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OrgChart Help Guide

Chart Editor

Audience

Audience:Administrators & Read/Write Users

Overview

OrgChart allows Administrators and Read/Write users to customize Chart Documents using the Chart Editor in Workbench.

Customized Chart Documents can be exported directly from Workbench, or saved to the File Manager to access at a later date.

Note

Modifications made with the Chart Editor are manual in nature. Whenever possible, use Box Styles and Rules (configured in View Manager) to automatically drive the presentation of the OrgChart.

Important

Not all manual changes can be preserved after refreshing a Chart Document.

Some manual changes may revert, even if the option to preserve them is enabled, when manual changes conflict with internal OrgChart logic. Reference the Document Settings: Changes article for more information on how to generate a diagnostic report when changes unexpectedly revert.

Accessing the Chart Editor

Click on the Mode Switcher icon in the Top Toolbar, and then select the Workbench option. The Workbench dialog is displayed.

The Workbench dialog is displayed.

Workbench_Dialog_5_3.png

Open a recently open document, open an existing document, create a blank chart, or use the Chart Builder to enter the Workbench.

Click on the Chart Editor button. The Chart Editor panel is displayed to the right.

WB_Chart_Editor_5_3.png

Chart Editor Options

The Chart Editor is displayed on the right-hand side of the screen, and is divided into 10 sections, each offering different editing options.

Optionally, click on the 5_2_1_Talent_Pool_More_Info.png to the left of a section heading to expand it, or click on the 5_2_1_Talent_Pool_Less_Info.png button to hide the section's contents.

Tools

Tools allow you to move and add boxes. You can also drag and drop boxes to move them, or right-click on a box to access more options.

5_2_ChartEditor_MoveBox.png

Re-arrange the order of the boxes, or adjust reporting lines.

5_2_ChartEditor_AddBox.png

Click on an existing chart box to add a new subordinate record.

5_2_ChartEditor_AddAssistant.png

Add a new chart box with a 'Right Assistant' branch style.

Layout
5_2_ChartEditor_BranchStyles.png

Change the branch style for the branch of the selected box.

5_2_ChartEditor_BoxSort.png

Define the order in which employee records are displayed on the chart. You can apply Box Sort to the entire chart, the current subchart, or the selected boxes.

5_2_ChartEditor_BoxSpacing.png

Optimize branch styles to best use the available space. You can optimize the branch styles on the current subchart, or all subcharts.

5_2_ChartEditor_Layout_BoxSpacing.png

Define the spacing between the selected boxes.

5_2_ChartEditor_CenterHoriz.png

Center the chart horizontally on the current subchart.

5_2_ChartEditor_CenterVert.png

Center the chart vertically on the current subchart.

5_2_ChartEditor_AlignTop.png

Position the chart to the top (just below the top page margin) of the current subchart.

Subcharts
5_2_ChartEditor_Subcharts_Insert.png

Insert a subchart break below the selected record.

5_2_ChartEditor_Subcharts_Remove.png

Remove a subchart break below the selected record.

5_2_ChartEditor_Subcharts_Wizard.png

Define the conditions for page breaks on the open Chart Document.

Box

The following options pertain to the selected box(es).

5_2_ChartEditor_Box_BoxShape.png

Change shape of box.

5_2_ChartEditor_Box_BoxColor.png

Change the fill color.

5_2_ChartEditor_Box_Shadow.png

Turn box shadow effect on/off.

5_2_ChartEditor_Box_BorderStyle.png

Change the border thickness and style.

5_2_ChartEditor_Box_BorderColor.png

Change the border color.

Text

The following options pertain to the text within the selected cell(s).

5_2_ChartEditor_Text_FontSelector.png

Chant the font style.

5_2_ChartEditor_Text_FontSize.png

Change the font size.

5_2_ChartEditor_Text_FontColor.png

Change the text color.

5_2_ChartEditor_Text_CellFill.png

Change the cell color.

5_2_ChartEditor_Text_Bold.png

Bold text.

5_2_ChartEditor_Text_Italic.png

Italicize text.

5_2_ChartEditor_Text_Underline.png

Underline text.

5_2_ChartEditor_Text_LabelOptions.png

Configure the field label display settings.

  • Value - Display only the field value (i.e., "John Smith)

  • Label : Value - Display the field label, and then the field value, separated by a colon (i.e., "Name: John Smith")

  • Label - Display only the field label (i.e., "Name")

Background
Apply_Background_Icon.png

Apply a background to the current Chart Document.

Tip

Click on the Custom background option, and then click on Select... to apply a background that you've created in the Background Editor.

Alignment

The following options pertain to the text within the selected cell(s).

5_2_ChartEditor_Alignment_AlignTop.png

Align text to the top.

5_2_ChartEditor_Alignment_AlignMiddle.png

Align text to the middle.

5_2_ChartEditor_Alignment_AlignBottom.png

Align text to the bottom.

5_2_ChartEditor_Alignment_WrapText.png

Make all cell content visible by displaying it on multiple lines.

5_2_ChartEditor_Alignment_AlignLeft.png

Align text to the left.

5_2_ChartEditor_Alignment_AlignCenter.png

Align text to the center.

5_2_ChartEditor_Alignment_AlignRight.png

Align text to the right.

5_2_ChartEditor_Alignment_Justify.png

Align text to both the right and left margins.

Use this option when displaying a field label and a field value within the same cell.

Line

The following options pertain to the selected connecting line(s).

5_2_ChartEditor_Line_LineColor.png

Change the color of the line.

5_2_ChartEditor_Line_LineThick.png

Change the thickness and style of the line.

Grouping

The following options pertain to selected boxes.

Note

Select multiple boxes at a time by holding down the SHIFT key, and then clicking on the desired boxes.

5_2_ChartEditor_Grouping_CoMgrs.png

Group two managers of the same department together. Each of the manager's direct are moved under this grouped container.

5_2_ChartEditor_Grouping_Group.png

Group employees.

5_2_ChartEditor_Grouping_Header.png

Group employees under a customizable header.

5_2_ChartEditor_Grouping_UnGroup.png

Ungroup previously grouped managers or employees.

Arrange

The following options pertain to the selected object on the current subchart.

5_2_ChartEditor_Arrange_Positioning.png

Pin object on the page. Pinned objects are automatically repositioned when the page is resized.

5_2_ChartEditor_Arrange_Arrange.png

Set order that objects (like text boxes and images) appear on the OrgChart.

Insert

The following options pertain to the current subchart.

Note

Note: If you would like to insert any of the options onto every page of your chart, you can do so by editing the Background. Reference the Creating a Background or Background Editor articles for more information.

5_2_ChartEditor_Insert_TextBox.png

Insert a text box.

5_2_ChartEditor_Insert_AutoText.png

Insert an AutoText element, such as page numbers or subchart name.

5_2_ChartEditor_Insert_Image.png

Insert an image.

5_2_ChartEditor_Insert_Table.png

Insert a table.

Right-click on the table to edit its properties in the Box Layout Editor.

5_2_ChartEditor_Insert_PieChart.png

Insert a legend.

Right-click on the table to edit its properties in the Box Layout Editor.

5_2_ChartEditor_Insert_Legend.png

Insert a Pie Chart.

5_2_2_Enum_Table_Master_Editor_Icon.png

Insert an Enumerated Table.