User Guide

How to apply conditional formatting

This guide shows you how to colour-code rows in an Inventory grid based on field values, so devices that need attention stand out at a glance.

Prerequisites

  • You have access to an Inventory grid (any device type). Conditional formatting is exposed on Inventory grids; it is not available on the Segment Open view's Scan Results grid.
  • You have permission to save grid views (any role for personal views; Administrator for shared views).

Steps

  1. Navigate to Inventory > <device type> to open the grid you want to format.
  2. Click the gear icon (⚙️) in the grid toolbar to open the Customize View side panel.
  3. Open the Conditional formatting tab.
  4. Define a formatting rule by choosing a field, a condition, and the visual treatment to apply when the condition matches.
  5. Add additional rules as needed.
  6. Click Apply at the bottom of the panel to preview the formatting on the grid.
  7. Click Save or Save As to persist the rules with the grid view.

Note: Details may vary by deployment.

Verify

After applying the rules you should see:

  • Matching rows render with the visual treatment you configured.
  • The formatting persists as part of the saved view, so anyone using that view (or only you, for a personal view) sees the same colour-coding.

Tips

  • Combine conditional formatting with a saved filter to reduce the grid to just the rows that need attention while still highlighting variations among them.
  • Conditional formatting is part of the saved view, not of the device record itself — clearing the view clears the formatting display, but does not change any device data.