Conditional Formatting (Dynamics 365)

Mon, 13 May 2019 08:36:11 GMT

The Conditional Formatting is an additional feature to the Condition functionality of DCP. 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 here.
This functionality requires version 9.24 or higher of the client and version 2017.169 of the server (or service).

Insert a new Condition Field

Figure 2: Insert Condition field

If you are not sure how to get to the insert fields option, please take a look at this article first.
Give your condition a descriptive name
A descriptive name makes it easy to re-use existing conditions in a template.

Figure 3: Condition field dialog
Select "Conditional formatting"
You have to switch the condition type from Conditional block (if statement) to Conditional Formatting (❶)
Figure 3: Conditional Formatting

PLEASE NOTE: If you do not see this option please ensure you are having the required version installed. How to theck your current version is described here.
Style section
After you’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.

Figure 4: Style selection section
Create new style
This will bring up the standard word [Create New Style from Formatting] – dialog.
Figure 5: Create a new style

The "Create New Style from Formatting" – dialog has a lot of options so please make sure you read the following part very carefully.

❶ Name: Please define a name that will indicate what this style is used for. (You can re-use styles for all your conditions)
❷ Style type: This is one of the most important steps during the creation of a Style.
Within this selection field, you have 5 options to choose from, we support 3 of them.
- Paragraph: The style will be applied to the whole Paragraph which contains this condition field
- Character: The style will be applied to the content within this condition field
- Table: This style type will enable the second selection field [Format – Apply to], where you can decide how it should be applied.
❸ Style based on: A base style template can be selected to create the custom style based on an existing style.

Besides these three settings, you can use all given options to create your desired output style.
After you have the wanted style click on [OK] to save it.

PLEASE NOTE:
- 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.
- 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.
Select your Style
Since you have created your style, the [Format – Style] selection is now enabled.
Figure 6: Select Style

Choose your style and your conditional formatting field is ready to use.
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.
Apply table format
If your selected style is a table style the "Format – Apply to" field gets enabled. This provides you the possibility to pick one out four ways how your table style should be applied.
Figure 7: Format - Apply to

- First Table Inside Field: This option will apply your style to the first table within your condition field.
- Parent Table: When your condition field is within an table, this option will apply the style to this table.
- Parent Cell: The selected style will be applied to the cell which contains your condition field.
- Parent Row: The selected style will be applied to the row which contains your condition field.
Please click on [OK] to insert the condition field
If you want to know more about the conditional formatting feature, please take a look at this step by step description. Click here

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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Conditional Formatting (Dynamics 365)