OrgChart Now Help Guide

Table of Contents

Rule-Driven Charting (Viewer)

Overview

Administrator and Read/Write users can create and modify chart Views, which contain a set of conditional formatting rules that drive the presentation of certain employee records. This eliminates the need for manual formatting. For example, you can create a View that marks consultants with a green flag.

The following article provides step-by-step instructions for creating a View in OrgChart Viewer.

Creating a View in OrgChart Viewer
  1. Log into OrgChart Viewer.

  2. Click on More > View Settings.

  3. Click on the Library dropdown menu (at the top of the left side panel), and then select the Shared option.

    Note

    Note: Views created with the User radio button selected are only available to the user who designs them. Create Views with the Shared radio button selected, so that all created Views are accessible to other Administrator and Read/Write users.

  4. Click on the Plus.png icon (at the top of the left side panel) to create a new View.

    AddNewTemplate_Viewer.png
  5. Name the View, and then click OK.

    RenameView_Viewer.png
  6. Click on the addtemplate.png icon at the top of the left side panel. The Rule Editor is displayed.

  7. Click on the Rule Criteria dropdown menu, and then select the Always Apply option.

    RuleConfig_Viewer_AlwaysApply.png
  8. Click on the Box Style tab.

  9. Click on the Shared radio button in the Box style Library row.

    Note

    Note: Selecting the System radio button allows you to apply system generated Box Styles to your chart. Selecting the Shared radio button allows you to apply custom Box Styles to your chart. Reference the Custom Box Styles (Viewer) article for more information.

  10. Select a Box Style from the Box Style to Apply dropdown menu, and then click OK. The rule is added to the list of rules (in the left side panel).

    Note

    Note: Rules are applied in the order that they are shown. You can use the moveuparrow.png and movedownarrow.png icons to reorder the rules.

    Additionally, you can edit an existing rule by double clicking on the selected rule.

  11. Click on the addtemplate.png icon at the top of the left side panel.

  12. Select Basic Rule from the Rule Criteria dropdown menu.

  13. Select a field from the left-hand Field dropdown menu.

  14. Select a Comparison value from the Comparison dropdown menu to define the relationship between the Field and the Field Value.

  15. Enter a Field Value in the Value text box to define the condition of this Basic Rule.

    RuleConfig_Consultant_Example.png
  16. Click on the Box Properties tab.

  17. Check the Box Flag checkbox, and then click on the Flag icon.

  18. Configure the presentation style for the box flag, and then click OK.

    BoxFlag_Example.png

    Note

    Note: Optionally, you can drive multiple aspects of the box presentation when a record matches the established criteria. For example, you can apply Box Properties, as well as Field Properties using one basic rule.

  19. The following changes have been applied to the chart:

    ApplyTemp_Viewer.png
  20. Click on the SaveIcon.png icon (at the top of the left side panel to save the changes made to the new View.

Note

Note: The new View View will be applied to the chart by default, but will not remain in the View Options menu. Reference the Chart Settings: Presentation article for more information on adding a View to the list of Options in OrgChart Viewer.