Setting Report Row Colors with a Flow

Overview

Report Row Color Flows allow the user to define complex logic in order to apply different colors to a row in a Report. The Flow will evaluate the Report column data as an input and add a specified color to the row when the reported data meets the Color Rule’s condition. Similarly, a Report Row can be customized with color by using Rule.

In the following example, a Report Row Color Flow will be created on a Report that contains Account Data. The Report Color Flow will evaluate if the accounts can use the platform Portal by highlighting the accounts that do meet the Color Rule criteria in green and the accounts that do not meet the criteria in red. 

Example

1. Begin in a Designer Folder, select the CREATE REPORT button from the bottom action panel, then select and name the default Report. 
2. In the Report Designer, under the Data Sources column select Add. Go to Common and select Account Data Source. 
3. Then, for the Data Fields, add the 'EmailAddress' and the 'CanUsePortal' fields.

4. In the Properties panel under the Colors and Icon section, select Add New in the Color and Icon Rules properties.

5. In the Add Colors and Icon Rules window, change the Inputs > Rule Source to Color Flow.

6. Under Flow Informations > Color Flow, click Create. Name the Flow then click CREATE again.
   

7. In the Flow Designer, click on the Start step and configure an input named 'CanUsePortalValue' of the Boolean type.

8. From the Steps > Favorite Steps section, connect a Create Data step to the Start step.

9. In the Properties panel > Data > Data To Create selector, click Show Editor and add a PickedColor input with a ColorDetails type.

10. Next, connect a Value is True step to the Done outcome from the Steps > Rules > System Defaults > Default Form Validation Rules.

11. In the Properties panel > Inputs > Value of the Value is True step, choose a Select From Flow input mapping and select CanUsePortalValue.

12. Then, add two more Create Data steps and connect one to the True outcome and the other to the False outcome.

13. On the Create Data step on the True outcome, locate the Properties panel > Data To Create selector, click Show Editor, and add a Green Color input with a ColorDetails type.

14. Under Inputs > Green Color choose a Constant input mapping, then click the three horizontal dots to edit.

15. In the Edit window, pick colors for the Background, Foreground, Background Selected, and Foreground Selected. Then, select OK to save and continue.

16. Under Outputs > Done > Green Color, change the mapping to Change Value and select PickedColor. 

17. Connect this Create Data step to the End step.

18. Select the Create Data step connected to the False outcome and locate the Properties panel > Data > Data to Create selector and add a Red Color input with a ColorDetails type.

19. Then, under Inputs > Red Color, choose a Constant input mapping and click the horizontal three dots to edit.

20. In the Edit window, pick colors for the Background, Foreground, Background Selected, and Foreground Selected. Then, select OK to save and continue.

21. Under Outputs > Done > Red Color, change the mapping to Change Value and select PickedColor. 

22. Connect the outcome to the End step.

23. With the End step selected, under the Properties panel > Inputs > Color Flow, choose a Select From Flow input mapping and choose PickedColor.

    
    

24. Save and close the Flow Designer.

25. In the Add Color and Icon Rules window, under Inputs Bindings, click Update Inputs then click the pencil.

26. In the resulting window, set the Report Field to CanUsePortal, then click OK to save and exit.

27. Click OK again and then click Run Report in the top bar. The rows should be displaying the specified colors based on their Flow evaluation.