Release Notes

Audience: All users

 

Overview

OrgChart pushes fixes and enhancements to our tool weekly. This article highlights some of OrgChart's most important new features and fixes released each quarter.

Q3 2024

• Dynamic print preview - See a preview of your chart prior to exporting to PDF, PPT, SVG, JPEG, and PNG. Print preview updates in real-time as you change pagination, scope, and page size.
  
  
• In-app guides - Click  through in-app guides to learn more about OrgChart's key features and functionality. Review in-app guides at any time in the Resource Center. 

Q2 2024

• Background UX improvements - More easily create and modify backgrounds. Background elements can be managed in the right-side panel, and will be automatically pinned to one of the 6 highlighted sections. Users can also drag/drop to adjust top and bottom margins.
  
  
• Enhanced export experience - Export to a variety of formats using the new Export modal. Name files and update pagination at the time of export.
  
  
• Support for BambooHR OpenID Connect - Allows BambooHR clients using BambooHR SSO to pull HR data and photos into OrgChart.
  
  
• Multi-Factor Authentication - App-based multi-factor authentication allows you to add an additional layer of protection to your account. Setup is quick and admins have flexibility over who needs it and who doesn’t. Enterprise only.
  
  
• Key word search - Search on fields containing delineated lists using key words. This is great for searching for records with specific skills. 
• Granular on-demand filtering - Create complex filters using AND / OR operations on base charts at any time. Filters are unique to each user.
  
  
• Easily access and edit record information - Right-click on records in Edit mode to see all the fields associated with that record. Make updates, and see these updates tracked in the Changes panel.

Q1 2024

• Paylocity integration - Pull HR data directly from Paylocity into OrgChart.
  
  
• Workday REST API integration - Pull HR data directly from Workday into OrgChart using Workday's REST API. 
  
  
• Jemini integration - Pull HR data directly from Jemini into Orgchart.
  
  
• Isolved integration - Pull HR data directly from isolved into OrgChart.
  
  
• Persistant on-demand changes - Make on-demand changes to custom charts (i.e. updating reporting lines, changing titles, and coloring boxes), and see those changes persist through refresh.
  
  
• Track changes in Edit mode - Track on-demand changes made to data, pagination, and formatting on custom charts. See what changed, who changed it, and when.
  
  
• Advanced Search - Search on any field (or formula) in your dataset. Search on multiple fields to narrow the scope.