OrgChart Now Help Guide

Table of Contents

Functional Charts (Viewer)

Audience:

Audience: Administrator Users Edition: Enterprise & Premium

Overview

Functional Charts (also known as Placeholder Charts) allow you to display your organization's structure based on a specific function. For example, employees will roll up to a system-generated placeholder labeled as their designated function area. The following article provides step-by-step instructions for configuring a Functional Master Chart in OrgChart Viewer.

Accessing Functional Charts
  1. Log into OrgChart Viewer.

  2. Click More > Chart Settings.

  3. Check the Placeholder Chart checkbox (under the Top Box heading). Three Function dropdown menus appear.

    Placeholder_ChartSettings.png
  4. Select a field form the first Function dropdown menu.

    Note

    Note: You may select up to three Functions to drive the Placeholder Chart. Reference the Multi-Layer Functional Charts section below for more information.

  5. Click Save and Refresh.

Without Functional Chart
Placeholder_NoPlaceholder.png
With Functional Chart
Placeholder_DepartmentEX.png

Note

Note: For Placeholder Charts generated using OrgChart Viewer, you can apply conditional formatting to Placeholders by using the following Basic Rule structure: Field ObjType Equals the Value Function. Reference the article Rule-Driven Charting (Viewer) for more information about conditional formatting.

Multi-Layer Functional Charts

It is possible to create a Functional Chart that is supported by more than one function. For example, you may want employees to roll up to their departmental function, as well as their location. The following section provides step-by-step instructions for generating a Multi-Layer Functional Chart in OrgChart Viewer.

  1. Log into OrgChart Viewer.

  2. Click More > Chart Settings.

  3. Check the Placeholder Chart checkbox (under the Top Box heading). Three Function dropdown menus appear.

  4. Select a field from the first Function dropdown menu.

  5. Select an additional field from the second Function dropdown menu.

    Placeholder_MultiLayer.png
  6. Click Save and Refresh.

Without Multi-Layer Functional Chart:
Placeholder_mutlinoEX.png
With Multi Layer Functional Chart:
Placeholder_MultiEx.png