OrgChart Now Help Guide

Table of Contents

Directory

Overview

Users can search for employee records using multiple search criteria.

Employee records that match the search criteria are displayed, along with the data fields chosen by an administrator.

Note

Administrators can configure the search keys, as well as which result fields are displayed alongside employee records in the Chart Settings: Search and Directory panel.

Any field can be added to the search results, including employee photos and custom static formulas.

Accessing Directory Mode

Click on the 5_2_Mode_Small.png in the top-left corner of the screen, and then select the Directory option.

The Directory user interface is displayed.

Note

By default, there are no records displayed when Directory is launched.

To launch the Directory with chart records automatically displayed, enable the Launch Directory with All Records option in UI Profiles.

Enter a search criterion, and then click on the Search button. The results are displayed.

5_2_1_DirectorywithPhotos.png

Additional Options

5_2_Mode.png

Click to access the Mode Switcher.

5_2_Export.png

Export the Directory search results to an Excel file.

Search

Search based on the criteria entered in the search key text boxes.

Clear

Clear the current search results.

Exit

Return to the previous mode.

Chart

View a selected employee record in Viewer or Workbench mode.

Tip

Double-click on an employee record to navigate to the associated OrgChart box.

Notice

Your admin can configure both the searchable fields, and the result fields using Chart Settings: Search & Directory.