Conditional Formatting using SP Designer

Sharepoint Designer facilitates applying formatting to lists based on some conditions. For example, applying colors to rows or fields or applying font style, color etc. This article outlines the steps required to apply conditional formatting to a Sharepoint List using SP Designer.

Business Case

Let us assume that you maintain an Issues list for your department or company and the requirement is to have all Issues with a Status of ‘Active’ and Priority ‘High’ to be highlighted.

• Open the List using SP Designer
• Right-click on the list and select ‘Convert to XSLT Data View’. Note that the Data Source details are displayed in the right Navigation region
• Highlight a row in SP Designer and select Create > Conditional Formatting from the menu. Note the ‘Conditional Formatting’ tab displayed in the right Navigation region and the ‘Create’ button highlighted
• Click the ‘Create’ button and select ‘Conditional Formatting’
• Specify criteria to apply conditional formatting. In this example:
• Select ‘Issue Status’ for the Field Name,’Equals’ for the Comparison field, and ‘Active’ as the Value (AND) click [Click here to add a new clause..]
• Select ‘Priority’ for the Field Name’, ‘Equals’ for the Comparison field, and ‘High’ as the Value
• Click ‘OK’. The ‘Modify Style’ window is displayed
• Apply ‘Font’ and “background’ characteristics as required. For example:
• Select font-weight as ‘bold’, click ‘Background’ and select the required background-color
• Click ‘OK’
• Note that all rows that meet the defined criteria are highlighted.

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