OrgPlus 7 - Creating multi-record boxes during import
OP-0700-S2003

Summary:

OrgPlus allows you to create box that contains multiple employees. For example, you can create a box that contains all sales associates. You can manually create multi-record boxes or OrgPlus can automatically create them during import. This article describes how to automatically create multi-record boxes during data import.

Procedure:

1. Your data source must contain a field that OrgPlus can use to combine multiple records into a multi-record box. For example, the following data contains a field called Function.
   
    

   ID	Reports To	Name	Title	Function
   1		Lynn Brewer	CEO
   2	1	Larry Stevens	Manager Sales
   3	2	Claire Chancellor	Sales Associate	Sales
   4	2	Bill London	Sales Associate	Sales
   5	2	Joanne Banks	Sales Associate	Sales
   6	2	Patrick Gaines	Sales Associate	Sales



2. Select Import from the File menu and proceed to the Verify Hierarchy step using the Import Wizard.
    
3. Select the Combine... button. The Combine dialog box is displayed.
    
4. Select the Combine Records checkbox.
    
5. Use the Combine using: selector to select a field (For example, the Function field in the example above).
    
6. Click OK
    
7. Complete the remaining Import Wizard steps.
    
8. Use Data Refresh to update your chart whenever the underlying data source changes.
   
   
    

Note: The OrgPlus 7 User Guide describes how to modify the layout of multi-record boxes

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