Conditional formatting supports fields in Salesforce, which include; string, boolean, number, dates, etc.

  • Once a sheet is shared, the recipient of the shared sheet will also have the same conditional formatting rules in place available by default.

  • Conditional formatting is also available for People.ai's Scorecard fields.

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