News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogConditional Formatting (Dynamics 365)https://www.mscrm-addons.com/Blog/PostId/10213/conditional-formatting-dynamics-365DCP 365Mon, 13 May 2019 08:36:11 GMT<p style="text-align: justify;">The Conditional Formatting is an additional feature to the Condition functionality of DCP.&nbsp;While the standard Condition functionalty either removes or keeps a field on your document the conditional formatting keeps the current format or applies a different format based on a Word style sheet. The description of the normal condition functionaltiy can be found&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10056/condition-fields-dynamics-365">here</a>.<br /> <span>This functionality requires version 9.24 or higher of the client and version 2017.169 of the server (or service).&nbsp;</span></p> <div style="border-style: none; text-align: justify;">&nbsp;</div> <ol style="list-style-image: none;"> <li style="text-align: justify;"><span style="text-decoration: underline;"><strong>Insert a new Condition Field</strong><br /> </span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Insert condition field" href="http://www.mscrm-addons.com/Portals/0/Blog/Insert_Condition_Fields/Figure2_Condition_field.png"><img width="339" height="179" class="img-responsive" alt="Insert condition field" src="http://www.mscrm-addons.com/Portals/0/Blog/Insert_Condition_Fields/Figure2_Condition_field.png" /></a></div> Figure 2: Insert Condition field<br /> <br /> If you are not sure how to get to the insert fields option, please take a look at this&nbsp;<a style="border-style: none; border-color: #0077b3; background-color: #fcfcfc;" href="http://www.mscrm-addons.com/Blog/PostId/9869/The%20[Insert%20Field]-button%20(CRM%202015)">article</a>&nbsp;first.<br /> <br /> </li> <li style="text-align: justify;"><span style="text-decoration: underline;"><strong>Give your condition a descriptive name</strong></span><br /> A descriptive name makes it easy to re-use existing conditions in a template.<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Condition field dialog" href="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/myfirst.PNG"><img width="303" height="269" class="img-responsive" alt="Condition field dialog" src="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/myfirst.PNG" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: Condition field dialog<br /> <br /> </div> </div> </li> <li style="text-align: justify;"><span><span style="text-decoration: underline;"><strong>Select "Conditional formatting"</strong></span><br /> </span>You have to switch the condition type from Conditional block (if statement) to Conditional Formatting (❶)<br /> <a title="Condition field dialog" style="background-color: #fcfcfc;" href="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/condittionalformatting.png"><img class="img-responsive" style="width: 303px; height: 269px;" alt="Condition field dialog" src="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/condittionalformatting.png" /></a>Figure 3: Conditional Formatting<br /> <br /> <span style="background-color: #fcfcfc; color: #ff0000;"><strong>PLEASE NOTE:</strong></span><span style="background-color: #fcfcfc;">&nbsp; If you do not see this option please ensure you are having the required version installed. How to theck your current version is described <a title="Version number guide" href="https://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide#DCPC">here</a>.<br /> <br /> </span></li> <li style="text-align: justify;"><span><span style="text-decoration: underline;"><strong>Style section</strong></span><br /> </span>After you&rsquo;ve selected the conditional formatting you can use the style section (❶). You only can use custom styles in this selection, so if the dropdow is not enabled you have to create a least a new style as described in the next step.&nbsp;<br /> <span> <div style="border-style: none;"><a title="Condition field dialog" style="background-color: #fcfcfc;" href="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/sytelselection.png"><img class="img-responsive" style="width: 303px; height: 269px;" alt="Condition field dialog" src="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/sytelselection.png" /></a></div> </span>Figure 4: Style selection section&nbsp;<br /> <br /> </li> <li style="text-align: justify;"><span><span style="text-decoration: underline;"><strong>Create new style</strong></span><br /> </span>This will bring up the standard word [Create New Style from Formatting] &ndash; dialog.&nbsp;<br /> <a title="Condition field dialog" style="background-color: #fcfcfc;" href="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/newstyle.png"><img class="img-responsive" style="width: 420px; height: 269px;" alt="Condition field dialog" src="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/newstyle.png" /></a>Figure 5: Create a new style<br /> <br /> The "Create New Style from Formatting" &ndash; dialog has a lot of options so please make sure you read the following part very carefully.<br /> <br /> &nbsp;❶&nbsp;<span>Name:</span>&nbsp;Please define a name that will indicate what this style is used for. (You can re-use styles for all your conditions)&nbsp;<br /> &nbsp;❷&nbsp;<span>Style type:</span>&nbsp;This is one of the most important steps during the creation of a Style.<br /> Within this selection field, you have 5 options to choose from, we support 3 of them.&nbsp;<br /> <strong>-&nbsp;<span>Paragraph:</span>&nbsp;</strong>The style will be applied to the whole Paragraph which contains this condition field&nbsp;<br /> <strong>-&nbsp;<span>Character:</span></strong>&nbsp; The style will be applied to the content within this condition field<br /> <strong>-&nbsp;<span>Table:</span></strong>&nbsp;This style type will enable the second selection field [Format &ndash; Apply to], where you can decide how it should be applied.<br /> &nbsp;❸&nbsp;<span>Style based on:</span>&nbsp;A base style template can be selected to create the custom style based on an existing style.<br /> <br /> Besides these three settings, you can use all given options to create your desired output style.&nbsp;<br /> After you have the wanted style click on [OK] to save it.<br /> <div>&nbsp;</div> <span style="color: #ff0000;"><strong>PLEASE NOTE:</strong></span>&nbsp;&nbsp;<br /> - Do not change the Stylename! We have not option to identify a change of the name and the condition will not longer be able to find the style.&nbsp;<br /> - Not all options available in the standard style sheet configuration of Word are applicable, and might be not applied dependend on the used style and the context.<br /> <br /> </li> <li style="text-align: justify;"><span><span style="text-decoration: underline;"><strong>Select your Style</strong></span><br /> </span>Since you have created your style, the [Format &ndash; Style] selection is now enabled.<br /> <a title="Condition field dialog" style="background-color: #fcfcfc;" href="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/sytelselection.png"><img class="img-responsive" style="width: 303px; height: 269px;" alt="Condition field dialog" src="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/sytelselection.png" /></a>Figure 6: Select Style<br /> <br /> Choose your style and your conditional formatting field is ready to use.<br /> Character should be used when you want to apply the format to a single Word in a Paragraph while Paragraph should be used when you want to apply the formatting to the whole word paragraph.<br /> ​</li> <li style="text-align: justify;"><span><strong>Apply table format</strong><br /> </span>If your selected style is a table style the "Format &ndash; Apply to" field gets enabled. This provides you the possibility to pick one out four ways how your table style should be applied.<span><br /> <a title="Condition field dialog" style="background-color: #fcfcfc;" href="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/applyto.png"><img class="img-responsive" style="width: 303px; height: 269px;" alt="Condition field dialog" src="http://www.mscrm-addons.com/Portals/0/Blog/DocumentsCorePack%20Condition%20Field/applyto.png" /></a></span>Figure 7: Format - Apply to<span><br /> <br /> <strong>- First Table Inside Field:</strong>&nbsp;</span>This option will apply your style to the first table within your condition field.<span><br /> <strong>- Parent Table:</strong>&nbsp;</span>When your condition field is within an table, this option will apply the style to this table.<br /> <span><strong>- Parent Cell:</strong>&nbsp;</span>The selected style will be applied to the cell which contains your condition field.<br /> <span><strong>- Parent Row:</strong></span>&nbsp;The selected style will be applied to the row which contains your condition field.<br /> <br /> </li> <li style="text-align: justify;"><span style="text-decoration: underline;"><strong>Please click on [OK] to insert the condition field</strong></span><br /> If you want to know more about the conditional formatting feature, please take a look at this step by step description. Click here<br /> <br /> </li> </ol> <p style="text-align: justify;"> <span>That&rsquo;s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.</span></p>10213