Dynamic Font Colours - Rule Editor

[bmursell]

Hi,

I have a request whereby the font colour for an Opportunity 'Close Date' dynamically changes given the following rules (I have used the available colour descriptions within the rule editor).

Close date more equal to, or more than todays date = Bad_DARK

Due to close within 7 days of todays date = CRITICAL_LIGHT

Everything else = GOOD_DARK

I've limited experience in using the rule editor and would really appreciate some help in getting started with the above.

Thank you,

Bradley

[danielvidal_04 · Accepted solution]

Hi Bradley,

You could try to use CASE function for this:

If not, you can use IF function. Something like this:

IF(Root.EndDate >= TODAY(),'BAD_DARK', IF("Due to close within 7 days of todays date logic", 'CRITICAL_LIGHT', GOOD_DARK))

Please check links in this KBA to understand how to build UI rules using UI editor.

Hope it helps!

Kind regards,

Daniel Vidal

[former_member101852 · Accepted solution]

Hi Daniel,

thanks for your answer. How could this "Due to close within 7 days of todays date logic" look like explicitly as a formula? Is there an option in the UI Rule Editor to put a value in the function =today() ?

Thank you and best regards

Robin

[danielvidal_04 · Accepted solution]

Hi Robin,

I didn't try it, sorry 😞 , but probably you will need to create a logic comparing year, month and day of dates, to determine if it is within 7 days.

[bmursell]

Hi danielvidal_04

Thank you for the info - this is greatly appreciated!

Regards

Bradley