Smart Fields

How to Automatically Apply Formatting to Specific Fields

Step  1: Define a Smart Field that displays the text “Fill” in positions with “Vacant” in the name field and “Director” in the title field.

Select the Home tab and click the Define Fields button.

– Click the Add Smart Field button.

– Enter a field name, and select the field type and category.

Define Fields Dialog Box

– Click the Options button.

Field Options Button

– In the window that opens, click the Add button.

– Use the drop-down menu in the Condition field to select Add Condition.

Add Condition dropdown

– Enter a name and set the criteria.

Conditional Formatting Properties Dialog Box

– Click OK.

– Add additional conditions as needed by repeating the preceding steps. In the example below, criteria is set that identifies vacancies that are not director positions. These vacancies are on a hiring hold.

New Conditional Formatting Property

– Click Ok.

– For each condition, enter the Output Type:

  • Select Value to display a value if the condition is true.
  • Select Field to display a field’s contents if the condition is true.
  • Select Hide to hide the smart field if the condition is true.

Smart Fields Dialog Box

*Note: in this example, when the Fill condition is satisfied, the text “FILL” will display; when the On Hold condition is satisfied, the text “ON HOLD” will display.

– Use the Format button to format field properties such as font style, color, and alignment.

Smart Fields Font Format Column

Font Properties Dialog Box

– Click Ok to exit Define Fields.

– When prompted, select ‘Apply the new fields to your entire chart’. The new fields appear where the conditions are met.

Organizational Chart With Smart Fields

Use Smart Fields to do the work of formatting fields for you. Define as many conditions as you need, and watch the field output change automatically when conditions are satisfied.