Create a Format Rule

To create a new format rule in your Table View:

1. Go to Table View from app Nav ToolBar.

2. Click on Format Rules .

3. Select + Add a rule in the feature side panel.

4. First, choose format options:

   1. Choose from the color picker which color you’d like to use. The color will fill the backgrounds of the applicable fields.

   2. Choose how you want the format rule to be applied. By default, we’ve selected the entire row but you can change this to the cell.

5. Next, create a rule:

   1. Choose a field: Each field corresponds to columns in your table view.

   2. Choose a condition: We will choose a condition for you automatically based on the field you choose, but you can change this.

   3. Choose a value: Some rules will not require you to choose a value.

6. Select Save rule. Your format rule will be applied to your table view. Find saved format rules.

How row versus cell works

The way your table is displayed depends on whether you’ve applied a format rule to an entire row or to individual cells.

For example, if a rule is set to apply to a row when the priority is highest, each row that contains “highest” in the priority column will be highlighted.

If a rule is set to apply to a cell when the priority is highest, only the cells that contain “highest” in the priority column will be highlighted.

If you have multiple format rules, you can also manage how they display together on your table.

Supported fields for format rules

We support the following fields when creating format rules:

• Assignee

• Issuetype (Work Type)

• Priority

• Created

• Creator

• Labels

• Status

• Updated

• Due date

• Summary

• Start date

• Story point estimate

Supported Custom Field Types

We are also support the following custom fields:

• Story Points (Custom Field Schema: com.pyxis.greenhopper.jira:jsw-story-points)

• Date Picker (Custom Field Schema: com.atlassian.jira.plugin.system.customfieldtypes:datepicker)

Delete a format rule

When you delete a format rule, it won’t be visible in your table. Any cells or rows that were highlighted by the rule will revert back to their original state.

To delete any format rule:

1. Go to Table View.

2. Click on Format Rules .

3. Select + Add a rule in the feature sidepanel.

4. Hover your cursor over the format rule you’d like to edit.

5. Select the delete icon . We’ll confirm you’ve successfully deleted the rule.

Edit a format rule

You can make changes to any part of your existing format rule. You’ll find your saved format rules in the format rules sidepanel.

To edit any format rule:

1. Go to your table view and select Format to open the Format rules sidepanel.

2. Hover over the format rule you’d like to edit.

3. Select the edit icon . This will expand and allow you to edit the format rule.

4. Select Save rule once you’ve made the changes. We will reflect the changes in your table view instantly.

Manage multiple format rules

If you've saved multiple format rules, the order of the rules will impact how your table view is formatted. When rules apply to the same cell, the rule at the top takes precedence.

Change order of your format rules

To change the order of your format rules:

1. Go to your table view and select Format to open the Format rules sidepanel.

2. Select + Add a rule in the feature sidepanel.

3. Select and hold your cursor over the of the rule you want to move.

4. Drag the rule to a new position. You will see the changes applied to your table view immediately.

How your table view is impacted by format rule order

For example, if you have two format rules:

• Yellow row when priority is highest

• Green cell when due date is on or before 6 Augest 2025

These rules apply to some of the same cells in the due date column.

When the yellow rule is above the green rule, any rows where both rules apply will be highlighted entirely in yellow.

If you moved the green rule above the yellow rule, the formatting of the cells would change. Now, any rows where both rules apply would be highlighted in yellow except for the Due date which would be highlighted green.

What are format rules?

Identify and highlight key work that needs your attention with format rules in your table view. With a format rule, you can automatically format individual cells or entire rows with colors, when specific criteria is met. How to Create a format rule .

Here are some ways you could use format rules:

Find format rules from your table view

To view, create, and update format rules within your project:

1. Select the Table view from your project navigation.

2. Select Format at the top-right of your table view view.