You can use Data Refresh to automatically synchronize a chart with your source data.

When you refresh your chart, OrgChart Now queries the data source and then updates, adds, moves and deletes chart boxes as necessary in order to synchronize your chart with the data source. The behavior of the refresh is determined by the settings originally specified in the Import Wizard. You can change setting using the Refresh Properties menu.

Thee following options available in Data Refresh panel.

  • Preserve manual changes to box layouts
  • Preserve manual identification of assistants
  • Preserve user changes to pagination (subchart breaks)
  • Preserve manual changes to branch styles and peer sorting