OrgChart Now Help Guide

Table of Contents

Rule-Driven Charting Example


Audience: Administrators & Read/Write Users


Administrator and Read/Write users can create and modify chart Views, which contain a set of conditional formatting rules that drive the presentation of certain employee records. For example, you can create a View that marks consultants with a green flag.

This eliminates the need for manual formatting.

The following article provides step-by-step instructions for creating a View.

Creating a View
  1. Log in to OrgChart.

  2. Click on the 5_2_Mode_Small.png button in the top left corner, and then select the View Manager option.

  3. Click on the Rules button (in the View Manager toolbar). The Rules panel is displayed on the left side of the screen.

  4. Optionally, click on the Box Style button (in the View Manager toolbar) to see the Box Styles you have created in your Shared library.

  5. Click on the Manage dropdown menu.

  6. Ensure that the Current Set is Shared, If the Current Set is not Shared, click on the Current Set option to change the set.

  7. Select the New View option from the Manage dropdown menu.

  8. Enter a name for the View (i.e., Employee Location ) in the Name textbox, and then click on Save.

  9. The new View is generated with an Always Apply System Class Box Style rule applied.

  10. Double click on the rule. The Rule Editor is displayed.

  11. Click on the Shared radio button (to the right of Box Style Library).


    Note: Selecting the System radio button allows you to apply system generated Box Styles to your chart. Selecting the Shared radio button allows you to apply custom Box Styles to your chart.

  12. Click on the Box Style to Apply dropdown menu, and then select the name of the Box Style you want to apply to the chart.



    Using an Always Apply Box Style rule will ensure that all employee always have a Box Style applied to their record. You can add subsequent Rules that apply different Box Styles to employees that meet a defined condition.

  13. Click Save.

  14. Click on the Plus_new.png icon (at the bottom of the list of Rules displayed in the Rules panel) to add a Basic Rule.

  15. Select a field from the left-hand Field dropdown menu.

  16. Select a Comparison value from the Comparison dropdown menu to define the relationship between the Field and the Field Value.

  17. Enter a Field Value in the Value text box to define the condition of this Basic Rule.

  18. Click on the Box Properties tab.

  19. Check the Box Flag checkbox, and then click on the Flag icon.

  20. Configure the presentation style for the box flag, and then click OK.



    Note: Optionally, you can drive multiple aspects of the box presentation when a record matches the established criteria. For example, you can apply Box Properties, as well as Field Properties using one basic rule.

  21. Click on Save.

  22. The following changes have been applied to the chart:

  23. Click on the Manage dropdown menu, and then select the Save option to preserve the changes.

Promoting a View to a Master Chart

Views that you create in View Manager are not automatically available in the View dropdown menu.

Administrators must promote a View to a Master Chart.

The following section provides step-by-step instructions for promoting a View to a Master Chart.

  1. Log in to OrgChart.

  2. Click on More > Chart Settings, and then select the Presentation option from the Settings dropdown menu.

  3. Click on the 5_2_Plus_NotWide.png icon (to the right of the Views heading), and then select the View you would like to make available on the selected Master Chart.

  4. Click Save.

  5. The View is now available in the View dropdown menu.