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OrgChart Help Guide

Subcharts

Audience

Audience: Administrators and Read/Write Users

Overview

In the Document Settings: Subcharts panel, Administrators and Read/Write users can define the rules for paginating the current open Chart Document.

Subchart pagination can also be accessed by clicking on the Subchart_Panel_Wizard_icon.pngicon in the Subcharts menu in Workbench, or when creating a Chart Document from a Master Chart using Builder.

Accessing Subcharts

  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 Subcharts tab in the left side menu.

    DS_Subcharts_Arrow.png
Subcharts Options

The following options are available:

Single Page Chart

Display all the records in the current open Chart Document on a single page.

Note

The max number of boxes allowed on a single page chart can be adjusted at the Master Chart level in the Chart Settings: Chart Builder panel.

Automatic Breaks

Let OrgChart determine the optimal page breaking for your chart.

You can choose to set the page density (Standard, Dense, or Very Dense), which will determine how many boxes should be on each page before inserting a page break.

Break by Level

Insert a page break every 2, 3, 4, or 5 levels.

You can select a minimum amount of subordinates needed before a break is inserted.

Break by Field

Insert a page break every time a value for the selected field differs from the top record of the previous page.

You can select a minimum amount of subordinates needed before a break is inserted.

Start Breaks At

Select the level at which page breaks will begin to be inserted.