Step 10: Optimizing Page Layout

Most of the time, OrgChart will automatically optimize page layout;however, for ascetic or business reasons, you may want to change branch styles or reorder boxes in your chart. Changes to branch styles and ordering can be preserved across data refreshes (See Refreshing Charts topic for more information).

» To Reorder Boxes

  1. Make sure the EDIT CHART RIBBON (editchartr.PNG) is selected.
  2. Select the movebox.png Move Box tool.
  3. Click on the box you want to move and drag it over a peer. As you move a box, you will see green arrows that indicate where the box will be placed when you release the mouse button. For example, to place a box to the left of a target box, drag the box over the target box and then release the mouse button when you see a green arrow pointing left.
    moveleft.png
    To place a box as a subordinate of a target box, drag the box over the target box and then release the mouse button when you see a green arrow pointing down.
    changemgr.png
  4. Don’t forget to save.png save your chart when done reordering boxes. Select the select.png Arrow tool to exit the move box mode.

» Changing Branch Styles

  1. Make sure the EDIT CHART RIBBON (editchartr.PNG) is selected.
  2. Select a box in the chart.
  3. Select the branchstyles.png Branch Styles button
  4. Select a branch style. If you choose an assistant style (assiststyles2.png) then the branch style of the selected box will be updated based on your selection. For any other style, all peers of the selected box will be updated to reflect the new branch style.
  5. Don’t forget to save.png save your chart when done changing branch styles.


Reviewed 9/6/2017