OrgChart Now Help Guide

Table of Contents

Chart Settings: Subcharts & Shortcuts

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

Org charts are paginated using subchart breaks. The end user can then drill up and down the org chart hierarchy using subchart arrows. Shortcuts  allow an end user to quickly navigate to a specific location within an org chart (e.g. the head of a specific department). 

The Subcharts & Shortcuts panel allows an administrator to configure:

  • Which field is used to name subcharts (e.g. employee name or department).

  • How subcharts (pages) are sorted (when exported to PDF or PDF and when displayed in the Subcharts Panel).

Subcharts & Shortcuts settings

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Subchart Options

Name using field

Specify the field used to name subcharts in the Subcharts Panel.

Sort subcharts

Specify the field used to determine subchart order (when displayed in the Subcharts Panel and when exporting to PDF or PPT).

Chart Builder & Publisher Subchart Breaks Options

When a chart is exported to PDF or PPT or a chart is created in Chart Builder, OrgChart will paginate the chart for the end user using one of the following options:

Automatic breaks

Chart is automatically paginated.

Break by level

Break chart every N levels. For example, if N is set 2, then only 2 levels (manager plus subordinates) will be displayed on each page.

Break by field

Break chart using a field (for example, if the field Department is selected, OrgChart Now will attempt to put each department on a single page). If a department is too large, it may be split into multiple pages.

Automatic Breaks Options

Start breaks at

This option allows you to control how many levels are displayed on the first page of your chart.

Page density

  • Standard – More breaks, less boxes on each page.

  • Dense - Less breaks, more boxes on each page.

  • Very Dense – Even less breaks, lots of boxes on each page.

Break by Level Options

Start breaks at

This option allows you to control how many levels are displayed on the first page of your chart.

Break every

Select how many levels between breaks.

Minimum subs for break

Specify the minimum number of boxes required for a subchart break to be inserted. This option helps to reduce the number of pages in the generated chart.

Break by Field Options

Start breaks at

This option allows you to control how many levels are displayed on the first page of your chart.

Break on field

Use a field to determine where to place breaks. For example, all employees in a given department will be grouped on the same page.

Minimum subs for break

Specify the minimum number of boxes required for a subchart break to be inserted. This option helps to reduce the number of pages in the generated chart.

Shortcuts

Shortcut Field

Specify the field used to build shortcuts. See the topic, Creating Shortcuts for more information.

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