OrgChart Now Help Guide

Append Table

Audience:

Audience: Administrator Users Edition: Enterprise & Premium

Overview

OrgChart Now allows Administrator Users to override the data flowing in from their HRIS Connector using the Append Table feature.

Admin can add, suppress, and modify employee records without having to leave the application, providing a user friendly and low-maintenance solution for updating your chart.

Setting Up an Append Table

The Append Table is available in the Append Data section of the Chart Settings: Source panel. The following section provides step-by-step instructions for setting up an Append Table.

  1. Log into OrgChart Viewer.

  2. Click More > Chart Settings.

  3. Click on the RefreshPlus.png icon (under the Append Data heading). The list of Append Data Sources is displayed.

  4. Click on the Append Data icon, and then click Select.

    AppendTable_Selected.png
  5. Click on the Click here to create a table hyperlink. The Table Manager panel is displayed.

  6. Click on the RefreshPlus.png icon to create an Append Table. You will be prompted to name the new table.

  7. Enter a name for the Append Table in the Append Table Name text box, and then click OK.

  8. Mouse over the newly created table, and then click on the geariconnew.png to make edits. The following options are displayed at the bottom of the panel:

  9. Click on an icon to begin. A panel associated with the chosen action is displayed.

    Append_AddSubBox.png

    Note

    Note: If you click on Edit, Move, or Suppress, you will be prompted to search for the employee record you'd like to modify. Once selected, a panel associated with the chosen action is displayed.

  10. Enter the desired values in each field. Optionally, use the DownArrow_Append.png (to the right of each field) to select field values from your source data.

    Note

    Note: Ensure that the following required fields are properly populated, so that the record appears on the chart:

    • Reports To

    • PersonID

    • Name

  11. When you are finished click Add, Change, Move, or Suppress to register your modifications.

    Note

    Optionally, double click on any change listed in the Table Editor to make additional edits, or click on the Trash_Delete.png icon (in the bottom left corner) to delete it.

  12. Click Exit when you are finished.

  13. Select your Append Table from the Append Table dropdown (under the Append Table heading).

  14. Click Save and Refresh.

Additional Append Table Options

The following options are available when accessing an Append Table from the Chart Settings: Source panel.

Append Table dropdown

Select an Append Table from the list of saved tables.

PencilPad.png

Edit the Append Table selected from the Append Table dropdown.

geariconnew.png

Click to open the Table Manager, and view a list of the saved Append Tables in your account.

The following options are available when using the Table Manager.

PencilPad.png

Rename the selected Append Table

geariconnew.png

Modify the selected Append Table

Trash_Delete.png

Delete the selected Append Table

Plus_light.png

Add a new, untitled Append Table