Audience: Administrators and Read/Write users
Overview
Backgrounds contain elements, such as company logos, legends and page numbers. Administrators and read/write users with the proper permissions can create, modify, and manage their backgrounds in the Background tab in Chart mode and Edit mode.
The following article provides details on how to:
Creating a new background
Administrators and Read/Write users with the proper permissions can create new backgrounds. Before getting started, ensure that you are:
- In Chart mode
- You are not using a view that applies a background
This section provides instruction on how to:
1. Click on the Background tab on the left-hand side of the screen.
Adding elements
2. The background is divided into six parts. Hover over a section in the under the Elements tab, and then click on the + button to add an element to that section.
3. When clicking on image, the file manager is displayed. Upload an image file to the Backgrounds folder, or select an existing image file, and then click on Select to add it to the background.
4. The image is added to the background within the margin boundaries. Click and drag the bottom right corner of the image to resize it to the desired size.
5. Hover over another section in the left-hand panel to add additional elements to other sections.
6. Optionally, click on the element that is added to the background, and then use the options in the contextual toolbar to make further formatting changes.
7. Optionally, hover over a section in the right-hand panel and add multiple elements to a section.
Re-arranging & styling elements
8. Re-arrange the elements in a section by clicking and dragging them.
9. Click on the top and bottom margin spacer to move elements up and down in relation to the top margin and bottom margins.
10. Click on the left and right margin spacer to move elements left and right in relation to the left and rights margins.
11. Click on an element and use the contextual toolbar to make edits to formatting.
12. Make additional detailed edits to legends or tables by right-clicking on the element and selecting the box properties option. The Box layout editor is displayed.
13. Make advanced edits in the Box layout editor, and then click on Finish editing layout.
14. Click on the Apply layout changes to preserve the changes you've made to the element in the Box layout editor.
15. Optionally, move elements in the left hand panel to different sections by clicking and dragging.
Saving a background
16. Click on Save as (at the bottom of the Background panel).
17. Enter a name for the background and then click on Save.
18. Click on Finish editing.
Applying a background
There are two ways that backgrounds can be applied to charts in OrgChart:
- Apply a background as a 'default' chart for a base chart (Administrators only)
- Apply a background conditionally using views
Applying a background to base chart
1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.
2. Click on the Presentation tab, and then select the background that you've created from the Chart background dropdown menu. This background will always be applied for this base chart, unless you use a view that applies a different background.
23. Click on Save.
Applying a conditional background
Administrators and Read/Write users with the proper permissions can apply backgrounds conditionally in views. This is a great option for applying different backgrounds for different parts of your org chart, or for displaying different legends depending on the view that is applied.
In the following section, we will apply a background to a view, so that every time that view is applied, that specific background is applied.
1. Click on the Available views dropdown menu, and then select a view that you would like to update with a different background.
2. Click on the View rules tab on the right-hand side of the screen, and then click on the edit icon.
3. Click on the + Add rule button.
4. Click on the Which boxes should this rule apply to dropdown menu, and then select the Always apply option.
5. Click on the Background tab (on the left hand side of the Rule editor), and then click on the Background dropdown to select one from the list.
6. Click on Save to preserve the changes and add the rule to the View rules list.
7. Click on the ✓ icon to preserve the changes to your view.
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