Conditional Formatting

Conditional formatting is a powerful feature in PeopleGlass that enables users to dynamically highlight specific 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 on how to utilize this feature effectively.

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

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

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 that subsequently follows.
The newly created rule(s) will be visible as soon as you click the 'Apply' button.

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

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 the pre-existing colors, this can be easily done by creating the desired rules and moving them above the 'Color scale applied' rule. Only the preset colors are currently available at this time.

Users can highlight fields based on the last date they were modified within PeopleGlass. Currently, the available ranges include the previous 7/14/30/90 days.
Please be aware that only edits made within PeopleGlass and not directly from within Salesforce will be highlighted.

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