Adding or editing a rule for the color, shape, or font style of a dynamic item (icons, calculated values)

Icons need at least one defined rule for anything to be visible. It is the rules that determine what to show and when. Calculated values do not require any rules at all, but they can be used to emphasize a certain value using a color or a different font style.

About this task

Note: Rules for dynamic items can only be authored in the installed client.

Procedure

Right-click the column containing the dynamic item for which you want to add or edit a rule in a graphical table, or enter edit mode and double-click the dynamic item in a text area.

Option	Description
Icon	Select Icon settings and go to the Icons section.
Calculated values	Select Calculated values settings and go to the Values section.

Click Add Rule. To edit an existing rule, right-click it and select Edit Rule.

In the Add/Edit Rule dialog, select the Rule type you want to apply.

Which types are available depends on the data type of the column, or hierarchy that the rule is applied to.

Option	Description
Top	Sets the top number of items to the selected appearance. Specify the number of items to affect in the Value field. Note: In some cases more than the defined number of items can be affected by a rule. For example, if the rule states that the top three items should be yellow, and four items represent the highest value, then all four of these items will become yellow.
Bottom	Sets the bottom number of items to the selected appearance. Specify the number of items to affect in the Value field. Note: In some cases more than the defined number of items can be affected by a rule. For example, if the rule states that the bottom three items should be yellow, and four items represent the lowest value, then all four of these items will become yellow.
Between	Sets all the items representing values between the two specified values to the selected appearance. Specify the values in the two Value fields.
Equal to	Sets all the items representing values that are equal to the specified value to the selected appearance.
Not equal to	Sets all the items representing values that are not equal to the specified value to the selected appearance.
Greater than	Sets all the items representing values greater than the specified value to the selected appearance.
Greater than or equal to	Sets all the items representing values greater than or equal to the specified value to the selected appearance.
Less than	Sets all the items representing values less than the specified value to the selected appearance.
Less than or equal to	Sets all the items representing values less than or equal to the specified value to the selected appearance.
Boolean expression	Lets you define a boolean expression. All the items for which the expression is true will get the specified appearance. To learn more about custom expressions in general, see Making your own calculations.

Define the Value or values the rule should apply to. The available options depend on the rule type selected.
Specify the Color to use when the rule is applied. For an icon, you can also select a Shape, and for a calculated value a Font style, such as Regular, Bold, or Italic.
Click OK.

Note: You can add more than one rule. If you add many rules, the rules are prioritized from top to bottom, for each row. None of the rules further down in the list will be considered once a rule higher up in the list has been applied. You can click and drag a rule in the Rules list to change the order.