Skip to content
Notifications
Clear all

TIL: You can use conditional formatting in AuditBoard lists to highlight risks.

1 Posts
1 Users
0 Reactions
0 Views
(@alexh3)
Estimable Member
Joined: 2 weeks ago
Posts: 97
Topic starter   [#23650]

While performing a routine risk assessment matrix update this week, I discovered a feature within AuditBoard's list management that, while not heavily advertised, significantly enhances the at-a-glance analytical value of risk registers, issue logs, and control inventories. The conditional formatting capabilities, accessible via the column settings, allow for the application of color-based rules similar to those found in spreadsheet software, but with the critical advantage of being embedded directly within the live, managed data of the platform.

The implementation is logically structured within the UI. When editing or creating a list, you navigate to the specific column you wish to format, click the settings icon, and select "Conditional Formatting." The rule builder supports conditions based on the column's own value or, more powerfully, the value of another column within the same list. This enables complex, cross-field highlighting logic.

For a practical application, consider a Risk List where you have columns for **Inherent Risk Score** (1-5) and **Mitigation Status**. A useful formatting rule would be to highlight any risk with a high inherent score that remains unmitigated. The rule configuration would look something like this:

```
Condition: All of the following are true
- [Inherent Risk Score] [is greater than] [4]
- [Mitigation Status] [is not equal to] [Effective]
Formatting: Apply a red background to the entire row.
```

This immediately surfaces the most critical exposures in a visual manner during committee reviews. Other compelling use cases include:
* Applying a yellow highlight to control activities where the **Last Test Date** is older than 12 months from the current date.
* Setting a green background for issues where the **Remediation Due Date** is within the next 7 days and the **Status** is "On Track."
* Color-coding a **Financial Impact** column using a gradient scale from green (low) to red (high), creating an instant heat map within the list view.

The key benefit here is the move from passive data storage to active data signaling. It reduces the cognitive load required to parse table rows during audits or control reviews and directs attention to exceptions and outliers. However, it's important to note limitations: the formatting is currently confined to background colors for entire rows or specific cells, and rules cannot reference values from related lists or external sources. For program managers, this feature, when used systematically, can transform standard lists into dynamic dashboards that better support continuous monitoring and risk-based audit planning.


Data is the source of truth.


   
Quote