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How do I add formatting based on my data?

Conditional Formatting can be used to format boxes based on certain criteria. Below are instructions on how to implement Conditional Formatting:

  • Go to Format | Conditional Formatting
  • Click Add and enter a title for the condition
  • Under Field Name select a field to use for the condition
  • Under Comparison select a comparison operator
  • Under Contents type in the qualifying criteria for the condition
  • Click OK, then click on Format Box and select the Layout Tab
  • Drag and drop the fields to be displayed from the left side to the box display
  • Click OK

Conditional Formatting can be used to modify box properties (shape, color, sizing, etc.), as well as formatting fields (font, size, color, etc.).