Conditional formatting in the reports


 Product(s):AssetWise APM Foundation
 Version(s):07.08.00.10
 Environment:N\A
 Area:N/A
 Subarea:N\A

To add a draft on purchase order reports which should be printed as a watermark when the purchase order is unapproved.

Background

Users can print the purchase order even if it has not been approved. We cannot control printing of the purchase order based on its approval status, but we can address this situation with conditional formatting in the reports.

Steps to Accomplish

Customizing the PO report definition.
  1. Go for “customize an existing report”. Select report to customize as Purchase Order, click OK. Enter a report ID and click on Edit Layout on the report definition window.
  2. Drag Approval status from Toolbox – Attributes to the report header. Drag a Rich Text box from Toolbox – Accessories to the report header. Enter text in the rich text box and change the formatting as a watermark.
  3. To add a condition to the rich text box, select it and click on the small arrow which is on the top right side of the box. Add a new collection in formatting rules. Click Edit Rule Sheet… and click on the three-dot button in condition field to open the condition editor.
  4. Create a condition so that the report will be printed with draft watermark when the value of approval status is not equal to approved or approval not required. The condition should be [ValueOf_Approvalstatus] != 3  And [ValueOf_Approvalstatus] != 4. To get this condition, take “ValueOf_Approvalstatus” from fields, click on not equal to, type “3”, take “And” from operators, again “ValueOf_Approvalstatus” not equal to “4”. Note that the 3 and 4 numbers refer to enum “Approved” and “Approval not required” respectively. Click OK. Change the value in “Visible” field to “True” and close. Select the rule from Rules available in report and click the forward arrow to apply it. Click OK.                                                                                                                                                                          
  5. Select the rich text box and change the value of “Visible” field to “False” from the properties. Save the report definition.
  6. The rule will be applied on printing of the purchase orders and it will print the draft watermark on the report of the purchase orders which has the approval status as unapproved. The draft watermark will not be printed on the report of the purchase orders which has approval status as Approved or Approval not required.

See Also