Kofax Insight Studio > Dashboard Designer > Components > Grids - metric and record > Marker grid > Set up a Marker grid

Set up a Marker grid

Use this procedure to create a Marker grid.

  1. On the Component toolbar, click Marker Grid and drag it onto the View area.

    The Action wizard window appears.

  2. Select the groups that the marker listens to, and click OK.

    The Marker Grid with all existing markers appears.

  3. To edit markers, click Edit from the options bar or double-click the component.
    1. Highlight the required marker and double-click. Markers are created and edited in the Preview/Viewer.

      The "Marker filter" window appears.



    2. Use the Details tab to set the general marker parameters.
    3. Use the Scope tab to set the metric filters for the markers.

      Select All metrics to use this marker for all metrics. If you clear this check box, the marker is used only for the dimensions selected under the Show dimensions for parameter.

    4. Use the Visibility tab to define who can see the marker. If you select My roles, you need to select a role from the list.
  4. To add a new marker, click the Plus sign in the Marker Grid toolbar.

    The "Marker filter" window appears.

  5. Make the changes as required and click OK.