Quick Start – update department content

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Department field title and visibility

Not all the fields you will use for the specific organization chart, we can set visibility of the department fields, and there is option to control if hidden fields will be visible on the updating panel

And except headcount field, other department fields are text fields without pre-defined purpose, we can use the fields as we want, also for the language reason, we may need to change the title of the department fields.

The visibility and title changes is for the organization chart file only, which will not impact other organization chart files. After sync to other device, the changes will also take effects for the organization chart.

Right click on department title in outline panel to change department field title and visibility (double click on the department title in outline panel to directly change department field title), And there is an option in updating panel to control if to show all the fields or just show the visible fields.

You will find the changed title will take effects every where if need to show it.

Update department content on outline panel

Outline panel acts like a grid

  • Mouse click or ← → ↑ ↓ (“left”, “right”, “up”, “down”) keys to change active row and column

  • ↩ (“enter”) key to edit the active cell of selected department; click on active cell again to edit;  double click on any cell to edit it directly

    Esc key or click outside to stop editing the active cell, and change will not be saved.

    When editing, ↩ (“enter”) key to end the editing and the change will be saved

  • ⌘⌥ (“Command” + “Alt”) +  or  or or keys to change active cell AND EDIT the active cell

  • “Delete” key to clear the content of active cell
  • Supports to copy/paste cell content

    (select a cell, not to edit it, command+c to copy content, then select cell of same field of another row, not to edit, command+v to copy content)

Update department content on updating panel

Updating panel acts like a property list window, to edit selected department content and visual style.

To display updating panel:

  • Double click a department on chart panel
  • Right click a department on outline or chart panel, then click edit menu
  • Or click the panels button on toolbar

Updating panel provides the way to edit department most of the users are familiar.

Change department photo

OrgChart makes changing photo be very flexible, we can easily to drag image from Finder or other apps to outline, chart and updating panel to change the photo of selected department.

Also OrgChart provides options to control how to zoom/clip images to create photo, also include option for face detection.

  • Drag image from another app to department block on chart to change photo
  • Drag image from another app to the photo frame on updating panel to change photo.

    Drag photo out from updating panel to clear photo

  • On outline panel, edit photo cell and then drag image from another app to change photo.

    On outline panel, edit photo cell and then drag image out to clear photo.

Click to next topic: Adjust department visual style