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OrgChart Help Guide

Box Styles

Audience

Audience: Administrators & Read/Write Users

Overview

Box Styles refer to the format of employee boxes displayed on the OrgChart.

Box Styles drive the presentation of your employee records, and are conditionally applied to your chart View.

Accessing Box Styles

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. The View Manager user interface is displayed.

Setup_View_Manager_Select.png

Click on the Box Styles button. The Box Styles panel is displayed to the right of the screen.

Show_Box_Styles_View_Manager_5_3_1.png

Managing Box Styles

The Box Styles panel provides an interface for applying and managing Box Styles. There are three available libraries:

System

Box Styles which are pre-built and provided by OrgChart. Box Styles saved to the System Library cannot be modified.

Shared

Box Styles which are created and modified by OrgChart Administrators and Read/Write users. Box Styles saved to this library are accessible by other account users.

User

Box Styles which are crated and modified by an OrgChart Administrator or Read/Write user. Box Styles saved to this library are only accessible to user who created them.

Box Styles Toolbar

In the Box Styles panel, the following tools are available:

addtemplate.png

Add a new Box Style. If a box in the chart is selected when clicking this icon, it will be used as the starting point for the new template.

5_2_BoxStyles_PencilIcon.png

Edit selected Box Style using the Box Layout Editor.

ReplaceBoxStyleIcon.png

Replaces existing Box Style:

  • Users can select a desired box in the chart, then select a created Box Style in the Box Style panel. Clicking the icon will replace the existing Box Style in the panel.

  • Only applicable to the Shared and User libraries.

deletetemplate.png

Delete selected Box Style.

duplicatetemplate.png

Duplicate selected Box Style.

renametemplate.png

Rename selected Box Style.

moveuparrow.png

Reorder selected Box Style up.

movedownarrow.png

Reorder selected Box Style down.

savetemplate.png

Save changes to Shared/User Box Styles.

Note

Note: When this icon is BLUE, changes that you have made have not yet been saved.

reloadtemplate.png

Discard changes to Shared/User Box Styles.

5_2_BoxStyles_CopyIcon.png

Copy selected Box Style from the System or User Libraries, and paste it into the Shared library.