OrgChart Now Help Guide

Table of Contents

Workbench

Overview

The Workbench allows Administrators and Read/Write users to create and modify customized chart exports using their Master Chart data.

Accessing Workbench

Click on the 5_2_Mode_Small.png in the top-left corner of the screen, and then select the Workbench option.

A popup with the following options is displayed:

5_2_Workbench_Dialog.png
5_2_Launch_Chart_Builder.png

Click to launch open the Chart Builder, in order to create a chart document with existing chart data and edit it in the Workbench.

5_2_Open_Document.png

Click to open the File Manager, and then select an existing document to edit in the Workbench

5_2_Create_Blank_Chart.png

Click to open a blank chart document in the Workbench.

Recent Documents

Select a chart document from the Recent Document section to quickly open a recently open document in the Workbench.

You can also access the Workbench via the 5_2_Builder.png icon in the Top Toolbar. Reference the Builder article for more information.

Navigating Workbench

Document

Displays the name of the open Chart Document.

Click on the name of the Chart Documen to open the File Manager.

View

Displays the name of the applied View.

Click on the View name to select a different View from the dropdown menu.

5_2_Viewer_Filter.png

Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel).

Activate Interactive Filtering to filter in/out records dynamically using checkboxes.

5_2_Viewer_Highlight.png

Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel).

5_2_Viewer_Zoom.png

Click to adjust the zoom settings on the chart. The following Zoom percentages are available:

  • 25%

  • 50%

  • 75%

  • 100%

  • 125%

  • 150%

5_2_Workbench_Page.png

Click to define the page size of the chart.

Document menu

Edit menu

Refresh menu

Chart Editor

Click to display the Chart Editor panel containing the tools for modifying the Chart Document.