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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
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. 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).
	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.