Box styles

Audience: Administrators and Read/write users

 

Overview

Box styles are formatted boxes that are displayed on the org chart. Box styles, in combination with view rules, drive the presentation of your org chart. Administrators and read/write users can edit box styles using the box layout editor.

The following article provides detailed information on:

• Adding and managing box styles
• Modifying box styles in the box layout editor

Adding and managing box styles

Administrators and read/write users with the proper permissions can add, rename, modify and delete box styles.

The following sections covers:

• Accessing the box style library
• System and shared box styles
• System box style options
• Shared box style options
• Creating box styles

Accessing the box style library

Box styles can be managed from the box style library.

Click on the Box styles option on the left hand rail to open the box style library.

You can search, filter, and sort box styles. By default, box styles are sorted by most to least used. Therefore, box styles that are applied in more views are shown at the top.

You can find key information about a box style in the box style library, such as: how many views a box style is applied to, if the box style is a system or shared style, and if the box styles is an employee, position, or group type.

System and shared box styles

The box style library has two distinct 'sets' of box styles. There are system box styles, and shared box styles.

System box styles are automatically generated by OrgChart. These box styles can be applied to org charts in view rules, or they can be transferred to the shared set of box styles, where they can be customized. Shared box styles are box styles that are created by users.

You can filter the box styles by box style library. For example, you can uncheck 'System' to view only the Shared styles.

System box style options

System box styles cannot be modified, though they can be transferred to the shared set of box styles for further customization. System box styles are demarcated "System."

Hover over a System box style to reveal the following option:

Copy selected box style to shared set for further customization.

Shared box style options

Shared box styles are created by users and can be customized to meet the needs of your organization. Administrators and read/write users with the proper permissions can create and manage shared box styles.

Hover over a Shared box style to reveal the following option:

	Click to rename the box style. You must hover closer to the box style's name to see this option appear.
	Click to copy the box style.
	Click to edit the box style in the box layout editor.
	Click to delete the box style. You must confirm this action, as it cannot be undone.

Creating box styles

To create a new box style, click on the Create box style button. Depending on the chart type that you have open, the following box style types are available:

• Employee - Can be applied to employee boxes in employee- or position-driven charts
• Position - Can be applied to position boxes in position-driven charts
• Group - Can be used as a grouping container when configuring groups on employee-driven charts. The grouping feature must be enabled to see this option.

Once you select the box style type, the box style is opened to the box layout editor.

Modifying box styles in the box layout editor

Administrators and read/write users with the proper permissions can modify box styles in the box layout editor.

The following sections provides information on:

• Accessing the box layout editor
• Box layout editor options

Accessing the box layout editor

To access the box layout editor, hover over a Shared box style, and then click on the edit button. Alternatively, create a new box style to enter the box layout editor.

Box layout editor options

Rename box

Click on the name of the box style in the top left corner of the box layout editor to rename the open box style.

Box level edits

The following box level edits are available in the box layout editor's contextual toolbar when no box cells are selected:

Select preview	Preview the box formatting with your source data. Use the preview search box to search for records to preview the box style with.
	Set the box width (fixed, auto[self], auto[smart], auto[children])
	Set the height of the box (fixed, auto[self], auto[smart])
Gutter	Set the amount of space between the edge of the cells within a box and the border of the box.
	Change the box shape
	Change the box fill color
	Add or remove box shadow
	Change the border color for the box
	Add a box flag
	Change the box border weight
	Change the type of box border (no border, single border, double border)
	Change the box border style (solid, dashed)

Cell level edits

The following cell level edits are available in the box layout editor's contextual toolbar when selecting a cell in the box style:

Font style	Change the font style
Font size	Increase or decrease the font size
	Bold text
	Underline text
	Italicize text
	Change text color
	Change cell color
	Change cell fill style (solid fill, separator, dashed line, triangle, left triangle)
	Change text horizontal alignment (left, center, right, justified)
	Change text vertical alignment (top, middle, bottom)
	Enable text wrapping, so that all cell content is visible and displayed on multiple lines
	Increase row height to fill any remaining vertical space in the box

Editing fields, columns, and rows

The following options are available in the floating toolbar when selecting a cell in a box style:

Select dropdown	Select a field or formula from your data to display in the box cell. Field values associated with the chosen field will be displayed when the box is applied to the chart. Optionally, choose the free text or no content option respectively to either enter your own text or leave the cell blank.
Value only dropdown	Choose how the selected field should be displayed in the box (value only, field label and value, or field label only)
	Insert or remove rows to the box
	Insert or remove columns to the box
	Merge selected cells into one cell
	Increase row height to fill any remaining vertical space in the box