Using conditional formatting to identify key information

Use conditional formatting to highlight key information in the list view of all system and custom objects. 

Procedure

1. Open the object in the menu. If you haven't added a custom object to the menu, click Configuration > Data Model > Objects. Open the records for the objects.  
2. Click Format .
3. Add a rule.
4. Enter the rule name. 
5. Select the area that you want to highlight, such as a row.
6. Choose a formatting style. 
7. Add rule criteria.
8. Click DONE.
9. Click SAVE.

You can repeat the procedure to add additional rules.

Components of a Rule

• Rule Name. The name of the rule such as sold assets.  
• Highlight Area. You can highlight a cell or row. 
• Highlight Fields. If you choose cell as the highlighted area, you can add the fields that you want to highlight.
• Formatting Style. Apply a format to the cell or row. The text and highlight colors available comply with Web Content Accessibility Guidelines (WCAG).
• Rule Criteria. Add rules to get the information that you want to highlight. The filters don't support contains type field operations or operations on short or long text fields, unless the are configured as dropdown type. 
• Formatting ON or OFF. Click the switch to turn conditional formatting on or off.

Application of conditional formatting

Conditional formatting is also applied to: 

• Saved Searches 
• Widgets: When you apply conditional formatting to a search that you save and make public, the conditional formatting is also applied to the dashboard. 

Visibility and sharing

Default view and saved search: You can apply conditional formatting to the default page view or to a saved search. 

User-specific visibility: Conditional formatting rules applied are visible only to the user who applies them. Other users won’t see the formatting unless specific sharing steps are taken.

Sharing conditional formatting using a saved search: To share the formatted information with others, save it as a search and make the search public.

Important
Conditional formatting and saved search limitations: When you create a new saved search, it will always adopt the default page formatting, even if it is created from an existing saved search with different formatting. This means the formatting of the original saved search cannot be duplicated, as it will be overridden by the default formatting.