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Document Builder: Conditional Formatting & Symbols

It would be great if document builder was able to:

  • either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets
  • able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project RAG statuses on a highlight report auto generated each week and emailed out. Currently, the report has to show RAG as "Red", "Yellow" or "Green" rather than the graphical symbol as per the field in the sheet.

These would greatly improve the visual aesthetics of reporting using the document builder making it far more engaging for the document audience

6 votes

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