Overview
One of the most powerful features of OrgChart is the ability to refresh a chart from source data. When a chart is refreshed, all records that are added, deleted, moved and/or changed (in the source data) will automatically be incorporated into the chart.
Data Refresh
Main Article: Data Refresh
The Data Refresh function queries the external data source (that was used to create the chart) and then synchronizes the chart to match the source data.
Refresh Properties
Main Article: Refresh Properties
When a chart is refreshed, the original settings (configured using the Import Wizard) are used to determine presentation options (e.g. Chart Template to apply, pagination settings, etc.). You can use the Refresh Properties function to change any of the original settings.
Refresh Scheduler
Main Article: Scheduler
The Scheduler function automates data refreshes. You can set a chart to be refreshed on a daily or weekly basis. This is especially important if you have read only users that need access to the most current org chart (eliminates the need to manually refresh your chart every day).
Box Locking
Main Article: Box Locking
There are times when you need to persist manual changes (e.g. alternate title or presentation change) across data refreshes. You can use the Box Locking functionality to lock manual changes to charts.
Notes
The append data function is the recommended approach if you have more than 5 manual changes you want to persist across refreshes. The append data function uses a spreadsheet to specify all changes (add, moves, updates and deletes).
Reviewed 08/24/2017