OrgChart Now Help Guide

Table of Contents

Presentation Menu

Audience

Audience: Administrators & Read/Write Users

Overview

The Presentation Menu Administrators and Read/Write users to view and apply Chart Templates (Views) and Box Styles (created in View Manager mode) to a Chart Document.

Administrators and Read/Write users can also access the Master Editor, to create and modify Master Pages.

Accessing the Presentation Menu

  1. Click on the 5_2_Mode.png icon to open the Mode Switcher. Then, click on the Workbench button. The Workbench dialog is displayed.

    5_2_Workbench_Dialog.png

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

  3. Click on the Presentation menu.

    5_2_workbench_SeePresentationMenu.png

Chart Templates and Box Styles Options

The first two options are displayed in the Presentation menu:

Chart Templates

Display a list of available Views in the right-side panel.

Double-click on a View to apply it to the open Chart Document.

Box Styles

Display a list of available Box Styles in the right-side panel.

Click on an employee record in the open Chart Document, and then double-click on a Box Style to apply it to that record.

Note

This type of manual change will not be preserved upon refresh.

Whenever possible, drive the presentation of a chart using conditional formatting.

Important

Chart Templates (Views) and Box Styles cannot be edited in Workbench mode.

Enter View Manager mode to create and edit Box Styles and Chart Templates for use in Viewer or Workbench mode.

Master Editor Options

Administrators and Read/Write users can create and modify Master Pages using the Master Editor.

Master Pages contain elements, such as company logos, legends and page numbers, which appear in the background of a Master Chart or Chart Document. Reference the Creating a Master Page article for step-by-step instructions on how to create a Master Page.

The following tools are available in the Master Editor:

Tools
5_2_ChartEditor_Select.png

Click to select an object.
5_2_ChartEditor_Pan.png

Click to enable the pan function. Click and drag to view different sections of the Master Page.
5_2_ChartEditor_Delete.png

Delete a selected object.
Insert

The following options are applied to the current Master Page, and will appear on each page of the Master Chart or Chart Document to which this Master Page is applied.

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.

Note

Images inserted on a Master Page must be uploaded and saved to the Masters folder in the File Manager.
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. Reference the Pie Chart topic article for more information.
Arrange
5_2_ChartEditor_Arrange_Positioning.png

Pin selected object on Master 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 Master Page.
Background
5_2_MasterEditor_Background.png

Set the background color.
5_2_MasterEditor_Apply.png

Apply a saved Master Page to the current Chart Document.
5_2_MasterEditor_SaveMaster.png

Save Master Page as a Master Page document to the Masters Folder.

Important

Always save a Master Page as Master Page document, and then store it in the Masters folder, so that it can be later applied to a Master Chart and Chart Document.
Box

The following options pertain to the selected text box element(s) inserted on the Master Page.

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 a selected element.

Note

These options cannot be applied to images.

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")
Alignment

The following options pertain to the text within a selected element.

Note

These options cannot be applied to images.

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.