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Author Topic: Multi-Record Boxes  (Read 7916 times)

pereasa

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Multi-Record Boxes
« on: December 31, 2008, 02:41:14 PM »

Most of our organizations would like to utilize the multi-record box format, however, it does not allow for much flexibility in formatting (i.e., adding text or spaces between records).  I would like to see this functionality added to the next version of OrgPlus Professional so that we can format these multi-record boxes and then upload the template in to our Enterprise version.
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ScottJ_HC

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Re: Multi-Record Boxes
« Reply #1 on: January 02, 2009, 05:51:29 AM »

Dear pereasa,

Thank you for contacting the support team.

If you would like to add additional fields to your multi-record boxes that can provide you with extra spacing or entering extra text, follow the steps below:

1. Right click on the Multi-Record box and choose "Box Properties."
2. Choose the box layout tab and check the box for "Show Sub-box Properties."
3. Add/Remove the fields you want displayed in the box by dragging them from/to the left hand column.

The fields displayed will be repeated for each employee in the Multi-Record box. Keep in mind that if you want to manually add text to the Multi-Record box, this will only be displayed in Orgplus Enterprise if you use the .opx as your data source. Otherwise, the data will only come from your data source being upladed. Your template (.opxt) will only carry over the formatting of the Multi-Record boxes to include which fields and how they are displayed within the box. Moreover, the second box from the left side on the second level depicts Multi-Record box formatting for the entire chart when uploaded into OrgPlus Enterprise. Even if this is a single record box, the formatting for Multi-Record boxes will still need to be configured there.

Please let me know if you have additional questions on this.

Regards-


Scott Jacobsen
Enterprise Support Technician
Direct: 415-275-9135
Fax: (208) 377-1064
www.orgplus.com
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