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Chart Templates are the easiest way to format an org chart. [$Appname] includes with a library of pre-defined (System) Chart Templates.

showpanel.png Click on 'Show Panels' button if the right panel is not already shown.
Select the 'Templates' tab (at the bottom of the right panel).

Applying Templates

Double-click on any Chart Template (e.g. 'Classic') to apply to the current org chart.

You can switch between 'System Templates' and 'User Templates' using the radio buttons at the top of the panel. 'User Templates' can be edited. 'System Templates' are read only.

Editing Chart Templates

Visit the 'Editing Chart Templates' topic to learn about creating your own templates. More information at Edit Chart Templates Tutorial

Tips and Tricks

  • Chart Templates can contain conditional formats (for example, managers have a different format than individual contributors).
  • You may need to reapply a template (after modifying a chart) to ensure all boxes are formatted per defined conditional formats.

Editing Chart Templates

The Chart Template Editor allows you to add, edit, reorder, rename, delete and share Chart Templates.

Editing Templates
Only 'User Templates' can be edited. 'System Templates' are read only. Make sure to select the 'User Templates' radio button if you want to create or edit templates.

<entry icon=copy>To copy a 'System Template,' click on the 'Copy Chart Template' button (only shown for 'System Templates').

<entry icon=addobj tlink=charttemplateeditor>To add a template, click on the 'Add Template' button. The Chart Template Editor is displayed.

<entry icon=editobj tlink=charttemplateeditor>To edit a template, click on the 'Edit Template' button. The Chart Template Editor is displayed.

<entry icon=deleteobj>To delete a template, select a template and then click on the 'Delete Template' button.

<entry icon=duplicateobj>To duplicate a template, select a template and then click on the 'Duplicate Template' button.

<entry icon=renameobj>To rename a template, select a template and then click on the 'Rename Template' button.

<entry icon=shuffleup>To reorder templates, select a template and then click on the up/down arrows.

<entry icon=save>To save changes to changes made to your 'User Templates,' click on the 'Save Chart Templates' button.

<entry icon=reloadtemplates>To discard changes, click on the 'Reload Chart Templates' button.

Sharing Templates

<entry icon=reloadtemplates>If there are multiple users within your account, all users share the same Chart Templates library. You can retreive updates to library using the 'Reload Chart Templates' button.

Tips and Tricks

  • Your account must have at least two users to share templates. Contact [$SupportEmail] to add additional users to your account.

Chart Template Editor

A Chart Template contains one or more rules. Rules contain criteria (e.g. Department = 'Executive' and 'Headcount > 0'). A specific box style or set of box properties is applied to all boxes meeting the criteria defined within a rule.
Data driven formatting makes maintaining charts easy. Rules automatically set presentation parameters (such as box color or shape) which in turn allows for visual differentiation of boxes (e.g. managers, contractors, vacancies, etc.).

Template Editor

<entry icon=renameobj>To rename a template, click on the 'Rename Template' button.

<entry icon=addobj>To add a rule, click on the 'Add Rule' button.

<entry icon=editobj>To edit a rule, select a rule and then click on the 'Edit Rule' button.

<entry icon=deleteobj>To delete rules, select rules and then click on the 'Delete Rule' button.

<entry icon=shuffleup>To reorder rules, select a rule and then click on the up/down arrows.

Tips and Tricks

  • The Apply button updates the template and then applies the template to the current chart.
  • The 'Default' rule is applied to all boxes that do not match any defined rule.
  • Rules are applied from top to bottom. You may need to reorder rules to get the desired outcome.
  • If using a multi-chart document, you can reference the current division in a rule by entering [Division] into the 'Value' text box (for example, Department equals [Division]).