Template Rules

Standard Rules

OrgChart Now comes with a list of built in rules (e.g conditional formats) that can be applied to your chart template.

Defining or Editing a Standard Rule

To edit a field, select an option from the drop down list. Reference the example below.


For example, the rule 'Title' equals 'Program Manager' or 'Title equals Senior Analyst' will highlight boxes that satisfy this condition.

In the example above, the system style 'Highlight-yellow' box style is selected. Clicking OK and APPLY would highlight all boxes with the titles 'Program Manager' or 'Senior Analyst' in yellow.

  • For more information on applying different box styles, click here.

Complex Rules

Along with built in template rules, OrgChart Now gives you the option to create your own 'complex rule.' This feature allows you to define custom rules for your org chart. A list of supported operator types can be found below for reference.

Defining or Editing a Complex Rule

To define a complex filter make sure the 'Complex Filter' checkbox is selected in the Filter Data Panel. Click on the 'Edit Rule…' button to define or modify a complex rule.


For example, entering in the textbox 'ToDate([HireDate]) <= ToDate([TODAYF])' would return True if the hire date is not in the future.

You can then select a box style to be applied to your org chart for this condition.

Note: Use the 'Test Rule…' button to make sure you haven't made an errors in a complex rule definition.

Operator Types

Comparison Operators

The following Comparison Operators are available:

Operator Description Example
== equal to [Department] == "Strategy"
!= not equal to [Department] != "Strategy"
> greater than [Salary] > 100000
< less than [Salary] < 100000
>= greater than or equal to [Salary] >= 100000
<= less than or equal to [Salary] <= 100000

Logical Operators

The following Logical Operators are available:

Operator Description Example
&& and [Department] != "Strategy" && [Department] != "Planning"
|| or [Department] == "Strategy" || [Department] == "Planning"
! not !(StartsWith([CostCenter],"999")

String Functions

The following String Functions are available:

Operator Description Example
ToUpper() Convert string to upper case ToUpper([Department])
ToLower() Convert string to lower case ToLower([Department])
Contains() Test if a string contains a string Contains([Department], "001")
StartsWith() Test if a string starts with a string StartsWith([Department], "001")
EndsWith() Test if a string ends with a string EndsWith([Department], "001")

Date Functions

The following Data Functions are available:

Operator Description Example
ToDate() Converts string to date ToDate("12/1/2017")
TODAY Today's date ToDate([TODAY])
TODAYF Today's date including time ToDate([TODAYF])
TODAYF+N Today's date + N days ToDate([TODAYF+5])
TODAYF-N Today's date - N days ToDate([TODAYF-5])

NOTE: TODAY should be used to test if a date is equal to today. Example: ToDate([HireDate]) == ToDate([TODAY]). TODAYF should be used for all other comparisons.


Some examples listed below:

Example Notes
[Department] != "Strategy" && ([Department] != "Planning" || [CostCenter] == "999") [Department] != "Strategy" AND ([Department] != "Planning" OR [CostCenter] == "999")
ToDate([HireDate]) <= ToDate([TODAYF]) True if "HireDate" is not in the future
EndsWith(ToUpper([CostCenter]),"SE9") True if cost center ends with "SE9" or "se9" or "Se9" or "sE9"