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OrgChart Help Guide

Background Editor

Audience

Audience: Administrators & Read/Write Users

Overview

Backgrounds contain elements, such as company logos, legends and page numbers, and can be applied to Master Charts or Chart Documents. Users can create, modify, and manage their backgrounds in the Background Editor.

The following article provides information regarding the Background Editor user interface and functionality.

For step-by-step instructions for creating a new Background and applying it to a chart, reference the Creating Backgrounds article.

Accessing the Background Editor

  1. Click on the Mode Switcher button, and then select the Setup option from the dropdown menu. The configuration tiles are displayed.

    Setup_Background_Editor_Select.png

  2. Click on the Background Editor option. Select one of the options in the Background Editor popup.

    Background_Editor_Gateway_Options.png
    Standard_Background_Icon.png

    Click to create a new background using a pre-made template.

    new_blank_icon.png

    Click to create a new background from scratch.

    open_existing_icon.png

    Click to launch the File Manager, where you can select a background that has not been saved in the Background folder in the File Manager.

    Backgrounds

    A list of all backgrounds saved to the Backgrounds folder in the File Manager.

    Click on a background in the list to edit it in the Background Editor.

  3. The Background Editor user interface is displayed.

    Standard_Background_5_3_1.png

Background Editor Tools

The Background Editor panel is displayed on the right-hand side of the screen, and is divided into 6 sections, each offering different editing options.

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.

Note

The options available in the Background Editor panel are also available when right-clicking on the background canvas, or by right-clicking on a background element.

Background_Right-Click_Options.png

Insert

The following elements can be inserted on a background. Click on one of the options, and then click on the canvas to add it to the background.

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.

Arrange

The following options are available when a background element has been selected:

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 Master Page.

Background Color

5_2_MasterEditor_Background.png

Set the background color.

Tip

When selecting a background color, you can add a custom color or select the type of color fill (solid, gradient, or none).

Background_Color_Picker.png

Box

The following options are available when a background element has been selected:

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 are available when a background element containing text has been selected:

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 are available when a background element containing text has been selected:

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.