-3

i have a requirement that if my text field has a certain value it should be displayed highlighted red and bold. at first thought i'm thinking i have to change the field type to a formula field that returns text. and then enter an IF formula expression? am i approaching this right..

thanks in advance!

0

As of now Salesforce doesn't support conditional formatting of field values even for formula fields. This is still in Idea stage https://success.salesforce.com/ideaView?id=08730000000BrPbAAK.

Only rich text fields support formatting. Here is a Success Commuity Link similar to the requirement where a custom rich text area field is used instead of a formula field and the field value is updated with HTML formatting using a workflow field update.

Update

First Create a Rich Text Area and then Create a Field update as below with a similar formula to update this Rich Text Area. Now fire this field update with a workflow rule.

IF(Amount < 100000 ,('<html><body><div style="color: red;"><b>' & TEXT(Amount) & '</b></div></body></html>'),
IF(Amount > 100000 ,('<html><body><div style="color: green;"><b>' & TEXT(Amount) & '</b></div></body></html>'),
""
))

enter image description here enter image description here enter image description here

  • ok so i changed the type to rich text field, and started to build a field update workflow rule with the correct criteria but not sure how to enter the formula here under specify new field value. i need it to be bold and red/highlighted in red. the links you provided led to "<html><body><div style="color: red;"><b>text</b></div></body></html>" but that's not proper syntax? – david Sep 9 at 20:09
  • @david Please see my updated answer. – Saroj Bera Sep 10 at 18:27
  • perfect, thank you so much! – david Sep 12 at 14:17

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.