OrgChart Now Help Guide

Views

Overview

Views are templates (designed by Administrators and Read/Write users in View Manager) that are applied to the Master Chart.

Views contain the Box Styles and conditional Rules that drive the presentation of chart data.

Users can toggle between the Views that are available to them in Viewer, Workbench, View Manager, and Planning modes by using the View dropdown menu.

Accessing the Views Menu

  1. Click on the View dropdown menu while in Viewer, Workbench, View Manager, or Planning mode.

  2. The View menu is displayed.

    5_2_Viewer_ViewsMenu.png

Changing Views

  1. Click on the View dropdown menu, and then select the View you would like to apply to the open Master Chart.

    Note

    The Views a user is allowed to access depend on their permissions. Reference the Account Settings: Access Group article for more information.

    Note

    Administrators can add or remove Views that are available for access in the View menu in the Chart Settings: Presentation panel.

    Views that have not been promoted to the View menu are still accessible for Administrators to edit in View Manager or apply in Workbench.

View Examples

5_2_Viewer_Views_Overlay.png

Overlay View

5_2_Viewer_Views_Location.png

Location View

Card View

Card View allows users to better view employee records when Box Styles containing a large amount of data are applied to the current View.

To enable Card View:

  1. Click on the View dropdown menu.

  2. Select the Card View option.

OrgChart Enabled

5_2_Viewer_Views_Overlay.png

Card View Enabled

5_2_Viewer_views_CardView.png
Related Articles