Template Rules
Table of Contents
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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 'Cost Center equals 10' 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 title of 'Program Manager' or Cost Center of '10' in yellow.
- For more information on applying different box styles, click here.
Basic Value Picker
The value picker button in the basic chart template rule editor allows you to insert values from your data on the fly.
To use the value picker:
- Select a field from the drop-down list. When you select a field is selected that has associated values in the chart, the "Add Value" button will become active.
- Click the "Add Value" button to see the list of available values associated with that field.
- Select a value from the drop-down to insert it into the text area.
Note: A valid chart must be open in order to use the value picker. The "Add Value" button will become active when a field definition is selected containing associated values.
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
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: The message: "Rule Valid." will be display when you haven't made an errors in a complex rule definition declaration.
Complex Value Picker
The value picker button in the basic chart template rule editor allows you to insert values from your data on the fly.
To use the value picker:
- Click "Show Fields" and select a field definition from the drop-down list to insert the string into the text area.
- Highlight the field definition string. If the field definition has values associated with it, the "Show Values" button will become active.
- Click "Show Values" and select a a value from the drop-down list to insert it into the text area.
Note: A valid chart must be open in order to use the value picker. The "Show Values" button will become active when a highlighted field definition contains associated values.
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.
Examples
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" |