OrgChart Now Help Guide

Search

Overview

The Search function is used to find a specific record in a Master Chart or Chart Document.

OrgChart supports two Search types:

  • Standard Search -Search for an employee record using Name or Title

  • Advanced Search - Search for an employee record using multiple search criteria

Accessing Standard Search

  1. Click on the 5_2_Search.png icon in the Top Toolbar while in Viewer or Workbench mode.

    5_2_Search_StandardSearch.png

Accessing Advanced Search

Important

An Administrator must configure Advanced Search Keys in the Chart Settings: Search & Directory panel before the Advanced Search option is displayed.

  1. Click on the 5_2_Search.png icon in the Top Toolbar while in Viewer or Workbench mode.

  2. Click on the Advanced Search option.

    5_2_Search_AdvancedSearch.png
  3. The fields added to the Advanced Search Key section in the Chart Settings: Search & Directory panel are available to search for employee records.

    5_2_Search_ShowAdvancedSearch.png
  4. Optionally, click on the 5_2_ElipsesinSourcePanel.png button (to the right of a search key) in order to pull a field value directly from your data source.

Enable Photo Search

If you have imported employee photos into your OrgChart account, end-users can enable employee photos to display in the search results.

To enable this feature, click on the 5_2_1_EnablePhotoSearch.png icon in the top right corner of the Search panel, and then perform a Standard or Advanced Search.

5_2_1_PhotoSearch.png

Administrators can disable this feature for end-users by restricting access to the photo field in the end-users' Row Level Security profile or by unchecking the Allow Photo Search option in their UI Profile.

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