Multi-Record Boxes

Add Multi-Record Boxes and Create Concise, Highly Readable Charts

In this example, you’ll learn to combine individual records from a branch into a multi-record box.

Step 1: Set a box to a multi-record box style.

– Right-click any one of the boxes among those to be combined and select Box Properties.

– Use the Box Layout tab and then select Layout Options.

Box Properties Dialog

– Click the Multi-record tab and check the Multi-record box. *Note: if your box will contain 8 or more records, consider increasing the number of columns to two.  Click OK.

Layout Options Dialog

– The Box Properties/Box Layout tab now shows the default layout for a multi-record box.  Click OK.

Step 2: Add records to the multi-record box.

– Drag and drop a box into the multi-record box. The multi-record box is highlighted in green when the box to be added is in the correct location to be dropped. *Note: A small yellow folder icon also indicates that the moved record will be dropped into (rather than as a subordinate to) the multi-record box.

– Repeat the previous step with all records to be added to the multi-record box.

Box Drag and Drop

Step 3: Format the multi-record box.

The default layout for a multi-record box includes the Title field underscored by a dividing line.The name field of each record is displayed below the dividing line.

Box with applied style

To change the format:

– Right-click the multi-record box, select Box Properties, and click the Box Layout tab.

– To change or add additional fields to the top of the multi-record box, drag and drop fields between the box and the list of fields on the left.

– To change or add additional fields for each record, check the Show Sub-box Properties box.

Sub Box Properties Dialog

– Drag and drop a field(s) between the sub-box and the list of fields on the left. *In this example, the employee type field has been added to the sub-box display.

Final Sub Box

Try the multi-record box tool and discover how clear and concise your charts can be when records are combined.


We use cookies to personalize and enhance your experience on our site. Visit our Privacy Policy. to learn more. By using our site, you are agree to our use of cookies. Accept and Close