Setting Up Conditional Formatting


Conditional Formatting is a way to set the style of records in the explorer sections of the Maintenance Connection software. This will allow you to quickly identify records that you may need to take action on. Currently, Conditional Formatting can only be used in the Work Order, Asset, Purchase Order, and Inventory modules. In order to set up Conditional Formatting you will need to be logged into the MRO and have the appropriate access group rights.

In this example, we will be highlighting certain work orders by setting the text to red when they are set at a High priority. Start by selecting the Preferences option from the Tools dropdown menu. Once the Preferences  dialog window is open, ensure that the Work Order module has been selected in the list on the left.

image

The Conditional Formatting can be set to occur for only your specific user image or for all members of a specific repair center. image

For each module that is setup to use conditional formatting, you can set up to three Format Criteria.

image

We need to tell the system how to find the Work Orders that are High priority. In order to do this we will need to add in some SQL by clicking the Format Criteria 1 option, a new window with an input will appear with which we will add the following SQL:

Select 1 From WO WITH (NOLOCK) WHERE WOPK = [RECORDPK] AND PRIORITYDESC = 'HIGH'

Now that we have told the system how to identify the High priority work orders, we can tell it how to display them. Clicking on Format Style 1 will bring up another window with which we will add the following code for the red color:

COLOR:#FF0000

After saving our preferences and closing the preference dialog we can refresh the Work Order Explore window to see our changes.

image

As you can see, this feature can be extremely useful in identifying and highlighting records in the Maintenance Connection system that need attention. For more information on how to setup Conditional Formatting as well as additional examples of SQL that can be used, please download the .


NFMT 2009 Trade Show

Join us at the National Facilities Management and Technology Show next Tuesday, Wednesday and Thursday (March 10-12) in Baltimore. Find us at booth #1859. If you’re able to stop by, let us know.
Advertisements

No comments yet... Be the first to leave a reply!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: