Permissions: Users must have the Study Configure privilege to configure highlighting in data listings. All Data Central users can turn the Domain Highlight Conditions and Field Emphasis off and on.
The Highlights tab is available in Domain Settings.
There are two types of Highlights:
- Domain Highlight Conditions: Allows users to call out specific values or records by highlighting the cell and / or row for an improved and more efficient review.
- Field Emphasis: Allows users to emphasize a column header to signify its importance.
Access Highlights
Access the Highlights tab to turn the features off or on, and to configure the highlights. By default, configured highlights are turned on. All Data Central users can turn the highlighting off and back on, as well as see the configured domain highlight conditions and column header colors.
- Click the Configure icon in a Domain listing. The Domain Settings window opens.
- Click the Highlights tab.
Turn Highlights Off or On
- Access the Highlights tab.
- By default, both highlight features are turned on. Click the toggle to turn off the Domain Highlight Conditions (cell & row highlighting) and / or Field Emphasis (column header highlighting).
- View the configured highlighting under each section. Use the scrollbar to see all rows.
- View the configured highlighting under each section. Use the scrollbar to see all rows.
- To turn either of the highlighting features back on, click the toggle.
Configure Domain Highlight Conditions
Cell and row highlighting is configured in Domain Highlight Conditions. This feature allows users to color code selected rows and cells based on a condition to call out important data within a domain to help streamline their workflow. Up to ten conditions can be created per domain, conditions can be reordered to prioritize the rendering of the highlights, and conditions can be deleted if no longer needed. Every time there is a change to the conditions, an audit log is generated indicating how many conditions were saved.
- Access the Highlights tab.
- Initially, there is an open row to begin adding the first condition. Click the Add icon (the plus sign) to add additional conditions. Up to 10 conditions can be added.
- Field Name: Select the field name from the drop-down. Field names in the drop-down reflect the visible fields in the domain listing.
- Operator: Select the operator from the drop-down.
- Select Include Selection (default) or Exclude Selection.
- Select Equal To, Greater Than, Greater Than or Equal To, Less Than, Less Than or Equal To, Between, Null/Empty, or Contains.
- Values: Select Value, Field (for comparison), or Text.
- Depending on your selection, you may choose from a multi-select (if operator is Equal To) or single-select list, a field selection list to compare to, or enter free text. You can also use the Search bar.
- Type: Select Cell or Row.
- Color: Select a highlight color from the color palette.
- The cell highlight palette offers 10 darker colors, whereas the row highlight palette offers 10 lighter colors.
- Re-order conditions: Use the 6-dot icon to re-order the conditions. Dragging conditions to the top of list prioritizes them.
Note: If a cell is highlighted in a highlighted row, the cell highlighting is prioritized.
- Delete: To delete a condition, check the box at the left of the row and then click the Delete icon.
- Click Save to confirm all changes, or Cancel to discard the changes made in both the Domain Highlight Conditions and the Field Emphasis table.
Configure Field Emphasis
Column header highlighting is configured in Field Emphasis. This feature is used to visually highlight a specific field / column header, emphasizing its appearance indicating it is important or deemphasizing its appearance implying it is unimportant.
The Field Emphasis table lists all visible fields within the domain listing and allows a Study Configure user to set the background color for each column header. Every time there is a change to the column header colors, an audit log is generated indicating how many column header colors were saved.
- Access the Highlights tab.
- Locate the field name / column header color row by using the scrollbar on the right or the search field. Entering text in the search field will display row results in both the Field Name column and the Column Header Color column. Click on the Field Name or Column Header Color column headers to sort alphabetically in ascending or descending order.
- For any field names in the Field Name column, click the drop-down in the Column Header Color column.
- Select from: None (default), Red, Yellow, Green, Blue, or Gray.
- Continue updating the column header colors for any fields required.
- Click Save to confirm all changes, or Cancel to discard the changes made in both the Domain Highlight Conditions and the Field Emphasis table.