1. Method Grid Help Centre
  2. Element Checklist Tasks

How do I configure an element display rule?

The real power of checklists comes at the summary grid level.

Within the label dropdown, an architect or builder (in edit mode) can configure various element display rules to facilitate the easy tracking of workflow progress.

Configurable rules are:

  • Rule A - All checklist tasks are complete 
  • Rule B - An element is overdue
  • Rule C - A checklist task is overdue

For example, by selecting a checklist-complete display colour in FULL mode (the default) – any element within this grid that has all its checklist items completed – will be displayed as the selected colour.

This rule can be turned off (untick the colour), changed (click another colour) or moved from FULL mode to DOT mode. In FULL mode, a completed element thumbnail displays as the selected colour. In DOT mode, a completed element displays the coloured dot on the element thumbnail.

NB: There is a logic precedence hierarchy to these rules. 

  • Highest precedence: Rule A. All checklist tasks complete
  • Medium precedence: Rule B. An element is overdue
  • Lowest precedence: Rule C. A checklist task is overdue

If, for example, two rules apply (logically this can only be the case with B and C) then the colouring rule with the highest precedence wins out (B in this case).

Example of the chronological build of these rules (assuming all three rules have been activated):

Day 1. User manually configures element’s colour labels (full and dot)

Day 2. A task goes overdue - Rule C invoked (overwrites manual configuration)

Day 3. An element goes overdue - Rule B invoked. This will reverse out Rule C and then apply Rule B. 

Day 4. All tasks complete - Rule A invoked. This will reverse out Rule B and then apply Rule A. 

If all rules subsequently non-invoked then the display will return to any previous manual setting. The logic principle is that rule-based colouring should completely replace previous rule-invocation cf. building upon previous rule-invocation.