OrgChart Now Help Guide

OrgChart Builder

Audience

Audience: Any User Edition: Enterprise & Premium

Overview
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OrgChart Builder allows you to take a snapshot of any subset of a master chart.  Snapshots created using OrgChart Builder are loaded into OrgChart Workbench as "OrgChart documents". End users can modify OrgChart documents as needed (add, update, move, and delete boxes and change presentation options). Documents can be saved, opened, closed, exported and even synchronized with source data.

Accessing OrgChart Builder

Select WorkbenchOrgChart Builder.

OrgChart Builder
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Creating a Snapshot

To create a snapshot:

  1. Use the Build On option to set a top position for your snapshot.

  2. Designate the number of levels below the top box to include in the snapshot (using the Levels to include dropdown).

  3. Specify presentation options using the Presentation Tab.

  4. [Optional] Specify filtering options using the Filter Data Tab.

  5. [Optional] Apply Dynamic filters and/or Highlights using the Filter/Highlights Tab.

  6. [Optional] Specify Advanced options using the Advanced Tab. 

  7. Click on the Go button to build an org chart.

  8. Use the OrgChart Workbench to edit and/or export to formats including PDF and PPT.

Additional Options

Include Orphans

Include all records that have a missing or invalid supervisor. Orphan records can be accessed using the Parking Lot Panel

Chain of Command

Include the manager of the top position in the snapshot. See Chain of Command Example.Chain of Command

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The Pin Control tool provides a fast way to set the top position (by providing a history of recently selected top positions).

Presentation Tab

Chart Template Dropdown

Select a chart template to apply to the generated snapshot. A Chart Template contains a set of rules that determine how the snapshot will be presented in OrgChart Workbench.

Master Page Template

Select a master page template to use for the chart background.  Reference Viewer Setup- Lesson 1

Page Size

Select the page size to apply. This is the page size that will be used when exporting to PDF or PPT.

Page Breaks

Select the method for pagination of the snapshot. 

Start Breaks at

Select how many levels to include on the first page.

Filter Data Tab

Optionally, you can filter out specific records when creating a snapshot. See the Filtering Data  article for more details.Defining Filters

Filters & Highlights Tab

Optionally, you can apply dynamic filters and/or highlights to a snapshot. You can toggle dynamic filters on/off in OrgChart Workbench using the Filters Panel.

Filters Checkboxes

Select dynamic filters to apply to snapshot. 

Highlights Checkboxes

Select dynamic highlights  to apply to snapshot.

Advanced Tab

By default, a traditional org chart is created. You can use advanced options to create specialty charts.

Placeholder chart

Reference Placeholder Chart Example.

Create co-head chart

Reference Co-Head Chart ExampleCo-Head Managers

Supporting Function Chart

Reference Supporting Function Chart ExampleSupporting Function Chart Example

Create multi-chart document

Reference Multi-chart Document Example.

Sorting

Sorting options are found in the Advanced Tab. Sorting determines the order in which boxes are placed under managers.

New Sort Button

Click this button to add a new sort key. Select a field from the dropdown menu by which to sort boxes.

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Click the Sort Order icon to toggle ascending/descending sort order.

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Change sort key.

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Delete sort key.

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Move sort key down.

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Move sort key up.

Pagination Methods

When a snapshot is created, you can select from one of the following pagination options (located in the Presentation Tab).

Single Page Chart

Place all chart boxes on a single page (not recommended for over 100 boxes).

Automatic breaks

Chart is automatically paginated. See Automatic Breaks Options section below.

Break by level

Break chart every N levels. For example, if N is set to 2, then 2 levels (manager plus subordinates) will be displayed on each page. See Break by Level Options section below.

Break by field

Break chart using a field. For example, if the field Department is selected, OrgChart will attempt to put each department on a single page. If a department is too large, it may be split into multiple pages. See Break by Field Options section below.

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.