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OrgChart Now Help Guide

Table of ContentsTable of Contents

Viewer

Overview

The Viewer is a read-only environment where users can view and navigate Master Charts and Chart Documents.

Accessing Viewer

Click on the in the top-left corner of the screen, and then select the Viewer option.

The Viewer user interface is displayed.

Navigating Viewer

Chart: Name of the open Master Chart or Chart Document. Click on the name of the open chart, and then click on a different Master Chart or Chart Document to open it. Master Charts, or charts that are generated from the import of your source data, are displayed above the separator in the dropdown menu. Chart Documents, or charts that are created using source data, but modified in the Workbench, are displayed below the separator in the dropdown menu. Admins can click on the icon in the top left of the Chart menu in order to easily access the Account Settings: Chart Management panel.
View: Name of the View currently applied to the open Master Chart or Chart Document. Click on the name of the View , and then select a different View to apply to the current chart. Admins can click on the icon in the top left of the View menu in order to easily access the Chart Settings: Presentation panel, where they can modify which Views appears in the View list, among other settings. Tip Administrators and Read/Write Users can create and modify Views in the View Manager.
Levels: Number of Levels of the organization displayed on the current subchart. Click the number to increase the number of Levels displayed (up to 5). Admins can click on the icon in the top left of the Levels menu in order to easily access the Chart Settings: Presentation panel, where they can set the default Levels displayed on launch, among other settings.
	Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel). Activate Interactive Filtering to filter in/out records dynamically using checkboxes.
	Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel).
	Click to adjust the zoom settings on the chart. The following Zoom percentages are available: 25% 50% 75% 100% 125% 150%
	Enable/ disable Print Preview. When Print Preview is enabled, select the size of the page on which the chart will be displayed.
	Click to enable Breadcrumbs while navigating a chart. Note The option to toggle Breadcrumbs On/Off can be disabled. Reference the Account Settings: UI Profiles article for more information.
	Click to synchronize Master Chart with data source(s). Note Administrators can refresh Master Chart data by default. Read/Write users can refresh Master Chart data, if they are assigned a UI Profile with the Allow RW Users to Refresh Master Charts option enabled.

Additional Options

While navigating Master Charts in Viewer, users can right-click on a record to access the following additional options:

Employee Profile	Spawn the Profile for the selected chart record.
Record Info	Open additional record information for the selected chart record. Addition information includes: Data source from which the record originates Any sources that modify the record (i.e. Append Tables or other Merge Data sources). Fields shown in the current Box Style applied to that record All fields associated with that record Note This option is only available for Administrators.
Make Top of Page	Go to the subchart of the selected chart record. Note This option is only available for chart records that are not already the top record of the current subchart, as well as chart records that have subordinates.