OrgChart User Guide

A Chart Template contains a set of rules (e.g. conditional formats) that are applied to a chart. Each rule (within a chart template) sets one or more presentation properties of any matched boxes. For example, the rule 'Employee Type' equals 'Contractor' could set the background of a chart box to red.

The Chart Templates Panel (located in Side Panels) is used to manage chart templates.

To create a chart template:

1. Make sure the Chart Templates Panel is displayed. See the Chart Templates Panel topic for more details.
2. Make sure the 'User Templates' radio button is selected.
3. Click on Add Chart Template button. The Chart Template Editor is shown.
4. Click on the Rename icon.
5. Enter a name for the template.
6. Select the checkbox next to the Default rule
7. Click on the Edit icon
8. Set the default Box Style. Click Ok.
9. Click on Add Rule icon
10. Define a rule (for example, 'IsContractor' equals 'True')
11. Define action for the rule (see Rule Actions section below)
12. Click OK
13. Continue adding Adding Rules until the template is fully defined.
14. Click OK or Apply to Exit the Chart Template Editor.
15. After Adding/Editing a Chart Template(s) make sure to Save any changes to your templates.

To edit an existing chart template:

1. Make sure the Chart Templates Panel is displayed. See the Chart Templates Panel topic for more details.
2. Make sure the 'User Templates' radio button is selected (System Templates cannot be modified)
3. Select an existing Chart Template
4. Click on Edit Chart Template button. The Chart Template Editor is shown.
5. Add or edit rules as needed.
6. Click OK or Apply to Exit the Chart Template Editor

A rule action is applied when a rule is 'True' for a box.

The following rule actions are available:

• Apply System Box Style
• Apply User Defined Box Style
• Change Field Property (see section below)
• Change Box Property (See section below)

To set a field property:

1. While editing a Chart Template Rule, select the 'Field Properties' radio button
2. Select a Field (for example, 'Name'). This is the field that will be updated if the rule matches.
3. Select checkbox(s) to the left of the desired field properties (Font Color, Cell Background Color or Font Style) and then set the corresponding field property value (e.g Set Font Color to Red).
4. Click OK to complete configuring the current rule

Field Properties Example

To create a Field Property to highlight a vacant position, set the Chart Template Rule interface to:

To set a box property:

1. While editing a Chart Template Rule, select the 'Box Properties' radio button
2. Select checkbox(s) to the left of the desired box properties (Box Shape, Box Background Color, Box Border Style, Box Border Color, Connecting Line Color, Connecting Line Style, and Box Annotation) and then set the corresponding box property value (e.g Set Box Shape to Round Rectangle).
3. Click OK to complete configuring the current rule.

Box Properties Examples

To create a Box Property to highlight a box if an employee is Part-Time, set the Chart Template Rule interface to:

To create a Box Property to create a box if the employee is a contractor, set the Chart Template Rule interface to:

To set a branch style property:

1. While editing a Chart Template Rule, select the 'Branch Style Properties' radio button
2. Select from the drop-down list of options: Set as co-manager, Left assistant, Right assistant, Left peer assistant, Right peer assistant, & Tree.
3. Click OK to complete configuring the current rule.

Branch Style Properties Examples

To set a Branch Style that creates a co-head manager chart, set the Chart Template Rule interface to:

1. Select Branch Style Properties from the radio button list
2. Create a rule where the person ID equals the person that you want to be a co-head manager AND the person ID equals the other person you want
3. Select OK

You should now see a branch reporting to a co-manager head