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Planview Customer Success Center

Custom field is not available when defining conditional formatting (2012)

Symptoms:
Created a custom field in a data collection with a formula.
When trying to apply conditional formatting it is not possible to use this formula.

Reason:
If an « advanced » expression is used in a custom field, which requires the “Report Designer Advanced Features” feature (such as using a “CASE” statement …etc), this formula will not be available for selection when creating conditional formatting rules. This behavior is by design.


Resolution:
Try to transform your advanced expression into a simple one using simple math operators, such as “(someField / someOtherField) * 100 + 500 - 20 ”; then it will be possible to use this custom field in conditional formatting.
If this is not possible then move the field into the data provider (if it is a custom provider); then it can be used in Report Designer just like any other field (hence can be used in conditional formatting).