OrgChart Now Help Guide

View Settings

Overview

View Settings allows Administrator and Read/Write Users to create new Views, update Box Styles, and modify conditional formatting without going to OrgChart Workbench.

Accessing View Settings

Click More > View Settings.

View Settings

Views are Chart Templates (created in OrgChart Workbench ) and applied in OrgChart Viewer.

Add, modify, and delete views containing conditional formatting rules.

ReloadView_icon.png

Reload Library

Library Dropdown

Select the library from which you would like to select an existing view, or add a new view.

  • System -A library containing pre-built views. You can copy the system view into the Shared or User library, in order to make further modifications using the existing framework.

    Note

    Views from the System library cannot be altered unless they are copied to the Shared or User library.

  • Shared - A library containing views built by all eligible users within the account.

  • User - A library of views built specifically for the active user. Views built in the User library will not be shared with other eligible users in the account.

View Dropdown

Select an existing view to copy, modify, or delete.

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Create a new View.

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Save changes made to selected View.

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Delete selected View.

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Copy selected View.

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Exit View Settings.

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Hide Box Styles panel.

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Expand Box Styles panel.

Configuring View Rules

Drive the chart presentation by adding, modifying, and deleting conditional rules for a selected View.

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Add new rule.

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Delete selected rule.

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Copy selected rule.

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Move selected rule up.

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Move selected rule down.

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Rename selected View.

Box Style View Settings

Box Styles define which fields are displayed in each box on the chart.

Add, modify, and delete Box Styles.

Box Style Libraries

Select the library from which you would like to select an existing Box Style, or add a new one.

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Add new Box Style

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Modify selected Box Style

Note

Note: When selected, this option will open the Box Layout Editor.

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Replace selected Library Box Style with the Box Style of a selected chart record

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Delete selected Box Style

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Duplicate selected Box Style

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Rename selected Box Style

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Move select Box Style Up (or to the Right) one place

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Move selected Box Style Down (or to the Left) one place

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Save all updates made to Box Styles

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Reload Box Styles (All unsaved changes will be discarded.)