Grouping

Audience: Administrators and read/write users Edition: Plus, Pro, Premium, and Enterprise

Overview

Administrators and Read/Write users can use grouping to group boxes together based on certain criteria. Groups are created by each user and are not shared with other users.

Grouping is helpful for viewing pages of org charts with a lot of individual contributors. Grouping can be used on base charts, custom charts, or plans.

Note

Grouping is a Beta feature that must be turned on in Account Settings: UI profiles.

The following article provides information on:

• Enabling grouping in OrgChart
• Creating groups

Enabling grouping

1. Click on the settings option and then click on the Account settings option.

2.Click on the UI profiles heading. Open the UI profile that you would like to update (i.e. Default), and then toggle on the show grouping option

Note

Ensure that you are enabling this option for the UI profile that is assigned to you in your access group. If no UI profile is specified in your access group, or if you have 'full access,' update the Default UI profile.

3. Click on Save, and then refresh the browser.

3. Navigate back to the chart mode. Grouping is now available on the right-rail.

Creating groups

Groups can be created by Administrators and Read/Write users with access to the feature. Groups are unique to each user and cannot be shared amongst other users are this time.

1. Click on the Grouping icon, and then click on the +Create group option.

2. The group configuration panel opens.

3. Enter the name of the group, and then select a field from the Group by field  dropdown menu. This is the field by which records will be grouped (i.e Title).

4. Select a group style (i.e. Framed or Condensed). Reference the Framed vs. Condensed Group Style section below for more information.

5. Check the Conditional grouping checkbox, and then set the criteria for the grouping (i.e Group records when the title contains 'Engineer').

6. Optionally, update the minimum group size. Records will only be grouped when the criteria can group enough boxes to meet the minimum group size requirement.

5. Click on Save. The group is saved to the list of groups.

5. Check the box besides the newly created group to enable it.

Framed vs. Condensed Group Style

OrgChart offers two types of grouping presentation styles : Framed and Condensed.

Framed: A frame is placed around grouped records. Conditional formatting targeting framed grouped records still appear.

Condensed: Grouped employee records appear in a list. The Group by field value for those grouped records is displayed at the top of the group.

Note

The colors and box styles used in grouping are intuited from the view that is applied.