OrgChart Now Help Guide

Chart Builder

Audience

Audience: Administrators

Overview

The Chart Builder panel allows Administrators to configure the which options will be presented to the end user when using Builder.

Accessing Chart Builder Configuration

SelectMore > Chart Settings, and then select the Chart Builder option from the left side menu.

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Chart Builder Templates

Manage the Views available to apply to a Chart Document.

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Add a View.

Note

Note: Only Views saved to the Shared library are available in the list.

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Remove selected View.

Chart Builder Masters

Manage the Master Pages available to apply to a Chart Document.

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Add a Master Page.

Note

Note: Only Master Pages located in the Masters folder are enumerated.

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Set the selected Master Page as the default Master Page.

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Remove the selected Master Page.

Dynamic Formulas

Administrators can create custom formulas in this section. Reference the Dynamic Formulas topic for more information.

General Settings

Default Chart Levels

The default number of levels to include in the generated chart.

Single-Page Max Query Limit

Set the maximum amount of records that can be displayed on a single-page Chart Document in Workbench.

Multi-Page Max Query Limit

Set the maximum amount of records that can be displayed on each page of a Chart Document in Workbench.

Restrict Query

By default, all available fields (as determined by the user’s Access Group) are copied into the generated Chart Document. Optionally, you can reduce the number of fields included by enabling the Restrict Query function.

This has the following benefits:

  • Reduce document size

  • Reduce document complexity (less fields associated with each record)

Restrict Query to These Fields checkbox

Check to add/remove fields that are copied into the generated Chart Document.

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Add a field to include in the Chart Document.

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Exclude a list from the Chart Document.