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OrgChart Help Guide

Assistants

Overview

Users can define the way in which assistants are identified and displayed in the current Chart Document.

Assistant rules can also be defined in View Manager.

Accessing Assistants

  1. Create a Chart Document, or open an existing on in Workbench.

  2. Click on the 5_2_1_BlueGear_nofill.png icon in the Workbench toolbar. The Document Settings: Changes panel is displayed by default.

    Launch_Document_Settings_Menu.png

  3. Click on the Assistants tab in the left side menu.

    DS_Assistants_Arrow.png
Assistant Options

The following options are available:

Manually set assistant branch styles

Select this option to only identify assistants manually.

Right-click on a record, select Branch Styles, and then select one of the four assistant options:

  • Peer Assistant Right

  • Peer Assistant Left

  • Assistant Right

  • Assistant Left

Note

You can manually set assistant branch styles without selecting this option.

To preserve your manual assistant assignments, ensure that you check the Preserve Manual Identification of Assistants checkbox in the Document Settings: Changes panel.

Use 'isAssistant' field to set assistant branch styles

Select this option to use the field 'isAssistant' in your data set in order to identify assitants.

By default, assistants identified by this method will be assigned the Assistant Right branch style, unless you check the Place first assistant on the left of manager option.

Use les to set assistant branch styles

Select this option to drive assistant assignment using Rules.