OrgChart Now Help Guide

Table of Contents

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.

5_2_1_CS_Source.png

Chart Settings Panels

The settings configured in the following panels apply to the selected Master Chart.

Panel

Description

Source

Create an organizational chart from one or more data sources.

Mapping

Identify required and optional fields.

Presentation

Adjust various presentation options.

Search & Directory

Select fields available for Advanced Search and configure Directory mode search keys and results.

Profile

Customize the fields displayed in the Profile baseball card.

Fields & Formulas

Update field properties and define/edit formulas.

Filters & Highlights

Define and update filters and highlights.

Subcharts & Shortcuts

Configure the naming convention and sort keys for subcharts, and create shortcuts.

Chart Builder

Take a snapshot of any subset of a Master Chart and create Dynamic Formulas.

Publish

Configure the output for documents, images, and excel spreadsheets.

Refresh

Configure the refresh schedule and email notification options.

Point in Time Charts

Configure archival settings for the Point in Time module.