Editing a Format Rule - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

To edit format rules for the selected dashboard item:

  1. Click the Edit Rules button in the Home ribbon tab.

    As an alternative, use the Edit Rules data item's menu item or the corresponding item in the dashboard item's right-click menu.

  2. The Edit Rules dialog box is displayed, which contains existing format rules for this dashboard item.
    1. This dialog allows you to perform the following actions:
    • To edit the selected rule, use the Edit button or double-click the required rule.

    • To delete the selected rule, use the Delete button.

    • To reorder format rules, use the Up and Down buttons (the and icon, respectively). Reordering of rules allows you to specify the priority of rules from higher (a bottommost rule) to lower (a topmost rule). Higher rules are followed first and override lower rules.

    • To filter format rules by the specified data item, use the Filter by combo box.

    • To enable/disable the required rule, use the corresponding check box on the left column.

    • To create a new rule, click the Add button and select the required format condition. The calculated by drop-down list allows you to select the measure/dimension by whose values a format rule is applied.

  3. To clear all rules for the specified data item, use the Clear Rules button in the data item's right-click menu.