Work Fields - Configure Field Formats

Direct Answer: Configure Field Formats for a Work Field in OnePlan

To configure field formats for a Work Field in OnePlan, open the Work Type Form Editor for the field’s Work Type, select the pencil icon next to the field, and select the Formats tab in the field editor. From there, create a new format rule, or edit or delete an existing one. This is the same underlying configuration as Administration > Format Rules — the two are simply different access points into one system.

What This Article Covers: Work Field Formats

This article explains how to configure field formats for a Work Field using the Work Type Form Editor, and how this relates to the shared Format Rules system also used by Plan Fields.

What you will accomplish By the end of this article, you will be able to enable and configure field formatting for a Work Field, and understand when to use this per-field entry point versus the global Format Rules page.

Before You Begin: Work Field Formats

Before you begin, make sure you have:

• A OnePlan account with Owner (administrator) permissions
• Access to the Work Type Form Editor — see Work Fields - Access Work Fields Configuration
• A Work Field created or in progress — see Work Fields - Create a New Work Field

Why This Matters: Work Field Formats

Context: One Underlying System for Plan and Work Field Formats

The Formats tab in the Edit Field form is available on both Plan Field and Work Field configuration forms. Creating, editing, or deleting a format rule from a Work Field’s Formats tab updates the same underlying rule visible from Administration > Format Rules — they are not separate systems. See How Do I Manage Format Coloring Settings for the global entry point, and Plan Fields - Configure Field Formats for the equivalent Plan Field workflow.

Context: Formats Are Display-Only

Formatting controls visual presentation (text color, background color, tooltips) on the work item’s form and related views. It does not modify the underlying field data or enforce validation.

Step-by-Step: Configuring Work Field Formats

Task: Enable Formats for a Work Field

1. Open the Work Type Form Editor for the field’s Work Type. See Work Fields - Access Work Fields Configuration.
2. Locate the field, then select the pencil icon next to it.
3. Select the Formats tab in the field editor. Here you will see any existing format rules for the field, and can create a new one or edit or delete an existing one.

Task: Create a New Format Rule

1. Select New Format (+). The Add Format form opens.
2. Configure the general format settings:
   • Field — Auto-populates with the field you are editing.
   • Color — Use the color picker to set the text color.
   • Background Color — Use the color picker to set the background color.
   • Tooltip — Optional text displayed when users hover over the formatted value.
3. Add one or more conditions that determine when the formatting applies:
   1. Select a field.
   2. Choose an operator.
   3. Specify the value that triggers the formatting.
4. Select Add to apply the format settings.

Important: Create a separate format configuration for each value or scenario you want to visually distinguish.

Frequently Asked Questions: Work Field Formats

Q: Is the Formats tab different for Work Fields than for Plan Fields? A: No. In OnePlan, the Formats tab works the same way on both Plan Field and Work Field configuration forms, and both feed into the same underlying Format Rules configuration.

Q: Does formatting change the field’s stored value? A: No. In OnePlan, field formats are purely visual — they don’t modify stored values, enforce validation, or restrict user input.

Q: Where else can I manage this same format rule? A: In OnePlan, the same rule is also visible and editable from Administration > Format Rules. See How Do I Manage Format Coloring Settings.

What to Do Next: Work Field Formats

Get started with related tasks: - How Do I Manage Format Coloring Settings - Work Fields - Edit or Delete Work Fields

Learn about related topics: - Plan Fields - Configure Field Formats - Work Fields - Overview