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OrgChart Now Help Guide

Table of Contents

Chart Builder

Audience

Audience: Administrators

Overview

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

Accessing Chart Builder Settings

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the Chart Settings tile.

Setup_ChartSettings_Select.png

Select the Chart Builder option from the left side menu.

5_2_2_ChartBuilder_with_Arrow.png

Chart Builder Templates

Manage the Views available to apply to a Chart Document.

5_2_Plus_Update.png

Add a View.

Note

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

5_2_UpArrow.png

Move selected View up.

5_2_DownArrow.png

Move selected View down.

5_2_DeleteChart.png

Remove selected View.

Chart Builder Backgrounds

Manage the Backgrounds available to apply to a Chart Document.

5_2_Plus_Update.png

Add a Background.

Note

Note: Only Backgrounds located in the Backgrounds folder are enumerated.

5_2_UpArrow.png

Move selected Background up.

5_2_DownArrow.png

Move selected Background down.

5_2_DefaultStar.png

Set the selected Background as the default.

Delete_MouseOver.png

Remove the selected Background.

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.

Max number of boxes on a single page

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

Max number of boxes on a chart document

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.

5_2_RoundPlus_icon.png

Add a field to include in the Chart Document.

Delete_MouseOver.png

Exclude a list from the Chart Document.