OrgChart Now Help Guide

Views Panel

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

The Views Panel allows a user to quickly switch between different presentations of a chart. For example, a user can switch between a 'Photo' view, 'Name and Title' view and a 'Headcount' view. The 'View' Panel is typically setup for read-only users to allow them to easily switch between various chart presentations.

The Views Panel can be found on the lower right-hand side of the Workbench interface, with the rest of the Side Panels.

Important

This panel will only appear if user has Enterprise or Premium editions.

View Management

The following tools are available. Read-only users will not see these tools.

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Add a View. Any user-defined Chart Template can be added to the Views panel.Chart Templates Editor

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Delete selected View.

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Reorder selected View up.

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Reorder selected View down.

Applying Views

To apply a View, double-click on any row in the Views panel. The chart will be updated based on the conditional formats defined within the View.