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Change Box to Assistant Style using Markers

The easiest way to put the assistant into an assistant style is to use the markers located in the Data tab. Below is screenshots on how to set up the markers for the assistants.

Assistant Style : Setup rules

Go to the Data tab and click on Markers and select manage rules.

Select New Rule and type in what you would like to title the rule.

Assistant Style : Add criteria

Select Add criteria For the criteria you will want to put “yes” in the find what, drop down the option for find where and select the assistant column and the comparison can be contains or you can drop down the option and select one that best fits your criteria. Click ok and ok again.

Assistant Style : Attach Marker

Now you rule is all set up. At this point you just need to attach a marker for the assistant. Select Attach Marker Check Update data field value if Marker is applied. Choose the assistant option. Type in yes for data field value. Check off Update Box’s arrange style and choose the assistant. Click OK.

Assistant Style : Apply markers

Click Apply Active Markers Now

Where the criteria is matched, this will put boxes into the assistant style.

Updated on January 17, 2023

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