OrgChart Now Help Guide



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.


The Rules panel is displayed to the left.