OrgChart Now Help Guide

Rules

Overview

Administrators and Read/Write Users can drive the presentation of an org chart by using Conditional Formatting, or rules, based on data. Rule-Driven formatting eliminates the need to do any manual formatting after refreshing.

The Rules panel allows Administrators and Read/Write users to create and modify the ordered rules that drive the presentation of a chart View.

Accessing the Rules Panel

Click on the 5_2_Mode.png in the top-left corner of the screen, and then select the View Manager option.

The View Manager User Interface is displayed.

Click on the Rules button.

5_2_ViewManager_UserInterface_Rules.png

The Rules panel is displayed to the left.