OrgChart Now Help Guide

Publish

Audience

Audience: Administrators

Overview

The Publish panel allows Administrators to configure default publishing settings, when exporting documents, images, and excel data from OrgChart.

Accessing Publish Settings

Select More > Chart Settings and then select the Publish option from the left side menu.

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Document Settings

Configure the default publishing settings when exporting to PDF and PPT by checking the checkboxes associated with the following options:

Master Page dropdown menu

Select the Master Page to use when exporting to PDF or PPT.

Include Master Page checkbox

Include a Master Page when exporting to PDF or PPT.

White Background checkbox

Export chart document with white background to PDF or PPT.

Navigation Arrows checkbox

Export chart document with navigation arrows to PDF to PPT.

Image Settings

Configure the default publishing settings when exporting to PNG, SVG, and JPG by checking the checkboxes associated with the following options:

Crop to Chart checkbox

Export a cropped-to-content image of the chart to PNG, SVG, or JPG.

Transparent Background checkbox

Export an image of the chart with a transparent background to PNG or SVG.

High Quality checkbox

Export a high quality image of the chart to PNG.

Note

When exporting, users can choose to override the default publishing settings for documents and images.

Excel Settings

Configure the default publishing settings when exporting to Excel by checking the checkboxes associated with the following options:

Use Custom Output Fields checkbox

Select which fields to include in an Excel export. If left unchecked, all fields will be included in an Excel export.

Note

Note: Users assigned with Row-Level Security will only be able to view the fields permitted by that Row-Level Security profile, even if this box is unchecked. Reference the article Row-Level Security Example for information on how to configure and assign Row-Level Security profiles.

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Add a field to the Excel export list.

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Move a field up, so that it appears earlier in the Excel export.

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Move a field down, so that it appears later in the Excel export.

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Remove a field from the Excel export list.

Note

Note: Default publishing settings for Excel cannot be modified while exporting. To change the excel output, Administrators must update the settings in the Publish panel.