Chart Settings
Audience
Audience: Administrators
Overview
Chart Settings consists of several panels in which Administrators can configure the overall presentation of any Master Chart in the account.
Accessing Chart Settings
Click More > Chart Settings.
By default, the Source panel is displayed. Select one of the options in the left side menu to navigate to a different panel.
Click on another option in the left side menu to navigate to a different Chart Settings panel.
Chart Settings Panels
The settings configured in the following panels apply to the selected Master Chart.
|
Panel |
Description |
|---|---|
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Create an organizational chart from one or more data sources. |
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Identify required and optional fields. |
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Adjust various presentation options. |
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Select fields available for Advanced Search and configure Directory mode search keys and results. |
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Customize the fields displayed in the Profile baseball card. |
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Update field properties and define/edit formulas. |
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Define and update filters and highlights. |
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Configure the naming convention and sort keys for subcharts, and create shortcuts. |
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Take a snapshot of any subset of a Master Chart and create Dynamic Formulas. |
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Configure the output for documents, images, and excel spreadsheets. |
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Configure the refresh schedule and email notification options. |
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Configure archival settings for the Point in Time module. |