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OrgChart Help Guide

View Manager

Audience

Audience: Administrators & Read/Write Users

Overview

The View Manager allows Administrators and Read/Write Users to create and modify Views, containing conditional formatting Rules and Box Styles.

Accessing View Manager

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the View Manager tile.

Setup_View_Manager_Select.png

The View Manager user interface is displayed.

View_Manager_5_3_1.png

While this mode looks similar to the Viewer, it differs with the addition of the Manage, Rules, Box Styles, and Link To buttons.

View_Manager_Callout_Buttons_5_3_1.png

The following sections offer more information about these buttons specific to the View Manager.

View Manager Options

View_Manager_Link_To_5_3_1_150x.png

Click to link the current open View to a Master Chart in the Chart Settings: Presentation panel. This will make the View available in the Views dropdown in Viewer.

Note

This option is only available to Administrators.

Manage dropdown

Create, modify, and save chart Views.

Rules

Define and order conditions under which presentation options are applied in a given View.

Box Styles

Create and modify the presentation of employee data in chart boxes.