Creating text or numeric comparisons using conditional style

Use this procedure to make comparisons between fields that use numeric data or text.
Note: Smart links through conditional style is not supported in H5.
  1. Open a program.
  2. Select Tools > Personalize > Conditional Styles.
  3. Click New.
  4. Select the field from the Target Field list.
  5. From the Select condition type list, select either Numeric or Text.
  6. Specify this information:
    Operator for comparison
    Select the operator from the list.

    For text and numeric data, you can select the standard comparison operators, such as equal to (=), greater than (>), greater than or equal to (>=).

    For text comparisons, you can select Contains, Starts with, and Ends with.

    Field or Specific Value
    Select Field if you are comparing the target field to another field. In the next box, select the field to compare to the target.

    Select Specific Value if you are comparing the target field to a value. In the next box, specify the value to compare to the target.

    If the data contains leading blank spaces, you can remove them by selecting Trim blank spaces.

    Click the Add button (+) to add another condition, or click the Remove button (-) to delete an existing condition.
  7. Click Next.
  8. Format the display characteristics for the field:
    1. On the Color tab, change the color for the Field or Text. You can apply the color changes to an entire row by selecting Enable style for entire row.
    2. On the Text tab, change the alignment and style. You can include your own tooltip text. To display the default tool tip instead, select Show original value as tooltip.
    3. On the Icon tab, select an icon to go with the field.
    4. On the Hyperlinks tab, select the Make field a hyperlink check box to create a hyperlink for the field. Choose between a related option or a new link.
      To open the link in a browser, select the Open link in external browser check box.
  9. Click Next.
  10. Specify this information:
    Name
    Optionally, specify a name for the conditional style.
    Description
    Optionally, provide a description for the conditional style.
  11. Select the Activate check box for the conditional style to take effect.
  12. Click Finish.