OrgChart Now Help Guide

Subcharts

Audience

Audience: Any User Edition: All Editions

Overview

The Subchart Wizard automatically breaks a chart into multiple pages, or subcharts. Each page in a chart contains one subchart. The Subchart Wizard functionality is part of the Import Wizard.

After import is complete, Subchart Wizard options can be modified using the Advanced Options function or by selecting the Subchart Wizard from the Refresh Ribbon. Reference the article: Pagination (Subcharts) for more information.Pagination (Subcharts)

Subchart Wizard Options

The following options are available for pagination:

Single Page Chart

All boxes in the chart will be presented on a single page.

Automatic Breaks

Chart is automatically paginated.

Break by level

Break chart every n levels.

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.

Single Page Chart

Name Using Field

The selected field is used to name subcharts, usually the Name or Department field.

Automatic Breaks

Name using field

The selected field is used to name subcharts, usually the Name or Department field.

Start breaks at

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

Page density

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Break by Level

Name using field:

The selected field is used to name subcharts, usually the Name or Department field.

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.

Break by Field

Name using field:

The selected field is used to name subcharts, usually the Name or Department field.

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 to insert a break. This option helps reduce the total number of pages in a chart.