OrgChart Now Help Guide

Builder

Overview

Builder allows Administrators and Read/Write users to take a snapshot of any subset of a Master Chart. Snapshots created using Builder are loaded into Workbench as Chart Documents.

Administrators and Read/Write users can modify Chart Documents as needed. Chart Documents can be saved, opened, closed, exported, and even synchronized with source data.

Accessing Builder

Click on the Builder icon in the Top Toolbar while in Viewer or Workbench mode.

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Building a Chart
  1. Use the Build On option to set a top position for your snapshot.

  2. Click on the Levels to include dropdown, and then select the number of levels below the top box to include in the snapshot.

  3. Specify presentation options using the Presentation Tab.

  4. [Optional] Specify filtering options using the Filter Data Tab.

  5. [Optional] Apply Dynamic filters and/or Highlights using the Filter/Highlights Tab.

  6. [Optional] Specify Advanced options using the Advanced Tab

  7. Click on the Go button to build an org chart.

  8. Use the Workbench to edit, save, and/or export your chart.

Additional Options

Include Orphans checkbox

Check to include all records that have a missing or invalid supervisor. Orphan records can be accessed in the Staging panel. 

Chain of Command checkbox

Include the manager of the top position in the snapshot. Reference the Chain of Command section in the Levels article for more information.

Presentation Tab

Chart Template dropdown

Select a chart template to apply to the generated snapshot. A chart template (also known as a View) contains a set of rules and box styles that determine how the snapshot will be presented in Workbench.

Master Page dropdown

Select a Master Page to use for the chart background.  Reference Viewer Setup- Lesson 1

Page Size

Select the page size to apply. This is the page size that will be used when exporting to PDF or PPT.

Page Breaks

Select the method for pagination of the snapshot. 

Start Breaks at

Select how many levels to include on the first page.

Filter Data Tab

Optionally, you can filter out specific records when creating a snapshot.

Filters & Highlights Tab

Optionally, you can apply Saved Filters and/or Highlights to a generated Chart Document.

Active Filters checkboxes

Select a Saved Filter (configured in Chart Settings: Filters & Highlights) to apply to snapshot. 

Active Highlights checkboxes

Select a Highlight (configured in Chart Settings: Filters & Highlights) to apply to snapshot.

Advanced Tab

By default, a traditional org chart is created. You can use one of the following advanced options to create specialty charts.

Sorting

Sorting options are found in the Advanced Tab. Sorting determines the order in which boxes are placed under managers.

New Sort button

Click to add a new sort key. Select a field from the dropdown menu by which to sort boxes.

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Click the Sort Order icon to toggle ascending/descending sort order.

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Change sort key.

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Delete sort key.

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Move sort key down.

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Move sort key up.

Pagination Methods

When a snapshot is created, you can select from one of the following pagination options (located in the Presentation Tab).

Single Page Chart

Place all chart boxes on a single page (not recommended for over 100 boxes).

Automatic breaks

Chart is automatically paginated. See Automatic Breaks Options section below.

Break by level

Break chart every N levels. For example, if N is set to 2, then 2 levels (manager plus subordinates) will be displayed on each page. See Break by Level Options section below.

Break by field

Break chart using a field. For example, if the field Department is selected, OrgChart will attempt to put each department on a single page. If a department is too large, it may be split into multiple pages. See Break by Field Options section below.

Automatic Breaks Options

Start breaks at

This option allows you to control how many levels are displayed on the first page of your chart.

Page density

  • Standard – More breaks, less boxes on each page.

  • Dense -- Less breaks, more boxes on each page.

  • Very Dense – Even less breaks, lots of boxes on each page.

Break by Level Options

Start breaks at

Select the level of the chart at which the first subchart break should be inserted. For example, start breaks at Level 2 displays two levels on the first page of the chart.

Break every

Select how many levels between breaks.

Minimum subs for break

Specify the minimum number of boxes required for a subchart break to be inserted. This option helps to reduce the number of pages in the generated chart.

Break by Field Options

Start breaks at

This option allows you to control how many levels are displayed on the first page of your chart.

Break on field

Use a field to determine where to place breaks. For example, all employees in a given department will be grouped on the same page.

Minimum subs for break

Specify the minimum number of boxes required for a subchart break to be inserted. This option helps to reduce the number of pages in the generated chart.