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MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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View Rules

Record Facts Examples

Use View Rules to style Record Facts and apply them to a Facts View. You can see these in the List Layout and in an open record.

Format Background

  • You must have edit rights to Page View Rules.

You can add a background color to the Group Type field.

On the Groups Page:

A green Group Type icon beneath the Groups Page title

In the Open Record:

A green Gruop Type icon beneath the Open Record title

  1. Complete the View and Field Name fields.
  2. Add the color name or HTML hex code to the Background Color field.
  3. Leave the other fields empty or at their default.
  4. Click Save.

Format Background, Icon, & Label

  • You must have edit rights to Page View Rules.

You can add a background color and field label to the Group Type field.

On the Groups Page:

The green Group Type icon beneath the Groups Page title

In the Open Record:

The green Group Type icon beneath the Open Record title

  1. Complete the View and Field Name fields.
  2. Add the color name or HTML hex code to the Background Color field.
  3. Add Font Awesome image name to Image Name field.
  4. Set Show Label to Yes.
  5. Click Save.

Format Background, Icon, & Condition

  • Must have some JavaScript knowledge.
  • You must have edit rights to Page View Rules.

You can add a background color that changes based on the value in the Participant Engagement field.

You must have JavaScript knowledge to add a condition. Check out the basic examples to get you started.

JavaScript Conditions:
  • Observing 
    {value}=='Observing'
  • Partially Engaged 
    {value}=='Partially Engaged'
  • Fully Engaged 
    {value}=='Fully Engaged'

On the Participants Page:

Three guests, one with a light blue icon with a right arrow that says "Observing", the second with a darker blue icon with an up arrow that says "Partially Engaged", and the third with a dark blue icon with a badge that says "Fully Engaged"

Note: Add separate View Rules for each value. So, if you want to display a different color for three Participant Engagement levels, you must add three View Rules, one for each level.
  1. Complete the View and Field Name fields.
  2. Add a single condition to the Conditions field.
  3. Add the color name or HTML hex code for this single Participant Engagement level to the Background Color field.
  4. Add a Font Awesome image name to Image Name field.
  5. Click Save.
  6. Repeat for each Participant Engagement level, including a different condition, using a different color name or HTML hex code in the Background Color field, and a different Font Awesome image name.
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Last updated: July 12, 2024