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OrgChart Help Guide

Document Settings

Overview

Users can launch Document Settings in order to manage the configuration of the currently open Chart Document.

Accessing Document Settings

Click on the 5_2_1_BlueGear_nofill.png icon in the Workbench toolbar. The Document Settings: Changes panel is displayed by default.

Launch_Document_Settings_Menu.png

Document Settings Panels

The settings configured in the following panels apply to the currently open Chart Document.

Important

Some settings present in these panels are controlled by the Master Chart from which the Chart Document was created, and may need to be updated at the Master Chart level.

Settings requiring Master Chart configuration changes are clearly marked.

Changes

Track the manual changes made to the Chart Document, and select which changes you'd like to be preserved upon refresh.

Source

View the data source used to create the Chart Document and control which record should be at the top of the chart.

Filter

Control which records should be included in the open chart document.

Mapping

Define how OrgChart should interpret the fields from your data source.

If the currently open chart document was generated from a Master Chart, you will need to update field mapping in the Chart Settings: Mapping panel for that Master Chart.

Assistants

Select the way in which assistants are identified and displayed in the current Chart Document.

Assistant rules can also be defined in View Manager.

Subcharts

Define the pagination criteria for the current Chart Document.

View

Select the View that should always be applied to the current Chart Document each time it is refreshed.

Fields & Formulas

Create and modify custom formulas to use in the current Chart Document.

Important

New fields and formulas created here will not be available in the Chart Document's parent Master Chart.

Create custom formulas in the Chart Settings: Fields & Formulas panel for use in a Chart Document and its parent Master Chart.

Background

Select the Background that should always be applied to the current Chart Document each time it is refreshed.

Refresh

Enable and schedule automatic refreshes for the current Chart Document.

Advanced

Define and apply various high-level configuration options (i.e. Box sorting, query restriction, and chart type) to the current Chart Document.

Page Properties

Configure page size, margins, and orientation of the current Chart Document.