OrgChart Now Help Guide

Table of Contents

OrgChartNow 2016 Release Notes

Version 3.9.0 – Released on December 31, 2016

  • ADP Connector & Photos - Photos can now be extracted directly from ADP Workforce Now

  • Google Directory Connector - Create org charts directly from your Google business account (also supports Google Cloud Directory Sync1)

  • Enhanced Delete - Hold down the control key while deleting to send subordinates of deleted boxes to parking lot

  • Access Group Permission Enhancements - Enable/disable Export to Excel for an access group

  • Photo Caching - Photos from BambooHR and ADP Workforce are now cached making load times significantly faster

  • Improved Photo Performance - Charts with photos load and publish faster

  • ADP Connector Optimization - Faster query speeds for Vantage and ADP Workforce Now

  • Bug fixes

  • 1With Google Cloud Directory Sync (GCDS), you can synchronize the data in your Google domain with your Microsoft® Active Directory® or LDAP server. * Your Google users, groups, and shared contacts are synchronized to match the information in your LDAP server - See https://support.google.com/a/answer/106368?hl=en for more information.

Version 3.8.0 – Released on December 3, 2016

  • Version 2.0 of the Page Layout Engine

  • Improved automatic placement of boxes and lines (boxes and lines never overlap and are more compact in certain cases)

  • Improved alignment of boxes when using multi-column styles (more visually pleasing)

  • Improved alignment of boxes when chart contains sub-chart arrows (more visually pleasing)

  • Improved placement of manager above tree style

  • Adjust placement of boxes by adjusting box margins, box spacing and spacing between managers and subordinates

  • Spacing overlays - box margins and spacing overlays are shown when manually adjusting overlays

  • Improved page layout when box shadows are enabled

  • MAP function - The MAP function allows you to map values for display or sort purposes (for example, zip codes to states - '94901' -> 'California'). *Also supports wildcard "$94" -> "N. California"

  • MATH function - The MATH function allows you to define equations that references constants and fields (for example a ratio).

  • SuccessFactors Connector – Create org charts directly from SuccessFactors

  • Co-manager branch style - New branch style allows you to visualize co-manager relationships

  • Background color - Set the background color of your chart (see MASTERPAGE tab)

  • Compare Directories - Creating an Excel report that compares the content of two directories (good for managing photos)

  • Improved Connecting Lines - More control over connecting lines - set lines to solid, dashed or hidden for an entire set of peers or a subset of peers.

  • Improved Conditional Formats - More control over box borders and connecting lines (via data driven rules)

  • Re-position Chart Template Window - Move the chart template window when creating or editing rules (so that it is not positioned over the chart)

  • Improved Portal Integration - 'Division' parameter allows you to specify division to display on load. 'Topboxid' allows you to specify which page to show when a page is loaded ('-' value for Topboxid goes to page where match is a subordinate).

  • Bug fixes

Version 3.7.0 – Released on October 4, 2016

  • Dashed line borders - Set box borders to dashed (e.g. to indicate dotted line relationships)

  • Dashed connecting lines - Set connecting lines to dashed

  • Triangle Flag Annotation - Add a flag to the upper right of a box to differentiate boxes and highlight conditions (for example, you can easily flag *contractors and temporary employees)

  • ADP Workforce Now Connector Enhancements - Most robust error handling including better error messages; specify custom query filter (e.g. * ActiveOnLeave); specify whether to include custom fields in query

  • Faster ADP Workforce Now Connector - Connector query speed is now up to 3X faster

  • ADP Vantage Connector - Create org charts directly from from ADP Vantage (worker-demographics API)

  • SAP XML Connector - Create org charts directly from XML data exported from SAP

  • Improved UltiPro Connector - Business intelligence connector now supports both 'reports' and 'queries'

  • Improved multi-record boxes - Multiple record boxes now support text wrapping (for long names)

  • Long Condition Values - You can now specify up to 512 characters for formula conditions, conditional formats and assistant rules

  • Unlimited rules (conditional formats) - You can now specify an unlimited number of rules in a chart template

  • Unzip - Upload zip files containing photos and then unzip to a directory

  • Improved pinning - Pin master page objects to stick to the left/right and/or top/bottom of the page (allows for multiple header/footer elements in * the same part of the page)

  • Improved PDF publishing - Text boxes and autotext elements are no longer truncated incorrectly (in certain cases)

  • Improved Legends - Support for triangle and dashed line indicators

  • External Lookup - Concatenate function now allows you to lookup values (e.g. map a zip code to a state)

  • Improved Formulas - SUM and AVERAGE formulas are now available

  • Delete All - Single command to delete all files in a folder

  • Bug fixes

Version 3.6.0 – Released on July 20, 2016

  • Access Privileges - An administrator can set access privileges for a chart on a per user basis.

  • Access to a chart can be enabled/disabled.

  • Access can be limited to one or more divisions within a chart (for multi-record charts).

  • Access can be limited to one or departments (or locations) within a chart.

  • Auto Launch function - Administrator can specify a chart to automatically open after login.

  • Improvements to Subscribe-HR, ADP, BambooHR and UltiPro connectors.

  • Support for SutiHR Single Sign on

  • Improved Conditional Formats - Set color and dash style on/off for connecting lines.

  • 'Not in list' comparison - Available for formulas and conditional formats.

  • Diagnostic Report for Refresh Data - Manually paginated charts are not easier to maintain. You can easily identify pages that need to have sub-chart breaks added or removed.

  • Improved Multi-chart documents - Now works with auxiliary reports.

  • Improved Calculations - Added 'LEFT' and 'RIGHT' string calculations. This allows the user to extract data from the left or right of any string.

  • Bug fixes

Version 3.5.0 – Released on May 5, 2016

  • Refresh Scheduler - Schedule daily or weekly refreshes of your charts

  • Auxillary Reports - Specify 'Auxillary' (or secondary) manager relationships in your data

  • Simplified Box Style Management - Add and edit box styles directly in the box style editor

  • Improved Data Refresh - Additional options gives you more control over data refresh process

  • Improved Right Clicks - Right-clicking on a box allow you to select 'Move Box/Branch' tool

  • Improved UltiPro Connector - UltiPro connector now allows connection to both test and production UltiPro Business Intelligence (BI) Servers.

  • Photo Loading Performance - Loading photos from external sources (e.g. BambooHR or PeopleHR) is 2X faster

  • Simplified UI - The DOCUMENT tab allows you to manage fields and set page properties

  • LOOKUP formula - Allows you to lookup values from another record (for example, the name of indirect manager given that manager's ID)

  • Divisions and Formulas - COUNTIF formulas can reference the current division (for multi-chart documents). For example, you can count all boxes in the current division.

  • Improved International Date Handling

  • Bug fixes

Version 3.4.0 – Released on March 26, 2016

  • Dates - Specify how dates are presented in org charts (includes international date formats)

  • 'Refresh Date' - Auto-text element (shows date that data was refreshed through a connector or the last date a data file was modified)

  • Enhanced tables - Show values/formulas for the current branch or entire chart

  • Enhanced master page - Map values from the top box of a subchart to values used in tables in the master page

  • Specify top box - In the import wizard, you can specify one or more boxes as the top of your chart. This solves issues with circular references (e.g. CFO reports to CEO and CEO reports to CFO).

  • Find by Photo – Search for an employee using photos

  • Append Data – Add, update and suppress records using data from flat file. For example, you can add ‘vacancies’ or ‘contractors’ to charts (even if your HR data doesn’t contain these records). You can add additional data fields not contained in your source HR data.

  • Combine Data Sources – Merge two data sources into a single org chart (e.g. Active Directory data + UltiPro data)

  • Enhanced SutiHR Integration - Single Sign On from SutiHR and auto-configuration of SutiHR connector when account is created.

  • UltiPro Business Intelligence Connector – Create org charts directly from custom UltiPro reports (much more flexible than standard UltiPro connector)

  • Enhanced ADP Connector – Default report now includes additional fields (HomeWorkLocation and Business Unit).

  • Resize right panels – Click and drag to make search, profile, box styles, etc. panels wider or narrower

  • Enhanced Excel Export – ‘Redeployed Only’ report (shows only boxes that have been manually moved)

  • Circular Excel Export – Generate an Excel report that can be reimported in OrgChart Now (without modification)

  • Concatenate Formula – Merge fields (e.g. Last Name and First Name) or create photos references

  • Smart Concatenation – Automatically remove separators from concatenated strings where appropriate (e.g. [Last Name], [First Name] will not include comma if Last Name is blank)

  • Fallback Concatenation – Automatically fallback to secondary string if primary string is blank (e.g. [Preferred Name|First Name], [Last Name] will use First Name if Preferred Name is blank).

  • Improved Subchart Wizard - Break by Field now automatically splits up large departments that are too big to fit on a single page

  • Improved Rule Editor - Rule editor now allows larger comparison values (for example, when using the 'in list' comparison you can define more values in the list).

  • Bug fixes

Version 3.3 – Released February 8, 2016

  • Optimized ADP Workforce Now Import – Query is now up to 8 times faster

  • Optimized UltiPro Import – Query is up to 50% faster

  • ADP Vantage HCM Connector – Create org charts from ADP Vantage HCM data

breatheHR Cloud Connector – Create org charts from your breatheHR data

  • SAML 2.0 Single Sign On – Single Sign On into OrgChart from any SAML Identify Provider (for example, OKTA.com or OneLogin.com)

  • Resolution of a number of defects

Version 3.2 – Released January 16, 2016

  • Improved ADP Workforce Now Connector – Progress meter shows how many records have been retrieved from ADP Workforce Now

  • Salesforce Connector – Import data directly from Salesforce

  • Improved User Management – Improved support for large user communities within an account (e.g. more than 50 users in an account)

  • Improved Data Refresh – User now has more control over how the chart is refreshed

  • Private Charts – Each read/write user now has their own private folder (can only be accessed by that user or an administrator)

  • Rule Based Assistant Formatting – Create a rule to automatically set assistant branch styles (e.g. Title contains ‘Assistant’)

  • Improved Import Wizard – Select Chart Template Panel UI has been improved

  • Improved Optimize Page Function – Page optimization does a better job of automatically selecting branch styles (e.g. improves experience with import, data refresh, subchart wizard and Optimize Page functions)

  • Optimize Page with large number of boxes – Optimize page does a better job of automatically selecting branch styles when working with 50 or more boxes on a page (works well up to about 500 boxes)

  • Optimize Page with multiple assistants – Assistant branch styles are automatically optimized to make better use of available space on the page

  • Subchart Break Enhancements – Branch Styles are better optimized when a subchart break is removed or added. Remove all breaks performance is 10X faster. Subchart Wizard is smarter – doesn’t insert breaks on pages with very few boxes.

  • OneLogin Support – Single Sign On from OneLogin.com (using OneLogin browser extension)

  • Improved Subchart Panel – Expand/Collapse nodes and improved paging using the up/down arrow keys

  • Improved Import Wizard – Better error reporting for blank header fields (e.g. Check Column [X] in your spreadsheet)

  • Improved Localization – Support for file names containing special characters

  • Bug fixes