OrgChart Now Help Guide

Chart Settings: Publish

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

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

Accessing Publish Settings

Select More > Chart Settings and then select the Publish option.

Publish_Example.png
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

Include a Master Page when exporting to PDF or PPT.

White Background

Export chart document with white background to PDF or PPT.

Navigation Arrows

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

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

Transparent Background

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

High Quality

Export a high quality image of the chart to PNG.

Note

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

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 in OrgChart Viewer.

Plus.png

Add a field to the Excel export list.

uparrowicon.png

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

downarrowicon.png

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

refreshX.png

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 Chart Settings: Publish.