OrgChart Now Help Guide

Subcharts Panel

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

The Subcharts Panel is used to manage and navigate subcharts. The Subcharts Panel can be found at the bottom right-hand side of the Workbench with the rest of the Side Panels.

Subcharts Panel

The Subchart panel make it easy to navigate through your charts:

  • Select any subchart listed in the panel to navigate to the associated subchart.

  • Use the up/down arrow keys to quickly navigate through the subcharts.

  • Expand/collapse a subchart using the +/- buttons to the left of a subchart.

Subcharts Panel Toolbar

The following functions are available in the Subchart panel toolbar:

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Allows users to rename the selected subchart or rename all subcharts.

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Select to shuffle subchart up in list.

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Select to shuffle subchart down in list.

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Use the SubChart Wizard to define the rules for paginating a chart.

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Toggle Index Mode on or off.

Re-organize Boxes Using Subchart Panel

The Subchart Panel can also be used to help re-organize records. To move records in an open chart using the Subchart panel:

  1. Select the Chart ribbon and then select the Move Box tool.

    2020-12-14_15-46-13.png
  2. Left click on the desired record in the box and hold the mouse button down.

    2020-12-14_15-53-58.png
  3. Move your mouse over the subchart the record needs to report to in the Subchart panel, then release.

    2020-12-14_15-46-59.png
  4. The record will now report to the record at the top of the selected subchart.

    2020-12-14_15-48-20.png