OrgChart User Guide

You can create an unlimited number of box styles. A box style contains a definition of exactly how a box in a chart should be presented. Using a box style, you can set that fields, fonts, colors, etc. are displayed in chart box.

For example, the rule 'Employee Type' equals 'Contractor' could apply a box style showing the contract end date for the contractor.

A Chart Template contains a set of rules (e.g. conditional formats) that are applied to a chart. A rule action can be set to apply a box style.

The Box Styles Panel (located in Side Panels) is used to manage box styles.

To create a box style:

1. Make sure the Box Styles Panel is displayed. See the Box Style Panel topic for more details.
2. Make sure the 'User Styles' radio button is selected.
3. Click on Add Box Style button. A Box Style is added.
4. Click on the Rename Box Style icon
5. Set a name for the Box Style (e.g. 'Contractor' or 'Vacant Position')
6. Click on the Edit Box Style icon (Make sure the new Box Style is selected).
7. Use the Box Layout Editor to configure the box style as needed. Click OK when finished.
8. Click OK or Apply to Exit the Chart Template Editor
9. After Adding/Editing a Box Styles(s) make sure to Save any changes to your box styles.

To edit an existing box style:

1. Make sure the Box Styles Panel is displayed. See the Box Styles Panel topic for more details.
2. Make sure the 'User Styles' radio button is selected (System Box Styles cannot be modified)
3. Select an existing Box Style
4. Click on the Edit Box Style button. The Box Layout Editor is shown.
5. Use the Box Layout Editor to configure the box style as needed. Click OK when finished.
6. After Adding/Editing a Box Styles(s) make sure to Save any changes to your box styles.

To manually apply a box style:

1. Make sure the Box Styles Panel is displayed. See the Box Styles Panel topic for more details.
2. Select one or more boxes in your chart
3. Double-click on a box style (in the Box Styles Panel) to apply to the selected boxes.