Configure Cell, Column, and Row Formatting

Fast Formatting in Views Video

Configure cell, column, and row formatting to determine how a table will display. Apply a different font color, add a background color, or use filter options to create conditional formatting.

You can customize table formatting on the following pages:

• Activities
• Task List

To customize table formatting:

1. In the object selector, select a project or a program.
2. Navigate to the Activities or Task List page. Find the cell, column, or row in the table that you would like to format.
   • Columns: Right-click a column header, then select Format to change formatting options for a column, a column using a filter, or a row using a filter.
   • Rows: From the item  Context menu, select Format Row.

     Note: You can apply filters to rows from the format options in the column headers.

   • Cells: Right-click the cell that you would like to format and select Format Cell or Format Cell by Filter.
3. Select an option to make needed formatting adjustments:
   • Format Cell/Column/Row: Opens a formatting menu with basic font styles and color preset options. Select Apply to keep your changes, or select Clear to discard them.
   • Format Cell/Column/Row by Filter: Select Add to open a formatting menu and create a custom filter for conditional formatting based on specified criteria, such as a text color preset option. For example, if you want only rows that meet certain criteria to display red, you could create a filter specifying those details here. Select Add to add your filter to the selected table element.

     Notes:

     • Formatting changes are saved with the current Named view and display on all printing outputs with the option to turn them on or off. You can view your selected formatting options from the Settings page.
     • Formatting selections are processed sequentially, and some changes overlap, depending on the type of change you apply. Row formatting applies first, followed by column formatting, and then cell formatting. Each type displays basic formatting in order of creation, followed by conditional formatting—by filter—in order of creation. For example, if you apply green as an alternating background color for rows, but then apply a yellow background color to a cell, the cell will have a yellow background color.

Tips

• Include a hyperlink that directs team members to an internal or external site with more information than the grid can provide. See Create a Hyperlink in a Grid.
• Additional formatting options for the table are available from the  Context menu in the table header. Access the  Context menu beside a row selection for additional row-specific formatting options, including, but not limited to the following:
  • Expand All or Collapse All hierarchical data for an object in a single table row from the row's  Context menu. To expand all or collapse all hierarchical data for all object rows, use the  Context menu in the table header.
  • Collapse a selection to a certain grouping band level by selecting the Collapse To option, and then selecting the grouping band you want to collapse in the current layout. The selection available in the list is based on the grouping bands displayed in the current view.

    Note: Expand All/Collapse All row settings can be saved to a view; however, individual Expand/Collapse row settings can only be maintained in the active view. If you switch views after expanding/collapsing hierarchical data in individual rows, you will need to readjust when you return to that view.