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How to use Conditional formatting in Lighting page/Dynamic form?

 Business Use Case : You need to high light case number based on case information, type of Case. This will be helpful for service agent to take glance of Case.

If Census Type is Discharge then Red Color 

If Census Type is Admission then Green Color 

If Census Type is Continued Stay and NOMNC is Yes then Blue Color 

If Census Type is Continued Stay then Purple Color. 

Conditional Formatting

Assign custom icons and colors that can appear, disappear, and change color based on the rules you create on fields. 

 

For Example: Admission Census Type - Green



Discharge: Red 

Continued Stay and NOMNC is yes- Blue

Continued Stay and NOMNC is No - Purple 

We can add many icons not only just star, Here are list of icons.


How can you configure conditional formatting rule ?

 We can configure in highlight panel and also in lighting record page. In order to apply in highlight panel we need to use dynamic highlight panel.


  1. Go to the Record Page where you want to apply conditional formatting. For our Case , It is Case Record Page.
  2. Select Field where you want to see image and highlighted color, For our Case , It is Case Number.
  3. You will see Conditional Formatting dorpdown in right side. It pulls all conditional formatting rules that are tied to Case. Even you can see all rules in Object manager of Case. When there is no rule there will be plus icon to add new Rule.
4. Here are all rules added, each rule will have one icon and color. 


5. Under one rule you have add multiple conditions. 
6. After rule configuration done, you can select same field in Dynamic Highlight Panel and choose conditional formatting rules. 

Basically you can configure conditional formatting rule per object and apply in any field of same object.













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