OrgChart Now Help Guide

Table of Contents

OrgChart Now 2014 Release Notes

Version 2.3 – Released December 22, 2014

  • Smart Refresh – User updates (subchart breaks, branch styles and box sorting) are maintained across data refreshes

  • Save Page or Branch – Save a branch or single page from a chart

  • Lock Folder – Administrator can lock a folder so that contents cannot be modified by read/write users

  • Faster Load/Save/Import – Up to 3X faster (especially with large data sets)

  • Faster Chart Rendering – Up to 3X faster (especially important when you have more than 200 boxes on a single page)

  • Faster Login – Up to 2X faster

  • Improved Excel Export – More options – export orphan records, current page, current branch or entire chart

  • Shift drag to copy files – Use shift drag to copy files from one directory to another

  • More robust picture handling – Photo URLs can now handle PNG, GIF, JPG and Lossless JPG images (e.g. improved compatibility with BambooHR and People HR). Photo references can now handle JPG and Lossless JPG images

  • Resolution of a number of minor defects

Version 2.2 – Released December 2, 2014

  • PeopleHR Connector – Create org charts directly from PeopleHR. Cloud connector ‘ReportID 1’ allows you to include employee photos in org charts

  • Number formatting – More control of how numbers are displayed (percent, currency symbols and thousands separator)

  • Custom Colors – The color picker now allows users to define custom colors

  • Publish Output Options – Published output can be either be downloaded or saved to a folder (in your account)

  • Secure Portal Integration – Dynamic org charts (or PDFs) can now be securely embedded in web sites and corporate portals

  • Resolution of a number of minor defects

Version 2.1.2 – Released November 12, 2014

  • BambooHR Connector Enhancements – Import employee photos. Import additional BambooHR fields (Email, Phone, Mobile, Gender, Hire Date and Photo) using ‘ReportID 1’

  • ‘NewSuperID’ Formula – SupervisorID lookup calculation. After modeling, you can now easily identify moved boxes (by comparing original * SupervisorID with NewSuperID). NewSuperID is included in Excel export

  • Linked Photos – The Photo field can now contain a URL to a photo (for example)

  • Improved PDF Book Publish – Publishing speed of PDF books containing employee photos has been improved

  • Resolution of a number of minor defects

Version 2.1.1 – Released November 5, 2014

  • Disable Page Overflow Breaks – End user can turn off automatic subchart breaks (inserted to break up large pages)

  • Improved Page Numbering – Page numbering is now aligned with the order in the subcharts panel. Subchart panel order is now always synchronized with peer order in chart

  • French Localization – All French strings updated

  • Subchart Wizard Enhancement – Name Using field is automatically set to ‘Department’ (if field is available)

  • Resolution of a few minor defects

Version 2.1 – Released – October 31, 2014

  • User Management – OrgChart Now Administrator can now add, delete and update user credentials

  • User Self Registration – End users can now sign up for access to their corporate account

  • Access Groups – Group membership determines which folders a user can access

  • Fast Login – Login speed is 4X faster

Version 2.0.4 – Released October 20, 2014

  • Import CSV Files – Import Wizard now supports import of .csv files

Version 2.0 – Released September 27, 2014

  • Employee photos in chart boxes – JPG images can now be added to org chart boxes

  • Customizable Profile Panel – User can now customize profile panel (e.g. show/hide/reorder fields as desired)

  • Profile Panel Text Wrapping – Long field names/field values are automatically text wrapped

  • Edit field values in Profile Panel – Double-click to change value of a field

  • Fast Select ‘Level’ Selector – Automatically extend selection to all boxes on the same level

  • Chain of Command Autotext – Display the chain of command (e.g. Mgr1 > Mgr 2 > Individual) for a given subchart

  • Free Trial updated – to allow import of up to 500 records

  • Nine Box Matrix – OrgChart will automatically create a Nine Box graphic if ‘Performance’ and ‘Potential’ fields are included in the data source. The graphic can be used in the profile panel and org chart boxes

  • Search panel – Search for employee records and then quickly navigate to associated subchart

10. Conditional Sums – Create formulas to count records matching criteria (for example, count of all vacancies or count of of contract employees)

  • Improved Page Layout – Automatic page layout is now improved to more effeciently position boxes on the page

  • Subchart Arrows – Pick from 1 of 3 available subchart arrow styles

  • Field Types and Field Formatting – Specify fields as text, number, date or image. Specify how numbers and dates are formatted

  • Many usability enhancements (Examples: shift-click to extend selection of boxes and box cells; arrow keys to navigate from box to box)

  • Resolution of over 50 minor defects

Version 1.9.2 – Released September 1, 2014

  • Resolved issues associated with manually positioning subcharts

  • Resolved issues with blank values when using the ‘break by field’ option (in the subchart wizard)

  • Resolved issues with page optimization + Import Wizard (with large number of boxes on a single page)

  • Version 1.9.0 – Released Aug 9, 2014

  • Insert Image – JPG images (such as a corporate logo) can now be added to org chart pages (including the master page)

  • File load/save performance – Load/save is now 4X (or more) faster

  • File size optimization – File size has been reduced (3.5X smaller)

  • Enhanced text wrap – Text now wraps on hyphens, spaces and forward slashes. For example, a title such as ‘Programmer/Analyst’ now breaks cleanly

  • FTP/SFTP Drop Box – User can now upload or download files using FTP/SFTP

  • Improved Row sizing (within boxes) – You can now specify which row will be expanded to fill any unused vertical space within a box (applies only to fixed and auto(smart) height options)

  • Apply custom master page template – You can now define a custom master page template. Customs templates can include corporate logos, free text and autotext elements. Custom templates can automatically be reapplied when data is refreshed

  • Import Wizard + Excel Dates – Excel fields formatted as dates are now imported properly

  • UI Improvements – Insert tab now contains move and arrange tools. This makes it easier to create a master page template

  • Bug fixes – A number of bugs (reported by end users) have been addressed

Version 1.8.3 – Released July 12, 2014

  • Publish multi-page PDF – Create a PDF containing each subchart on a separate page

  • Import Data/Refresh Performance – Performance is 10X faster for larger data sets

  • Box Layout Editor Enhancement – Inserting a row or column automatically inherits cell formatting from selected row or column

Version 1.8.0 – Released July 3, 2014

  • In place data refresh – One click to refresh chart from source data. Data is re-queried and then all import wizard settings are reapplied

  • Refresh properties – Update any data refresh settings without having to go back through the import wizard steps

  • Smart box sizing – Boxes automatically resize based on width and height of peers and selected branch style. The software does the work for you

  • Improved automatic page layout – Page layout is now better optimized after data import and data refresh.

  • French Localization – Application is now fully translated into French

  • More control over automatic subchart breaks – Added option to suppress insertion of subchart breaks on top levels of chart

  • Enhanced Text Wrap – Limit text wrap to a maximum number of line.

  • Box Layout Editor Enhancements – Apply changes to ‘Entire Chart’ or ‘Current Subchart’

Version 1.7.1 – Released June 4, 2014

  • Removed browser scroll bars – on lower resolution screens (e.g. 1360 X 768, 1280 X 1024, 1280 X 800)

  • Bug fix – Publish of org chart no longer fails with certain special chararcters (for example, long dashes)

  • Version 1.7.0 – Released June 1, 2014

  • Subchart Breaks – New import wizard step allows you to break org charts into multiple pages

  • Apply Master Page – New import wizard step allows you to add master page elements

  • More flexible data import – Name and Title fields can now be mapped to any field in source data

  • More robust data import – Blank lines are skipped. Fields containing only spaces are stripped

  • Subchart Wizard – Define rules as to where to insert subchart breaks

  • Autotext Elements – Insert elements that automatically update based on context (such as, page number, sub-chart name and date)

Version 1.6.0 – Released May 1, 2014

  • Subchart Breaks – Manually insert/remove page breaks

  • Profile Panel – Select a box to view additional details

  • Master Page – Define a page that contains elements (e.g. Chart Title) that are included on every page of the chart

  • Header/Footer Area – Specify header/footer height. The org chart automatically avoids the header/footer area

  • Text Element Pinning – Pin elements (typically within header or footer) so that they do not shift as the page is resized

  • BambooHR Cloud Connector – Create org charts from real-time queries to BambooHR

  • Improved UI – Toolbars placed on several ribbons make the application easier to use and more intuitive (like PowerPoint, Excel or Word)

Version 1.5.0 – Released April 4, 2014

  • Publish to PDF – Publish org charts to Adobe PDF Format

  • Publish to EPS – Publish Encapsulated Postscript documents

  • Publish to PNG 2X – Double size PNG for better quality in Word and PowerPoint

  • Crop to Chart – Publish only the chart (strip any text annotations/titles)

  • Transparent Background – Publish PNG with transparent background (charts now work well over a PowerPoint background)

  • More robust data import – Handles circular references