OrgChart Now Help Guide

Table of Contents

Multi-Record Boxes

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

One of the new features of OrgChart Now version 5.0 is multi-record boxes. This feature allows you to group together two individuals in the same box. This is a handy feature to use when two individuals have the same set of responsibilities, or two co-managers oversee the same department and/or group of employees.

Grouping Boxes Manually

The first way of grouping employees and boxes together in OrgChart is by hand. Manual grouping methods and features are explained below.

Grouping by Title
  1. In the OrgChart Workbench, select the two boxes you wish to group by Shift + left-clicking on them, or clicking and dragging over them.

    2020-11-27_12-40-45.png
  2. From the Grouping section in the Chart Ribbon, select Header.

    2020-11-27_12-41-39.png
  3. The boxes will be grouped together vertically with their titles contained in the header region.

    2020-11-27_12-42-12.png
Grouping Co-Managers
  1. In the OrgChart Workbench, select the two managers you wish to group by Shift + left-clicking on them, or clicking and dragging over them.

  2. From the Grouping section in the Chart Ribbon, select Co-Mgrs.

    2020-11-27_12-41-39.png
  3. The co-managers are now grouped together. Their connecting lines are joined together and their subordinates have been merged.

    2020-11-27_12-42-56.png
  4. You have the option of adding another co-manager to the group by selecting the Move Box button in the ribbon.

    2020-11-27_12-43-55.png
  5. Drag the box inside the previously created co-manager group.

    2020-11-27_12-44-23.png
  6. You can easily undo this action by dragging the new manager’s box out of the group and back to its original location. The new manager’s subordinates will follow him or her out of the group. The group (with its original two managers) will remain intact.

Creating Co-Heads
  1. In the OrgChart Workbench, select the topmost box by left-clicking on it or clicking and dragging over it.

  2. From the Grouping section in the ribbon, select Co-Mgrs.

    2020-11-27_12-41-39.png
  3. Select a manager box, select the Move Box option from the ribbon, and then drag it onto the topmost box.

    2020-11-27_12-45-51.png
  4. The two co-heads will now appear on the first level and the manager’s subordinates will now appear on the second level. The chart is now a co-head chart.

    2020-11-27_12-46-25.png
  5. If you drag the manager to the parking lot, the chart will revert back to a single-head chart.

  6. Dragging the manager box from the parking lot back to the topmost box will restore the co-head chart to its previous state, with two co-heads on the first level and the manager’s subordinates on the second level.

Grouping Boxes Using Rules

Another way to create multi-record boxes is using rules. Methods for grouping non-managers and managers with rules are explained below.

Grouping Non-Manager with Rules
  1. Create a new chart template by selecting the Templates button in the lower right-hand corner. Make sure the Shared Templates radio button is selected.

    2020-11-27_12-47-35.png
  2. Open the Chart Template Editor by selecting the green plus symbol.

  3. Select the Add Rule button. Check the "Always Apply" radio button at the top of the dialog box and select the Grouping radio button at the bottom.

    2020-11-27_12-48-17.png
  4. Set the Container Box Style to "Group-Header." Check the "Apply Box Style to Members" box and select "Name Only" from the drop-down list. Check the "Sub-Group by Field" box and select "Title" from the drop-down list. Uncheck the "Allow Groups with Managers" box (if checked).

    2020-11-27_12-49-15.png
  5. Select OK and then exit the Chart Template creator by clicking OK (in the top ribbon). All of the individual contributors in the chart are now sub-grouped by their job title. On any level of the chart where non-managers share titles, they are combined into grouped boxes.

Grouping Co-Mangers with Rules

Co-managers can also be grouped, along with their subordinates.

  1. In the OrgChart Workbench, select the Templates tab in the bottom-right corner.

  2. Create a new grouping rule by selecting the green plus symbol.

  3. Select the Add Rule button. Select the Basic Rule radio button at the top of the dialog box and the Grouping radio button at the bottom. Under "Field," select "Name" from the drop-down list. Under "comparison," select "in list." In the "Value" field, type the names "Elisabeth Bahs-Ahern" and "Ariana Alisjahbana," separated by a comma. For "Container Box Style," select "Co-Manager" from the drop-down list.

    2020-11-27_12-50-48.png
  4. Select OK and then exit the Chart Template creator by clicking OK (in the top ribbon). The managers should be grouped together, and you should be able to drill up or drill down through their subordinate lists as usual.

Editing Group Box Styles

Once a multi-record box has been created, you have the freedom to edit its style just as you would a single-record box.

  1. In the OrgChart Workbench, select two managers and group them into a box without headers.

    2020-11-27_12-56-39.png
  2. Right-click on the box you just created and select Box Layout Editor. In the Box Layout Editor, you will see that the Layout Type is set to "Container."

    2020-11-27_13-00-42.png
  3. In this editor, you can set any box properties you wish—the color and thickness of the box borders, the box shape, and any desired fill colors.

  4. Here we see the container box has been given a double border and a blue fill color. The boxes within the container have not been edited.

    2020-11-27_13-03-18.png
  5. You may also add a header to the box in the Box Layout Editor. While inside the editor, click inside the box and select the "Insert Row Above" option.

    2020-11-27_14-09-07.png
  6. Drag the "Name" field into the box and exit the Box Layout editor. The box should now have a header. The header will be the names of the individuals in the grouped box. Grouped boxes’ name fields take their values from the named individuals in the box.

  7. For a clearer visual representation of a grouped box’s subordinates and position within the hierarchy, re-enter the Box Layout editor and select "Co-Manager Group" and "Limit to a Single Row."

  8. When you return to the chart, the grouped box should now appear in a single row. Lines should connect both co-managers to their subordinates, thus:

    2020-11-27_13-04-41.png