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How to apply conditional formatting in new UX?

patilchhaya
Occasional Contributor

How to apply conditional formatting in new UX?

Hello,

 

I am working with the new UX and struggling with the conditional formatting, I have applied the conditional formatting in Anaplan module, however,I am unable to see the same once I publish that on Page.
Please find the attachment, I have added the screenshot.

5 REPLIES 5
DavidSmith
Master Anaplanner/Community Boss

Re: How to apply conditional formatting in new UX?

@patilchhaya 

Did you save the conditional formatting as part of the default view, or a named view for the module itself?

David

DavidSmith
Master Anaplanner/Community Boss

Re: How to apply conditional formatting in new UX?

Excellent

 

As a best practice (Planual 2.04-3) the default view should not contain any formatting.

 

Also, to help with the New UX, it is worth prefixing NUX as part of the view name, so that you can search for them more easily in the NUX page builder

 

https://community.anaplan.com/t5/Planual/ct-p/Planual

 

Hope this helps

David

ujourney
Occasional Contributor

Re: How to apply conditional formatting in new UX?

Hi David,

 

Just curious why not include conditional formatting a modules default view?  I normally include it as it is automatically applied to any views I create subsequently, and I find the formatting is normally relevant across multiple views.  Is there a performance or technical reason driving this?  I completely agree with the other mentions in 2.04-3, but would love to know more about the conditional formatting instance.

 

Thanks,

 

Burke

rob_marshall
Moderator

Re: How to apply conditional formatting in new UX?

@ujourney 

 

Totally a performance piece in that when module is rendered, it then has to apply the conditional formatting and/or filtering.  It is best to leave this as is, and then set the conditional formatting/filtering in the views.

 

Rob

ujourney
Occasional Contributor

Re: How to apply conditional formatting in new UX?

Thanks Rob!